Surface LP delinquency risks before they escalate
Every Monday, WebRun opens Juniper Square, reads each LP's payment history across all active capital calls, calculates a delinquency risk score based on days overdue, number of missed payments, and outstanding commitment size, logs the full risk assessment to a Google Sheet, and posts the top-risk cases to the IR Slack channel so your team prioritizes the right LPs before situations escalate.
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How do I automatically identify LPs at risk of delinquency on their capital calls?
WebRun reads LP payment histories from Juniper Square every Monday, scores each delinquent LP as high, medium, or low risk based on days overdue and missed capital calls, logs the full worklist to a Google Sheet sorted by priority, and posts the top five cases to the IR Slack channel. Outreach decisions remain with your team.
- High-risk LP cases identified and prioritized before they become defaults
- IR team starts each Monday with a scored worklist sorted by urgency
- Payment patterns tracked over time in a running Google Sheet for fund-level risk reporting
Built for private equity fund managers · real estate GPs · fund administrators · LP relationship managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.junipersquare.comin a real browser with your saved login - no setup, no API keys. -
1
Juniper Square - read LP payment history and outstanding commitments
junipersquare.com How to Automate Juniper Square
WebRun opens Juniper Square to read LP payment history and outstanding commitments. - Open Juniper Square and review each LP's payment history across all active capital calls
- Identify any LP with one or more overdue payments, a partial payment, or a pattern of late payments
- Capture LP name, total commitment, amount outstanding, days overdue, number of missed calls, and current payment status
Done when Every LP with any payment delinquency or risk signal is captured with their payment history.
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2
Google Sheets - log risk scores and full LP worklist
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log risk scores and full LP worklist. - Open the LP delinquency risk Google Sheet
- Calculate a risk score for each LP: high if more than 30 days overdue or more than one missed call, medium if 15 to 30 days overdue, low if under 15 days
- Log each LP with their risk level, days overdue, outstanding amount, and a recommended action (call, letter, or monitor)
- Sort by risk level then by days overdue so the highest-priority cases appear first
Done when Every at-risk LP is scored and sorted in the Google Sheet with a recommended action.
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3
Slack - post top-risk LP cases to IR team
slack.com How to Automate Slack
WebRun opens Slack to post top-risk LP cases to IR team. - Post the weekly delinquency risk digest to the IR Slack channel
- List the top 5 highest-risk LPs with their risk level, days overdue, and outstanding amount
- Include a link to the full Google Sheet for the complete worklist
Done when The IR team has the top-risk LP cases in Slack with a link to the full worklist.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it contact the at-risk LPs automatically?
No. WebRun only scores and surfaces the risk. All outreach to LPs is decided and sent by your IR team after reviewing the worklist, keeping the team in control of every investor communication.
How is the risk score calculated?
WebRun uses days overdue, number of missed capital calls, and outstanding commitment size from Juniper Square to assign high, medium, or low risk. You can adjust these thresholds in the Google Sheet to match your fund's risk tolerance.
What if an LP is technically overdue but has communicated a delay?
WebRun surfaces the LP in the worklist based on what is recorded in Juniper Square. If you have a verbal arrangement with the LP, note it in the Google Sheet. That context is visible to your team alongside the risk score.
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