Automated LP KYC Document Collection Chaser
Every Monday, WebRun opens Juniper Square, checks each LP's compliance document status, identifies who is missing required KYC or AML items such as government ID, entity documents, or W-9 forms, drafts a personalized email listing exactly what is still needed, saves each email as a Gmail draft for the GP to review, and sends the GP team a Telegram message summarising how many LPs have outstanding document requirements.
How do I automatically chase investors for missing KYC and AML documents?
WebRun checks Juniper Square every Monday for LPs with missing KYC or AML documents, drafts a personalized collection email for each investor listing exactly what is outstanding, saves every email as a Gmail draft for GP review, and sends the team a Telegram summary of how many cases need attention. No email reaches an investor without GP approval.
- Every LP with a missing compliance document identified each Monday without manual portal review
- Personalized collection emails drafted and ready for GP approval, not written from scratch each week
- GP team sees a Telegram summary of total outstanding cases before the week begins
Built for private fund compliance teams · investor relations managers · real estate GPs · fund administrators
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 - identify LPs with missing KYC or AML documents
junipersquare.com
WebRun opens Juniper Square to identify LPs with missing KYC or AML documents. - Open Juniper Square and navigate to the investor onboarding or compliance section
- Check each LP's document checklist for missing or expired items: government-issued ID, entity formation documents, W-9 or W-8, accredited investor certification, AML questionnaire
- Capture LP name, email, fund, missing document types, and how long each has been outstanding
Done when Every LP with a missing or expired compliance document is listed with their specific outstanding items.
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2
Gmail - draft personalized collection email per LP
gmail.com
WebRun opens Gmail to draft personalized collection email per LP. - Draft a personalized email for each LP listing exactly which documents are still required
- Reference the LP's name, fund, and deadline for compliance completion
- Save each email as a Gmail draft - do not send - so the GP can review before it reaches the investor
Done when A Gmail draft exists for every LP with outstanding compliance documents, unsent and awaiting GP review.
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3
Telegram - notify GP team with a weekly document chase summary
telegram.org
WebRun opens Telegram to notify GP team with a weekly document chase summary. - Send a Telegram message to the GP team with the total count of LPs with missing documents
- List the top 5 oldest outstanding cases by days overdue
- Note how many Gmail drafts are queued and ready for review
Done when The GP team has a Telegram summary of the week's document collection status.
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
Will it email investors about missing documents automatically?
No. Every collection email is saved as a Gmail draft for the GP to review before sending. Investors receive nothing until you approve and send each email manually.
How does it know which documents are required for each LP?
It reads the compliance document checklist from each LP's Juniper Square investor profile, which tracks which items have been collected and which are still outstanding.
What if an LP has submitted documents but Juniper Square has not been updated?
Keep the Juniper Square record updated as documents are received. WebRun reads the live checklist status each run, so marking an item complete in Juniper Square removes that LP from the next week's chase list.
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Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.