Automated Juniper Square Investor Onboarding
When a new LP is added in Juniper Square, WebRun reads their contact details and commitment amount, sets up their investor portal access, queues the subscription document packet in DocuSign for their countersignature, and posts a Slack notification to the IR team with the investor's profile and next steps.
How do I automatically kick off onboarding when a new investor subscribes?
WebRun detects a new LP in Juniper Square, sets up their investor portal account, stages a subscription document packet in DocuSign for GP review, and posts a Slack notification to the IR team with the investor's profile and next steps. Documents are never sent to the investor without GP approval.
- New LP portal access set up in minutes, not days
- Subscription documents staged in DocuSign without manual data entry
- IR team alerted immediately with investor details and a clear next-steps list
Built for private equity GPs · real estate fund managers · VC fund administrators · IR teams
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 new LP details and set up portal access
junipersquare.com
WebRun opens Juniper Square to read new LP details and set up portal access. - Detect the new LP record: name, entity type, email, commitment amount, and fund
- Create or activate their investor portal account with the correct fund and permissions
- Confirm their onboarding checklist is initialized in Juniper Square
Done when The new LP has an active portal account and their onboarding checklist is open.
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2
DocuSign - queue subscription document packet for countersignature
docusign.com
WebRun opens DocuSign to queue subscription document packet for countersignature. - Create a subscription document envelope for the LP using their name, entity, and commitment amount
- Stage the envelope as a draft for the GP to review before sending to the investor
- Do not send the envelope automatically - leave it ready for GP countersignature trigger
Done when A DocuSign subscription envelope is staged and ready for GP review.
-
3
Slack - notify IR team with investor profile and next steps
slack.com
WebRun opens Slack to notify IR team with investor profile and next steps. - Post a notification to the IR Slack channel: new LP name, entity type, fund, and commitment amount
- Include a link to their Juniper Square profile and note that the DocuSign packet is staged for review
- List the next onboarding steps the IR team needs to action
Done when The IR team has a Slack notification with the new LP's details and a clear list of next steps.
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 send the subscription documents to the investor automatically?
No. The DocuSign envelope is staged as a draft for the GP to review and send. The investor receives nothing until the GP triggers the send, keeping you in control of every outbound document.
What information does it pull from Juniper Square for the new LP?
It reads the LP's name, entity type, email address, commitment amount, and fund from their Juniper Square record, and uses those details to populate the portal account and DocuSign envelope.
What if the LP was added without a complete record?
WebRun flags any missing required fields in the Slack notification and pauses that LP's onboarding steps so your team can complete the record before proceeding.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.