Automated LP Capital Call Payment Chaser
Every Monday, WebRun opens Juniper Square, finds every capital call payment that is past due, notes the LP name, amount owed, and days outstanding, drafts a polite reminder email for each delinquent LP in Gmail for GP review, and posts the full overdue list to the IR Slack channel so the team knows what is in flight.
How do I automatically chase LPs who have not paid their capital call?
WebRun opens Juniper Square every Monday, finds every LP with an overdue capital call payment, drafts a polite reminder email for each in Gmail, and posts the full overdue list to Slack for the IR team. No email is sent to an LP until the GP reviews and approves each draft.
- Overdue LP payments surfaced and aged every Monday without manual ledger review
- Personalized reminder drafts ready for GP approval before any email is sent
- IR team sees the full overdue list in Slack sorted by days outstanding
Built for private equity fund managers · real estate GPs · fund administrators · investor relations teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
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 overdue capital call payments
junipersquare.com
WebRun opens Juniper Square to identify overdue capital call payments. - Open Juniper Square and navigate to the capital call or treasury payments section
- Filter to capital call payments with a status of overdue or unpaid past the due date
- Capture LP name, email, amount due, original due date, and days past due for each
Done when Every overdue capital call payment is listed with LP contact details, amount, and aging.
-
2
Gmail - draft polite reminder email per delinquent LP
gmail.com
WebRun opens Gmail to draft polite reminder email per delinquent LP. - Draft a polite, professional reminder email for each overdue LP with their name, fund, amount due, and original due date
- For amounts over a threshold you set, add a note flagging the need for a personal call in addition to the email
- Save every email as a Gmail draft - do not send
- Label the drafts with the fund name for easy GP review
Done when A Gmail draft exists for every overdue LP, unsent and ready for GP review.
-
3
Slack - post weekly overdue payment digest
slack.com
WebRun opens Slack to post weekly overdue payment digest. - Post the weekly overdue payment digest to the IR Slack channel
- List each delinquent LP, their amount, and days outstanding, sorted by most overdue first
- Note how many Gmail drafts are queued and waiting for GP review
Done when The IR team has this week's overdue capital call list in Slack.
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 reminder emails to LPs automatically?
No. Every reminder is saved as a Gmail draft for the GP to review and send. No email reaches an LP without your explicit approval.
What if an LP has already paid but the record has not updated?
WebRun reads the live payment status from Juniper Square each Monday, so any LP who settled their call before the run will not appear in the overdue list.
Can it handle LPs who dispute the amount?
It surfaces the amount and due date exactly as recorded in Juniper Square. If there is a dispute, you correct the Juniper Square record and the next run will reflect the updated figures.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.