Automated Capital Call Payment Reconciliation
Every morning, WebRun compares capital call payments received in QuickBooks against the amounts expected in Juniper Square and flags any discrepancies for the fund accountant to resolve.
Automated LP Capital Call Payment Chaser
Every Monday, WebRun checks Juniper Square for capital call payments that are past due, calculates how long each has been outstanding, and drafts a reminder email for your review before it is sent to the LP.
Automated Juniper Square K-1 Delivery Tracking
Every morning during tax season, WebRun checks Juniper Square for K-1 delivery status, flags any LP who has not yet downloaded or acknowledged their document, and posts a chase list to Slack.
Automated Juniper Square Investor Onboarding
When a new LP subscription closes in Juniper Square, WebRun creates their investor portal account, triggers the subscription document workflow in DocuSign, and sends the GP team a Slack notification with the investor's details.
Automated Juniper Square Exception and Anomaly Flags
Every morning, WebRun scans Juniper Square for anomalies such as unusually large transactions, duplicate entries, missing required fields, and ownership percentage errors, and posts a flagged exception list to the IR team.
Automated LP KYC Document Collection Chaser
Every Monday, WebRun checks Juniper Square for LPs with incomplete KYC or AML document collections, identifies what is missing, and queues a personalized chase email for each LP for GP review before sending.
Automated Juniper Square Distribution Notices
WebRun reads your distribution run in Juniper Square, calculates each LP's share, drafts a personalized distribution notice with payment details, and saves every email for your review before funds move.
Automated LP Delinquency Risk Worklist
Every Monday, WebRun reviews LP payment histories and outstanding capital call commitments in Juniper Square, scores each LP's delinquency risk, and delivers a prioritized worklist so your IR team acts early.
Automated LP Email Logging to Juniper Square
WebRun reads incoming LP emails in Gmail, extracts the request type, LP name, and fund, and creates a tracked inquiry record in Juniper Square so nothing falls through the cracks.
Automated Fund Compliance Deadline Tracker
Every Monday, WebRun reviews upcoming compliance deadlines for your funds in Juniper Square, flags any due within 30 days, and posts a prioritized action list to the IR team in Slack.
Automated Juniper Square Capital Call Notices
WebRun reads your upcoming capital call in Juniper Square, drafts a personalized notice for every LP with the correct amount and wire instructions, and queues each one for your review before sending.
Automated Fund Document Approval Routing
When a new fund report or investor notice is ready in Juniper Square, WebRun drafts an approval routing package, sends it to the right GP reviewer, and tracks sign-off status so nothing is published without the required approvals.