Capital Intelligence leverages a massive dataset covering over 30,000 institutional firms, 70,000 mandates, and 100,000 key professionals. By embedding this information into a CRM environment, the tool allows teams to automate contact enrichment, track shifting allocation trends, and identify new investor leads without manual data entry. The platform’s AI matching engine proposes links to the Nasdaq dataset, which users can validate in a single session to keep relationship records current.

Beyond data maintenance, the product introduces a Pipeline Builder feature. This allows IR teams to filter potential investors by geography, firm type, and assets under management, enabling more targeted outreach. Early adopters, including ABR Investment Partners, report that the integration eliminates the need to jump between external market intelligence platforms and internal management software. For firms already subscribing to Nasdaq eVestment Market Lens, the new functionality is available immediately, furthering Juniper Square’s strategy of building AI natively into its operational infrastructure.