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www.junipersquare.com
Unified fund-operations platform for private markets enabling GPs to raise capital, onboard investors, and streamline operations.
Juniper Square is a fund operations partner for private markets, providing a unified software and services platform that helps GPs raise capital, onboard investors, manage portfolios, and generate reporting. Serving thousands of funds and LP accounts worldwide, the company enables GPs to scale operations, improve information sharing, and enhance the investor experience across private real estate, private equity, venture capital, and other asset classes.
Mission statement
Founded in 2014 to create radically expanded opportunities for investment and participation in all private markets.
Products & Services
Juniper Square Platform Platform
A Unified Platform Enhancing Capital Raising and Investor Experience for GPs.
www.junipersquare.com/platform- ✓ AI CRM for Investor Relations — Manage Investor Relationships Efficiently
- ✓ Portal — Centralize Investor Communication
- ✓ Data Rooms — Centralize Document Management
- ✓ Investor Onboarding — Enhance the Onboarding Experience
- ✓ API Integrations — Extend Functionality Seamlessly
- ✓ Distribution Payments — Streamline Financial Processes
- ✓ Insights — Make Data-Driven Decisions
- ✓ Investor Reporting — Deliver Compliant Reports Promptly
Fund Administration Service
Comprehensive fund administration services enhance operational efficiency and investor experience.
www.junipersquare.com/solutions/administration- ✓ Integrated fund operations — Unify Operations
- ✓ Automated processes — Scale Operations Seamlessly
- ✓ Expert team access — Commitment to Excellence
- ✓ Client implementation support — Streamline Onboarding Process
- ✓ Customizable technology — Adapt to Market Needs
Fund Accounting Product
Streamlines fund financial management and enhances investor reporting and compliance.
www.junipersquare.com/solutions/administration/fund-accounting- ✓ Single Source of Truth — Centralize All Financial Data
- ✓ Timely Financials — Ensure Timely Reporting
- ✓ Expert Accountant Support — Leverage Expert Knowledge
- ✓ Integrated Financial Management — Streamline Operations
- ✓ Comprehensive Reporting Tools — Generate Custom Reports
Treasury Services Product
Streamlines capital call and distribution processes for improved efficiency and accuracy.
www.junipersquare.com/solutions/administration/treasury-services- ✓ Capital Call Calculations — Automates Capital Call Processes
- ✓ Contribution Reconciliation — Ensures Accurate Contribution Tracking
- ✓ Automated Notices — Delivers Timely Notifications to LPs
- ✓ Technology-Driven Calculations — Reduces Errors and Risk
Investor Services Product
Enhances investor experience through streamlined onboarding and effective communication.
www.junipersquare.com/solutions/administration/investor-services- ✓ Onboarding Support — Simplifies Onboarding
- ✓ Investor Communications — Streamlines Communications
- ✓ Portal Configuration — Enhances User Experience
- ✓ K-1 Dissemination — Automates Tax Reporting
Fundraising & Onboarding Product
Effortlessly streamline capital raising and onboarding for a superior investor experience.
www.junipersquare.com/solutions/fundraising- ✓ Managed Close — Simplify Subscription Processes
- ✓ Fundraising Dashboards — Visualize Key Metrics
- ✓ Integrated AML/KYC Flow — Ensure Compliance Efficiently
- ✓ Flexible LP Subscription Flows — Allow Collaboration
- ✓ Intuitive Navigation — Enhance User Experience
Investor Management Product
Enhance investor relationships while streamlining communication and data management.
www.junipersquare.com/solutions/investor-management- ✓ Real-Time LP Data — Access Up-To-Date Investor Information
- ✓ Unified LP View — Enable Seamless Collaboration Among Teams
- ✓ Integrated Onboarding Flows — Streamline New Investor Sign-Ups
- ✓ Efficient Communication Tools — Enhance Client Interactions
- ✓ Custom Reports and Dashboards — Create Personalized Insights
AML/KYC Product
Ensure compliance and enhance investor confidence with comprehensive AML and KYC services.
www.junipersquare.com/solutions/aml-kyc- ✓ AML and Due Diligence — Mitigate Risks Effectively
- ✓ KYC Screening — Verify Investor Identities
- ✓ Global Sanctions Screening — Protect Against Non-Compliance
- ✓ Secure Data Management — Safeguard Sensitive Information
- ✓ Enhanced Due Diligence — Strengthen Compliance Framework
Deal Services Service
Outsource fundraising, onboarding, and investor management operations to maximize efficiency.
www.junipersquare.com/solutions/deal-services- ✓ End-to-end subscriptions — Streamline Investor Management
- ✓ Outsourced portal setup — Simplify Portal Management
- ✓ End-to-end distribution management — Ensure Accurate Distributions
- ✓ Expertise in investor management — Enhance Operational Efficiency
Market Segments
Fund accounting and administration
Accountancy and operational services that maintain fund financials, compliance-ready reporting, treasury coordination, and investor services for private funds.
Investor reporting and portal
Capabilities that deliver secure investor portals, standardized and timely investor reports, data rooms, and distribution/payment workflows to improve limited partner communications and transparency.
Investor relations CRM
CRM and fundraising workflows focused on limited partner relationship management, pipeline tracking, digital onboarding, and fundraising analytics powered by AI.
Private markets data and integrations
Data consolidation, API integrations, business intelligence, and workflow automation to break down silos, standardize fund data, and enable integrations with third-party systems.
Ideal Customer Profiles
Growth-stage private markets funds seeking scalable investor operations and compliant onboarding.
Improve LP satisfaction, shorten fundraising cycles, ensure accurate reporting
Ensure timely financials, scalable processes, regulatory compliance
Reduce manual tasks, improve process efficiency
Large real estate and private equity funds requiring end-to-end fund operations and robust reporting.
Timely, accurate reporting; regulatory compliance
Efficient operations; scalable workflows
Accurate financial statements; strong internal controls
Strong LP relations; clear, timely reporting
Smaller, specialized funds and family offices seeking efficient reporting and investor communications.
Reduce manual tasks, improve process efficiency
Maintain strong LP relations, timely updates
Timely financial statements, strong controls
Related Organizations
Real estate investment management software provider enabling end-to-end real estate investment lifecycle management.
Allvue Systems delivers integrated data and software solutions for private capital markets across the fund lifecycle.
Cash Flow Portal Inc. provides investment-management software for real estate sponsors and fund managers, enabling fundraising, investor relations, and compliant fund administration.
A connected, end-to-end real estate investment management platform unifying investor relations, deal workflows, accounting and debt management.
Common Questions
- What does Juniper Square, Inc. do?
- Juniper Square is a fund operations partner for private markets, providing a unified software and services platform that helps GPs raise capital, onboard investors, manage portfolios, and generate reporting. Serving thousands of funds and LP accounts worldwide, the company enables GPs to scale operations, improve information sharing, and enhance the investor experience across private real estate, private equity, venture capital, and other asset classes.
- What problems does Juniper Square, Inc. solve for Growth-Stage Private Markets Fund Managers?
- Manual onboarding, fragmented investor data, slow fundraising cycles, AML/KYC overhead
- What problems does Juniper Square, Inc. solve for Large Private Markets Funds And Asset Managers?
- Disparate systems, manual reconciliations, slow audit cycles, complex treasury operations
- What is Juniper Square, Inc.'s role in the Fund accounting and administration market?
- Accountancy and operational services that maintain fund financials, compliance-ready reporting, treasury coordination, and investor services for private funds.
- What is Juniper Square, Inc.'s role in the Investor reporting and portal market?
- Capabilities that deliver secure investor portals, standardized and timely investor reports, data rooms, and distribution/payment workflows to improve limited partner communications and transparency.
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