Modern investment management

Automate investment operations and delight your investors

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Raise more capital

Raise more and close faster with integrated data rooms, lead management, online subscriptions, and a CRM designed specifically for private fundraising

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Automate investment operations

Say goodbye to spreadsheets for good with powerful yet easy-to-use tools to calculate returns, manage waterfalls, and automate investor workflows

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Delight your investors

Provide your clients best-in-class reporting and on-demand access to their investments via the industry’s leading investor portal


We’ve doubled AUM and scaled our capital relationships to hundreds of private investors without having to add headcount, thanks to Juniper Square.

Jasmine Nazari

Head of Investor Relations
Urban Green Investments

Juniper Square is one of the best investments we’ve made for our company. The software has allowed us to scale our AUM at a pace that would be impossible without it. It’s rare to find something that can offer a best-in-class experience for both managers and investors.

Scott Sherman

Co-founder & Managing Principal
Tricera Capital

Juniper Square has been a game-changer for us, as it's allowed us to scale our investor base and continue to acquire deals without building out a large operations or investment management team.

Joe Stampone

VP of Investments
Atlas Real Estate Partners

The #1 investment management platform

Juniper Square is equipped to meet the needs of the smallest to the largest investment manager

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World-class service, from a different kind of software company

Our customers love Juniper Square, and we love them back. We put our customers first and you can count on us to move mountains to make you successful.

See how we’re different

Trust in the industry leader

Juniper Square is trusted with more assets, investments, and investors than any other provider in the industry. Leading LPs prefer Juniper Square and we work closely with them in building our system. The net result? A step-function change for you and your investors.



$1.5 Trillion

assets under management


Investor Accounts

Getting started is easy.

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