Modern investment management
Automate investment operations and delight your investors
Raise more and close faster with integrated data rooms, lead management, online subscriptions, and a CRM designed specifically for private fundraising
Say goodbye to spreadsheets for good with powerful yet easy-to-use tools to calculate returns, manage waterfalls, and automate investor workflows
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.
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.
Co-founder & Managing Principal
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.
VP of Investments
Atlas Real Estate Partners
Juniper Square is equipped to meet the needs of the smallest to the largest investment manager
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
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.
assets under management
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