Modern investment management
Automate investment operations and delight your investors
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
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 differentJuniper 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.
INVESTMENTS MANAGED
assets under management
Investor Accounts
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