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investor services

Streamlined operations and administrative support

Delivering a start-to-finish investor services solution that includes portal configuration, digital subscriptions, asset data uploads, and K-1 dissemination — saving GPs time while giving LPs a best-in-class experience.

Fundraising 2

our difference: End-to-end management

GPs need time back from administrative tasks to focus on building relationships. We provide end-to-end management for GPs and a great portal experience for LPs, so both can focus on their partnership.

Scale operations

Grow your portfolio without complicating or bogging down internal operations.

Onboard LPs seamlessly

Give your investors a professional and user-friendly digital onboarding experience.

Keep critical data current

Ensure that your investor ledger and asset data are up-to-date for LPs and internal stakeholders.

services: Investor Services

Investor services 2

Ensure data completeness with a professional configuration of your workspace and investor portal.

Simplify LP onboarding with help configuring and managing the digital subscription experience.

Increase controls and automate distributions with a waterfall configured by finance professionals.

Simplify processes with a team dedicated to sharing K-1s with investors and selected advisors.

Model transparency to your investors with services dedicated to keeping key asset data up-to-date.

Promo administration

juniper square perspectives: How Modern Administration enhances investor relationships

Good technology doesn’t replace relationships. It enhances them. Your administrator should do the same.

Read more

our team: Deep industry experience

Our team dorota kowalski

Dorota Kowalski

20+ years in real estate, private equity, audit, hedge funds

Our team michael drobny

Michael Drobny

15+ years in venture capital, real estate, private equity, hybrid funds

Our team kency theork

Kency Theork

15+ years in private equity, fund of funds, real estate

Our team adam walker

Adam Walker

10+ years in real estate, private equity, family offices

Our team davis yook

Davis Yook

20+ years in real estate, private equity, banking, and audit

Our team ted cervini

Ted Cervini

10+ years in growth private equity, buyout, real estate

Ryan lg

Now I can do my full-time job and leave the deal administration tasks to experts at Juniper Square.

Ryan Crowley
Tilden Properties

Family-run multifamily firm relies on deal administration alongside the core software to run investment operations.

View case study
Dermody properties
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Parkview financial
Ribbit Capital
Trevian Capital2

Your partnerships matter. Let us help you grow.

Talk to our team