A comprehensive investor services program that includes Investor Onboarding, AML/KYC, Treasury, Reporting, and Capital Events solutions.
Investor services: End-to-end investor services for private markets GPs
Every investor workflow, reimagined for the AI-native era
How investors experience your fund shapes how they see you as a manager. Most firms manage investor operations across spreadsheets, email, and disconnected systems, and the friction shows up where it counts: manual and clunky investor onboarding, delayed capital event processing, and investor communications that don't reflect the quality of the fund.
Juniper Square’s AI-powered Investor Services workflows accelerate investor onboarding, AML/KYC, treasury, reporting, and capital events from your first close through your final distribution. Everything runs on the same operating system as your fund accounting, investor CRM, and investor portal, so all your investor data stays centralized, secure, and ready for agentic workflows. Our investor services professionals handle the judgment calls and client interaction that technology alone can't replace, while keeping you in the driver’s seat for final approvals.
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300,000+ Subscriptions
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$300B+ Fund Admin AUA
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750,000 Unique LP Profiles
Our Difference: The intelligence layer for investor workflows
Centralized, digital onboarding
Juniper Square converts complex subscription agreements into configurable digital workflows, adapting in real-time to each investor's profile, fund structure, and AML/KYC requirements. Every data point collected flows automatically into fund administration and reporting.
Real time intelligence
See the status of every investor across onboarding, compliance, capital events, and more in one place. Create fully configurable dashboards so you can see your data exactly the way you need and take action directly within Juniper Square.
AI-powered AML/KYC
AI calculates first-draft risk ratings in real-time, so Juniper Square’s compliance professionals spend more time on the toughest judgment calls and the most complex needs of our clients. Live today for all clients.
Agent-friendly infrastructure
Use Headless GPX to make your investor services data and workflows available to Claude, Copilot, ChatGPT, and any other MCP-compatible client with full permissioning and audit logging capabilities.
Our Solution: Investor Services
Your domicile, investor base, and operating model determine which Investor Services solutions make sense for your firm. Our offerings are designed to meet the requirements of even the most complex GPs, but also be right-sized for GPs with simpler needs. Regardless of your specific needs, we operate with expertise, speed, and consistency as core values. Juniper Square Investor Services are available as part of our fund administration offering as well as a standalone solution for firms with in-house administration or managing multiple third-party fund administrators.
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End-to-end digital subscription management, from configuring subscription packages to coordinating investor execution and closing positions.
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Purpose-built compliance programs for private markets funds across jurisdictions and investors worldwide, combining AI-assisted due diligence workflows with expert human attestation.
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Payment execution for capital calls and distributions via direct bank connectivity, replacing manual bank portal workflows with a single, auditable system.
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Investor statements, capital account reporting, and document distribution, delivered through the investor portal and configured to your reporting requirements.
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Full-cycle administration of capital calls, distributions, transfers, and redemptions across your investor base.
Being able to oversee our whole investment management operation with one solution that offers software and administration was incredibly important. There was nothing else out there that’s comparable. That’s why we chose Juniper Square.
John Falkner
Principal
FSO Capital Partners
Juniper Square’s service is top notch. We like and trust our investor services manager, who is able to help us get the most from Juniper Square’s solutions. Working with him makes an already great product even better.
Ryan Crowley
Partner
Tilden Properties
WHITE PAPER: An engine is not a car
The model was never the hard part of compliance. Being accountable for what it decides is. We run compliance agents in production today—here's the full framework, all eleven components.