Your web browser is out of date. Update your browser for more security, speed and the best experience on this site.

Update your browser

investor services

Streamlined operations and administrative support

Delivering a start-to-finish 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 TC shen

TC Shen

15+ years in private equity and real estate

Our team adam walker

Adam Walker

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

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
Partner
Tilden Properties

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

View case study
Crec logo
Dermody properties
Fso logo
Parkview financial
Ribbit Capital
Trevian Capital2

Your partnerships matter. Let us help you grow.

Talk to our team