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treasury service

Professional management of capital calls and distributions

Giving GPs visibility and control over capital calls and distributions, all within a unified portal, so they can reclaim time and deliver a modern experience to investors.

Treasury services 1

our difference: Streamline the process while enhancing controls

Managing capital activity can be time-consuming, error-prone, and stress-inducing. Our experts manage the process while automatically keeping GP systems up-to-date.

Save time

Leverage a team of professionals to manage capital calls, contributions, and distributions.

Keep LPs informed

Deliver timely and professional capital activity statements to LPs — posted directly to their investor portal.

Reduce errors and risk

Enhance controls with technology-driven calculations and human-driven reviews and approvals.

services: Treasury Services

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Save time, reduce risk, and keep your portal current as our team manages capital calls.

Keep internal stakeholders and LPs informed as our team confirms contributions.

Simplify processes and bolster reviews as our team calculates investor allocations and generates distribution notices.

Simplify distributions as our team handles payments made via check, wire, and ACH.

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

FSO john falkner small

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 what really drew us to choose Juniper Square.

John Falkner
Principal and Co-Founder
FSO Capital Partners

FSO Capital Partners credits Juniper Square’s software and partnership of the administration team for $60 million-plus fundraise.

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

Your partnerships matter. Let us help you grow.

Talk to our team