The pace of change in the private markets is relentless, and firms need solutions that don't just keep up—they need to set a new bar for performance. With the latest innovations at Juniper Square, IR teams and CFOs can work smarter and move faster. Leverage purpose-built AI, powerful dashboards, and advanced automation to unlock the power of your data and give your teams more time to focus on high impact work.
What's new this summer
JunieAI: AI-driven insights and automation
A more context-rich, customizable CRM: Actionable dashboards, enriched LP data
Automated fund administration operations: Seamless compliance, synched data
Enhanced usability and security: Streamlined workflows, robust controls
Automate back office busywork with JunieAI
Information (should) drive every decision at your firm, but too often, it's unstructured, scattered, and hard to access. JunieAI bridges the gap, putting the power of advanced analytics and automation directly into your team's hands—no technical skills required. Whether you're chasing down investor information or need details on your pipeline, JunieAI surfaces answers instantly, bringing efficiency and confidence to your daily operations.
Chat with your data: Use natural language prompts to get answers about your fundraising, CRM, and investor data in seconds, create custom visualizations, and generate AI-powered summaries across your structured data.
Automated offline subscription PDF uploads: Upload subscription docs and let JunieAI extract key data, validate it, and update your records—cutting manual data entry by 70% and boosting accuracy from day one.
Fundraising and CRM: Insights in real-time
Fundraising teams are navigating more relationships, higher stakes, and increasing complexity. Our latest CRM and investor onboarding upgrades help those teams measure what matters with less effort and reveal crucial investor data, so you can maximize every opportunity.
Custom dashboards: Visualize your fundraising data using dynamic, custom dashboards to highlight trends, explore details, and transform insights into smarter, faster decisions.
Integrated Preqin data: Bring competitive market intelligence into your workflows, making targeted outreach and relationship-building seamless.
Fund administration and operations: Connected, tech-forward services
Juniper Square’s tech-forward fund administration solution isn’t just about saving time for your teams (and ours)—it's about delivering accuracy and trust at scale. This latest release brings crucial automation to your daily operations, ensuring up-to-date information and rock-solid compliance so you stay in control.
Automated AML/KYC payment instruction reviews: Our teams can assess payment instruction changes for risk, reducing manual review to safeguard your funds.
Juniper Square and Investran integration: With a direct integration to Investran, your workspace and GL stay in sync with the latest data—you and your fund administration team see timely, accurate information, so everyone operates from a single source of truth.
Simpler workflows, stronger security
The latest usability and security updates help teams manage workflows efficiently and protect sensitive data.
Simplified workflows: Preview subscriber experience, confirm subdocs, and track investor status in one place.
Audit trails and controls: Monitor changes and permissions, with enhanced payment approval controls and authenticator app support.
Dive into all the new features and schedule a demo to see them in action.