Three ways a tech-forward approach to administration delivers expanded impact for GPs

Traditional fund administrators close the books. But they rarely operate within a GP’s day-to-day. That means most firms rely on fragmented systems in which the general ledger, CRM, reporting tools, and investor portal each hold different versions of the same data. The result is that teams spend time reconciling systems instead of making decisions, data requests turn into email chains, and quarterly reporting becomes a scramble. Operational friction becomes a feature, not a bug.

An operations partner—as opposed to a fund administrator—solves this problem by operating inside the firm’s workflows, not alongside them.

As an operations partner, Juniper Square:

• Builds and maintains an integrated platform that ensures GPs can better manage and find value in all their fund data
• Drives alignment amongst stakeholders with a single source of truth
• Helps deliver an excellent LP experience, not just a PDF of financial statements after period end
• Invests in the digital tools and workflows needed to make the fundraising experience seamless for both investors and fundraising teams
• Leverages purpose-built technology to build bridges between finance and investor relations teams, making each more productive
• Builds in-house compliance solutions that give GPs more control and mitigate operating risk
• Delivers an unmatched culture in private markets fund administration. We are proud to tout a 94% annualized staff retention rate – ensuring long-term partnership with our GP clients.

Here are just some of the ways our tech-forward approach delivers expanded impact for GPs.

Fund managers can’t do their best if critical information is locked inside a general ledger (GL) accessible only to their administrator. On the contrary, Juniper Square believes in providing GPs with visibility to their GL data.

With GL data easily visible in our centralized platform alongside information about investors, investment entities, and investment performance, fund managers can: 

• Implement more effective data management strategies

• Remove any tedious back-and-forth with the administration team and get instant visibility into GL reports

• Quickly address questions from colleagues, executives, and LPs

While access to data is important, it also requires enhanced security. Tailored data controls are essential to effectively and securely collaborate across internal teams, advisors, and fund administrators. Juniper Square’s universal system offers effective tools and the controls necessary to tailor data access to each stakeholder.

With Juniper Square’s easy-to-use and robust permission settings, fund managers can:

• Protect sensitive information and minimize the risk of data ending up in the wrong hands

• Optimize workflows, speed up decision-making, and reduce operational bottlenecks

• Ensure key stakeholders have the appropriate access to critical data to promote better communication and collaboration

Technology should actively enhance communication and collaboration. With our administration solutions, GPs can submit requests for capital calls, distributions, fundraises, and more directly from their Juniper Square workspace.

With in-app requests, fund managers can:

• Establish direct lines of communication with their main point of contact at Juniper Square

• Easily collaborate on fundraising, treasury, and reporting tasks

• Ensure all needed information is captured with structured requests

• Track the progress of requests (no more black box)

• Use in-app messaging to send and receive updates

Administration from Juniper Square goes beyond the narrow scope of traditional fund administration and supports GPs with a world-class system of accountants powered by a universal system for managing the investment lifecycle. Our tech-forward approach empowers GPs to minimize risk with a shared system for managing, accessing, and securing investment information, building resiliency for their firm.

Take charge of your fund data now. Talk to our team →