INVESTOR PORTAL: One Portal for the entire LP lifecycle
Juniper Square’s Investor Portal brings every LP interaction, from first investment to final distribution, into one branded, data-rich experience that directly connects to the rest of your ecosystem.
Make every touchpoint meaningful
Design
Match your company’s website with configurable branding and hero metrics.
Share
Post firm milestones directly to investors securely inside the portal.
Track
See deep LP interaction data from your LLM of choice via MCP.
Share rich data with LPs
Share fund commitments or full transaction and performance detail. Upload information directly or input via API, SFTP, and our direct integrations. Group and name datasets the way your team already reports, preview as a specific LP, and publish when you're ready.
Reduce manual IR work
Payment preference updates
Authorized LP contacts update payment details themselves, with AI-assisted fraud screening.
LP contact changes
Authorized LP contacts manage communication preferences and portal access directly.
Document eSignatures
Request signatures on spousal consents, LPA amendments, and any other document type.
Help LPs find information on the first try
No new login
700k+ investors already hold Juniper Square login credentials that get reused across every portal.
Easy document access
LPs can filter and sort investment and tax documents to quickly find the right information.
Live support
Our support team answers LP questions directly with a 95% CSAT rating.
Bring all of your investor and fund data together
Connect to the rest of your ecosystem
Join outside GLs and other fund data sources with your investor record via direct integrations, SFTP, and APIs.
Query your data from anywhere you work
Configure custom dashboards, go mobile, or ask questions from your LLM of choice with our MCP.
GPX: The fund operating system for private markets
GPX keeps investor, fund, and asset data in one record instead of scattered across a CRM, Portal, GL system, and spreadsheets. The Portal pulls straight from that record, so Investor Relations and Finance always have the same data. Raise capital, report to investors, and operate your funds without re-entering the same number twice.
Bring your investor portal into the modern era
See how Juniper Square’s Investor Portal helps you drive more LP engagement, workflow automation, and data consolidation.
FAQs
-
Yes. The Juniper Square Portal is designed to work standalone or alongside the rest of Juniper Square’s offerings.
-
Full control. Share complete transparency from day one, or start with documents only, configured by investor and by fund. Nothing goes live until your review and approval steps are complete, and you can preview the Portal as any investor at any time, including how draft changes will look to them.
-
We make it easy for third-party fund administrators to post data and documents, directly or through SFTP or API. Dozens of administrators already log in to Juniper Square on behalf of their clients.
-
Yes. The Investor Portal uses granular permissions to control visibility and actions by contact, investor account, investment vehicle, fundraise, document type, and data field.
-
SOC 1 Type II and SOC 2 Type II attestations, along with ISO 27001, GDPR, and CCPA certifications, keep your investor data secure.