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Enabling GPs and LPs to collaborate seamlessly and securely with their investment partners around a single, shared view — with data management, capital activity, and security controls

GPX: The fund operating system for private markets

Platform overview 1b

THE ARCHITECTURE: Three pillars. One platform.

Integrated data management, automated capital activity, and enterprise-grade controls—encoded into the workflows that run your fund. Available natively with JunieAI inside the platform, through Headless GPX in any MCP-compatible AI client, and via our developer API.

The applications

Built into every part of how your fund runs

CRM

Investor and prospect relationships, connected to every fund

Investor Onboarding

Digital subscriptions,  AML/KYC, and side letters—built for private markets

Portal

A unified portal for every LP, prospect, document and fund

Investor Reporting

Industry-standard reports—fund-aware, audit-ready, on real-time data

Insights

Fund analytics on the same data your operations team works in

Headless GPX

GPX in any AI environment via MCP, or built directly through our developer API

Beacon Capital Partners
Bell Partners
Dermody properties
Greystar
Menlo equities
Pccp
Ribbit Capital
Rockpoint
Ryan
Stockbridge
Sway
Tishman Speyer
Tishman joe doran

Juniper Square makes us more accurate and efficient by avoiding errors and time-consuming audits that are inherent to heavily manual processes. The platform gives us the ability to focus on higher-value tasks.

Joe Doran
CFO
Tishman Speyer

Platform overview 2

Integrated data management

Data model

Every investor, fund, asset, and position connected in one data model—built for private markets, not bolted onto a generic CRM.

Performance metrics

Configure and calculate fund-level performance—IRRs, multiples, distributions, and custom KPIs—across funds, vintages, and asset classes.

Data ownership

Import, export, and own all of your fund and asset data. Standard formats. No vendor lock-in.

Headless GPX

Connect GPX to any AI environment via MCP, or build directly through our developer API.

Platform overview 3

Automated capital activity

Investor Equity

Calculate and track investor equity based on NAV, NIA, or investor shares—across funds, vintages, and structures.

Investor Payments

Initiate, manage, and track capital calls, distributions, and fees for each investor—with full audit trail.

Investor Waterfalls

Automate waterfall calculations and allocations to each investor—preferred returns, GP catch-up, carry, and custom tiers.

Investor Positions

Record transfers, secondary sales, and position changes—with full lineage from acquisition to exit.

Platform overview 4

Enterprise-grade controls

Access controls

SSO, IP restrictions, and 2-factor authentication. SOC 2 Type II certified.

Granular permissions

Role-based, team-based, fund-based, or user-level permissions—managed once, applied across the platform.

Extended Data Value

Audit logging for all changes to partnership data.

Control plane for AI

Every agent that touches your data operates within your existing permissions and audit trail—whether built by Juniper Square, built by you, or accessed through any MCP-compatible AI client.

who we serve: A platform for any asset class

Real Estate

Empowering real estate GPs to raise capital efficiently from hundreds of thousands of investors—across funds, joint ventures, and syndications.

Venture Capital

Modernizing investor onboarding and fund operations for venture firms—from seed-stage funds to multi-billion-dollar platforms.

Private Equity

Delivering institutional-grade data, controls, and reporting for PE firms—from small-cap to mega-fund operations.

Private Credit

Equipping credit GPs with loan operations, covenant tracking, and income-focused investor reporting—across direct lending, real estate debt, and structured credit.

Promo Block PE Wire Award Oct 2024

RECOGNITION: Data management solution of the year

Named by Private Equity Wire. Purpose-built for private markets, GPX is designed to accelerate fundraising, improve operations, and reduce risk across the fund lifecycle.

Platform overview 5

fund administration: Fund Administration built into the platform

Outsource fund accounting, investor services, and compliance to the team that already runs your platform—with full data continuity and shared workflows.

Serving investment partnerships across private markets

  • 2,300+ GPs

  • 750,000+ LPs

  • 45,000+ investment entities

  • $1T investor equity

Connecting GPs and LPs across every stage of the private investment lifecycle—on a single operating layer.