Company Milestones


GP clients

$1.5+ Trillion

in managed assets


investor accounts


investment entities

    Inc. 5000 2021 Fastest-Growing Companies in America
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    Deloitte’s 2020 Technology Fast 500 List
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    Forbes’ 2021 America’s Best Startup Employers
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    CB Insights Fintech 250
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    G2 Best Real Estate Investment Management Software
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    Business Insider 2021 Hottest PropTech Startups
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    Globe Street Top CRE Tech Influencer
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    2021 Wealthfront Career-Launching Companies
Customer Stories

What do leading firms like Tishman Speyer, Fort Capital, Northland, IRA Capital, Bell Partners, Greystar, Slate Asset Management, and ACRE Management have in common? They all trust Juniper Square.

We take great pride in serving our customers. When they win, we win.

Instead of spending days triple-checking data in Excel, we can create accurate visualizations more efficiently. The shareable and downloadable dashboards are perfect for internal reporting, providing leverageable insights in an easy-to-read format.

Where small businesses can outdo enterprises is in customer experience. Juniper Square helped us create a beautiful, customized portal for each investor to log in to where all of their information was saved and easily accessible. It allows us to deliver a world-class experience at every touchpoint.


Our teams have to go from fund-level performance to the investment—and account for everything that happens at the property, such as rent collection and capital expenditures. Investors care deeply about that. The level of detail and visibility Juniper Square provides is a clear benefit for us.

Juniper Square gives me more time to execute on our strategy and business plan for each investment.

Juniper Square is a natural extension of our firm. Their integrity, attention to detail, and alignment with our interests makes it feel like everyone is pulling the oar in the same direction. From our investor interface to fund administration, they are truly a part of our investor relationship team and we couldn’t be happier.

Our 1200+ clients are the reason we do what we do. It's been a privilege serving you in 2021, and we’re more committed than ever to contribute to your success in 2022 and beyond.


This year, Juniper Square launched a suite of solutions to help GPs scale, manage risk, and drive growth.


A new analytics tool that unlocks data-driven decisions and investor relations strategies.

Fund Administration

A first-of-its-kind solution that combines industry-leading software with expert services to deliver transparent and responsive end-to-end fund administration for investment managers.

Learn More

Deal Administration

End-to-end management of investor operations and administration for time-starved sponsors.

Learn More

Institutional Reporting

A revolutionary investment data network designed to unite institutional LPs and GPs around a shared set of partnership, performance, and asset data.

Product innovation & feature enhancements
  • NEW

    Asset Reports

    Import, track, and export asset data to professionally designed PDF reports, providing a polished asset reporting experience to your investors.

  • Insights

    A business intelligence tool designed to help GPs optimize their fundraising effectiveness, inform investor relations strategies, and make better decisions about where to focus their time.

  • Outlook Integration

    Access the power of your CRM directly through your Outlook inbox by searching contacts, exploring relationships, logging meetings, and updating information.

  • Customer ID Screening

    Customer identification and watchlist screenings are now available in Juniper Square through the online subscription process.

  • Reporting Efficiencies & Controls

    Enhancements to the experience for Institutional LPs makes it easier to manage and analyze reported data in Juniper Square.

  • State Street Private Edge Template

    Automatically generate and distribute a standardized spreadsheet export in the precise format required for specific organizations.

  • Advanced Performance Reporting

    GPs are now able to report on position-level and fund-level performance (time-weighted returns) to all LPs as part of Institutional Reporting


We conducted three research surveys to find out what was on the minds of CRE industry executives in 2021. Specifically, we wanted to know where they were raising capital and how they were doing it, what sets top-performing CRE firms apart from their peers, and better understand the challenges they’re facing in administering their investments.

Juniper Square announces partnership with Crowdstreet

The integration of our two platforms provides a best-in-class solution for both online fundraising and investor management.