Juniper Square for investors

Visualize your investments

Unlike traditional portals that focus on documents, Juniper Square provides both documents and a rich, visual experience with charts, emails, photos, interactive maps, and more

Manage your portfolio

Juniper Square calculates common return metrics like IRR, equity multiples, and yield, with composition detail of key account balances at the position-, fund-, or portfolio-level

Secure your confidential details

Juniper Square lets you securely and conveniently manage your sensitive data like bank details directly via the portal, so you can say goodbye to insecure management of your data

Add delegates

Add your accountant, spouse, consultant, or any third party delegate to your account and control what information they can access on your behalf

Download your data

Download your investment data to Excel for further analysis or for integration into other systems, and produce your own PDF reports on demand

Invest in new offerings

View new offerings within the same portal environment, and complete new subscriptions entirely online, securely, from any device