BOOK A DEMO:
The first CRM for Investor Relations
With automated workflows, investor activity alerts, and fundraising insights, Juniper Square’s AI CRM helps IR professionals strengthen investor relationships and raise more capital.
Book a demo.
Your request has been successfully submitted. We’ll be in touch soon to schedule a conversation.
What sets Juniper Square's AI CRM apart
Our AI CRM is designed to transform how GPs discover LPs, prioritize the right leads, and act on market signals in real time—making every step of fundraising smarter, faster, and more effective.
AI that delivers today
Turn every meeting into actionable insights with automated transcription, intelligent summaries, and conversational AI reporting. No more manual data entry or hunting for buried insights.
Built for the private markets
Our AI CRM, designed for investor relations, captures all the nuances of fundraising and investor relations, including LP commitments, data rooms, digital subscriptions, and KYC workflows.
Engineered for connection
Connect our AI CRM to the rest of the Juniper Square platform to centralize every investor workflow into one system and unlock additional capabilities.
With Juniper Square’s CRM, we're able to look holistically across our customer base to gather new and insightful data to rethink and improve our capital-raising process.
Jerry Cain
Managing Director
Slate Asset Management
The combination of the CRM and investor reporting tools have streamlined our operations...we get blue-ribbon customer support, which consistently exceeds expectations.
Heather Moos
VP of Investor Relations & Operations
ApexOne Investment Partners
We struggled with the customization required to get other CRMs to work for private equity fundraising, reporting, storage, and communications. Juniper Square just works.
Joe Sherman
Founder & President
The Reliant Group
Where partnerships drive potential
-
2,000+ GP clients
-
600,000+ LP accounts
-
$1T in investor equity