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"Finance teams now need real-time cash forecasting, credit servicing workflows, daily liquidity tracking, and NAV oversight every week."
— Scott Aleali, Head of Private Equity Finance, Citizens Private Bank

Let's discuss your results.

Your GL, waterfall model, and portal aren't telling the same story. When data lives across disconnected systems, instead of the strategic work the firm actually needs from them, finance teams spend their days reconciling numbers, chasing inconsistencies, and managing risk they shouldn't have to carry.

Adding headcount isn't the answer. Neither is a traditional fund administrator. They sell a service and hand you the coordination overhead, and when their team turns over at 30% annually, your institutional knowledge walks out with them.

Juniper Square is built differently. As an operations partner, we sit inside your operating model, not adjacent to it. We connect AI, technology, data, and fund administration into one platform so your general ledger, investment data, and LP portal share a single source of truth. And our 425+ fund administration experts, retained at a 94% annualized rate, show up every day with the continuity your firm depends on.

"A fund administrator can help a firm close the books. A fund operations partner keeps a firm running by sitting inside the GP's operating model, not adjacent to it."
— Dorata Kowalski, Senior Director of Fund Administration, Juniper Square

  • 700,000+ investor accounts

  • $1 trillion investor equity

  • 40,000+ investment entities