The AI CRM for Investor Relations 2,300+ private markets GPs run on

Juniper Square's AI CRM transforms how GPs discover LPs, prioritize the right leads, and act on market signals in real time—making every step of the fundraising process 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 private markets
Generic CRMs weren't built for LP relationships. Juniper Square captures all of it natively, including LP commitments, data rooms, digital subscriptions, and AML/KYC workflows, with no customization required.

Engineered for connection
Connected to the full Juniper Square platform—Data Rooms, Investor Onboarding, Investor Portal, and more—plus pre-built integrations to centralize every investor workflow into one system. Through Headless GPX, every LP relationship and fund position is also accessible to Claude, Copilot, ChatGPT, and any MCP-compatible AI your team already uses.