GPs and LPs—working together like never before

Client Management

A CRM to better manage
your capital relationships

  • Stay organized with a modern database for your current and prospective investors, and other key business contacts
  • Be more productive and reduce risk with a common record of your phone calls, meetings, and notes
  • Collaborate more effectively by sharing information and managing tasks across your team
  • Grow your base of investors by capturing leads directly from your website
Fundraising Automation

Modern, integrated tools
to raise more with less

  • Intelligently target clients and prospects by leveraging the rich investment data stored in Juniper Square
  • Organize and track your team’s fundraising, email, and document-sharing activities for each offering
  • Securely distribute offering documents through NDA-protected data rooms featuring photos, maps, and more
  • Close faster while increasing investor satisfaction with integrated online subscriptions
    Watch: Investor subscriptions made easy


Partnership Accounting

Powerful, intuitive tools to replace spreadsheets and automate your back office

Partnership Accounting

Powerful, intuitive tools to replace spreadsheets and automate your back office

  • Easily manage investment ownership and investor records, with support for transfers and the most complex investment structures
  • Reduce errors and eliminate spreadsheets by automating the calculations for capital accounts and waterfalls
  • Save time with purpose-built workflows for processing transactions like capital calls, NAV allocations, and distributions
  • Securely distribute payments to investors, either via integration with your existing accounting system, or via ACH and automated checks
Watch: Automating distributions and payments



Best-in-class reporting that will delight both you and your investors

  • Quickly produce customizable capital account statements, transaction notices, and other investor reports
  • Reduce risk with automated calculations of investor returns at the position-, investor-, or portfolio-level
  • Easily manage investor correspondence and investor preferences, including document delivery via email
  • Effortlessly provide investors consolidated reporting across all of their investments with your firm
Investor Portal

Improve investor satisfaction with the industry’s leading investor portal

  • Provide secure access to documents and investment performance in the cloud, anytime, from any device
  • Enable detailed asset reporting, including up to hundreds of asset-level metrics, photos, and more
  • Reduce risk by bulk-uploading personalized documents—such as tax forms—that auto-match to each investor
  • Improve security by allowing investors to manage their sensitive data such as bank details directly via the portal
    Watch: Preview the investor portal


World-class service, from a different kind of software company

Our customers love Juniper Square, and we love them back. We put our customers first and you can count on us to move mountains to make you successful.

See how we’re different

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