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Platform Overview

A single source of truth for all partnership data

Enabling GPs and LPs to collaborate seamlessly and securely with their investment partners around a single, shared view — with data management, capital activity, and security controls.

Platform overview 1b

our difference: A universal platform for all investment partnerships

Providing a comprehensive and scalable suite of solutions to help GPs meet the needs of any investment or investor — with flexible tools, automated capital support, and enterprise-class data security.

CRM

A platform built specifically for investor relationships

Fundraising

A digital solution to raise more capital with less effort

Investor Portal

A shared environment for all investor engagement

Investor Reporting

Industry-standard reports for any fund size or type

Insights

Partnership data transformed into actionable insights

Photo of Joe Doran

Juniper Square makes us more accurate and efficient by avoiding errors and time-consuming audits that are inherent to heavily manual processes. The platform gives us the ability to focus on higher-value tasks.

Joe Doran
CFO
Tishman Speyer

Beacon Capital Partners
Bell Partners
Dermody properties
Greystar
Menlo equities
Pccp
Ribbit Capital
Rockpoint
Ryan
Stockbridge
Sway
Tishman Speyer
Platform overview 2

Integrated data management

360-degree view

Build and share a holistic view of all partnership information

Performance metrics

Configure and calculate firm-wide performance metrics

Data ownership

Import and export any and all investment and asset data

Platform overview 3

Automated capital activity

Investor Equity

Calculate based on NAV, NIA, or investor shares

Investor Payments

Initiate, manage, and track payments for each investor

Investor Waterfalls

Automate waterfall calculations and allocations to investors

Investor Positions

Record transfers of investor positions

Platform overview 4

Enhanced security controls

Enterprise-class security

Control investor access and visibility into partnership data

Enhanced Compliance

Manage permissions at a role or user level, with 2-factor authentication

Extended Data Value

Audit logging for all changes to partnership data

  • GPs

    1,700+

  • Investor accounts

    300,000+

  • Portal retention rate

    99%+

who we serve: A platform for any asset class

Real Estate

Empowering GPs to raise capital more efficiently from hundreds of thousands of investors.

Venture Capital

Modernizing the investor onboarding experience and delivering scaled solutions for venture firms of all sizes.

Private Equity

Delivering institutional-grade controls and data management practices to private equity firms.

Promo product

Juniper square perspectives: Digital enablement fueled capital raising

The right technology can get your IR team to work in harmony — so they can create the right deal communications that resonate with the right investors.

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Platform overview 5

fund administration: Enhancing your platform with Modern Administration

Amplify your platform and partnership-building efforts with technology-driven administration solutions — made to help you navigate emerging challenges and drive your business forward.

Your partnerships matter. Let us help you grow.

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