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.
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
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
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
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
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
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GPs
1,800+
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Investor accounts
500,000+
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investment entities managed
32,000+
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in investor equity
$700B+
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.
Juniper square perspectives: Accelerate Your Fundraising
For the second year in a row, we analyzed the capital raised by GPs using Digital Subscriptions, one of the digital fundraising tools available to our clients. Nearly 650 firms raised more than $17.5 billion last year, 61% more capital than in 2021. What can Digital Subscriptions do for you?
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.
