AI CRM for Investor Relations
Relationships elevated, fundraising accelerated.
Unlock the power of artificial intelligence. Through automated workflows, investor activity alerts, and fundraising insights, Juniper Square’s AI CRM helps IR teams raise capital faster and strengthen investor relationships.
What sets Juniper Square's AI CRM for Investor Relations apart
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With JunieAI, you get more than automation—you get the intelligence required to make fundraising efforts scale faster. From meeting transcription and smart summaries to conversational access and customizable reporting, we are bringing the era of manually entering data into your CRM—and manually pulling insights out—to an end. Looking ahead, JunieAI will transform how GPs discover LPs, prioritize leads, and act on market signals—making fundraising smarter at every step.
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Generic CRMs weren’t built for private markets, and GPs have spent many dollars and decades trying to make those CRMs work for fundraising. Juniper Square’s AI CRM is built for investor relations. Backed by over a decade as the private markets technology leader, we capture the nuance of fundraising and investor relations—from LP commitments and data rooms to digital subscriptions, AML/KYC workflows, and pre-built integrations with industry tools like Preqin. The result is an AI CRM that works out of the box, so you can skip the retrofits and focus on deepening relationships and accelerating your next close.
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Most GPs use 3-6 platforms to manage their investors. This leads to data distrust and operational drag for investor relations. As your investor system of record, Juniper Square’s AI CRM is the only app you’ll need to manage everything—relationships, commitments, communications—and raise capital with confidence.
But as we say at Juniper Square–better together. As your needs evolve, connect your AI CRM to our integrated suite of investor applications, including Data Rooms, Investor Onboarding, Investor Portal, and more, to centralize every investor workflow into one system and unlock additional capabilities.
Everything you need to manage your investors at scale
Investor & prospect management
Easily access profiles, communication history, and investment records while capturing and tracking prospective investor details. Connect with tools like Data Rooms to accelerate your pipeline and make fundraising smarter.
Email, calendar, and attachment sync
Automatically sync every investor touchpoint from Gmail, Google Calendar, and Outlook, and any included attachments—so your team always has a complete, reliable record of relationships without the manual work.
Unified, customizable activity tracking
Track every investor interaction in real time—from first touch to commitments and reporting—while logging and organizing activities with custom fields, tags, views, and powerful search tools.
JunieAI activity summaries
Stay up to date on investor interactions across your team with automated summaries that surface key insights from activity records, enabling smarter, faster decision-making.
Investor communications with JunieAI
Send personalized, secure emails and track engagement with built-in analytics—while JunieAI drafts and refines messages in seconds, so you never start from scratch.
Mobile app
Access critical investor data, update contact information, and log meetings anytime, anywhere in the Juniper Square iOS app.
Real-time dashboards
Access dynamic and customizable dashboards to visualize your investor data and gain actionable insights.
Connected data and integrations
Keep your CRM up to date with seamless integrations—automatically enrich records with private markets data and connect tools like Gmail, Outlook, Preqin, HubSpot, and more to simplify workflows and give JunieAI deeper context.
Stay one step ahead with AI that understands IR
Built with deep private markets expertise and integrated directly into the Juniper Square platform, JunieAI understands complex LP relationships, automates busywork, and helps you drive smarter, faster action.
Maximize IR team impact
Automate administrative tasks and capture every investor interaction to save time, improve data quality, and build stronger LP relationships.
Boost fundraising velocity
Focus your efforts on high-potential LPs and accelerate time to close with data-driven insights and tools for action.
Make fast, informed decisions
Quickly see where to focus with drag-and-drop dashboards to identify top prospects, visualize LP engagement, and track pipeline progress.
Take the best next step
Get targeted follow-up recommendations and see which LPs are most engaged with proactive insights.
With Juniper Square’s CRM, we're able to look holistically across our customer base to gather new and insightful data to rethink and improve our capital-raising process.
Jerry Cain
Managing Director
Slate Asset Management
It’s flexible, functional, and easy to learn and use. The combination of CRM and investor reporting tools has streamlined our operations, saving time and resources. Plus, we get blue-ribbon customer support, which consistently exceeds expectations.
Heather Moos
VP of Investor Relations & Operations
ApexOne Investment Partners
We struggled with the customization required to get other CRMs to work for private equity fundraising, reporting, storage, and communications. Juniper Square just works.
Joe Sherman
Founder & President
The Reliant Group
The first AI CRM for investor relations is only the beginning
As your fund operations partner, Juniper Square’s connected platform of software, data, and fund administration services help GPs scale faster, streamline operations, and elevate the investor experience.
FAQs
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Juniper Square’s AI CRM is purpose-built for private markets, designed with over a decade of expertise in fundraising and investor relations. Unlike generic CRMs that require lengthy and costly customizations, it comes ready to connect investor and investment data in one platform, automate workflows with AI, and deliver actionable insights specific to private markets. It's more than a system of record—it's a system of results.
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Our built-in AI, JunieAI, works 24/7 to intelligently automate data entry, provide data-driven recommendations, and surface proactive insights. By helping you identify high-potential investors, streamline follow-ups, and focus on what matters most, JunieAI accelerates your fundraising process and improves team efficiency.
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The Juniper Square AI CRM brings more investor data than ever before into one connected platform to help make informed decisions. With relationship history, active positions, email and calendar details, meeting notes, and third-party data all in one place, IR teams have a comprehensive view of their investors and their investment relationship.
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Absolutely! Juniper Square works with the industry-leading provider of cloud infrastructure to stay on the cutting edge of security. Our solution and infrastructure leverage Amazon AWS, a cloud service provider compliant with various security best practices and IT security standards, including SOC 1/2/3, FISMA, and ISO 9001. Additional security measures include redundancies across data centers to provide high uptime and avoid disruption.
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Yes! Our deeply customizable permissions infrastructure governs access to data sets in Juniper Square with a granularity not seen in most vendors. You can customize access to Contacts, Accounts, Entities, Prospects, LP subscription data, document categories, and custom fields.
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While migrating data may seem challenging, we make that transition as straightforward as possible. Our team of 30+ onboarding experts will manage your data migration, configure your workspace, and transform your data from its current format to be deployed in Juniper Square. Our team has successfully migrated over 40,000 investments for 2,100+ clients, and we’re ready to do the same for you.
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Yes! Juniper Square integrates with Gmail, Outlook, Preqin, HubSpot, and more through a robust library of native, out-of-the-box integrations designed for easy setup. With open APIs, you can connect Juniper Square to your existing tech stack, ensuring a streamlined and fully up-to-date workflow.