Investor CRM: Spend your time with the right LPs
Built for private markets capital raising, Juniper Square’s CRM tracks every LP interaction alongside subscriptions, capital calls, and distributions, so you always know who needs your attention.
What sets Juniper Square's CRM apart
Log LP interactions automatically
Connect your email and calendar to pull relevant activity without adding clutter, and log AI-transcribed voice notes via mobile to keep everyone informed while you’re on the road.
See your investor data in one place
Connect interaction history with transaction and performance data to see every investor data point in one place, with direct support for investment consultants, wealth managers, and other related-party relationships.
Delegate admin work to LLMs
Produce tearsheets, draft email outreach, and determine your next best action using all your investor data, directly in your LLM of choice through our MCP.
Never miss a signal
Search 100,000+ investor and consultant profiles to target the right LPs and get notified the moment one of your contacts changes firms or consultants. Capital Intelligence runs on Nasdaq eVestment's Market Lens dataset, built directly into your CRM.
Work at the speed of your next fundraise
AI directly embedded
JunieAI prepares and edits your email drafts and summarizes recent LP interactions.
Your CRM in your pocket
Update a contact, log a meeting, or check pipeline in a few taps, from wherever the day takes your team.
Custom analytics without the spreadsheet
Use flexible designs and custom filters to build investor and pipeline reports before your Managing Partner asks.
Connected to the tools you already run
Sync with your email and calendar provider, LP databases like Preqin, and add anything else through an open, documented API.
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
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83% of LP interactions logged automatically
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2M+ interactions logged per year
It’s time to stop managing your investors from a spreadsheet
See how a CRM built specifically for private markets helps IR teams capture relationship knowledge with AI, connect it to live fund data, and better target the right LPs.
FAQs
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Yes. Juniper Square’s CRM is designed to be used either as a standalone IR CRM or alongside the rest of Juniper Square’s offerings.
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No, Juniper Square’s CRM is specifically designed for investor relations. The CRM allows GPs to centralize LP data across all stages of the investment lifecycle, rather than siloing LP interaction history or mixing it with deal information needed by a different set of stakeholders.
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You are always in control. Juniper Square has advanced permissions capabilities to allow you to limit access by investor, fund entity, data type, and more.
Juniper Square does not share proprietary investor data across clients. -
SOC 1 Type II and SOC 2 Type II attestations, along with ISO 27001, GDPR, and CCPA certifications, keep your investor data secure.