Insights
Unify your data in a single view
Get a holistic view of your data to make better decisions about tomorrow, today
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what we offer:
Insights across your organization
For investor relations professionals:
Get clear answers to drive confident conversations
Insights turns fragmented data into fast, shareable insights—enabling you to respond to internal and investor questions and elevate every LP interaction.
For finance and operations professionals:
Make informed decisions with visibility into your data
Insights aggregates all your data, including accounting data, into one standardized view so you can uncover trends, eliminate manual work, gain more transparency, and turn insight into action with confidence.
business intelligence:
Make the most of your data
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Consolidate siloed datasets across teams and workflows, regardless of format, into a single, standardized view.
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Transform newly connected data sets into clean, unified structures ready for dashboards, reports, and AI-powered analysis.
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Uncover new opportunities, identify trends, and surface answers with dynamic visualizations built on your data.
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Use reliable insights to streamline workflows, optimize your team’s performance, and make data-driven decisions with confidence.
Standardized data across your entire platform
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Manage fundraising pipelines to optimize effectiveness.
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Make better decisions about where to focus your time.
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Get a comprehensive overview of your investors and investments.
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Gain visibility into your general ledger data with Juniper Square's Fund Administration services.
Everything you need to dive deeper into your data
Ready-made dashboards
Access a suite of pre-built dashboards that standardize your CRM, fundraising, and investment data for deeper analysis
Drill down into your data
Get the full story in just a few clicks to explore fund and investor-level details
Schedule, share, and export
Get information where it needs to go with robust capabilities to schedule, export, and share directly from the platform
Custom dashboards
Build tailored dashboards to visualize data exactly how you need it
Chat with your data
Create custom visualizations and AI-generated summaries using natural language prompts
Consolidate third-party data
Seamlessly connect third-party systems via Juniper Square’s API to consolidate and standardize all your data, no matter where it lives
JunieAI
Ask your data a question–AI-powered chat delivers instant insights, highlights trends, and generates custom dashboards to share across your team.
Instead of spending days triple-checking data in Excel, we can create accurate visualizations more efficiently. The shareable and downloadable dashboards are perfect for internal reporting, providing leverageable insights in an easy-to-read format.
Azure Erickson
Vice President of Investor Relations
CAIA
FAQs
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Insights is available to our Professional and Enterprise customers and is priced separately.
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Insights uses all Juniper Square data hosted on the platform to create dynamic dashboards and reports that can be easily analyzed and shared. Custom Insights users can also ingest third-party data using the Juniper Square API to consolidate and standardize their data across multiple datasets.
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For users who have added on Insights, the data will automatically flow from Juniper Square to Insights to ensure you are viewing accurate and up-to-date information directly within your platform.
Better insights are just the start
Juniper Square delivers the connected software, data, and fund administration services private markets GPs need to scale faster, streamline operations, and enhance the investor experience.