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Customer relationship management

A purpose-built CRM designed to strengthen investment relationships

Built to help GPs and LPs streamline communication between investment partners, increase internal collaboration, and establish trusted relationships — with efficiency, ease, and a unified view.


What we offer: An investment-focused platform for all private partnerships

Generic CRMs aren’t designed for investment partnerships. Our platform is designed for partnership enablement and is fully integrated with all investment data, data rooms, and investor portals. Plus, easily integrate Juniper Square with other marketing and communications systems with our API.


Our promise: Unified platform, unified efforts

Leverage investor target lists and automated communications to create and maintain stronger partnerships.

Deploy internal resources effectively through a shared task system and easy-to-use communication tools.

Gain a deeper understanding of partnerships via a unified view of prospects and investors, alongside historical communication and investment data. Plus, use our API to connect with other integral systems.

key features: Integrated systems and workflows

Centralized Communication

Keep investor communications relevant and organized by managing all conversations and profiles in one place.

Contact Management

Segment contacts for more targeted communications with search, filter, and customizable tagging tools.

Lead Management

Automatically capture details on new prospective investors with lead capture forms.

Custom Fields

Customize data fields to fit your needs, and track and take action on any piece of information.


Stay organized with all contact data and communication tracked between your CRM and Outlook.

Team Activity Tracking

Improve team productivity and collaboration with a built-in activity feed, tasks, and notes.

Promo limited partners 2

juniper square perspectives: How CRE investors are fundraising

Juniper Square customers Natalie Greenberg of MJW Investments and Ernest Johnson of ApexOne recently sat down with Brandon Sedloff to discuss what the past year has been like for their respective businesses and their thoughts on emerging commercial real estate trends and capital raising.

Read more
Slate jerry cain

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

Apexone heather moos

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

Reliant joe sherman

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

Universal platform

our platform: A universal platform for Partnership Enablement

At Juniper Square, we’re uniting industry expertise with innovative technology to deliver solutions that improve transparency, cost, and overall experience for GPs and LPs — regardless of size or structure.

Juniper Square: Where partnerships drive potential

  • GPs


  • investor accounts


  • investment entities managed


  • in investor equity

    $1 trillion

Partnership Enablement allows GPs and LPs to connect, communicate, and collaborate throughout the entire private investment lifecycle—all based on a single source of truth.