Built to help GPs and LPs streamline communication between investment partners, increase internal collaboration, and establish trusted relationships — with efficiency, ease, and a single view
Investor CRM: Take each relationship from contact to close
Not just any CRM: Simplify investor management
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Simplify investor management with a CRM designed to handle the unique complexities of fund partnerships across commercial real estate, venture capital, and private equity.
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Streamline workflows and amplify the power of your CRM with your essential tools all in one place, from your portal, data rooms, investor reporting, and more.
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Strengthen relationships with a single, real-time view of every relationship, from lead generation to capital raising and reporting.
Everything you need to manage your investors at scale
Contact management
Quickly access the details you need with investor information in one place—including profile details, communication history, and investment records.
Prospect management
Automatically capture details on prospective investors, invite them to data rooms, and track engagement.
Investor communications
Send personalized, secure emails to investors, view performance analytics, and track engagement.
Investor insights
Access dynamic dashboards to visualize your investor data and gain actionable insights.
Team activity tracking
Improve team productivity and collaboration with a built-in activity feed, tasks, and notes.
3rd-party integrations
Amplify your marketing and communications with connections to HubSpot, Outlook, and other tools via API.
Critical investor details at your fingertips
Access investor data, update contact information, and log meetings anytime, anywhere in the Juniper Square iOS app.
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
FAQs
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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! Basic permissions govern access to standard data sets in Juniper Square, including contacts, offerings, and entities. For more tailored controls, our advanced permissions feature allows you to partition staff access to Contacts, Accounts, Entities, Prospects, LP subscription data, document categories, and custom fields. Advanced permissions are available with our Professional and Enterprise packages.
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Yes, you can! With our GP mobile app, you can manage contacts, log activities, and leverage fundraising tools—all from the convenience of your iPhone with the Juniper Square iOS app.
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Yes! Juniper Square has ready-built integrations with Outlook, HubSpot, Yardi IM and Yardi Voyager, and an API to connect with other integral systems.
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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.
Better investor management is only the beginning
Juniper Square powers a connected platform of fund software and services to increase efficiency and elevate every investor touchpoint.