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Investor Portal

A secure environment for partnership engagement

Providing an interactive, comprehensive view of each investment partnership with secure documentation access — to facilitate the efficient flow of information between partners.

What we offer: An industry-leading portal for partnership enablement

LPs are looking for the ability to interact with their investment data, on-demand. We’ve built a secure investor portal to support all partnership engagement — from documents and reports to profile information.

Beacon Capital Partners
Bell Partners
Dermody properties
Menlo equities
Ribbit Capital
Tishman Speyer
Investor portal 2

Our promise: Increase investor engagement

An easy-to-use, modern portal experience to increase investor engagement and satisfaction.

Enable true bi-directional communication and coordination over shared partnership details.

Leverage enterprise-class access controls to ensure that the right information flows to the right people.

key features: Secure access, anytime, anywhere

Investor Activity Tracking

Track investor portal logins, email opens, and other key activities to understand engagement and inform strategy.

Document Sharing

Give investors the ability to access, review, and download investment, tax, and other documentation.

Account overview

Reduce ad-hoc questions by providing access to investment and transaction details, all in one place.

Performance metrics

Increase transparency by providing detailed and configurable performance metrics including DPR, IRR, and TWR.

Detailed asset reporting

Provide investors with detailed asset reporting including cash flows, debt summaries, valuations, and metrics.

Authentication and Security

Ensure the highest level of security with two-factor authentication, bank-grade encryption, single sign-on, and SOC-2 certification.

Promo product

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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.