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.
The investor portal communication and document sharing process is 80 times better than sending subscriptions out via PDF or mail. This has been a big upgrade for us and we’re really happy with the Juniper Square platform.
Jon Marshalla and Andrew Freeman
Partners
KO Storage
We used to measure the capital statement distribution process in days. Now it takes five minutes to create and distribute the statements, and our investors can easily access the documents through a best-in-class portal.
Charlie Kellogg
CFO & COO
Singerman Real Estate
The effectiveness and efficiency of our investor communications has drastically improved. Our previous portal had a 20% adoption rate. After introducing Juniper Square, investor usage shot up to 60% and has only continued to increase.
Tyson Hammer Strandberg
Director of Client Relations
Bell Partners, Inc.
Juniper Square has allowed us to grow our business without having to hire additional staff. The software makes investments, distributions, and tax time a breeze. And the investor portal saves us lots of phone calls and questions!
Natalie King
Director of Communications
Greenleaf
We can't say enough about the investor portal, which is above and beyond the others we viewed.
Austin Carlson
Managing Director, Head of Sales & Investor Relations
Parkview Financial
Our promise: Increase investor engagement
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An easy-to-use, modern portal experience to increase investor engagement and satisfaction.
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Enable true bi-directional communication and coordination over shared partnership details.
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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.
juniper square perspectives: How technology is reshaping CRE investment management
GowerCrowd’s Adam Gower talks CRE technology with Brandon Sedloff, Managing Director and Senior Vice President of Sales at Juniper Square.
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
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GPs
1,800+
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investor accounts
500,000+
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investment entities managed
34,000+
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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.