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Investor reporting

Industry-standard reports for any fund or firm

Generating reports with an automated process that meets industry standards and exceeds investors expectations — for funds of any type and investors of any size.

Investor reporting 1

What we offer: Automated reporting with a personalized approach

Regulations, requirements and expectations are constantly evolving. With automated document generation GPs can deliver effortless, personalized reporting in a way that reduces time, error, and risk.

Investor reporting 2

Replace cumbersome workflows with easy, personalized document generation.

Leverage industry-standard templates that exceed investor demands and reduce the need for costly follow-up.

Reduce the risk of manual errors by relying on an automated, interconnected investor reporting system.

Key features: Effortless and efficient reporting

Capital Calls & Distributions

Produce automated professional capital call, distribution, and contribution notices in minutes.

K-1 Distribution

Automate distribution and eliminate manual errors by uploading, matching, and sending K-1s directly to investors.

Personalized Summaries

Give every investor the exact information they need with personalized, customizable investor reports.

Statements and Notices

Generate statements and notices for NAV, capital accounts, ILPA-compliant capital calls, management fees, and more.

Asset Reports

Give your investors a polished reporting experience with professionally designed asset reports.

Custom Stationery

Enhance branding and professionalism in reports and notices by adding your custom branding or letterhead.

Promo investor reporting

Juniper Square perspectives: What institutional investors want from their managers

Our GP customers often ask us what institutional investors are looking for in an investment manager. We went straight to the source to get some answers.

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Singerman charlie kellog

Not only can I get critical reports, statements, and notices to my investors in a fraction of the time, but I have ready access to comprehensive, current investor data. When an investor calls with a question, I have all the data at my fingertips.

Charlie Kellogg
Singerman Real Estate

Excelsior brian adams

It’s sped up our processes quite considerably in terms of our ability to provide reporting and regular communications. And it’s allowed us to be more transparent, too—everything looks the same and can be found in the same place.

Brian Adams
President and Founder
Excelsior Capital

Northland Michael Di Benedetto

It used to take eight people four days to prepare and mail investor packages. Now it takes just one person and it’s done in a day. That means we can focus more of our energy on activities that directly help our investors.

Michael DiBenedetto
Chief Information Officer
Northland Investment Corporation

Beacon Capital Partners
Bell Partners
Dermody properties
Menlo equities
Ribbit Capital
Tishman Speyer
Universal platform

our platform: A universal platform for Partnership Enablement

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

Your partnerships matter. Let us help you grow.

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