Juniper Square unifies fundraising, onboarding, reporting, and investor communication in one connected system that delivers the industry's leading LP experience while giving IR teams the clarity, control, and institutional rigor they need to operate at scale.
Portal:
The go-to portal for the private markets
#1 for a reason:
The portal LPs love
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LPs expect modern, intuitive access to their investments. Juniper Square brings every interaction into one secure platform where investors can access data rooms, subscribe to funds, review documents, view performance, and update their information.
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With 650,000+ LPs already on the platform, Juniper Square delivers a trusted, familiar experience that streamlines onboarding, cuts back-and-forth communication, and boosts investor engagement from day one.
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Juniper Square’s Portal unifies the workflows IR teams rely on by bringing fundraising, onboarding, reporting, and all investor communications into a single branded system that keeps information organized and operations running smoothly.
Everything GPs need to deliver
a world-class investor experience
Secure document sharing
Give LPs secure, on‑demand access to sensitive documents with rigorous reviewer workflows so IR teams can be confident only the right documents are shared.
Performance & asset reporting
Increase transparency with detailed performance data, cash flows, valuations, and asset-level metrics that clearly communicate investment health.
Self-service workflows
Reduce administrative work by letting investors self-update their contact details, account information, payment instructions, and AML/KYC documents using built-in lifecycle management tools.
Investor analytics
Track investor behavior, from logins and document views to media engagement, gaining valuable insights to inform outreach strategy.
Brand customization
Deliver a branded portal experience using custom imagery, firm metrics, and flexible homepage controls.
Advanced investor permissions
Use enterprise-grade access controls to ensure the right information reaches the right investors and team members, every time.
Trusted by GPs across private equity, venture capital, and commercial real estate
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2,000+ GPs
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700,000+ investor accounts
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40,000 investment entities managed
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$1 trillion in investor equity
Every interaction with an LP is an extension of your brand. We aim to delight LPs with the investor experience, and we needed a portal that delivered that.
Katie Riester
Managing Director & GP of Fund of Funds Investing
Felicis
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 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
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.
FAQs
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Juniper Square simplifies data migration, making it easy to get started quickly. Juniper Square’s team of onboarding experts uploads historical data and works with customers to ensure everything is accurate before helping invite investors to set up their accounts. Ongoing updates are simple with CSV file uploads or automatic data syncs with out-of-the-box or custom API integrations.
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GPs have full control over what information is shared and when in the Juniper Square Portal. Configure and publish Portal updates based on a specific date or trigger them with the most recent transaction for each entity. Entities, transactions, documents, and other updates remain hidden in the Portal until GPs hit "publish.”
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The Juniper Square Portal makes it easy to measure engagement and strengthen investor relationships with valuable investor insights. Gain seamless visibility into Portal logins, email opens, and engagement across documents, data rooms, and posts.
For even more detailed reporting, our business intelligence product, Insights, offers configurable analytics dashboards that bring together CRM, fundraising, and investment data.
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Juniper Square provides robust permissioning tools that allow GPs to govern access across key workspace functions and sensitive data. Administrators can configure permissions for contacts and data fields, as well as control who is authorized to perform critical actions such as updating Portal settings, inviting contacts, creating and publishing reports, and managing transactions. These controls give firms the flexibility to tailor publishing and data-management rights to their operational needs while maintaining strong oversight.
The #1 portal is just the start.
Juniper Square’s connected platform of technology, data, and fund administration services help GPs scale faster, streamline operations, and improve the investor experience.