Investor relations and administration solutions for every business

Juniper Square evolves with your business. Find the perfect plan to fit your needs.



All-in-one investor relations software designed for early-stage syndicators.


  • CRM
  • Data Rooms
  • Online Subscriptions
  • Investor Portal
  • Distribution Notices


Comprehensive solutions for businesses with robust investor requirements.

Includes Sponsor, plus:

  • Dynamic Subscriptions
  • Net Income Accounting
  • Advanced Structures
  • PCAP Statements


Flexible and tailored solutions for businesses that manage institutional capital.

Includes Professional, plus

  • Enhanced SLA
  • Management Fee Ledger
  • Employee Plans
  • User Authentication
Customer Relationship Management (CRM)   
Investor Management  
Data Management Tools  
Activity Tracking  
Investor Emails  
Lead Management  
Custom Fields  
Juniper Square for Outlook  
Email Archive  
Prospect Management  
Customizable Data Rooms  
NDA Automation  
E-Signature Support  
Online Subscriptions  
Document Watermarking  
Multiple NDAs  
Dynamic Subscriptions  
Prospect Table Customization  
Customer Identification and Watchlist Screening  
Partnership Profiles   
Basic Investment Structures  
Accounting Data Import  
Waterfall Automation  
Configurable Transaction Types  
Investor Transfers  
Configurable Performance Metrics  Yield, DPI, Completed IRRProjected IRR, RVPI, TVPITime-weighted Returns
Manage Payments  
Investment Data Export  
Net Asset Value (NAV) Accounting  
Net Income Accounting  
Open End Funds  
User Permissions & Audit Log  
Advanced User Permissions  
Advanced Investment Structures  
Data Sharing Controls  
Management Fee Ledger  
Contact Partitioning & Employee Participation Plans  
Enhanced SLA  
Investor Portal   
Dynamic Investor Experience  
Track Activity  
Account Overview  
Capital Balances  
Document Sharing  
Investor-Controlled Profiles  
Transaction Details  
User Authentication & Security  
Performance Metrics  
Detailed Asset Reporting  
Investor Reporting   
Custom Stationery  
Capital Call and Distribution Notices  
Personalized Investment Summaries  
NAV Statement  
Capital Account Statements  
Net Income Notices  
Asset Report PDFs  
ILPA Notices  
Management Fee Notices  
Industry Standard Reporting Template Export  
Dynamic Dashboards  Priced Separately
Automated Email Alerts  Priced Separately
Custom Dashboards  
Editable Dashboards  
Compliance & Data Services   
Compliance Diligence  Priced Separately Priced Separately
Off-Cloud Backups  Priced Separately Priced Separately
Accounting Systems Integration  Priced Separately
Data Connector  Priced Separately
Customer Success   
Education Resources  
Customer Support  
Success Manager  


Fund Administration

Outsourced administration of fund financials and partnership information via a modern portal experience.

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Deal Administration

Management of portal data, subscriptions and distributions for the time-starved professional who manages deals.

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Portal Boost

Expert guidance and hands-on configuration of partnership data, digital subscriptions, and investor reports.

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