Investor Operations

Elevate the investor experience with expert guidance and hands-on management of key materials, including data rooms, subscriptions, statements, and notices

Investor Portal

Engage and delight investors with on-demand insights

  • We keep the investor portal accurate and up to date by creating and updating investment entities, investor positions, and asset overviews
    Preview the investor portal



A modern experience that helps you close faster with less effort

  • Focus on bringing in new prospects while we manage data rooms and set up online subscriptions

Creation and secure distribution of investor documents

  • Our team generates and sends notices and statements and distributes tax and other client-provided documents

Investor Accounting

Spend more time on high-value activities while our team handles partnership accounting and manages transactions


Transparent calculations performed by experts

  • We calculate investor-level allocations for all transactions, including capital calls, distributions, NAV allocations, and net income events

Secure and timely payments

  • Save time as our team processes and reconciles contributions and manages distribution payments

Comprehensive support for performance and balances

  • Enjoy transaction history and performance data management, capital account balance calculations, and PCAP statement generation
Juniper Square Investor Services

Scale efficiently and delight LPs

Request a Call

Download the brochure (PDF)