All-in-one investment management software

Streamline fundraising, increase operational efficiency, and improve investor experience.


Improve investor satisfaction with the industry’s leading investor portal

  • Provide secure access to documents and investment performance in the cloud, anytime, from any device
    Preview the investor portal


Customer Relationship Management

A CRM to better manage your capital relationships

  • Organize and track all investor and prospect details with an easy-to-use CRM that's integrated with your portal and your data room

Modern, integrated tools to raise more with less

  • Streamline your fundraising efforts and close faster with online subscriptions and customizable data rooms

Best-in-class reporting that will delight both you and your investors

  • Effortlessly produce and securely deliver personalized notices, statements, and industry standard reports

Save time and track activity with integrated distribution payments

  • Easily manage partnership accounting, automate distribution calculations and payments tracking status in one central dashboard
Compliance & Data Security

State-of-the-art technology to ensure the safety of your data

  • Juniper Square is SOC 1 and SOC 2 certified and uses the highest industry standards for encryption, data storage, and authentication to ensure the safety of your data.

Transform your data into actionable insights

  • Optimize fundraising effectiveness, inform investor relations strategies, and make better decisions about where to focus time with this business intelligence (BI) tool.
    Preview Insights


World-class service, from a different kind of software company

Our customers love Juniper Square, and we love them back. We put our customers first and you can count on us to move mountains to make you successful.

See how we’re different

Getting started is easy.

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