Your partner in growth

Innovative solutions designed for your investor relations and administration needs

Scale efficiently

Leverage our seasoned experts to scale your business without scaling overhead

Extend your team

Experience seamless partnership with unparalleled technology and service

Delight investors

Deliver a modern, powerful, and user-friendly portal experience from the industry’s leader

Fund Administration

A new and innovative approach to funds

Administration of fund financials and partnership information via a modern portal experience

Download the Fund Administration Brochure (PDF)

Accounting

Financial statements you can trust

  • Timely and accurate creation of fund financials, including income statement, balance sheet, and changes to partners’ equity
Reporting

Unparalleled transparency and responsiveness

  • Secure and timely delivery of notices, statements, and tax documents via a modern portal
Treasury

Eliminate manual errors and reduce risk

  • Streamlined, accurate and trustworthy processing of capital calls, distributions, and fund invoices
Deal Administration

You sweat the deals, we’ll sweat the details

End-to-end management of investor operations and administration for time-starved sponsors

Download the Deal Administration Brochure (PDF)

Portal / Fundraising

Keep your portal and investor materials up to date effortlessly

  • Assistance executing digital subscriptions and managing investor data in the industry’s leading portal
Distributions

Transparent and trusted distributions for investors

  • Managed waterfall calculations, notices and payments for deals
Portal Boost

Expert guidance and hands-on assistance as you manage your portal

Leverage our expertise to deliver a best-in-class experience to your investors

Configurations

Confidence that each investment is configured for ongoing success

  • Maximize your results with dedicated resources for configuring subscriptions, portal data, performance metrics, and reports
Coaching

Experts you can lean on to optimize your back office workflow

  • Get more out of your Juniper Square investment with specialized guidance and 1:1 coaching

The Juniper Square team has reduced our time spent on administrative tasks by 75%, utilizing better systems and technology to maintain a more accessible and transparent source of truth."

Tom Stults

Managing Partner, Watchung Capital

View the case study

Just a couple of months ago, we lacked the controls, the reporting capability, and the back office credibility that a professional fund or project manager has. Now, we’re able to appeal to institutional investors. Without Juniper Square, we wouldn’t be anywhere near this level of institutional quality."

Jason Windebank

Principal, Wolverton Capital

View the case study

Using Juniper Square’s services, we had confidence that everything was done right from the start. And it was done quickly."

Jeff Goldstein

Director of Finance Company, ACRE Management

Read the case study
Juniper Square Solutions

Scale efficiently and delight investors

Request a Call