Accounting
Financial statements you can trust
- Timely and accurate creation of fund financials, including income statement, balance sheet, and changes to partners’ equity
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
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
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."
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."
Using Juniper Square’s services, we had confidence that everything was done right from the start. And it was done quickly."
