Investor reporting
Industry-standard reports for any fund or firm
Generating reports with an automated process that meets industry standards and exceeds investors expectations — for funds of any type and investors of any size.
What we offer: Automated reporting with a personalized approach
Regulations, requirements and expectations are constantly evolving. With automated document generation GPs can deliver effortless, personalized reporting in a way that reduces time, error, and risk.
Juniper Square’s investor reporting template can be a one-and-done every quarter—a huge selling point because we provide multiple templates for each fund to satisfy investors, who are all asking for the same data in a slightly different format.
Rachael Brittingham
Managing Director and Leader of the Global Client Relations Group
Greystar
Key features: Effortless and efficient reporting
Capital Calls & Distributions
Produce automated professional capital call, distribution, and contribution notices in minutes.
K-1 Distribution
Automate distribution and eliminate manual errors by uploading, matching, and sending K-1s directly to investors.
Personalized Summaries
Give every investor the exact information they need with personalized, customizable investor reports.
Statements and Notices
Generate statements and notices for NAV, capital accounts, ILPA-compliant capital calls, management fees, and more.
Asset Reports
Give your investors a polished reporting experience with professionally designed asset reports.
Custom Stationery
Enhance branding and professionalism in reports and notices by adding your custom branding or letterhead.
Juniper Square perspectives: What institutional investors want from their managers
Our GP customers often ask us what institutional investors are looking for in an investment manager. We went straight to the source to get some answers.
Not only can I get critical reports, statements, and notices to my investors in a fraction of the time, but I have ready access to comprehensive, current investor data. When an investor calls with a question, I have all the data at my fingertips.
Charlie Kellogg
CFO & COO
Singerman Real Estate
It’s sped up our processes quite considerably in terms of our ability to provide reporting and regular communications. And it’s allowed us to be more transparent, too—everything looks the same and can be found in the same place.
Brian Adams
President and Founder
Excelsior Capital
It used to take eight people four days to prepare and mail investor packages. Now it takes just one person and it’s done in a day. That means we can focus more of our energy on activities that directly help our investors.
Michael DiBenedetto
Chief Information Officer
Northland Investment Corporation
our platform: A universal platform for Partnership Enablement
At Juniper Square, we’re uniting industry expertise with innovative technology to deliver investment solutions that improve transparency, cost, and overall experience for GPs and LPs — regardless of size or structure.
Better investor reporting is only the beginning
Juniper Square powers a connected platform of fund software and services to increase efficiency and elevate every investor touchpoint.