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Client Implementation

Modern administration starts with a modern approach to implementation

Guided implementation informed by best practices gained from over 2,000 onboardings

Fundraising 1

A streamlined and supported onboarding process

While migrating from your current administrator to Juniper Square may seem challenging, we make that transition as straightforward as possible. Our team of 30+ onboarding experts has successfully migrated over 32,000 investments for 2,000+ clients, and we’re ready to do the same for your fund.

OUR APPROACH: A proven process tailored to your firm’s needs


With experience across banking, accounting, audit, and the private markets, your dedicated Juniper Square onboarding team will craft a shared project plan tailored to your business’s needs and unique requirements.


Data transfer & strategic planning

Once you’ve securely shared your fund data, assigned data specialists from your Juniper Square team will review the information provided and collaborate with you to establish a cohesive data strategy.


Data migration & preparation

Your dedicated onboarding team will configure your general ledger, migrate historical balances, and meticulously clean, map, and upload your data.


Joint sign-off

After a rigorous quality assurance process, your implementation manager will guide you through a comprehensive review process to guarantee that your data is deployed exactly how you need it.



Once your data is approved, you’ll meet your dedicated customer success manager, who will work with you to provide ongoing training and guidance while full fund administration services begin.


First quarter of services

Your onboarding team will continue to partner with you to ingest financials completed by your prior fund administrator after the final data is submitted.

Meet your team

Your onboarding will be managed by a team of experts working closely to ensure there are no gaps in your data or service.

Implementation Project Manager

Your primary point of contact who plans and organizes your project to help you meet your implementation goals.

Fund Administration Onboarding Manager

A fund administration specialist who collects and reviews your fund documents, configures the general ledger system, migrates historical balances, and establishes shared workflows.

Product Onboarding Manager

A trained data specialist who configures your workspace and transforms your data from its current format to be deployed in Juniper Square.

Find value in your partnership from day one

Juniper Square: Where partnerships drive potential

  • GPs


  • investor accounts


  • investment entities managed


  • in investor equity

    $1 trillion

Partnership Enablement allows GPs and LPs to connect, communicate, and collaborate throughout the entire private investment lifecycle—all based on a single source of truth.