Compare Plans: Partnership Enablement for every business
Building adaptable and integrated investment solutions that allow GPs and LPs to connect, communicate, and collaborate on a single system of truth.
Solutions built to evolve with your business
All-in-one platform designed for early-stage syndicators.
Comprehensive solutions for businesses with robust investor requirements.
Flexible and tailored solutions for businesses that manage institutional capital.
Generate personalized notices of net income transactions and estimated tax withholding.
Calculate and report firm-wide performance metrics to investors via the portal.
Sponsor Edition: Yield, DPI, Completed IRR
Professional Edition: Projected IRR, RVPI, TVPI
Enterprise Edition: Time-weighted Returns
We talked to every GP and sponsor in our networks and everyone came back with the same recommendation: Juniper Square was best in class. We did our homework and realized that Juniper Square was the way to go.
President & Founder
With Juniper Square we now have a single platform that’s used by all internal groups for investor information, from finance, to investor relations, to accounting, to compliance. It’s a smooth process in terms of managing the back office processes, and now everyone at Beacon who interfaces with investor data is now working from the same system.
MD and Head of IR
We couldn’t be happier with our choice. Juniper Square provides everything we need to communicate with investors, release new investment offerings, distribute documents, and create professional polished reports that are customized to our firm. Our investors are informed and happy, and our teams are able to do their jobs more effectively.
Manager of Investor Relations
Administration Services: Modern Administration
Bringing innovative workflows and expert accountants together to keep you and your investment partners up to date on critical fund data, fund financials, and best practices.
Streamlining capital calls and distributions and giving GPs full visibility and control over the process — all within a unified portal — so GPs can reclaim time and deliver a modern experience to investors.
Delivering an end-to-end investor solution that includes portal configuration, digital subscriptions, asset data uploads, and K-1 dissemination — saving time for GPs and giving LPs a best-in-class experience.
Frequently asked questions
Our software and solutions are priced on equity under management, edition, entities, and additional products purchased.
The Sponsor Edition provides an all-in-one platform for early stage syndicators. The Professional Edition is a comprehensive solution for managers with robust investor reporting requirements. The Institutional Edition is designed to provide flexible and customizable solutions for businesses that manage institutional capital.
Yes. Administration clients are able to license a read-only version of our software. Our Investor Services teams will provision a portal for your firm as well as manage your capital account balances within our software. You will be able to review our work within the software.
Yes. Our administration solutions offer simple, predictable pricing which can be allocated directly to investment entities. Our software costs can also be allocated to investment entities based on the same usage metrics we utilize to calculate your price.