Investor management
Increase efficiency while delighting your investors
Manage every private investment from start to finish with an integrated system that prioritizes visibility, communication, and interaction.
Operational excellence: Convert complex investment documents into manageable workflows
You’ve cleared the fundraising hurdle, but now you must go beyond that initial interaction with your investors and build a meaningful relationship built on transparency and trust.
Unite your investor relations and finance teams behind a secure and controls-rich investor management solution that provides a shared view of partnership information to keep your LPs informed.
Build operational excellence with a single system that extends from investor onboarding through the final sale
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Replace disjointed investor experiences with a single portal for all your investors and investments that provides real-time access to critical information.
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Reduce time spent on manual administrative tasks with streamlined, automated workflows.
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Confidently grow your business with robust systems that can flex to meet the needs of most complex structures.
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Provide secure access to investors, your team, and external stakeholders with two-factor authentication, bank-grade encryption standards, and SOC-2 certification.
What powers our investor management solution?
Designed to scale to meet the needs of your firm, our purpose-built investor portal, investor CRM, and reporting tools come together to deliver a complete view of all partnership information in a single, unified platform.
Investor Portal: Facilitate the flow of information & offer easy access to data and documents
Get a shared view of key partnership details, including important documents, investment reports, and investor profile information.
- Enable secure, bidirectional communication with your LPs and other service providers
- Deliver a best-in-class investor experience with a polished and interactive environment
- Ensure the right information flows to the right people with enterprise-class controls
Investor CRM: Build a unified view of key relationships
Our investor CRM is purpose-built for private investments and fully integrates with all investment data, data rooms, and investor portals.
- Streamline communications with investor target lists and automated communications
- Simplify team collaboration and deploy internal resources effectively
- Gain a single view of investor relations
Investor Reporting: Produce industry-standard reports for any type of fund, any size investor
Delivers personalized reporting that meets industry standards and exceeds your investors’ expectations.
- Replace cumbersome workflows with easy, personalized document generation
- Reduce the need for costly follow-up
- Eliminate manual errors with an automated, interconnected system
Serving the investor management and operations needs of commercial real estate, private equity, and real estate firms.
We used to measure the capital statement distribution process in days. Now it takes five minutes to create and distribute the statements, and our investors can easily access the documents through a best-in-class portal.
Charlie Kellogg
CFO & COO
Singerman Real Estate
The effectiveness and efficiency of our investor communications has drastically improved. Our previous portal had a 20% adoption rate. After introducing Juniper Square, investor usage shot up to 60% and has only continued to increase.
Tyson Hammer Strandberg
Director of Client Relations
Bell Partners, Inc.
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
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
Investment lifecycle management: A universal system for private investment partnerships
Ensure the right information flows to the right people and create meaningful value at the intersection of investor relations and finance. Bring together accounting experts and Juniper Square’s end-to-end investment lifecycle technology to protect hard-earned investor trust.
Juniper Square: Where partnerships drive potential
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GPs
1,800+
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investor accounts
500,000+
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investment entities managed
34,000+
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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.