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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.

Fundraising 2

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

Investor services 2

Replace disjointed investor experiences with a single portal for all your investors and investments that provides real-time access to critical information.

Reduce time spent on manual administrative tasks with streamlined, automated workflows.

Confidently grow your business with robust systems that can flex to meet the needs of most complex structures.

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 2

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
Crem 3

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
CRM 1b

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.

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

  • 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.