All investment data accessible from a single place
Providing a trusted reporting solution and portal for over 500,000 LPs and 1,800 GPs — with the ability to conveniently access all investment data, documents, and reports all in one place.
what we offer: A trusted reporting solution for GPs and LPs
So LPs can access all partnership information anytime, from anywhere.
Receive reporting on investments, positions, and assets and view capital balances, capital calls, and distribution details all in one place.
Access and export documents and data on-demand, and bulk download documents.
View detailed performance metrics for your investments.
Access asset-level data on-demand including cash flows, debt and equity summaries, and asset valuations.
investment entities managed
in investor equity
made for: Institutional Investors and Consultants
Leverage our platform to collect fund, asset, and position level data from your managers.
Take advantage of our network of over 1,700 GPs to streamline data collection.
Access data visualizations that allow you to interact with your investment data beyond PDFs.
Use our platform to view your direct investments alongside the portfolio assets of every fund.
juniper square perspectives: How Modern Administration enhances investor relationships
Good technology doesn’t replace relationships. It enhances them. Your administrator should do the same.