Summer 2025:
What's new at Juniper Square
Accelerate fundraising, elevate relationships, and streamline compliance with the first AI CRM for investor relations and all-in-one AML/KYC technology and services. Learn more about Juniper Square’s latest releases.
JunieAI:
Enterprise-grade AI built for private markets GPs
Chat with your data in Insights
Use natural language prompts and get instant answers, create custom visualizations, and AI-generated summaries across your structured data.
Effortlessly import offline sub-docs
Quickly import LP subscription documents signed outside Juniper Square using AI to extract structured, actionable data.
Investor CRM:
Turn your CRM into a fundraising command center
Real-time insights, trusted LP and fund data, and customizable dashboards—purpose-built for capital raising
Create custom dashboards
Visualize your fundraising data in real time with interactive, self-serve dashboards built directly in your workspace.
Enrich your CRM with Preqin data
Pull key Preqin data directly into Juniper Square to streamline fundraising and IR workflows.
Fund Administration:
Seamless workflows to elevate transparency and control
Automated AML/KYC review for payment instruction changes
Safeguard outgoing funds with automatic compliance reviews for updated payment instructions with real-time tracking.
Keep your portal and GL in sync
Automatically sync data from Juniper Square to Investran to maintain a single source of truth.
More releases to streamline operations and exceed investor expectations
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See the custom sections each subscriber type will experience, with tools to validate logic and download drafts for internal review.
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Help investors stay up to date with new status indicators for opened and unopened documents.
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You and your investors can protect accounts with secure authentication methods, now including authenticator apps.
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Stay informed on user access and modifications to maintain security and simplify compliance reviews.
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Strengthen your internal controls by requiring approval for changes to investor payment instructions initiated by staff users.
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Capture Canadian tax IDs when creating or updating investor accounts.
Connected software and services for the private markets
See why over 2,000 GPs trust Juniper Square’s connected software and services to scale faster, streamline operations, and elevate the investor experience.
Resources:
Previous releases
What's new: Spring 2025
CRM mobile app, streamlined investor onboarding, and stronger LP communications
What's new: Winter 2025
Dynamic subscriptions, GL data in insights, and enhanced layouts for emails and reports