Fall 2025:
What's new in Juniper Square
Accelerate fundraising, elevate relationships, and streamline compliance with the first AI CRM for investor relations and connected AML/KYC technology and services.
Introducing the first AI CRM for investor relations
Unlock the power of AI. Juniper Square’s AI CRM automates workflows, delivers investor insights, and helps IR teams raise capital faster.
Stay up to speed with JunieAI activity summaries
Get quick insights without digging through notes. JunieAI automatically surfaces key details from every LP interaction. Plus, the new activities page makes tracking your relationships effortless with custom fields, tags, and activity types.
Draft and refine emails with JunieAI
No more starting from scratch. JunieAI drafts warm, direct, or persuasive emails in seconds and fine-tunes them for your tone to help you communicate clearly and quickly.
Seamless email, attachment, and calendar sync
Keep your CRM current without clutter or manual work. Juniper Square syncs emails, calendar events, and attachments from Google and Microsoft, with exclusion lists to keep personal or irrelevant messages out.
Explore more of your data in Dashboards
See more of your data your way. Dashboards now include core investment data and portal engagement metrics, with four new system dashboards to help you measure performance and investor activity at a glance.
Fund Administration:
Seamless workflows to elevate transparency and control
Seamless AML/KYC workflows in digital subscriptions
Easily set up required questions based on your AML/KYC program to simplify the collection of investor identity data and documentation with no external tools required.
Streamline AML/KYC post-investor onboarding
Implement best AML/KYC practices at every stage of the investment lifecycle. Collect and update investor information outside of subscriptions through secure, investor-friendly workflows.
More releases to streamline operations and exceed investor expectations
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Authorized users can now post investor documents directly to the portal via SFTP, saving time and eliminating manual uploads.
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Find context instantly with enhanced contact profiles featuring quick links to LinkedIn, organization contacts, and tags, all in one view.
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Manage e-signature requests with new bulk actions, reminders, and portal notifications—giving you more control and less manual work.
Connected software and services for the private markets
As your fund operations partner, Juniper Square’s connected platform of software, data, and fund administration services help GPs scale faster, streamline operations, and elevate the investor experience.
Resources:
Previous releases
What’s new: Summer 2025
CRM mobile app, streamlined investor onboarding, and stronger LP communications
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