investor services
Streamlined operations and administrative support
Delivering a start-to-finish investor services solution that includes portal configuration, digital subscriptions, asset data uploads, and K-1 dissemination — saving GPs time while giving LPs a best-in-class experience.
our difference: End-to-end management
GPs need time back from administrative tasks to focus on building relationships. We provide end-to-end management for GPs and a great portal experience for LPs, so both can focus on their partnership.
Scale operations
Grow your portfolio without complicating or bogging down internal operations.
Onboard LPs seamlessly
Give your investors a professional and user-friendly digital onboarding experience.
Keep critical data current
Ensure that your investor ledger and asset data are up-to-date for LPs and internal stakeholders.
SERVICES: Investor Services
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Ensure data completeness with a professional configuration of your workspace and investor portal.
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Simplify LP onboarding with help configuring and managing the digital subscription experience.
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Increase controls and automate distributions with a waterfall configured by finance professionals.
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Simplify processes with a team dedicated to sharing K-1s with investors and selected advisors.
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Model transparency to your investors with services dedicated to keeping key asset data up-to-date.
Being able to oversee our whole investment management operation with one solution that offers software and administration was incredibly important. There was nothing else out there that’s comparable. That’s why we chose Juniper Square.
John Falkner
Principal
FSO Capital Partners
Juniper Square’s service is top notch. We like and trust our investor services manager, who is able to help us get the most from Juniper Square’s solutions. Working with him makes an already great product even better.
Ryan Crowley
Partner
Tilden Properties
juniper square perspectives: How Modern Administration enhances investor relationships
Good technology doesn’t replace relationships. It enhances them. Your administrator should do the same.