Juniper Square

Juniper Square is a unified investment management platform with capabilities across the full investment lifecycle including: Fundraising & CRM — integrated data rooms, lead management, digital subscriptions, and a CRM purpose-built for private capital fundraising, designed to help GPs close more deals faster. Investor Onboarding — streamlined digital onboarding for LPs, including compliance, documentation, and subscription workflows. Investor Relations & Portal — an industry-leading investor portal giving LPs on-demand access to investment data, documents, capital account reporting, and performance updates — replacing manual, email-based communication. Fund Administration — a combination of fund accounting software and a professional team of fund accountants, managing the full investment lifecycle including partnership accounting, reporting, and distributions. Juniper Square Treasury & Operations — tools for managing capital calls, distributions, and cash management across complex fund and entity structures. JunieAI — an AI layer built into the platform that streamlines workflows, turns data into insight, elevates the investor experience, and makes fund administration more accurate and transparent.