Juniper Square
Software Description
Juniper Square is an end-to-end investment management and fund administration platform built for private markets such as private equity, venture capital, real estate, and private credit. It serves as a centralized system of record that combines investor CRM, fundraising tools, onboarding workflows, reporting, and an investor portal into a single integrated solution. By bringing together data, technology, and administrative services, the platform enables general partners to efficiently manage investor relationships, streamline fund operations, enhance transparency, and make data-driven decisions across the entire investment lifecycle.
Key Integrations
| Integration Type | Tool |
|---|---|
| General Ledger Systems | Investran, Yardi |
| Email & Calendar | Google (Gmail, Calendar), Microsoft Outlook |
| CRM & Marketing | HubSpot |
| Data Providers | Preqin |
| APIs & Data Connectivity | Modern APIs for third-party integrations and data consolidation |
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Use Cases:
- Fundraising and investor relationship management
- Investor onboarding and subscription automation
- Investor reporting and performance tracking
- Capital calls and distribution management
- Data analytics and insights for decision-making
Other Features:
- Pricing: Available on request
- Free Trial: - No
Alternative Tools:
- Dynamo
- Agora Real Estate
- AppFolio Investment Manager
FEATURES ( Please Register To View More Features)
- Portfolio Monitoring
- Reporting
- Data Analytics & Visualization
- Dynamic KPIs