Juniper Square

Overview

Juniper Square is a technology company founded in 2014 that focuses on providing software, data, and fund administration services for private capital markets. The company aims to enhance efficiency, transparency, and accessibility in private equity and other private market investments. Its unified platform facilitates seamless communication and management of investment partnerships for general partners (GPs) and limited partners (LPs).

The core offering is a purpose-built software platform that streamlines the investment lifecycle for private market fund managers. This platform serves as a single source of truth, addressing challenges like record-keeping and investor communications. Key features include fundraising automation, investment management, investor reporting, and compliance support. The company also provides connected fund software, fund administration services, data and analytics tools, and custom solutions tailored for the needs of private market participants. With a client base of over 2,000 GPs and more than 650,000 investor accounts, its platform is utilized to improve operational efficiency and investor satisfaction.

Basic Information

Contact Details

• Phone: +1 415-841-2722
• Website: junipersquare.com
• LinkedIn: linkedin.com/company/juniper-square

Key Focus Areas & Initiatives

• Fund administration
• Investor management software
• Fundraising software
• Venture capital
• Private equity
• Commercial real estate
• SaaS
• Real estate investors
• Enterprise software
• Software
• Information technology
• Cloud computing
• Investor activity tracking
• Fund compliance tracking
• Data management
• Multi-jurisdictional fund management
• Document management
• Regulatory compliance
• Investor communication
• GP platform
• Offshore fund management
• Fund data security
• Offshore fund reporting
• Multi-asset class fund management
• Investment analytics
• Data rooms
• Fund performance dashboards
• Private equity software
• AI in private markets
• Fund compliance
• Compliance management
• AML/KYC workflows
• Portfolio management
• Fund operations
• Offshore fund administration
• Operational efficiency
• Investment lifecycle management
• Investment lifecycle
• Fund compliance automation
• Venture capital data management
• Securities and commodity contracts intermediation and brokerage
• Scalable platform
• Real estate fund administration
• Investor onboarding automation
• Investor activity insights
• Cloud-based fund administration
• Fundraising tools
• Fund data security standards
• Fundraising management
• Digital data rooms
• Investor onboarding
• Data security
• Digital subscriptions for funds
• Fund waterfall modeling
• Fundraising pipeline management
• Asset reporting
• Private equity fund management software
• Waterfall modeling
• Venture capital platform
• Real-time data visualization
• Fund distribution automation
• Risk management
• Investor engagement
• Compliance automation
• Financial services
• Automated investor reporting
• Investment data integration
• LP portal
• API integrations
• Client reporting tools
• Insights dashboards
• Cloud fund management
• B2B
• Fundraising analytics
• Performance dashboards
• Fundraising automation
• Secure document sharing
• Data migration services
• Investor communication platform
• AI-powered investor insights
• Digital subscriptions
• Fund data integration platform
• Automated workflows
• Workflow automation
• User experience
• AI CRM for investor relations
• Private equity data rooms
• Investor relations
• Services
• Fund performance metrics
• Performance analytics
• Multi-asset support
• Multi-asset class support
• Real estate investment
• Venture capital investor relations
• Automated K-1 processing
• Real estate fund management
• Automated reporting
• LP investor portal
• Fund data management
• Distribution payments
• Investor reporting
• Investor engagement tools
• Client collaboration
• Financial reporting
• Fund data analytics
• Private markets data analytics
• Real estate investor portal
• Deal administration
• Investor portal
• Compliance
• Real estate
• Fund accounting
• Private markets
• Partnership enablement
• Investor services
• Client implementation
• Managed close
• Investor management
• Security platform
• Integrated technologies
• Capital raising
• Private debt
• Fund of funds
• Communication tools
• Document sharing
• Performance metrics
• Data governance
• K-1 dissemination
• Investor CRM
• Client relations
• Enterprise-class controls
• Transparency in reporting
• Data centralization
• Shared systems
• Investor experience
• Treasury services
• Capital calls
• Personalized reporting
• Custom data fields
• API integration
• Efficient workflows
• Cloud-based technology
• Metrics reporting
• Secure access
• Automated document generation
• Finance
• Distribution
• Construction & real estate
• Computer software
• Information technology & services
• Enterprises
• Computer & network security
• UX

Technologies Used

• AI
• Amazon AWS
• Apache
• Atlassian Cloud
• Bing Ads
• Bootstrap Framework
• Data Analytics
• DoubleClick
• DoubleClick Conversion
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Gmail
• Google AdSense
• Google Analytics
• Google Apps
• Google Dynamic Remarketing
• Google Font API
• Google Maps
• Google Maps (Non Paid Users)
• Google Tag Manager
• HeapAnalytics
• Hotjar
• Linkedin Marketing Solutions
• LiveRamp
• Mailchimp Mandrill
• Marketo
• Microsoft Office 365
• Mobile Friendly
• New Relic
• Outlook
• React Redux
• Remote
• Reviews
• Route 53
• Ruby On Rails
• Salesforce
• The Trade Desk
• Vimeo
• WP Engine
• Wistia
• Yardi
• Zendesk
• reCAPTCHA

Affiliated Organizations & Regional Branches