Juniper Square

Private market GPs managing investor relations across fundraising, onboarding, compliance, and reporting typically juggle disconnected systems that create data gaps and slow down investor communications. Juniper Square addresses this by combining a purpose-built software platform with an in-house fund administration service, so the same data layer that drives investor reporting also feeds into fund accounting, treasury, and LP portal access. With over 2,000 GPs, 700,000 investor accounts, and $1 trillion in investor equity on the platform, the operational scale is notable.

The platform covers the full GP workflow across private equity, venture capital, commercial real estate, and private credit:

• AI-assisted CRM for fundraising pipeline and investor relationship tracking
• Automated investor onboarding with e-signature and KYC/AML workflows
• Fund accounting with direct integration from loan administration to general ledger
• An LP-facing investor portal with white-labeled access to statements, performance data, and capital notices
• Out-of-the-box integrations with HubSpot, Preqin, DocuSign, Yardi, Outlook, and Salesforce

JunieAI, the platform's embedded AI layer, extracts data from credit agreements and loan notices, automates security master setup, and surfaces insights across investor and fund data. The fund administration team of 350-plus professionals carries a 94% annualized retention rate, meaning clients are unlikely to rotate through unfamiliar staff. Felicis reports that quarterly LP reports that once took a full day to release now take hours after adopting the platform.

Family offices acting as LPs in private funds will find this platform most relevant when evaluating GP counterparties that use it, since the LP portal and reporting transparency are explicitly designed for that audience. GPs with complex fund structures across multiple asset classes or geographies are the primary buyer. Pricing is not disclosed publicly.

• Fund administration including accounting, NAV calculation, and financial reporting
• Investor onboarding and subscription document processing
• Fundraising pipeline management and investor relationship tracking
• LP portal delivery with white-labeled access to statements and performance data
• Loan administration and private credit fund operations
• Treasury management and wire processing

• JunieAI embedded AI for data extraction, workflow automation, and investor insights
• AI-assisted CRM for LP relationship management
• White-labeled LP investor portal
• Automated straight-through loan processing from notice receipt to sub-ledger
• Direct integration between loan administration and fund general ledger
• Investor onboarding with digital subscriptions and e-signature
• Open API architecture for custom integrations
• SOC 1 and SOC 2 audited data security
• Dedicated fund administration team with embedded technology
• Reviewer-approver workflows for loan operations

Built for Fund Managers, Finance / Accounting Teams, Investment Teams.

Dedicated fund administration team assigned per client; treasury management team; investor services team