Juniper Square, Inc. Unclaimed

A Unified Platform Enhancing Capital Raising and Investor Experience for GPs.

Comprehensive fund administration services enhance operational efficiency and investor experience.

Streamlines fund financial management and enhances investor reporting and compliance.

Streamlines capital call and distribution processes for improved efficiency and accuracy.

Enhances investor experience through streamlined onboarding and effective communication.

Effortlessly streamline capital raising and onboarding for a superior investor experience.

Enhance investor relationships while streamlining communication and data management.

Ensure compliance and enhance investor confidence with comprehensive AML and KYC services.

Outsource fundraising, onboarding, and investor management operations to maximize efficiency.

Growth-Stage Private Markets Fund Managers

Growth-stage private markets funds seeking scalable investor operations and compliant onboarding.

Large Private Markets Funds And Asset Managers

Large real estate and private equity funds requiring end-to-end fund operations and robust reporting.

Boutique Funds, Family Offices And Fund Of Funds

Smaller, specialized funds and family offices seeking efficient reporting and investor communications.

Accountancy and operational services that maintain fund financials, compliance-ready reporting, treasury coordination, and investor services for private funds.

Capabilities that deliver secure investor portals, standardized and timely investor reports, data rooms, and distribution/payment workflows to improve limited partner communications and transparency.

CRM and fundraising workflows focused on limited partner relationship management, pipeline tracking, digital onboarding, and fundraising analytics powered by AI.

Data consolidation, API integrations, business intelligence, and workflow automation to break down silos, standardize fund data, and enable integrations with third-party systems.

Juniper Square Platform

Juniper Square Platform is a purpose-built, integrated technology stack that centralizes data, breaks down information silos, and delivers a best-in-class investor experience for GPs in private markets. It supports fundraising, onboarding, investor reporting, treasury, data management, and collaboration across LPs and GPs, with extensible data integrations and an AI layer to accelerate work.

• Manage Investor Relationships Efficiently
  Supports GPs by providing real-time data and insights at their fingertips, ensuring timely communication with investors and improving relationship management.
• Centralize Investor Communication
  Unifies various channels of communications with LPs, providing them a single access point for all their investment needs.
• Centralize Document Management
  Ensures that critical documents are accessible while maintaining security and compliance, enhancing the investor experience.
• Enhance the Onboarding Experience
  Facilitates a smooth onboarding process for new investors, reducing friction and speeding up capital raising.
• Extend Functionality Seamlessly
  Facilitates integration with numerous existing technologies, allowing flexibility and scalability in managing data workflows.
• Streamline Financial Processes
  Simplifies the management of distributions, ensuring investors receive payments in a timely and accurate manner.
• Make Data-Driven Decisions
  Provides GPs with comprehensive insights, enabling informed decision-making and strategic planning.
• Deliver Compliant Reports Promptly
  Ensures that investors receive accurate and timely reports, fulfilling compliance requirements and fostering trust.

Fund Administration

Fund operations services combining fund accounting, treasury, investor services, and onboarding to manage private funds.

• Unify Operations
  Integrates vital fund functions into a single platform, allowing for enhanced data accuracy and streamlined processes that minimize operational risks.
• Scale Operations Seamlessly
  Facilitates growth by automating routine tasks, reducing manual errors, and freeing up staff to focus on higher value activities.
• Commitment to Excellence
  Clients benefit from the expertise of seasoned professionals well-versed in the complexities of fund administration.
• Streamline Onboarding Process
  Our dedicated onboarding team facilitates a smooth transition to our fund administration services, ensuring that fund data is accurately managed and ready for use.
• Adapt to Market Needs
  Our platform is continually improved based on client input, ensuring it meets the evolving demands of fund management.

Fund Accounting

Technology-enabled fund accounting with expert accountants to maintain a single source of truth for financials and reporting.

• Centralize All Financial Data
  Provides a uniform and accurate representation of all financial activities, ensuring data integrity and enabling effective decision-making.
• Ensure Timely Reporting
  Deliver financial reports promptly, enhancing transparency and responsiveness to investor needs.
• Leverage Expert Knowledge
  Harness the expertise of seasoned accountants who understand fund-specific complexities, reducing operational risks.
• Streamline Operations
  Integrates various aspects of financial management to optimize workflow and drive efficiency across teams.
• Generate Custom Reports
  Facilitates the creation of tailored reports that meet specific investor requirements, ensuring prompt and accurate communication.

Treasury Services

Professional management of capital calls and distributions with automated calculations and notices to enhance operations and messaging.

• Automates Capital Call Processes
  Save time and reduce errors by relying on automatic calculations for capital calls, keeping all stakeholders informed.
• Ensures Accurate Contribution Tracking
  Efficiently track and manage contributions while providing clear updates to both internal teams and investors.
• Delivers Timely Notifications to LPs
  Keep LPs informed with automated capital activity statements delivered directly to their portal.
• Reduces Errors and Risk
  Leverage technology to minimize risks associated with manual calculations and enhance financial accuracy.

Investor Services

End-to-end investor services including onboarding, investor communications, and ongoing support.

• Simplifies Onboarding
  Provides personalized and efficient onboarding processes for LPs to enhance user experience.
• Streamlines Communications
  Ensures consistent and timely updates to investors, enhancing trust and engagement.
• Enhances User Experience
  Creates user-friendly navigation and interfaces for LPs to easily access their investment information.
• Automates Tax Reporting
  Streamlines the K-1 reporting process, ensuring timely access for LPs during tax season.

Fundraising & Onboarding

Fundraising and onboarding solutions to raise more capital efficiently.

• Simplify Subscription Processes
  Leverage expert support for managing subscription workflows, ensuring timely and error-free onboarding for new investors.
• Visualize Key Metrics
  Utilize fundraising dashboards to analyze performance, track progress, and leverage insights to refine investor outreach.
• Ensure Compliance Efficiently
  Collect and verify necessary documentation directly within the onboarding process, integrating it into the CRM and reporting systems.
• Allow Collaboration
  LPs can complete subscription steps at their own pace while enabling teams to collaborate seamlessly.
• Enhance User Experience
  Provide investors with straightforward navigation to review and sign documents quickly.

Investor Management

Integrated investor management to unify LP relationships and improve engagement.

• Access Up-To-Date Investor Information
  Stay informed with real-time data, ensuring you're always aware of your investors' needs and statuses.
• Enable Seamless Collaboration Among Teams
  Enhance the quality of interactions through a singular perspective of investor profiles, improving teamwork and transparency.
• Streamline New Investor Sign-Ups
  Ensure a smooth onboarding experience, saving time while enhancing investor satisfaction.
• Enhance Client Interactions
  Improve engagement through targeted communication strategies that keep investors informed and involved.
• Create Personalized Insights
  Deliver customized reporting that not only meets investor expectations but also supports informed decision-making.

AML/KYC

AML/KYC solutions for private markets, including identity verification, screening, and due diligence.

• Mitigate Risks Effectively
  Conduct thorough risk assessments and continue monitoring to ensure adherence to AML regulations, safeguarding your operations and clients.
• Verify Investor Identities
  Streamline identity verification and stay compliant with KYC regulations to build trust and secure your investment processes.
• Protect Against Non-Compliance
  Conduct comprehensive checks against global sanctions lists to prevent potential legal issues and maintain compliance.
• Safeguard Sensitive Information
  Utilize industry-leading encryption and secure data management practices to protect client information at all times.
• Strengthen Compliance Framework
  Implement deeper investigative measures for high-risk clients to ensure robust compliance with regulatory requirements.

Deal Services

End-to-end deal services for time-starved syndicators, outsourcing portal setup, subscriptions, and distributions.

• Streamline Investor Management
  Manage the entire investor onboarding process seamlessly, allowing your team to focus on core activities.
• Simplify Portal Management
  Easily set up your investor portal with professional configurations tailored to your needs.
• Ensure Accurate Distributions
  Deliver timely and secure distributions while maintaining visibility and control throughout the process.
• Enhance Operational Efficiency
  Keep your focus on raising capital while our experienced team manages investor interactions.