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Juniper Square

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106 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.7
Serving customers since
2014
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Juniper Square Reviews

Review Filters
Profile Name
Star Rating
88
14
2
1
1
MG
Michael G.
04/03/2025
Validated Reviewer
Verified Current User
Review source: Organic

Not an all-in-one solution, disappointed as a secluded portal demanding excessive maintenance

Juniper Square provides cloud storage for PDFs and includes an OCR feature that identifies words in PDFs with reasonable accuracy.
JS
Jonathan S.
03/03/2025
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

A great Investor reporting system

Ease of use with great confidence of data being secured.
Aric R.
AR
Aric R.
Consigliere at The BoaVida Group
02/14/2025
Validated Reviewer
Verified Current User
Review source: Organic

Juniper Square is a great platform for investor management!

From the investor standpoint, from receiving, reviewing and executing offering documents, it is a fairly straightforward and easy to use process. From the syndicator side, I can see where the prospects are through every step of the way. And at a glance, I can peer into each investor's holdings and speak intelligently with them on the fly when they call with questions and updates.

About

Contact

HQ Location:
San Francisco, California

Social

@juniper_square

What is Juniper Square?

Juniper Square is trusted as the fund operations partner to more than 2,000 private markets GPs worldwide, connecting market-leading technology, data, and fund administration services to help GPs fundraise efficiently, streamline operations, and improve the investor experience. Our unified platform centralizes data and connects LPs and GPs across every workflow—including fundraising, investor onboarding, compliance, treasury, reporting, and more. Today, more than 40,000 funds, 700,000 LP accounts, and $1 trillion in LP capital are managed through Juniper Square. For more information, please visit junipersquare.com. 

Details

Year Founded
2014