Winter 2026:
What's new at Juniper Square
From dynamic real-time dashboards to frictionless onboarding, Juniper Square’s Winter 2026 release delivers the connected tools GPs need to scale operations and deepen investor trust.
Portal:
A more powerful hub for investor engagement and control
Deliver a branded LP experience
Customize imagery, highlight firm metrics, and control homepage layouts to reflect your brand and strategy.
Engage investors with Posts
Centralize all LP touchpoints by sharing updates and multimedia content through the portal—with built-in engagement insights.
Strengthen publishing controls
Use multi-step approvals and defined roles to keep reporting compliant, consistent, and on track.
Dashboards:
Transform insights into smarter, faster decisions with Dashboards
Build dynamic dashboards using Juniper Square data to highlight trends and explore details directly in your workspace.
Investor onboarding:
Faster, more flexible subscription workflows
Answer LP questions directly in the subscription flow
Speed up reviews with secure commenting built into the subscription workflow. LPs can ask questions right where they’re working, and GPs can respond with clear, threaded replies
Require staff review before or after investor signatures
Choose when internal review occurs to reduce rework, minimize friction, and ensure confident execution.
Support advisors managing multiple subscriptions
Authorized representatives can initiate additional subscriptions directly in the portal, reducing administrative lift for your team while streamlining onboarding.
Insights:
Centralize and standardize data to make better decisions about tomorrow, today
Analyze synced email data in Insights
Sync Microsoft Outlook email data within the existing Activity Overview report in Insights to provide a more comprehensive view of investor touchpoints while maintaining strong controls and automated redaction of sensitive content.
Explore fundraising and NDA data with Insights
Get greater visibility into how prospects progress through each stage of the fundraising pipeline and monitor NDA workflows to analyze or export NDA signatures for documents and data rooms.
Resources:
Release videos
February 2026 — Portal Posts
January 2026 — Investor Onboarding Enhancements
December 2025 — Portal Branding
Connected software and services for the private markets
As your fund operations partner, Juniper Square’s connected platform of software, data, and fund administration services help GPs scale faster, streamline operations, and elevate the investor experience.
Resources:
Previous releases
What's new: Fall 2025
The first AI CRM for investor relations and connected AML/KYC technology and services.
What's new: Summer 2025
CRM mobile app, streamlined investor onboarding, and stronger LP communications.
What’s new: Spring 2025
CRM mobile app, streamlined investor onboarding, and stronger LP communications.