Built to help GPs and LPs streamline communication between investment partners, increase internal collaboration, and establish trusted relationships — with efficiency, ease, and a single view
Investor CRM: Take each relationship from contact to close
Not just any CRM: Simplify investor management
Everything you need to manage your investors at scale
Contact management
Quickly access the details you need with investor information in one place—including profile details, communication history, and investment records.
Prospect management
Automatically capture details on prospective investors, invite them to data rooms, and track engagement.
Investor communications
Send personalized, secure emails to investors, view performance analytics, and track engagement.
Investor insights
Access dynamic dashboards to visualize your investor data and gain actionable insights.
Team activity tracking
Improve team productivity and collaboration with a built-in activity feed, tasks, and notes.
3rd-party integrations
Amplify your marketing and communications with connections to HubSpot, Outlook, and other tools via API.
Critical investor details at your fingertips
Access investor data, update contact information, and log meetings anytime, anywhere in the Juniper Square iOS app.
With Juniper Square’s CRM, we're able to look holistically across our customer base to gather new and insightful data to rethink and improve our capital-raising process.
Jerry Cain
Managing Director
Slate Asset Management
It’s flexible, functional, and easy to learn and use. The combination of CRM and investor reporting tools has streamlined our operations, saving time and resources. Plus, we get blue-ribbon customer support, which consistently exceeds expectations.
Heather Moos
VP of Investor Relations & Operations
ApexOne Investment Partners
We struggled with the customization required to get other CRMs to work for private equity fundraising, reporting, storage, and communications. Juniper Square just works.
Joe Sherman
Founder & President
The Reliant Group
FAQs
Better investor management is only the beginning
Juniper Square powers a connected platform of fund technology and services to increase efficiency and elevate every investor touchpoint.