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Secure document sharing is just the start—deliver an interactive portal for all investors and investments with on-demand analytics, reporting, and details all in one place

Investor Portal: The go-to investor portal for the private markets

#1 for a reason: The platform LPs love

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Juniper Square powers the largest network of LPs in private markets—your LPs are likely already using and enjoying our easy-to-use platform.

Investors get a single view of their holdings across all GPs, while GPs gain insights into investor activity and engagement through powerful analytics.

Investors have seamless, self-serve access to the details and reports they need, when they need them, throughout the entire investment lifecycle.

Everything you need to deliver a world-class investor experience

Account Overview

Reduce one-off requests and questions with self-serve access to investment and transaction details, all in one place.

Doc Sharing good

Document Sharing

Give investors the ability to access, review, and download investment, tax, and other critical documentation.

Analytical Tools good

Performance Metrics

Increase transparency and tailor your investor experience with detailed and configurable transactions, charts, performance metrics.

Asset Report PD Fs new

Asset Reporting

Provide investors with detailed asset reporting including cash flows, debt summaries, valuations, and metrics.

Authentication Security New

Authentication and Security

Ensure the highest level of security with two-factor authentication, bank-grade encryption, single sign-on, and SOC-2 certification.

Investor Activity Analytics

Track Investor Portal logins, email opens, and other key activities to understand engagement and inform strategy.

Advanced Investor Permissions

Leverage enterprise-grade access controls to ensure that the right information flows to the right people.

Brand Showcasing

Personalize the portal with your company logo, custom messaging, and photos to create a tailored experience that highlights your unique brand and what sets you apart.

Easy Info Updates

Investors can request updates to mailing addresses, payment instructions, contacts for their accounts, and communications to keep data current and save you time.

Trusted by GPs across private equity, venture capital, and commercial real estate

  • 2,100+ GPs

  • 600,000+ investor accounts

  • 40,000+ investment entities managed

  • $1 trillion in investor equity

Beacon Capital Partners
Bell Partners
Dermody properties
Greystar
Menlo equities
Pccp
Ribbit Capital
Rockpoint
Ryan
Stockbridge
Sway
Tishman Speyer

FAQs

Juniper Square makes data migration simple so you can quickly get started. Our team of onboarding experts will upload your historical data and work with you to ensure everything is accurate. Keep data current by easily uploading CSV files, automatically syncing data with out-of-the-box integrations, or leveraging our API for a more customized experience.

GP’s have full control over what information is shared and when in the Juniper Square Investor Portal. Configure and publish portal updates based on a specific date or trigger them with the most recent transaction for each entity. Entities, transactions, documents, and other updates remain hidden in the portal until you hit "publish.”

The Juniper Square Investor Portal makes it easy to track key investor activities and engagement metrics, such as portal logins, email opens, document views, data room engagement, and more. Drive engagement and shape your investor relations strategy with valuable investor insights.


For even more detailed reporting, our business intelligence product, Insights, offers configurable analytics dashboards that bring together CRM, fundraising, and investment data.

Absolutely! Juniper Square offers sophisticated permissioning capabilities, giving you full control over access to standard data sets like contacts, offerings, and entities, as well as workspace settings. These controls allow you to manage who can update portal settings, invite contacts to the portal, create and publish reports, manage transactions, and much more.

A industry-leading investor portal is only the beginning

Juniper Square powers a connected platform of fund software and services to increase efficiency and elevate every investor touchpoint.