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.
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Investors get a single view of their holdings across all GPs, while GPs gain insights into investor activity and engagement through powerful analytics.
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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.
Document sharing
Give investors the ability to access, review, and download investment, tax, and other critical documentation.
Performance metrics
Increase transparency and tailor your investor experience with detailed and configurable transactions, charts, performance metrics.
Asset reporting
Provide investors with detailed asset reporting including cash flows, debt summaries, valuations, and metrics.
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
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2,100+ GPs
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600,000+ investor accounts
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40,000+ investment entities managed
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$1 trillion in investor equity
Every interaction with an LP is an extension of your brand. We aim to delight LPs with the investor experience, and we needed a portal that delivered that.
Katie Riester
Managing Director & GP of Fund of Funds Investing
Felicis
We used to measure the capital statement distribution process in days. Now it takes five minutes to create and distribute the statements, and our investors can easily access the documents through a best-in-class portal.
Charlie Kellogg
CFO & COO
Singerman Real Estate
The investor portal communication and document sharing process is 80 times better than sending subscriptions out via PDF or mail. This has been a big upgrade for us and we’re really happy with the Juniper Square platform.
Jon Marshalla and Andrew Freeman
Partners
KO Storage
The effectiveness and efficiency of our investor communications has drastically improved. Our previous portal had a 20% adoption rate. After introducing Juniper Square, investor usage shot up to 60% and has only continued to increase.
Tyson Hammer Strandberg
Director of Client Relations
Bell Partners, Inc.
FAQs
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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.
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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.”
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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.