Managed close
Simplify the investor onboarding process
Leverage our team of dedicated fundraising experts to recommend and implement best practices.
Managed Close: Investor onboarding assistance
Investor onboarding is high-stakes and time-consuming for fundraisers and their support teams.
An extra set of hands can help your operations run smoothly and deliver a best-in-class investor experience. If you need additional support on your next fundraise, our team of onboarding and subscription experts is ready to help.
Partner with experts
Rely on a team of dedicated fundraising experts to recommend and implement best practices.
Impress investors
Provide a frictionless experience that inspires confidence at a critical stage of the partnership.
Simplify a busy fundraise
Reduce errors and the workload on your own internal teams.
Expert support and service: What Juniper Square can do for you
-
Our team shares best practices and works with you to formalize a plan and timeline for your fundraise.
-
Once finalized, we’ll configure your subscription documents and investor questionnaire.
-
We’ll set up and test the workflows for you and your LPs.
-
If requested, we’ll invite LPs to subscribe to your offering.
-
Once you’ve countersigned, we’ll create the investor profiles that drive your portal, operations, and administration.
Serving the fundraising efforts of commercial real estate, private equity, and venture capital firms.
Having one experience that both facilitates the subscription process efficiently and also integrates seamlessly into our investor management system — is incredibly invaluable.
Jeff Goldstein
Director
ACRE Management
We were tracking different investors on Excel spreadsheets for each new equity raise. We knew we needed a better solution, and Juniper Square delivered.
John Falkner
Principal and Co-Founder
FSO Capital Partners
Juniper Square: Where partnerships drive potential
-
2,100+ GPs
-
600,000+ investor accounts
-
40,000+ investment entities managed
-
$1 trillion in investor equity
Juniper Square allows GPs and LPs to connect, communicate, and collaborate throughout the entire private investment lifecycle—all based on a single source of truth.