A purpose-built CRM designed to strengthen investment relationships

Built to help GPs and LPs streamline communication between investment partners, increase internal collaboration, and establish trusted relationships — with efficiency, ease, and a unified view.

An investment-focused platform for all private partnerships

Generic CRMs aren’t designed for investment partnerships. Our platform is designed for partnership enablement and is fully integrated with all investment data, data rooms, and investor portals. Plus, easily integrate Juniper Square with other marketing and communications systems with our API.

Unified platform, unified efforts

Streamline communications

Leverage investor target lists and automated communications to create and maintain stronger partnerships.

Simplify team collaboration

Deploy internal resources effectively through a shared task system and easy-to-use communication tools.

Gain a single view

Gain a deeper understanding of partnerships via a unified view of prospects and investors, alongside historical communication and investment data. Plus, use our API to connect with other integral systems.

Features

Centralized Communication

Keep investor communications relevant and organized by managing all conversations and profiles in one place.

Contact Management

Segment contacts for more targeted communications with search, filter, and customizable tagging tools.

Lead Management

Automatically capture details on new prospective investors with lead capture forms.

Custom Fields

Customize data fields to fit your needs, and track and take action on any piece of information.

Emails

Stay organized with all contact data and communication tracked between your CRM and Outlook.

Team Activity Tracking

Improve team productivity and collaboration with a built-in activity feed, tasks, and notes.

A universal platform for Partnership Enablement

At Juniper Square, we’re uniting industry expertise with innovative technology to deliver solutions that improve transparency, cost, and overall experience for GPs and LPs — regardless of size or structure.