Accelerate time to close with frictionless fundraising and onboarding tools

Fundraising is hard, even in the best of times. Stop adding more friction with disjointed systems and service providers. Over 2,000 GPs have used Juniper Square to seamlessly and securely raise billions of dollars with their private investment partners around a single, shared view.

Optimize outreach

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

Simplify investing

Intuitive navigation and step-by-step guidance make it simple for LPs to review and sign documents, while investor profiles make it easy for returning investors to commit to your next opportunity.

Collaborate effectively

Enable your team, investors, and advisors to participate in the onboarding process collectively.

Control access

Secure investment material in your data room with tailored access settings, watermarks, and NDAs.

Automate workflows

Leverage industry-standard, built-in workflows to save time and minimize manual effort.

Gain insight

Build a deeper understanding of your fundraising efforts with pipeline management tools and dynamic dashboards.

What powers our digital fundraising solution?

Our purpose-built investor CRM, investor portal, digital subscriptions & data rooms, and Insights tools work together to provide a complete view of all partnership information in a single, unified platform.

Purpose-built software streamlines your fundraising efforts

Securely distribute dynamic information about investment opportunities and automate the onboarding process.

• Leverage pipeline tracking to inform targeted outreach and improve your fundraising strategy
• Deliver a best-in-class investor experience with digital data rooms
• Eliminate the manual effort and added risk of paper-based subscriptions

A purpose-built tool to strengthen investor relationships

Our investor CRM is designed for private investments and integrates with your investment data, data rooms, and the investor portal so your teams can easily build stronger relationships.

• Leverage investor target lists and automated communications to streamline communications
• Simplify team collaboration through a shared task system and easy-to-use communication tools
• Get a unified view of prospects and investors, including historical communication and investment data

Transform partnership data into actionable insights

Get real-time data visualizations to optimize fundraising and develop thoughtful investor relations strategies. Gain a deeper understanding of your fundraising efforts and investor behavior to make smarter decisions and drive better outcomes for your partnerships.

• Optimize fundraising effectiveness with a more personalized approach
• Gain situational awareness to inform and improve investor relations
• Dynamic dashboards help uncover actionable opportunities