A secure environment for partnership engagement

Providing an interactive, comprehensive view of each investment partnership with secure documentation access — to facilitate the efficient flow of information between partners.

An industry-leading portal for partnership enablement

LPs are looking for the ability to interact with their investment data, on-demand. We’ve built a secure investor portal to support all partnership engagement — from documents and reports to profile information.

Increase investor engagement

Delight investors

An easy-to-use, modern portal experience to increase investor engagement and satisfaction.

Communicate and coordinate effortlessly

Enable true bi-directional communication and coordination over shared partnership details.

Control access to sensitive information

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

Features

Investor Activity Tracking

Track investor portal logins, email opens, and other key activities to understand engagement and inform strategy.

Document Sharing

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

Account overview

Reduce ad-hoc questions by providing access to investment and transaction details, all in one place.

Performance metrics

Increase transparency by providing detailed and configurable performance metrics including DPR, IRR, and TWR.

Detailed 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.

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.