Juniper Square
- Android app
- Yes
- Free plan
- No
- Runs on
- Android, api, iOS, Web
Summary
Juniper Square combines software, data, and fund administration services to help private markets firms manage fund operations and investor relationships. Its connected workflows cover investor relationships, fundraising, onboarding, fund accounting, treasury, compliance, and reporting. Applications include CRM, an investor portal, investor reporting, and fund analytics. Digital onboarding supports subscriptions, AML/KYC, and side letters. The AI CRM helps teams manage investor and prospect profiles, communication histories, investment records, and fundraising activity; JunieAI provides AI capabilities within workflows. Integrations include HubSpot, Preqin, Outlook, DocuSign, Yardi IM, Yardi Voyager, and Lob. A developer API supports read and write access across investor data, accounting, payments, compliance, and reporting. Mobile apps for iOS and Android let investor relations and fundraising teams access CRM data, manage contacts, log interactions, and invite prospects to data rooms. Juniper Square says it uses encryption, two-factor authentication, enterprise single sign-on, role-based permissions, and audit logging, and conducts annual SOC 1 Type 2 and SOC 2 Type 2 assessments and routine third-party penetration testing. Pricing is available by contacting sales or requesting a demo.
Who it is for
Juniper Square is aimed at private markets firms, including those in private equity, real estate, venture capital, fund of funds, and private credit. Its mobile app is for investor relations and fundraising teams.
What is good
- Connects fundraising, onboarding, accounting, and reporting workflows.
- Digital onboarding supports subscriptions, AML/KYC, and side letters.
- Includes CRM, an investor portal, and fund analytics.
- Provides read and write API coverage across key workflows.
- Mobile apps are available for iOS and Android.
What to know first
- Subscription pricing is not public.
- Prospective customers are directed to contact sales or request a demo.
- GPX Agents are rolling out across 2026.
Verdict
Juniper Square brings investor relationship tools and fund operations into one connected platform, with mobile apps and an API. Pricing requires a sales inquiry, so there is no stated subscription price to review upfront.
Compared on portfolio management software
- Email sync
- Yesjunipersquare.com
- Deal pipeline
- Yesjunipersquare.com
- LP and investor records
- Yesjunipersquare.com
- Portfolio tracking
- Yesjunipersquare.com
- Mobile app
- Yesjunipersquare.com
Facts
- Product
- Juniper Square is a fund operating system combining software, data, and fund administration services for private markets firms.junipersquare.com · 3 Oct 2026
- Core workflows
- Its platform connects investor relationships, fundraising, onboarding, fund accounting, treasury, compliance, and reporting.junipersquare.com · 3 Oct 2026
- Applications
- The platform includes CRM, investor onboarding, an investor portal, investor reporting, and fund analytics.junipersquare.com · 3 Oct 2026
- Investor onboarding
- Onboarding supports digital subscriptions, AML/KYC, and side letters.junipersquare.com · 3 Oct 2026
- Integrations
- Pre-built integrations include HubSpot, Preqin, Outlook, DocuSign, Yardi IM, Yardi Voyager, and Lob.junipersquare.com · 3 Oct 2026
- API
- Juniper Square provides a developer API with read and write coverage across investor data, fund accounting, payments, compliance, and reporting.junipersquare.com · 3 Oct 2026
- Security
- Juniper Square says it conducts annual SOC 1 Type 2 and SOC 2 Type 2 assessments and routine third-party penetration testing.junipersquare.com · 3 Oct 2026
- Encryption and access
- Data is encrypted at rest using 256-bit AES and in transit using TLS; security features include two-factor authentication, role-based permissions, and audit logging.junipersquare.com · 3 Oct 2026
- Support
- The company says its team helps customers get started with Headless GPX and developer API integrations.junipersquare.com · 3 Oct 2026
- Pricing
- The public compare-plans page directs visitors to contact sales or book a demo and does not state a subscription price.junipersquare.com · 3 Oct 2026
- Audience
- Juniper Square identifies private equity, real estate, venture capital, fund of funds, and private credit among the asset classes it serves.junipersquare.com · 3 Oct 2026
- Purpose
- Juniper Square connects software, data, and fund administration services to help private markets firms manage fund operations and investor relationships.junipersquare.com · 4 Oct 2026
- Investor CRM
- Its AI CRM helps investor relations teams manage investor and prospect profiles, communication histories, investment records, and fundraising activity.junipersquare.com · 4 Oct 2026
- Investor reporting
- The platform provides investor reporting as part of its connected fund operations offering.junipersquare.com · 4 Oct 2026
- AI
- JunieAI provides AI capabilities within Juniper Square workflows, and GPX Agents are rolling out across 2026.junipersquare.com · 4 Oct 2026
- Encryption
- Juniper Square says data and documents are encrypted at rest with 256-bit AES and browser traffic is encrypted in transit using TLS.junipersquare.com · 4 Oct 2026
- Security audits
- Juniper Square says it conducts annual SOC 1 Type 2 and SOC 2 Type 2 assessments and routine third-party penetration testing.junipersquare.com · 4 Oct 2026
- Access controls
- Security controls include two-factor authentication, enterprise single sign-on, role-based permissions, and audit logging.junipersquare.com · 4 Oct 2026
- Sales
- The company directs prospective customers to request a demo or contact its sales team.junipersquare.com · 4 Oct 2026
Company
- Founded
- 2014junipersquare.com · 23 Sept 2026
- Headquarters
- No single physical headquarters; office in San Franciscojunipersquare.com · 23 Sept 2026
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Sources
- junipersquare.com/company· checked 3 Oct 2026
- junipersquare.com/gpx· checked 3 Oct 2026
- junipersquare.com/platform/apis-and-integrations· checked 3 Oct 2026
- junipersquare.com/security-compliance· checked 3 Oct 2026
- junipersquare.com/solutions/compare-plans· checked 3 Oct 2026
- junipersquare.com/platform/ai-crm· checked 4 Oct 2026
- junipersquare.com/platform· checked 4 Oct 2026
- junipersquare.com/gpx/junie-ai· checked 4 Oct 2026
- junipersquare.com· checked 4 Oct 2026