Juniper Square

Juniper Square is a platform designed to facilitate collaboration and streamline communication among investment partners in the private investment industry. According to the vendor, this solution caters to investment partnerships of various sizes, ranging from small firms to large enterprises. It is utilized by professionals and industries such as real estate investment managers, venture capital firms, private equity firms, fund administrators, and fund accountants.

Key Features

Integrated data management: According to the vendor, Juniper Square enables users to create and share a comprehensive view of partnership information, configure firm-wide performance metrics, and import or export investment and asset data.

Automated capital activity: The vendor states that Juniper Square provides functionality to calculate investor equity based on NAV, NIA, or investor shares, manage and track payments, automate waterfall calculations and allocations, and record transfers of investor positions.

Enhanced controls: According to the vendor, Juniper Square offers features to control investor access and visibility, manage permissions at a role or user level with 2-factor authentication, and maintain an audit log of all changes made to partnership data.

Secure access, anytime, anywhere: The vendor claims that Juniper Square allows investors to securely access investment and transaction details, track login activity, and provides detailed performance metrics and asset reporting. The platform also ensures the highest level of security with advanced authentication and encryption.

Effortless and efficient reporting: Juniper Square enables users to generate automated capital call, distribution, and contribution notices, automate the distribution of K-1s, create personalized investor reports, and generate statements and notices for various purposes.

Centralized Communication: The vendor claims that Juniper Square provides a centralized platform to manage all investor communications and profiles, segment contacts for targeted communications, capture details on new prospective investors, customize data fields, and improve team productivity with built-in collaboration tools.