Locations
San Francisco, CA, USA · Austin, TX, USA
industry
Information Technology
Size
201 - 1000 employees
Stage
Other
founded in
2014
Juniper Square delivers connected software and fund administration services designed for private markets. It provides tools for fundraising, onboarding, investor relationship management, reporting, treasury, compliance, and business intelligence. The platform integrates a secure investor portal, CRM, digital subscriptions, and automated fund accounting to streamline communication and operations. It includes a mobile app that keeps investor and fund data synchronized across devices, enabling teams to manage investor interactions and transactions on the go. Embedded AI features transform data into insights and help automate workflows. Customers cite real-time visibility into fundraising pipelines, seamless subscription document processes, and robust security features as key benefits.
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