at Financial Technnology Year
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Juniper Square Platform
from Juniper Square
Integrated platform for private market GPs combining CRM, fund administration, and accounting technology. Enables GPs to manage the full investment lifecycle, including fundraising, AML/KYC compliance, and investor reporting. Automates workflows, facilitates GP-LP communication, and provides transparency into fund and investor data.
Category:
Investor Communications Systems
Tools for managing mass communications, newsletters, webinars, and other content distribution to clients and prospects, often with tracking and analytics capabilities.
Juniper Square Platform
Specialized CRM platforms tailored for asset management that track client interactions, preferences, investment history, and service requirements to optimize the client experience and relationship management.
Juniper Square Platform
Category:
VC Firm Management Software
Integrated solutions for managing the venture capital firm's operations, including workflow management, team collaboration, and resource allocation.
Juniper Square Platform
Category:
AML and KYC Solutions
Tools for anti-money laundering screening, know-your-customer processes, and sanctions checking to ensure compliance with financial crime prevention regulations.
Juniper Square Platform
Category:
Fund Administration Software
in:
Fund Management
Comprehensive platforms for managing capital calls, distributions, fund expenses, and partner allocations with detailed audit trails.
Juniper Square Platform
Category:
Investor Onboarding Solutions
Digital platforms streamlining the subscription process, accreditation verification, and document management for new limited partners.
Juniper Square Platform
Category:
Fund Accounting Systems
in:
Fund Operations
Software for calculating net asset values (NAVs), processing corporate actions, managing income distributions, and maintaining financial records for investment funds. These systems ensure accurate valuation of fund assets and liabilities.
Juniper Square Platform
Category:
Fundraising CRM Systems
Customer relationship management software specifically designed for tracking interactions with limited partners throughout the fundraising process.
Juniper Square Platform
Category:
Performance Reporting Tools
Software generating customized reports on fund performance, including IRR calculations, cash-on-cash returns, TVPI, DPI, and other venture capital metrics.
Juniper Square Platform
Category:
Document Management Systems
Secure repositories for legal agreements, investment documents, compliance records, and firm governance materials.
Juniper Square Platform
Category:
Investment Accounting Systems
in:
Fund Management
Specialized accounting software handling complex fund structures, partnership allocations, carried interest calculations, and tax reporting requirements.
Juniper Square Platform
Publicly available data, summarised using AI.
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