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Investor CRM
Made by Juniper Square
AI CRM for investor relations and fundraising pipeline inside a wider private markets fund operating system that also covers portals, data rooms and fund administration.
Investor CRM is a deal flow and crm product from Juniper Square. AI CRM for investor relations and fundraising pipeline inside a wider private markets fund operating system that also covers portals, data rooms and fund administration. It is also listed under lp portals, investor portals and crm, pe and vc fund administration and capital calls and waterfalls. Juniper Square is based in San Francisco, California, USA and was founded in 2014. Buyside Fintech verified that Juniper Square lists this product on the vendor's own website on 2026-10-11, and the page we read is linked below. We do not record how it is deployed, how it is priced, what it costs and the firm sizes it serves for this product, because Juniper Square does not publish it; the table below shows those rows empty rather than hiding them. Practitioner reviews and questions about Investor CRM appear below, and anyone at a firm that uses it can add one.
What practitioners say
Questions and notes
How Juniper Square describes itself
2,300+ private markets GPs rely on Juniper Square’s connected technology, unified data, fund administration expertise, and AI to raise capital more efficiently, streamline operations, and improve the LP experience.
Juniper Square’s own website, read 2026-08-30
Their words, not ours, and about the company rather than this product. It is not an assessment and nothing in it has been checked.