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Juniper Square

Made by Juniper Square

San Francisco, California, USA · founded 2014

Investor relations CRM, investor onboarding, LP portal and investor reporting for private funds, with a JunieAI agent layer; raised a $130M Series D in June 2025 at a $1.1B valuation.

Made by
Juniper Square
Primary category
Investor portals and CRM
Also listed under
LP portals, Client reporting, Capital calls and waterfalls
Built for
Not recorded
Firm size
Not recorded
Deployment
Not recorded
Pricing model
Not recorded
What it costs
Not recorded
How we verified it
Confirmed on the vendor's own site
Source
the page we read
Last checked
2026-10-11
On the vendor's site
open

Juniper Square is a investor portals and crm product from Juniper Square. Investor relations CRM, investor onboarding, LP portal and investor reporting for private funds, with a JunieAI agent layer; raised a $130M Series D in June 2025 at a $1.1B valuation. It is also listed under lp portals, client reporting 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 Juniper Square appear below, and anyone at a firm that uses it can add one.

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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.

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