Juniper Square
Contact details taken from the vendor's own site on 26 August 2026. Nothing here is guessed; a blank field means we did not find one.
Juniper Square is listed in the Buyside Fintech directory with 7 products. The company is based in San Francisco, California, USA and was founded in 2014. Its products are listed under capital calls and waterfalls, client reporting, deal flow and crm, fee billing, fund accounting and nav, fund administrators, investor portals and crm, lp portals, pe and vc fund administration, portfolio monitoring, reconciliation and regulatory compliance. Those include GPX, Juniper Square Fund Administration, Juniper Square, among others. Every fact on this page carries the source we read and the date we checked it, and the profile has not been claimed by Juniper Square. Practitioners at firms that use Juniper Square can review it here, and the company may reply to a review but may not write one.
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. We publish it so you can see how a company positions itself; it is not an assessment and nothing in it has been checked.
Juniper Square products
Admin Oversight Agent
AI agent that reviews each fund administration close pack and flags errors and inconsistencies before financial statements reach investors.
Confirmed on the vendor's own site · source · 2026-10-11
GPX
Fund operating system pairing fund accounting and fund administration with investor onboarding, waterfall modeling and LP reporting, now with AI agents for administrator oversight.
Confirmed on the vendor's own site · source · 2026-10-11
Investor CRM
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.
Confirmed on the vendor's own site · source · 2026-10-11
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.
Confirmed on the vendor's own site · source · 2026-10-11
Juniper Square AML/KYC
AML/KYC compliance for private markets GPs across US and Cayman funds: AI-assisted screening of every investor on deterministic rules, with compliance experts behind each decision and a full audit trail.
Confirmed on the vendor's own site · source · 2026-10-15
Juniper Square Fund Administration
Fund accounting, treasury and waterfall modeling across the private fund lifecycle, covering fee and distribution calculations for GPs.
Confirmed on the vendor's own site · source · 2026-10-11
Juniper Square Investor Portal
Branded LP portal plus investor reporting, onboarding and fund administration for private markets GPs.
Confirmed on the vendor's own site · source · 2026-10-11
What practitioners say
Questions and notes