Juniper Square

“Having an organized, modern platform gives our investors peace of mind. They can see that we’ve put a lot of money and effort into our internal systems and processes we use to manage their investments.”

“Juniper Square has allowed us to keep a small and nimble team, which I think is one of the reasons we've been so successful—we’re able to move quickly and make fast decisions on opportunities and internal workflows.”

“Juniper Square has allowed us to consider more opportunities. In the past, we might have looked at a deal and thought, ‘We have to pass. There's no way we can run that alongside this other one.’ Now, we can manage additional investments and investors that would not have been possible without adding significant headcount.”

“Juniper Square has made us faster with fewer headaches, due to having fewer manual processes – which makes us less error-prone, especially when you’re dealing with thousands and thousands of K1s.”

““Juniper Square makes us more efficient by avoiding errors and some of the time-consuming nature of checking things for errors. This gives us the ability to focus on higher-value tasks.””

““Juniper Square works well in enabling interaction between teams. Cross-functional collaboration is made smoother due to everything being on a single, web-based platform that everyone can access at the same time.””

““We take our investor reporting incredibly seriously. We’ve built out a very high-quality organization. So, it matters to us that we get everything right. Juniper Square helps us ensure accuracy.””

“Having the highest level of investor management doesn’t need to be hard. You can do that with the right tool, and Juniper Square is perfect,”

“We live in a digital age. I don't know if we have any hard-copy subscription documents or packages in our office anymore. Completing an investment using your phone—that ease and the availability—is a huge value.”

“Juniper Square is the default standard for our space. It’s the first option.”

“It does not need to be hard or complicated. It doesn't need to be time-consuming. Juniper Square is easy and intuitive,”

“This was going to set the tone for us. You don’t want to sign everyone up and then change systems. You want to work with a partner that has staying power.”

“The groups we admire all use Juniper Square. If the groups you want to emulate and compete with use it, it’s a pretty easy choice.”

“When you're handling investors, the currency you're trading in is their time and interest. It's paramount to ensure that the investor experience is as seamless and intuitive as possible and something that will be mindful of the investor’s time.”

“It's always a good idea to leverage technology made for your specific needs rather than relying on antiquated systems, which I think many real estate firms do. Whether it’s Excel or just back-the-envelope math—that's not repeatable. Why set the whole thing up again every quarter when you do your calculations?”

“Digital Subscriptions was the single biggest needle mover we could implement for the investor experience.”

“For a fund administrator to have one holistic solution encompassing everything from the investor portal and database to CRM, it made a lot of sense. Combining those solutions impacts how effective they each are (individually and collectively) for our organization.”

“There's less scrambling to find items,” said David. “Because the Juniper Square process is better, it's saved us money. Less time needs to be spent hunting down the right data for our other third-party service providers.”

“Keeping your investors happy is the number one priority,” concluded David. “It helps us get new investors in the future and gets our current LPs to reinvest. Financial reporting and accounting are the backbones of a prestigious private equity firm, but you need to have all those other systems in order. Juniper Square offers all of those things, and I think that's hard to find.”

“Everything on the admin side is now easily shared with everyone on the investor-facing side. I used to get questions daily. But as David said, he can just pop in whenever he needs, and the information is right at his fingertips.”

“We just didn't have confidence that everything was 100% accurate. Now, when someone in IR asks, Can you please send me the contributions and commitments for all of John Smith’s investments? With Juniper Square, all we have to do is search for that investor's name. There’s a prepopulated report ready to print out in a format that's impressive to them.”

“We are no longer creating all of the statements ourselves, renaming them all, and posting them all individually. It only takes one click, and I know they are going to the right investor portal.”

“since we've switched to Juniper Square, the data is just more accessible, more organized, and it's easier to provide our investors with what they need.”

“Our investors need to be able to trust that the information we're providing them is accurate. With our last fund administrator, we were concerned about inaccurate info, incoming capital calls not being accounted for on their tracking schedules, or statements going to incorrect portals. We didn't want our reputation negatively affected by our fund administrator.”

“It started to feel like we were moving backward rather than forward. We were doing a lot of the work again ourselves, except this time, we were paying another team that should have been eliminating the need for that.”