Juniper Square

“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.”

“Juniper Square is a good fit for private equity because it’s a one-stop shop CRM for existing and prospective investors. The platform is user-friendly for the GP and LP. Being able to deliver electronic subscription documents? That was an added bonus.””

““That’s ultimately why we went with Juniper Square,” she concluded. “I knew the product would be a good fit, but you also need the right people to help you.””

“Our onboarding team was a group of bright people who understand what we’re trying to accomplish, similar to us in our thinking, and spoke our language. They are committed to getting you up and running.””

“There are times that Juniper Square interacts with our investors, and they offer the same white glove service that our investors have come to expect from us. Through the evaluation process, we discovered that other administrators were a bit dated, not only with their software, but in how they communicate with their clients and their clients’ investors. That’s not the case with Juniper Square.”

“Juniper Square has been our administrator for more than a year, and they are 100% an extension of our team.”

“Juniper Square is an expert in the administration space, which is why we picked them to help us grow our business. They understand our needs. Our business is their business, and we’re building it together.”

“We learned so much about our business operations through the process of switching administrators. We discovered a number of things that we should be doing, and that’s where Juniper Square’s expertise really came into play. They’re experts in the administration space, which is why we picked them to help us grow our business. They understand our needs. Our business is their business, and we’re building it together.”

“The fact that Juniper Square has its own proprietary technology makes a world of difference. You can tell they put time into designing the software and the user experience so it works not only for the investor side of the portal, but for our internal needs as well. Everything is in one place, which is a huge benefit. Anyone from an associate on the team to our controller can easily gather information at the client, fund, or entity level. While other administrators have outdated software that’s difficult to maneuver, Juniper Square makes its technology as user friendly as humanly possible.”

“The reputation of our business partners is important not only to us, but to our investors—and Juniper Square’s reputation is stellar. Juniper Square started as an investment management software firm, but they’ve morphed over time as their customers’ needs changed and the private markets industry evolved. That shows they’re creative and they’re hungry. Those are qualities that characterize Parkview as well. We like that synergy and, as we continue to grow, we like the fact that we’re partnering with an administrator that’s ready to grow alongside us.”

““I can call them and point to something in their data that’s happening in real time,” he said. “That creates a real sense of trust.”

“That transparency is huge—we’re holding a lot of capital and a lot of people’s money. It’s very helpful for them to see all their information in the portal, in real-time, at any time.””

““When they ask me questions, I can direct them to the investor portal where they’ll find the answers to almost every question they’ll have. It makes them feel more comfortable seeing their signed documents, how much money they have, how many distributions have come out—all in one place.””

““I think if we didn't have Juniper Square, my communication with my investors wouldn’t be as seamless as it is now,” he said.”

““I had a lot of colleagues and friends who used Juniper Square and they suggested I check it out. We made the switch and haven’t looked back since.””

““Investors always know what’s happening with their money, and they know they always have my ear.””

““It’s been so helpful to not have to keep track of distributions and cap tables and all of that. I can’t imagine having to figure that out on my own. I don’t know what I would do without Juniper Square.””

““We used Excel at the beginning, and it was very difficult to keep track of everything. Juniper Square put an end to our outdated, manual processes.””

“Juniper Square offers all of those things, and I think that's hard to find.”

“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.”

“Our partnership with Juniper Square feels safe and reliable. They are dedicated to ensuring all our reporting is accurately reflected, and I love having a team of dedicated professionals assigned to our account. Someone is always available to answer questions via email or hop on the phone.”

“I’ve been very impressed with the whole Juniper Square organization on the professional services side,”

“Centralizing all fund management document storage and investor communication has led to significant time savings for our firm.”

“With fund administration, if it doesn’t go right, it can be a huge mess. But after seeing how organized and involved the Juniper Square team was when we implemented the investment management platform, we were comfortable that they had the right people in place to administer our funds too. We never even considered another administrator.”

“Juniper Square has helped us be more regimented in how we keep our data.”