Juniper Square

“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.”

“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.”

“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.”

“My days are more efficient. I can log into the Juniper Square system and get information very quickly. The same goes for our controller and for every associate on our team. Now that we’re more efficient, it allows us to be more proactive in terms of raising the profile of Parkview as an investment solution. And that’s huge. Just like a lot of other businesses out there, we’re a growing business and, when you have more time in your day to be proactive versus reactive, that’s when you’re able to really grow.”

“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.”

“The biggest piece of advice I would give to any firm looking to hire a fund administrator—whether for the first time or making a transition like we did—is to be patient. It takes time to upload and check historical data. When you’re doing something of this magnitude, you have to be open-minded and willing to do what’s needed to get everything done as quickly and efficiently as possible. Working together is what makes for a great partnership, and Juniper Square was a great partner.”

“Switching from our prior administrator to Juniper Square was relatively easy,” Austin says. “We had to import five-plus years of historical investor and transaction data, and the Juniper Square team worked with us every step of the way to make sure they were getting all the information necessary to do their job appropriately. It’s really up to the fund administrator to make the process seamless, and that’s what Juniper Square did for us.”

“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.”