Investor CRM
by Juniper Square · Wealth and investment platforms · San Francisco, United States
Fundraising and investor relationship management
About Juniper Square
Fund operating system connecting software, data, and administration services for private markets managers.
Juniper Square in the vendor registry: its products, features and similar vendors.
Also by Juniper Square
- Investor Relations CRM: CRM platform connecting LP context, fund data, and investor history with tear sheets, pipeline reports and personalized investor updates.
- Finance & Reporting Portal: Financial management and reporting system for period-close, PCAPs, GL variance analysis and compliance checking.
- Fund Administration: Full-service fund administration solution providing investor services, AML/KYC, and oversight capabilities.
- Data Rooms: Virtual data room for secure document management and access control in fundraising and due diligence processes.
- Onboarding: Investor onboarding workflow system for streamlined LP account and fund setup.
- DDQ: Due diligence questionnaire management system for streamlined investor information gathering.
More in this category: Wealth management and investment platforms.
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