Juniper Square

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About

Juniper Square is ranked #9 of 81 in portfolio management software on Inferse, made by Juniper Square (No single physical headquarters; office in San Francisco). It runs on Android, API, iOS, Web.

Compared on portfolio management software

Email sync: Yesjunipersquare.com
Deal pipeline: Yesjunipersquare.com
LP and investor records: Yesjunipersquare.com
Portfolio tracking: Yesjunipersquare.com
Mobile app: Yesjunipersquare.com

Facts

Product: Juniper Square is a fund operating system combining software, data, and fund administration services for private markets firms.junipersquare.com · 3 Oct 2026
Core workflows: Its platform connects investor relationships, fundraising, onboarding, fund accounting, treasury, compliance, and reporting.junipersquare.com · 3 Oct 2026
Applications: The platform includes CRM, investor onboarding, an investor portal, investor reporting, and fund analytics.junipersquare.com · 3 Oct 2026
Investor onboarding: Onboarding supports digital subscriptions, AML/KYC, and side letters.junipersquare.com · 3 Oct 2026
Integrations: Pre-built integrations include HubSpot, Preqin, Outlook, DocuSign, Yardi IM, Yardi Voyager, and Lob.junipersquare.com · 3 Oct 2026
API: Juniper Square provides a developer API with read and write coverage across investor data, fund accounting, payments, compliance, and reporting.junipersquare.com · 3 Oct 2026
Mobile app: The iOS and Android mobile app lets investor relations and fundraising teams access CRM data, manage contacts, log interactions, and invite prospects to data rooms.junipersquare.com · 3 Oct 2026
Security: Juniper Square says it conducts annual SOC 1 Type 2 and SOC 2 Type 2 assessments and routine third-party penetration testing.junipersquare.com · 3 Oct 2026
Encryption and access: Data is encrypted at rest using 256-bit AES and in transit using TLS; security features include two-factor authentication, role-based permissions, and audit logging.junipersquare.com · 3 Oct 2026
Support: The company says its team helps customers get started with Headless GPX and developer API integrations.junipersquare.com · 3 Oct 2026
Pricing: The public compare-plans page directs visitors to contact sales or book a demo and does not state a subscription price.junipersquare.com · 3 Oct 2026
Audience: Juniper Square identifies private equity, real estate, venture capital, fund of funds, and private credit among the asset classes it serves.junipersquare.com · 3 Oct 2026