
Juniper Square
Founded Year
2014Stage
Series D - III | AliveTotal Raised
$371MMosaic Score The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.
+62 points in the past 30 days
About Juniper Square
Juniper Square provides partnership enablement solutions for the private investment sector. It has a platform which supports fundraising, investor operations, and fund administration, allowing general partners (GPs) and limited partners (LPs) to communicate and collaborate during the investment lifecycle. It serves commercial real estate, private equity, and venture capital firms, offering technologies for managing private market investments. It was founded in 2014 and is based in San Francisco, California.
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ESPs containing Juniper Square
The ESP matrix leverages data and analyst insight to identify and rank leading companies in a given technology landscape.
The private capital fund management market provides solutions that help venture capital (VC) and private equity (PE) firms manage their investment portfolios and operations more efficiently. These platforms typically include features for deal flow management, portfolio monitoring, capital call administration, investor reporting, and performance analytics. The software replaces spreadsheets with ce…
Juniper Square named as Leader among 13 other companies, including FactSet, Carta, and Intapp.
Juniper Square's Products & Differentiators
JunieAI
JunieAI is a purpose-built, enterprise-grade AI for private markets, natively integrated into Juniper Square. It accelerates and automates workflows, transforms raw data into actionable intelligence, elevates LP engagement, and ensures accurate, transparent fund administration. JunieAI empowers GPs with predictive analytics, real-time insights, and intelligent automation for superior portfolio management and streamlined back-office functions. (Note: JunieAI is a platform of tailored AI features—Features have been continuously releasing since May)
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Expert Collections containing Juniper Square
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Juniper Square is included in 5 Expert Collections, including Real Estate Tech.
Real Estate Tech
2,494 items
Startups in the space cover the residential and commercial real estate space. Categories include buying, selling and investing in real estate (iBuyers, marketplaces, investment/crowdfunding platforms), and property management, insurance, mortgage, construction, and more.
Unicorns- Billion Dollar Startups
1,297 items
Capital Markets Tech
1,063 items
Companies in this collection provide software and/or services to institutions participating in primary and secondary capital markets: institutional investors, hedge funds, asset managers, investment banks, and companies.
Fintech
9,809 items
Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.
Fintech 100
500 items
250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.
Latest Juniper Square News
Oct 30, 2025
Juniper Square, the fund operations partner to private markets GPs, announced a collaboration with BlackRock Aladdin to integrate Preqin data into its AI CRM for Investor Relations. This should allow GPs to pull key Preqin data, a source of private markets data, into Juniper Square’s AI CRM for Investor Relations and make faster outreach to LP prospects at the time of fundraising . Brandon Rembe, Chief Solutions Officer at Juniper Square said that they are pleased to bring this Preqin integration to Juniper Square’s AI CRM for Investor Relations – the CRM for the private markets. They added that as investment in the private markets increases, it’s vital that fund managers have datasets that work with AI solutions. This integration will give fund managers the visibility into investors needed to raise capital in an active fundraising environment. Juniper Square clients are able to integrate Preqin data to create a source of truth for investor data. By enriching the AI CRM with Preqin data on LPs—including “allocations, AUM, and investor contacts—GPs benefit from deeper insights that help them identify LPs that best match their target profile, expand their pipeline, and accelerate fundraising with greater precision.” Piers MacWhannell, Global Head of Preqin Licensing, Feeds and Integrations at BlackRock Aladdin said that bringing together market intelligence from Preqin data sets and Juniper Square’s AI -enhanced CRM for Investor Relations will empower GPs “with the customized, near real-time investor insights that current and future capital raisers require.” They are looking forward to working with Juniper Square and help drive their vision of modernizing private markets investor relations, “while providing a platform that fosters stronger GP-LP relationships at scale.” As covered, Juniper Square is the fund operations partner to over 2,000 private markets GPs. Their platform connects software, data , and fund administration services to help firms scale, streamline operations, and enhance investor experience. Juniper Square’s tech brings LPs and GPs together and enables everything from fundraising and onboarding to treasury, reporting, business intelligence. Currently, over 40,000 funds, 650,000 LP accounts, and $1 trillion in LP capital are reportedly managed via Juniper Square. Sponsored Links by DQ Promote
Juniper Square Frequently Asked Questions (FAQ)
When was Juniper Square founded?
Juniper Square was founded in 2014.
Where is Juniper Square's headquarters?
Juniper Square's headquarters is located at 555 Montgomery Street, San Francisco.
What is Juniper Square's latest funding round?
Juniper Square's latest funding round is Series D - III.
How much did Juniper Square raise?
Juniper Square raised a total of $371M.
Who are the investors of Juniper Square?
Investors of Juniper Square include Nasdaq Ventures, Ribbit Capital, Redpoint Ventures, Fifth Wall, HighSage Ventures and 12 more.
Who are Juniper Square's competitors?
Competitors of Juniper Square include InvestNext, Agora, RealBlocks, Vestlane, Standish Management and 7 more.
What products does Juniper Square offer?
Juniper Square's products include JunieAI and 4 more.
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Compare Juniper Square to Competitors
InvestNext focuses on capital raising and investment management processes for real estate funds and syndicates. The company offers a software platform that enables investment firms to operate efficiently and transparently, addressing operations such as capital raising, investor relations, and distribution management. InvestNext serves the real estate investment management sector with tools for general partners, finance leaders, and investor relations teams. It was founded in 2018 and is based in Detroit, Michigan.

Agora develops real estate investment management solutions. The company offers a set of tools and services to facilitate all aspects of real estate investment management, including fundraising, investor relations, reporting, and tax operations. It primarily serves the real estate industry. It was founded in 2019 and is based in Tel Aviv, Israel.

YieldStreet serves as an alternative investments platform operating within the financial services sector. The company offers a range of private market investments designed to generate income streams, including real estate, private credit, private equity, venture capital, art, and legal finance. YieldStreet serves retail investors seeking to diversify their portfolios. It was founded in 2015 and is based in New York, New York.
SyndicationPro is a company that focuses on providing software solutions in the real estate syndication industry. The company offers a platform that facilitates real estate fundraising and investor management, including features such as a customer relationship management system, an investor portal, and tools for managing investments and facilitating automatic ACH payment distributions. The company primarily serves the real estate tech industry. It was founded in 2018 and is based in Salt Lake City, Utah.

CAIS is a fintech company that focuses on transforming the world of alternative investing. The company provides a platform that connects independent financial advisors with alternative asset managers, enabling them to transact alternative investments and structured notes at a large scale. The company primarily serves the financial advisory sector and the alternative asset management industry. It was founded in 2009 and is based in New York, New York.

Envestnet operates within the financial services sector and offers solutions for wealth management technology. The company provides tools for trading, proposal and risk management, prospecting, estate and legacy planning, direct indexing, tax management, data aggregation, and data enrichment. Envestnet serves asset managers, registered investment advisors (RIAs), financial institutions, and financial professionals. It was founded in 1999 and is based in Berwyn, Pennsylvania.
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