Juniper Square

““Juniper Square works well in enabling interaction between teams. Cross-functional collaboration is made smoother due to everything being on a single, web-based platform that everyone can access at the same time.””

““We take our investor reporting incredibly seriously. We’ve built out a very high-quality organization. So, it matters to us that we get everything right. Juniper Square helps us ensure accuracy.””

“Juniper Square has absolutely done wonders for us. Everything from logging expressed interest and soft commitments, to how clear the subscription docs are, to how quickly we can distribute money. It’s been mind-blowing.””

““The investor portal is great for two reasons,””

“We absolutely love Juniper Square. It’s been a game-changer—we could not do our business without it.””

““Even minor things like updating an investor’s address used to be a hassle. Now, with Juniper Square, it’s so easy. Then you layer in all the other nuances of the platform—the ACH payment processing, the email blasts, the consent for electronic delivery of tax documents, the data rooms, even the ability to track if investors have accessed the data rooms—I could go on and on about all the things the platform has streamlined for us.””

““A portion of our investor base is an older generation that has traditionally been a little more reluctant to adopt technology, which is common in the real estate industry,””

““When we saw the demo, my mind was completely blown,””

““Having an organized, modern platform gives our investors peace of mind. They can see that we’ve put a lot of money and effort into our internal systems and processes we use to manage their investments.””

““Juniper Square has allowed us to keep a small and nimble team, which I think is one of the reasons we've been so successful—we’re able to move quickly and make fast decisions on opportunities and internal workflows.””

““Juniper Square has allowed us to consider more opportunities. In the past, we might have looked at a deal and thought, ‘We have to pass. There's no way we can run that alongside this other one.’ Now, we can manage additional investments and investors that would not have been possible without adding significant headcount.””

““At one point, we had the paralegal, associate, and partner copied on everything, all for something as simple as an investor using the wrong entity. It could cost us $10,000 in lawyer’s fees to track down and correct those simple documentation errors.””

“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.”

“It’s also imperative that you make sure that you fully understand your own business. If you don’t know what you’re trying to accomplish as a firm and why you need an administrator, you might not fully understand how a service provider can help you and your investors. We relied on Juniper Square to help us understand what we weren’t doing and what we needed to do.”

“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.”

“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.”