Juniper Square

We end a remarkable week at Juniper Square by announcing that we've won Global Custodian's "Fund Services One to Watch" award at last night's Industry Leaders Awards. We’re humbled and grateful to Global Custodian for recognizing Juniper Square’s Fund Administration business, which has maintained a 112% three-year CAGR and 94% annualized retention across its 425+ team members—a testament to deep partnership with customers and our commitment to culture. Number one Financial Technology Firm. The One to Watch in Fund Services. #bettertogether #thankyou

Unlock the power of AI with Juniper Square’s Fall ’25 release: → The first AI CRM for investor relations → Purpose-built workflows to streamline and scale AML/KYC → More releases to streamline operations and exceed investor expectations Explore the fall release: https://lnkd.in/giWX5PXP

Kicking off the main day of our 2025 Institute for Real Estate Operating Companies (iREOC) Annual Member Meeting with a discussion around private wealth and how this capital is exploring REOC partnerships. Brandon Sedloff from Juniper Square moderating this panel: Mark Shoberg, Capital Creek Partners Brian Cho, Peachtree Group Mark Neely, GenTrust

Our latest survey of GPs across private equity, venture capital, and real estate shows a clear shift: firms are actively putting AI to work. From fundraising to fund administration, AI is helping streamline operations, accelerate investor communications, and surface insights that used to take days to uncover. The takeaway? AI is moving from promise to proof—and there’s still much more leverage to be created. Read more→ https://lnkd.in/g8XGuTrz

Feels good to be #1. Thank you to The Financial Technology Report for including us in this year's Top 50 Financial Technology Companies list. We're deeply appreciative of the recognition, and, as always, a huge thank you to our customers for their support and to the entire Juniper Square team for their commitment to innovating for the private markets. Great news keeps rolling!

Private credit: Is the boom sustainable? Hear what Juniper Square Managing Director Tony Chung has to say on this topic tomorrow at SuperReturn Private Credit North America at 12:05pm ET If you're at SuperReturn today and tomorrow, we'd love to catch up. Chris Storms, Jason Haft, and Lancelot Minor will also be onsite to talk shop. We look forward to seeing you there! #privatecredit #superreturn

"There are not enough hours in the day to manage a successful firm without delegation." — Chris Brimsek, CAB Advisory LLC. It's a simple truth that most GP founders struggle with in practice. The decision-making framework that felt right at launch becomes the very thing preventing scale. Communication patterns that worked in one office create bottlenecks across regions. Incentives designed for early-stage focus start rewarding the wrong behaviors. Structure is the most invisible pillar of operational alpha—and often the most consequential. In our latest article, we examine how top-performing firms are: ☛ Building systems that scale beyond founders ☛  Communication: Creating transparency without chaos ☛ Aligning rewards with actual strategic objectives When these three elements work together, they create self-reinforcing advantages that accelerate with growth rather than constrain it. Read more: https://lnkd.in/gvJvbfUQ

When Chase Properties Ltd. switched to Juniper Square, they didn’t just gain a powerful platform. They gained a partner. “The people are what make all the difference,” said Chad Gardner, CPA, CFO. From day one, Juniper Square's teams proved to be responsive, knowledgeable, and fully committed to their success. The results?  ◆ Enhanced investor relationships with real-time access and transparency.  ◆ Streamlined processes that save hours, freeing teams to focus on strategy.  ◆ A seamless experience described by investors as “best in class.” Watch now→ https://lnkd.in/gEBrPnNq

Congratulations to Harbor Capital on launching their first $205 million industrial fund! In our latest Fundraising Feature, we sat down with CEO Levi Benkert, who shared how years of radical transparency, disciplined execution, and off-market sourcing earned the trust of investors.  Read the full interview → https://lnkd.in/gjDuyB8v

The era of generic CRMs for investor relations is over. For too long, IR teams have been forced to adapt tools that weren't built for the complexities of private markets, leading to manual workarounds, fragmented data, and missed opportunities. The future of IR is not just about logging data—it's about creating an autonomous system of action. Watch, "How AI is changing the investor relations function," to explore how a purpose-built AI CRM can transform operations. The keynote breaks down how to solve the "Doug Problem" (capturing crucial notes from senior partners on the road) and shift from a reactive system of record to a proactive system of action. Jay Farber, GM at Juniper Square, and Debbie Gregory, CFA, from Nasdaq eVestment Market Lens, shared insights on: ▪Automating data capture to keep CRMs effortlessly updated. ▪Moving beyond manual record-keeping to a system that surfaces insights and suggests next steps. ▪Leveraging market data on LP allocation trends and renewed interest in smaller, emerging GPs. Watch the full recording to see how AI can empower teams to build stronger relationships and raise capital more effectively. → https://lnkd.in/gm8ePbPg