Juniper Square
555 Montgomery St, San Francisco, California, 94111, United States
Overview
Juniper Square provides a unified platform that connects software, data, and fund administration services to help private markets general partners scale operations, streamline fundraising and onboarding, and improve reporting and business intelligence. The company serves more than 2,000 private markets GPs and reports that over 40,000 funds, 650,000 LP accounts, and $1 trillion in LP capital are managed through its platform. Juniper Square says it is focused on delivering AI-powered solutions, integrated services, and industry-specific infrastructure for the global private markets. The company announced a strategic investment from Nasdaq Ventures intended to accelerate innovation and develop integrated data and liquidity solutions, including innovations in secondaries. Juniper Square intends to collaborate with Nasdaq to combine data and purpose-built software to enhance GP visibility and fundraising capabilities. The company is headquartered in San Francisco. Juniper Square is a provider of connected fund software and services powering private markets GPs and LPs. Its product suite includes fund administration, reporting, treasury, compliance, and business intelligence built around a fund system of record. The company is rolling out JunieAI, an enterprise-grade AI for private markets that combines LLMs with Juniper Square's system of record, scaled data model, workflows, managed services, integrations, and enterprise-grade permissioning. JunieAI is designed to support investor relations, fund administration, portfolio management, and investment decisions with model-agnostic orchestration and fine-grained agent governance. Juniper Square reported >100% 3-year CAGR in its fund administration business and manages over 2,000 fund entities; across more than 40,000 funds it supports 600,000 LP accounts and $1 trillion of LP capital. The company recently expanded into Luxembourg to enable integrated fund administration and cross-border operations. Juniper Square is a San Francisco-based provider of partnership enablement for the private funds industry, led by CEO Alex Robinson. It offers a system that connects GPs and LPs across every stage of their partnerships to accelerate fundraising, scale operations, and improve investor satisfaction. More than 1,800 GPs use Juniper Square to manage over 32,000 investment entities, more than 500,000 LPs, and roughly $700 billion in investor equity. The company intends to use the $133M in funding to accelerate innovation, expand its fund administration services and fuel rapid growth in private markets. Select client wins named in the announcement include Avanath Capital Management, Berkshire Residential Investments, BentallGreenOak, CBRE Investment Management, GSV Ventures, Haun Ventures, LaSalle Investment Management, and Ribbit Capital. Juniper Square offers an investment management platform that automates investment workflows and centralizes transaction, investment, and investor information for commercial real estate. Its software is used by customers who manage nearly $800B of real estate—about 5% of the asset class’ market capitalization—enabling transparency and reducing operational friction. The product integrates functions not typically managed by a single tool, including accounting, payments, capital management, and performance reporting. Juniper Square reports strong engagement and retention: 94% of customers perform critical functions weekly and it has a 98% lifetime customer retention rate. With the new funding the company says it will continue growing and pursue a vision to transform the commercial real estate industry, ultimately enabling trading and ownership experiences more like public equity markets. Customers include Tishman Speyer, Rockpoint, and Beacon Capital; the company is based in San Francisco and Austin. Juniper Square operates a software platform for commercial real estate investment firms, offering tools that support fundraising and capital management. Its product includes CRM and productivity features used by firms that raise money from pension funds, endowments and other institutional investors. Juniper reports hundreds of customers and says it manages about half a trillion dollars in real estate assets. Founded in 2014 and based in San Francisco, the company has grown between 3x and 4x each year for the past three years. The company will use new funding to double headcount from 60 to 120 in the coming year and to beef up engineering, product and sales teams. Juniper positions itself as an alternative to spreadsheets like Microsoft Excel, aiming to become the de facto platform for real estate investment.
- Total raised
- $369M
- Funding rounds
- 6
- Latest round
- Series D
- Latest activity
- Jun 2025
Industries
- Asset Management
- Financial Services
- FinTech
- Software
Recent funding
Series D
Jun 2025
$130M
Equity
Feb 2023
$133M
Series C
Nov 2019
$75M
Series B
Dec 2018
$25M
Series A
Jan 2018
$6M