Juniper Square

How do you take your brand to the next level? KEILTY Realty faced a familiar challenge: as their business grew, their legacy investor management platform simply couldn't keep up. Keilty Realty found the solution with Juniper Square. By adopting a modern, scalable platform, they can now deliver an institutional-grade experience for their investors. ◊ LPs can access investment data and documents effortlessly ◊ Automated processes replaced manual tasks, freeing the team to focus on strategy and service ◊ Juniper Square is a technology partner genuinely invested in their long-term success, ensuring the platform evolves right alongside their business As CEO A.J. Keilty said, “You get what you pay for. We get more value [from Juniper Square] because our team is more efficient, and it's a better way to communicate with limited partners." Watch the full interview ► https://lnkd.in/gn2n7qME

Thank you to Paperjam & Luxembourg for Finance for hosting last night’s 2025 Finance Awards. We are proud to have sponsored the event and to continue our partnership with Paperjam. Congratulations to the winners!

🚀 See what’s new at Juniper Square this month. Confidently manage AML/KYC at scale. Juniper Square makes AML/KYC seamless, secure, and efficient, no matter the number of investors. With frictionless investor workflows, backed by a team of in-house AML/KYC experts, Juniper Square delivers a best-in-class solution to manage AML/KYC programs for any LP across jurisdictions. Watch to see our AML/KYC workflows in action, and reach out to discover how we can help implement and maintain programs at scale.  #AML #KYC #Compliance #FundAdmin #JuniperSquare #WhatsNewJuniperSquare

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