In the rapidly growing and competitive private markets, investor relations (IR) teams have long been hampered by technology that wasn't built for their specific needs. To solve this, Juniper Square, the fund operations partner to over 2,000 private markets GPs, has announced the launch of its AI CRM for Investor Relations. Billed as the first customer relationship management system purpose-built for private markets fundraising, it leverages JunieAI to automate manual tasks, enrich investor data, and surface actionable insights, helping IR teams raise capital more efficiently and strengthen limited partner (LP) relationships.
Juniper Square launches the first AI CRM purpose-built for private markets investor relations.
The system uses JunieAI to automate data entry, monitor LP activity, and surface insights.
It features two-way email/calendar sync and an in-app chat for quick actions and data queries.
A mobile app allows for on-the-go note-taking, including voice-to-text transcription.
The CRM addresses the challenge of IR teams relying on outdated, generic, or legacy systems.
It can be used as a standalone solution or integrated with Juniper Square's full platform.
The private markets have exploded in size and complexity, yet the technology supporting fundraising teams has not kept pace. Many general partners (GPs) still depend on legacy CRMs designed for M&A, generic sales tools, or costly custom-built solutions. As private wealth becomes a more critical capital source, IR teams require a modern system that understands the nuances of tracking LP commitments, managing digital subscriptions, and utilizing built-in data rooms. Juniper Square's new offering is built from the ground up to meet these unique requirements.
"For too long, IR teams have been overlooked. They've been asked to win a modern fundraising race using a patchwork of outdated, generic tools," said Jay Farber, General Manager of GPX at Juniper Square. "Our purpose-built AI CRM sets a new standard, giving private markets IR teams a solution that understands the intricacies of their work and nuance of their industry."
Powered by JunieAI, the CRM is designed to eliminate the manual work that plagues fundraising teams. Key features include a two-way integration with Google and Microsoft systems that automatically updates contact records, eliminating hours of tedious data entry. An in-app chat function allows users to not only ask questions of their data but also to take actions like summarizing meeting transcripts or sending data room invites. The system also continuously monitors and summarizes LP activity, ensuring IR teams always have a complete, up-to-date picture of their investor relationships.
"Juniper Square's CRM gives us one centralized and comprehensive view of our investor relationships so we can make the most timely and informed decisions around capital raising," said Christina Jordan, SVP, Head of Marketing & Investor Relations at Denholtz. "It's the purpose-built and customizable solution we need in the private markets."
Recognizing that fundraising happens outside the office, the AI CRM includes a fully-featured mobile app. This allows IR professionals to quickly access data, log notes, and send communications from their device. A built-in voice note recorder captures details in the moment and translates them into clear, structured notes, ensuring no critical information is lost. The CRM offers deployment flexibility, functioning as a powerful standalone solution or as part of Juniper Square's complete suite of investor management technologies for firms seeking a fully integrated operational platform.
Juniper Square is the fund operations partner to more than 2,000 private markets GPs worldwide. Our unified platform connects software, data, and fund administration services to help firms scale faster, streamline operations, and enhance the investor experience. Juniper Square's technology brings LPs and GPs together and powers everything from fundraising and onboarding to treasury, reporting, and business intelligence. Today, more than 40,000 funds, 650,000 LP accounts, and $1 trillion in LP capital are managed through Juniper Square.
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