## Investor reporting

Generating reports with an automated process that meets industry standards and exceeds investors expectations — for funds of any type and investors of any size.

Regulations, requirements and expectations are constantly evolving. With automated document generation GPs can deliver effortless, personalized reporting in a way that reduces time, error, and risk.

Effortlessly produce documents

Replace cumbersome workflows with easy, personalized document generation.

Exceed investor expectations

Leverage industry-standard templates that exceed investor demands and reduce the need for costly follow-up.

Eliminate costly errors

Reduce the risk of manual errors by relying on an automated, interconnected investor reporting system.

> Juniper Square’s investor reporting template can be a one-and-done every quarter—a huge selling point because we provide multiple templates for each fund to satisfy investors, who are all asking for the same data in a slightly different format.
>
> Rachael Brittingham  
> Managing Director and Leader of the Global Client Relations Group  
> Greystar

> Our accounting and quarterly reporting process is much quicker. Now we rely on system-generated reports within Juniper Square. Once the data is in, we can generate reports in just a couple hours, not days.
>
> Chris Sweeney  
> Controller  
> Atlas Real Estate Partners

Produce automated professional capital call, distribution, and contribution notices in minutes.

Automate distribution and eliminate manual errors by uploading, matching, and sending K-1s directly to investors.

Give every investor the exact information they need with personalized, customizable investor reports.

Generate statements and notices for NAV, capital accounts, ILPA-compliant capital calls, management fees, and more.

Give your investors a polished reporting experience with professionally designed asset reports.

Enhance branding and professionalism in reports and notices by adding your custom branding or letterhead.

Our GP customers often ask us what institutional investors are looking for in an investment manager. We went straight to the source to get some answers.

> Not only can I get critical reports, statements, and notices to my investors in a fraction of the time, but I have ready access to comprehensive, current investor data. When an investor calls with a question, I have all the data at my fingertips.
>
> Charlie Kellogg  
> CFO & COO  
> Singerman Real Estate

> It’s sped up our processes quite considerably in terms of our ability to provide reporting and regular communications. And it’s allowed us to be more transparent, too—everything looks the same and can be found in the same place.
>
> Brian Adams  
> President and Founder  
> Excelsior Capital

> It used to take eight people four days to prepare and mail investor packages. Now it takes just one person and it’s done in a day. That means we can focus more of our energy on activities that directly help our investors.
>
> Michael DiBenedetto  
> Chief Information Officer  
> Northland Investment Corporation

At Juniper Square, we’re uniting industry expertise with innovative technology to deliver investment solutions that improve transparency, cost, and overall experience for GPs and LPs — regardless of size or structure.