Juniper Square Investor CRM
Provider 
Founded 2014
Sells To —
Pricing Model —
Ownership Venture-backed

Juniper Square Investor CRM is a customer relationship platform built for private markets capital raising and limited partner interactions.
Juniper Square Investor CRM supports private markets fundraising and investor relations, giving teams a connected view of limited partners, prospects, and pipeline activity. The CRM tracks contacts, interactions, and fundraising progress alongside the firm's fund data.
Capital Intelligence, a capability within the CRM, embeds Nasdaq eVestment Market Lens institutional data so teams can enrich contacts, discover new investors, and act on relationship changes without leaving the platform.
Affinity

Affinity CRM for Private Capital
affinity.co
Altvia

Altvia Platform, CRM for Private Capital
altvia.com
Intapp

Intapp DealCloud
intapp.com
| Attribute | Juniper Square Investor CRM | Affinity CRM for Private Capital | Altvia Platform, CRM for Private Capital | Intapp DealCloud | |
|---|---|---|---|---|---|
| Provider | |||||
| Founded | 2014 | 2014 | 2006 | 2000 | |
| Sells To | — | Enterprise | Enterprise | Enterprise | |
| Pricing Model | — | Recurring, Software, Transactional | Recurring, Software | Recurring, Software | |
| Ownership | Venture-backed | Venture-backed | Private equity-backed, Venture-backed | Public |
Provider 
Founded 2014
Sells To —
Pricing Model —
Ownership Venture-backed
Provider 
Founded 2014
Sells To Enterprise
Pricing Model Recurring, Software, Transactional
Ownership Venture-backed
Provider 
Founded 2006
Sells To Enterprise
Pricing Model Recurring, Software
Ownership Private equity-backed, Venture-backed
Provider 
Founded 2000
Sells To Enterprise
Pricing Model Recurring, Software
Ownership Public


A platform that lets founders manage fundraising and investor updates while investors monitor portfolios.


Deal CRM helps managers track and manage deals, LPs, and pipeline within the fund lifecycle platform.



Gather's AI connector unifies a private investor's portfolio data, founder metrics, and reporting workflows across existing tools.


Affinity CRM is a relationship intelligence platform for private capital deal teams.


Lighthouse provides venture investors with integrated sourcing, CRM, and relationship-management software.


Intelligent CRM platform purpose-built for wealth management firms and registered investment advisors.



BoomTown combines real estate CRM, lead generation, and IDX websites in one platform rated the top CRM by users.


Follow Up Boss is a real estate CRM for agents and teams with 250+ integrations and AI features.


Back-office software for private capital fund accounting workflows.
A platform that lets founders manage fundraising and investor updates while investors monitor portfolios.

Deal CRM helps managers track and manage deals, LPs, and pipeline within the fund lifecycle platform.

Irwin's investor relations CRM and targeting platform.

Gather's AI connector unifies a private investor's portfolio data, founder metrics, and reporting workflows across existing tools.

Affinity CRM is a relationship intelligence platform for private capital deal teams.

Lighthouse provides venture investors with integrated sourcing, CRM, and relationship-management software.

Intelligent CRM platform purpose-built for wealth management firms and registered investment advisors.

CEPRES AInsights is an AI assistant for private markets investment analysis.

BoomTown combines real estate CRM, lead generation, and IDX websites in one platform rated the top CRM by users.

Follow Up Boss is a real estate CRM for agents and teams with 250+ integrations and AI features.

Back-office software for private capital fund accounting workflows.
