Juniper Square

In uncertain times, a strong approach to valuations is more critical than ever. At a recent roundtable, top VC leaders shared shared their expertise on how to address the valuation roadblocks many VCs are facing today. They covered: - Valuing early-stage companies without revenue – Discover how experienced CFOs evaluate startups when traditional valuation methods don’t apply. - Navigating stale data and prolonged fundraising cycles – Learn strategies for adjusting valuations when data from recent rounds is scarce or outdated. - Rising to meet audit expectations – See how firms stay audit-ready amid increased scrutiny from the PCAOB and other regulators. Catch up on the full discussion and discover actionable strategies to help drive smarter, data-informed valuations. → https://ow.ly/OnWU50UbkC9

Over 200 investment professionals tuned in to our webinar on the latest AML/CFT requirements from FinCEN. While 70+% said they’re confident in their ability to handle upcoming regulatory changes, only 13% reported having an AML/KYC program in place. See the data → https://ow.ly/azeI50Ubl6N

In the latest episode of The Distribution by Juniper Square, the CEO of Transwestern, Larry P. Heard, shares his insights on the “operator model,” people-first leadership, and staying agile in the face of change. Learn how Transwestern has thrived for decades with its unique approach that combines development, services, and investment management. Watch or listen now → ?? https://lnkd.in/gNybKRaf ?? https://lnkd.in/gT6zkS9T

Back in October, Juniper Square was honored to receive "Data Management Solution of the Year" from Private Equity Wire. Our innovative technology supports over 2,000 GPs with our integrated platform, providing them with improved access to data to raise more capital, streamline investor management operations, and ensure consistency from the LP to the administrator. Thanks again to everyone who supported us and helped make this achievement possible!

Juniper Square pairs world-class fund accountants with a universal system for managing the investment lifecycle to unlock the value of your data, create more transparency, drive alignment, and improve the overall LP experience. Wesley Wilson of Avanath Capital Management, LLC shares why they chose Juniper Square to support their fund administration needs > https://lnkd.in/diwNqV62

In this episode of The Distribution by Juniper Square, Deborah Smith sat down with Brandon Sedloff to unpack what really defines our stories beyond just achievements and accolades. Why should someone invest with you? Watch or listen to their full conversation here > https://lnkd.in/g69npiB6

Real estate isn’t just buildings; it’s big moves and bold strategies. In this conversation with Brandon Sedloff, Wes Whitman, Co-Founder and Co-Managing Partner of Whitman Peterson, shares how his firm has challenged traditional models to maximize growth and build lasting enterprise value. The two discussed many things, including: - Whitman’s definition of a GP-aligned investment model - Why diversified revenue streams are important for real estate operators - Which property types Whitman Peterson is focused on, and why Don’t miss this episode of The Distribution by Juniper Square. Watch or listen now → ?? https://lnkd.in/gCEumyDc ?? https://lnkd.in/gxRxZ6Xp

In our recent webinar, panelists William Stern, Partner at Goodwin, Mark Lewko, Founder at Regulant Advisors, and Joshua Demers, Head of Investor Services at Juniper Square, explored: - Which investment advisors are subject to the latest FinCEN ruling - Why GPs can’t just use a generic “off the shelf” AML/CFT program - How technology enhances access to data, reduces manual effort, and increases accuracy One major takeaway? It’s all about planning for what’s next—not just reacting to the most recent updates. Mark Lewko, founder of Regulant Advisors, put it clearly: “You can plot out what the trend looks like. This will be the first of many as rules in the banking space move to the advisor space. Be thoughtful and expect more to come.” As Head of Investor Services at Juniper Square, Joshua Demers added, “There is nothing worse than being caught on the back foot.” Don’t miss it—it’s everything you need to stay a step ahead. WATCH NOW > https://lnkd.in/gEXJbjk4

The latest data from PitchBook shows venture capital is stuck in neutral—fundraising is flat, exits are scarce, and GPs are hesitant to make new investments. But amidst the stagnation, there’s one bright spot: AI. Our latest post dives into how: - Fundraising remains concentrated amongst large, established firms. - Exits are struggling, but the quarter ended on a positive note with the IPO of AI chipmaker Cerebras Systems. - Some fund managers have turned into “zombies,” managing out their existing portfolio and continuing to take fees but not making new investments. Read more now → https://ow.ly/mluq50TUMmj

In this episode of The Distribution by Juniper Square, Brandon Sedloff interviewed Goodwin Gaw, Chairman & Managing Principal?of Gaw Capital Partners, a private equity fund management company focusing on real estate markets in Asia Pacific and other high barrier-to-entry markets. During the conversation, the two discussed: - What U.S. investors must understand before investing in China? - How being “the middle ground” helped Gaw build successful U.S.-China real estate deals - Why Gaw is bullish on data centers, office, and hospitality - The greatest Pan-Asian real estate opportunities Watch or listen to the full interview now! ?? https://lnkd.in/g6jHs3Jc ?? https://lnkd.in/g8SQuBaU