Juniper Square

Our CEO Alex Robinson joined Brandon Sedloff for another episode of The Distribution by Juniper Square and shared his best advice for GPs applying AI. Become an on-the-record organization. Own your knowledge. Don't be fussy, just start writing it down. For us at Juniper Square, these are fundamental truths of how we operate: centralized decision-making, full documentation of every meeting, and structured workstreams with clear ownership. It's what makes our own knowledge AI-legible before we ever ask a customer to think about theirs. Alex's advice to GPs is the same discipline in miniature: write down the "algorithms" behind your tacit knowledge (ex: how you evaluate a deal, how you define success) and own that applied AI layer rather than letting it train someone else's model. Listen today wherever you get your podcasts to hear their full conversation.

Juniper Square has been shortlisted for LP Portal & Investor Reporting Technology of the Year in the Private Equity Wire US Awards 2026. Any credit for this belongs to our customers. You use the platform every day, and your feedback is what pushes us to keep improving it. If Juniper Square has made investor reporting easier for your team, we'd be grateful for your vote before September 16! Vote here: https://lnkd.in/ewvHhnVw

"You have to start the journey. If you don't start the journey, you have no chance." There's a discipline Bill McMorrow, Chairman & CEO of Kennedy Wilson, learned early in life of saying yes, even when the path forward isn't clear. He covered this, and so much more (including the life lessons he gained working on commercial fishing boats and at a slaughterhouse), when he joined Brandon Sedloff on this week's The Distribution by Juniper Square episode. Live now, the conversation covers everything from how a series of pivotal relationships shaped the firm's trajectory to why narrowing focus and tuning out noise matters more than ever in today's information-saturated environment. His best advice? Take every meeting you possibly can. Be a good listener. You're going to pick up something that might not resonate with you right away, but when you think about it overnight, it might actually turn into an idea.

Geopolitics, not asset allocation, may become the primary framework portfolios get built around for the next 40 years, according to John Bowman. The CEO of CAIA Association joined Brandon Sedloff on this week's The Distribution by Juniper Square episode to walk through "The World Rewired," their recent research report featuring insights from eight global roundtables with over 120 C-suite executives across major financial centers. Looking for a strategic roadmap for navigating a regime change in global markets? Listen now, wherever you get your podcasts.

We made the Inc. 5000 for the second time. For more than a decade, Juniper Square has been building the operating system for private markets GPs. Today, our platform spans more than 45,000 investment entities, 750,000 unique LPs, and $1 trillion in active LP capital. Revenue growth may be the headline, but our #Junies and the customers who rely on Juniper Square to power their operations every day helped us get here. This one's for you.

Most investors see first-time managers as too risky. Raphael Schorr sees it differently: venture is an access game, and backing a Fund I is how you get in. Back a couple of winners early, and the best founders start coming to you, which makes the next winners more likely too. On the latest episode of The Distribution by Juniper Square, the Deputy CIO of HighVista Strategies talks with Brandon Sedloff about how his firm deploys $14 billion across overlooked corners of the market: lower middle-market private equity that operates beneath the radar of most institutional investors. Inefficient markets, not efficient ones. That's where the last bastion of alpha in private investing still lives.

After hundreds of conversations with LPs and GPs, David Weisburd says he's built something closer to an internal model of how LPs think...what he and his business partner call their "LP LLM." On the latest episode of The Distribution by Juniper Square, Weisburd (co-founder of Weisburd Pierce and host of How I Invest) breaks down what he calls double-gated diligence: GPs treat conversion as one number, but it's really two separate decisions, whether an LP does the work at all, then whether they invest. The first gate is where most of the drop-off happens. He joined Brandon Sedloff to unpack anchor investor psychology, why he'd rather back a GP with real conviction and command of the details than one who's simply the better listener, and why the average six-year CIO tenure quietly pushes LPs toward the same handful of managers.

Today we're launching our new Admin Oversight Agent, called Fay, to help CFOs catch errors and reduce manual work during close. Upload a close pack and Fay runs more than 150 accuracy and consistency checks across every statement, PCAP, and workbook, then surfaces errors in minutes, each linked back to the asset or assets it came from. Why it matters: GPs carry fiduciary responsibility for the financials their fund administrators produce, but most teams still verify that work by hand. An error caught late means rework and possibly a delayed close. One that reaches an LP means a restatement, a difficult conversation, and broken trust. - Errors caught before they reach an LP or an auditor.  - Review time down ~80%.  - A decade of Juniper Square's fund administration experience, built into every check. - AI that powers the reasoning, with the math executed in code - A sophisticated eval program to ensure that there is no drift in a rapidly changing AI landscape - Fay works with any fund administrator, for any GP, starting today. "The Admin Oversight Agent gives us real assurance before financials go out to our investors, and helps us sleep at night knowing that we’ve got a better set of eyes looking at them." — Dylan Boudreaux, MBA, Chief Financial Officer at ApexOne Investment Partners. Link to the full announcement in the comments.

On the latest episode of The Distribution by Juniper Square, Brandon Sedloff sat down with Mike C. at Ferguson Partners. As Managing Director - Head of Strategy & Leadership Advisory, Mike spends his days inside private markets firms working on the least glamorous and possibly most important question in the business: how the organization actually makes decisions. A few of Mike's insights we can't stop thinking about: - The moment you draw an org chart, it's already outdated. Treat your operating model as a design choice, not an inheritance. - Push decisions closer to the asset. Mike calls this "decision architecture", and it may be a bigger driver of performance than most firms realize. - AI is a people transformation wearing a technology costume. The firms that pull ahead will likely start with who they want to be, not with which tasks to automate. A question for the operators and allocators in the room: when did you last redesign how your firm makes decisions, versus who sits where on the org chart?