Any recommendations for software to manage LP communications?

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August 14, 2025

by a searcher from The University of Chicago - Booth School of Business in Newport Beach, CA, USA

Any recommendations for software to manage LP communications - distribution and contact information, investor statements, regular financial and other reporting, etc. Looking for something similar to what Juniper Square does for real estate syndications, but tailored for LMM PE investments.
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Reply by a professional
from University of Maryland at College Park in Danville, CA, USA
The others are Verivend (highly recommended) Juniper Square (most established), and Flow Inc. I know Verivend and Flow Inc. the best and have personally used Verivend, which started out life as a saas tool for optimizing capital calls, and it now has a cap table communications feature that is good. My main company uses Verivend for capital calls/distributions and Carta for cap table management. www.verivend.com www.junipersquare.com www.flowinc.com
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Reply by a searcher
from New York University in San Diego, CA, USA
Also recommend Verivend ^redacted‌! Easily the most tech-forward platform I've seen.
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