Juniper Square has expanded its strategic partnership with Nasdaq by embedding Nasdaq’s institutional investor intelligence platform, eVestment, directly into Juniper Square’s AI-powered investor relations (IR) CRM, a move aimed at reducing data fragmentation and improving institutional access across private markets.
The integration targets a growing challenge for private markets firms as fundraising becomes more competitive and data-driven. Investor relations teams are under increasing pressure to maintain accurate, timely intelligence on institutional investors while managing complex global relationships across fragmented systems.
By connecting Juniper Square’s AI CRM with Nasdaq eVestment, IR teams will gain real-time access to a dataset covering more than 100,000 institutional investor and consultant contacts across more than 30,000 profiles, all within their existing workflow and without the need for custom API development.
Embedding Institutional Intelligence Directly Into IR Workflows
The integration is positioned as a first-of-its-kind connection between an institutional investor intelligence platform and an AI-native CRM built specifically for private markets. Beginning in Summer 2026, Juniper Square customers using its AI CRM will be able to search, access, and maintain eVestment data directly within the platform they already use to manage limited partner relationships.
According to Juniper Square, the goal is to eliminate the manual data reconciliation that often slows down IR teams and introduces errors. Instead of toggling between systems or relying on static spreadsheets, teams will be able to identify new institutional prospects, monitor changes in existing relationships, and keep contact records continuously updated.
Jay Farber, General Manager of GPX at Juniper Square, said the integration reflects the company’s long-standing focus on IR innovation. “Innovation for IR teams has been part of our DNA since day one,” he said. “By connecting our AI CRM to Nasdaq eVestment, we’re enabling always-on intelligence that keeps IR data continuously updated and ready for action.”
Juniper Square’s integration with Nasdaq eVestment aims to remove manual data work for private markets IR teams by embedding institutional investor intelligence directly into daily workflows.
Reducing Data Fragmentation as Private Markets Scale
The private markets sector has grown rapidly in recent years, bringing with it a larger and more global pool of institutional investors. As a result, IR teams must track a growing volume of relationship data, consultant insights, and investor movements across firms and regions.
Juniper Square said the new functionality will allow IR teams to run connected global searches across the Nasdaq eVestment dataset, automatically flag changes when investors or consultants move firms, and rely on AI-driven profile matching to unify records across platforms. The company argues this reduces the risk of outdated or incomplete data influencing fundraising strategies.
Nasdaq framed the partnership as part of its broader mission to improve transparency and trust in capital markets. Oliver Albers, Executive Vice President and Chief Product Officer for Capital Access Platforms at Nasdaq, said the integration brings institutional-grade intelligence closer to the point of decision-making.
“Our mission is to bring greater transparency and actionable intelligence to the global investment community,” Albers said. “By integrating Nasdaq eVestment with Juniper Square’s AI CRM, we’re empowering IR teams to access the institutional insights they need, when they need them—driving smarter capital formation and strengthening trust across private markets.”
Existing eVestment customers will be able to link their data into Juniper Square’s AI CRM at a nominal cost, while Juniper Square customers can add the capability by working directly with their account teams, lowering barriers to adoption for both sides of the partnership.
The partnership targets a core pain point in private markets IR: fragmented and outdated investor data that undermines fundraising efficiency and relationship management.
AI, Data Quality, and the Future of Private Markets IR
Both companies emphasised that the value of AI in investor relations depends on the quality and structure of the underlying data. Juniper Square said the integration combines three elements it views as essential: a verified institutional dataset, the operational tools IR teams already use, and an AI layer that turns raw information into actionable insight.
Brandon Rembe, Chief Solutions Officer at Juniper Square, said the connection highlights the role of infrastructure in making AI effective. “AI is only as powerful as the data and infrastructure behind it,” he said. “This connection brings together three essential elements: a verified, institutional-grade dataset; the tools IR teams use to get work done; and the intelligence layer of JunieAI that unlocks it all.”
He added that the result is greater operational precision for IR teams navigating a more demanding fundraising environment. “Together, we’re helping IR teams operate with the precision and agility that today’s market demands,” Rembe said.
For Juniper Square, which acts as a fund operations partner to more than 2,000 private markets general partners, the integration strengthens its positioning as an infrastructure provider for institutional-grade private capital. For Nasdaq, it extends the reach of eVestment beyond research and analysis into the operational systems where fundraising decisions are executed.
As private markets continue to attract institutional capital and face closer scrutiny from investors, tools that combine transparency, automation, and real-time intelligence are increasingly seen as critical rather than optional. The Juniper Square–Nasdaq eVestment integration reflects a broader shift toward embedding market intelligence directly into operational platforms, reducing friction between insight and action.
The integration underscores how AI-driven IR tools are evolving, with verified data and embedded intelligence becoming central to institutional fundraising in private markets.
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