Juniper Square Pricing, Features, Reviews & Comparison of Alternatives

Juniper Square

Modern investment management for the real estate industry

4.94/5 (34 reviews)

Juniper Square overview

Founded in 2014, Juniper Square is transforming the private funds industry with easy-to-use software that streamlines fundraising, investment administration, and investor reporting. Designed specifically for real estate, Juniper Square is trusted by hundreds of GPs to manage more than 14,000 investments and $730B of real estate assets.

By using Juniper Square, clients such as Tishman Speyer, Rockpoint, and Beacon Capital raise more capital, save time and money on investment operations, and increase investor satisfaction. Juniper Square is based in San Francisco, CA and Austin, TX, and has quickly become the leader in real estate investment management software. Learn more at


Pricing options
Value for money
View Pricing Plans


Business size



United States, Asia, Canada, Latin America, Middle-East and Africa

Supported languages

Juniper Square screenshot: Gain quick and central access to contact information through Juniper Square's CRMThe Juniper Square Difference: Customer SuccessJuniper Square screenshot: Manage investment ownership, transactions, and capital accounts with investment management toolsJuniper Square screenshot: Juniper Square's investor portal faciliates virtual tours of assets through rich photos and integrated mapsHow Distributions and Payments Work in Juniper SquareThe Investor Experience with Juniper SquareOnline Subscriptions in Juniper SquareJuniper Square | Investment Management Software for Real Estate

Juniper Square reviews


Very good

Value for money
Ease of use
Customer support
Chris Edwards

Our 1st Year with Juniper Square

Used daily for 1-2 years
Reviewed 2019-02-19
Review Source: Capterra

Our experience has been excellent. The Juniper staff is energetic and responsive and we have enjoyed all of our interactions with the team. We especially like that we have a dedicated support person to contact and that they regularly reach out to us - both via phone and physically coming to our office.

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Kyle Goldman

Juniper Square -- A Multifaceted Solution to Investor, Accounting and Investor Relations Headaches

Used daily for 1-2 years
Reviewed 2019-02-14
Review Source: Capterra

CRM & Reporting -- I have a database with hundreds of contacts that used to be organized in a spreadsheet. The CRM functionality allows me to track client interactions, tag contacts for faster classification and sorting and provide custom messaging. For example, each quarter I was having to craft and send over one hundred unique emails with distribution information that is now done with two clicks and zero errors. The document repository allows me to send financials and reports via a link versus emailing large PDF files. Our clients have commented on how much our transparency has improved over the past year since we started using Juniper Square. The platform puts all the information they need about their investments at their fingertips. Distribution calculation and processing: Once we determine the total amount to distribute, Juniper Square applies a number of different calculation options to deliver accurate and error free cash flow to our clients. This function was previously executed via a number of spreadsheets, was error prone and time consuming. We no longer have to print checks. Waterfall calculations: Waterfalls are entered into Juniper Square straight out of the partnership documents, eliminating potential distribution errors. The customer service is second to none. My rep is always highly responsive to any inquiries and the help pages offer clear, concise instructions. All in all we have had a fantastic experience with Juniper Square.

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Joe Stampone

Juniper Square enables us to manage 500+ investors and 1,500+ investor positions across 30 deals

Used daily for 1-2 years
Reviewed 2018-05-16
Review Source: Capterra

Over the past 8 years, the Atlas portfolio and investor network has grown to a robust network of 500+ individual high-net-worth investors. Prior to launching Juniper Square over a year ago, we managed investors through a combination of bulk emails, Dropbox, and password protected documents. Not only was it burdensome, it was a poor and unprofessional experience for our investors. We began looking for an investors management solution in 2014. Over the next 24-months, we tested every investor management software. Nothing met our criteria. Either the software was not built for the real estate industry and/or didn't have the depth and ease of use we needed. However, in early 2017 a friend of ours introduced us to Juniper Square, a purpose-built real estate investment management software. Several demo's and calls with references later, and we were hooked! We signed up in late February and launched 3-4 weeks later. Juniper has been a game-changer for us, as it's allowed us to scale our investor base and continue to acquire deals without building out a large operations or investment management team. The features we like best are the slick investor summaries, ability to tie multiple contacts to an account, the efficient document upload process, secure document storage, and robust investor dashboard. We're constantly receiving feedback from our ultra-high-net-worth investors saying this is the best, and simplest, investment management tool they've ever used.

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Kelsie Davisson

Juniper Square is the best investment management software for real estate!

Used daily for 6-12 months
Reviewed 2019-04-19
Review Source: Capterra

Juniper Square has helped us streamline several processes including distribution delivery, investor reporting, and tracking investor communications. Two features that are currently saving me time are: 1) Fundraising- Being able to take our fundraising process online, from sending out an email blast about the opportunity to tracking subscription document delivery, has made every acquisition more efficient and less stressful for our team. Everyone involved in the process can easily see how much equity we’ve raised and the status at all times. 2) K-1 delivery- This was infinitely easier this year thanks to Juniper Square’s ability to confirm electronic delivery approval with our investors and then automatically splitting the pdf packages into multiple documents and matching them to the correct investor. This process used to take me days and now takes minutes!

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Natalie King

Life Changing Software & Support!

Used daily for 1-2 years
Reviewed 2019-03-27
Review Source: Capterra

We cannot speak highly enough about the Juniper Square implementation and support team. After researching several similar software companies and implementing other software within our organization, Juniper Square is hands down the best we have ever come across! The implementation team made the process so smooth and the support team is always there to help and provides the necessary assistance in a timely fashion. I never have to worry about someone being available to address any questions - the support team always picks up the phone and our Customer Success Manager always goes above and beyond to ensure we are taken care of! We consider JS a part of our team!

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Juniper Square pricing

Pricing options
View Pricing Plans

Contact Juniper Square for detailed pricing information.

Juniper Square features

Accounting Management
Activity Dashboard
Activity Tracking
Client Portal
Contact Database
Contact Management
Document Storage
Electronic Payments
Email Notifications
Reporting & Statistics
Self Service Portal
Task Management
Third Party Integration

API (27 other apps)
Automatic Notifications (42 other apps)
Automatic Reminders (29 other apps)
Expense Tracking (28 other apps)
Maintenance Scheduling (28 other apps)
Search Functionality (35 other apps)
Template Management (32 other apps)

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Additional information for Juniper Square

Key features of Juniper Square

  • Fund management
  • Risk management
  • Fee management
  • Fundraising automation
  • Investment management
  • Account management
  • Email management
  • Investment transactions management
  • Offerings management
  • Positions management
  • Meeting notes tracking
  • Data room
  • Back office automation
  • Investment performance metric calculations
  • Document delivery management
  • Virtual asset tours with photos & integrated maps
  • 256-bit AES encryption
  • Activity tracking
  • Audit trail
  • Investor portal
  • Investment email communications
  • Compliance management
  • CRM
  • Data filtering
  • Document tracking
  • Performance metrics
  • Permissions management
  • Secure data storage
  • SSL security
  • Automated, online subscriptions
  • Summary reports
  • Phone call tracking
  • Role-based permissions
  • Investor reporting
  • Tags
  • Document management
  • Task management
  • Contact management
  • Self service portal
View All Features


Organize contacts, and investor phone calls, meetings and notes in Juniper Square’s central CRM (customer relationship management) system.

Sensitive investor data is managed securely with role-based permissions and industry-leading security standards, plus compliance management tools.

The online investor portal gives clients centralized access to documents, reports, transactions and investment performance data.

Users can generate and distribute investor reports, such as capital account statements, transaction notices and performance summaries, directly to clients via the investor portal.

Calculate investment waterfall and investment performance metrics like yields, IRRs (internal rate of return) and multiples automatically with investment management tools.