Juniper Square Pricing, Features, Reviews & Comparison of Alternatives

Juniper Square

Modern investment management for the real estate industry

4.92/5 (52 reviews)

Juniper Square overview

What is Juniper Square?

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 junipersquare.com.

Pricing

Pricing options
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada

Supported languages

English
Juniper Square screenshot: Gain quick and central access to contact information through Juniper Square's CRMOnline Subscriptions in Juniper SquareJuniper 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 mapsThe Investor Experience with Juniper SquareJuniper Square | Investment Management Software for Real EstateHow Distributions and Payments Work in Juniper SquareThe Juniper Square Difference: Customer Success

Juniper Square reviews

Excellent
48

Very good
4

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.8
  4.7
  4.8
  5.0
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.

Pros
Ease of use is what I like most about Juniper Square. I liken the functionality to the first time one uses an Apple product...it is simply intuitive. Yes, the different functions such as CRM, performance calculation and reporting, and distribution processing are all very well done by themselves. However, the seamless integration of all those functions via an well-designed user interface sets this platform apart.

Cons
There is not anything I do not like about this software after using it for approximately one year.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Tina McNerthney

Juniper Square - Highly Recommend!

Used daily for 6-12 months
Reviewed 2020-06-24
Review Source: Capterra

Overall, we've had a very positive experience with Juniper Square. Their customer service is outstanding and always available to help.

Pros
Juniper Square offers our team and our investors an easy way to communicate, share important news and information and produce quarterly investor statements. Our investors like being able to access their current and historical investor information on their own schedule and the Juniper Square portal is intuitive and easy to use. It is a secure way for us to communicate with investors.

Cons
We would like the quarterly statements to be more customizable with regards to the layout and data fields we can include on the statements.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

Minimize review

Anonymous

the JS platform has been a great addition to our business

Used daily for 6-12 months
Reviewed 2018-05-07
Review Source: Capterra

Pros
customer success team is great; software is very easy to use and administer; the functionality for creating multiple offerings has allowed our group to keep track of prospects during fundraising and dispositions that are running concurrently.

Cons
customization to a unique fund structure has been challenging; could use slightly more automation in the future; no calendar feature to keep up with key milestones and dates

Rating breakdown

Value for money
Ease of use
Features
Customer support

Minimize review

David Lin

Fantastic and intuitive product

Used daily for 2+ years
Reviewed 2020-06-30
Review Source: Capterra

Juniper Square is a 10/10 product that I would highly recommend to anyone in the real estate industry.

Pros
Juniper Square is an incredible product for admins and investors alike. It's an all in one data repository, investor management system, and investment database. Our investors love the thorough and easy-to-use portal. The integration process was seamless and it has been a huge upgrade over our previous systems.

Cons
I have had very few issues with the software, and the Juniper Square team is incredibly responsive and helpful in addressing any issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

David Geske

Thumbs Up for Juniper Square

Used daily for 1-2 years
Reviewed 2019-12-18
Review Source: Capterra

The whole team has been extremely happy with Juniper Square. It greatly increased the efficiency in multiple aspects of our business.

Pros
Intuitive interface ties together well its complex and multi-purpose functionality. Very comprehensive coverage of nearly all aspects of real estate development. Extremely responsive and helpful customer support.

Cons
More suggestions than dislikes: would like better support for mezzanine debt; more flexibility in customizing columns showing in list views and for exports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Juniper Square pricing

Pricing options
Subscription
View Pricing Plans

Contact Juniper Square for detailed pricing information.

Juniper Square features

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

API (46 other apps)
Automatic Notifications (51 other apps)
Reminders (44 other apps)
Search Functionality (42 other apps)
Template Management (39 other apps)
Work Order Management (41 other apps)

Security and privacy

Encryption

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

Videos and tutorials

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

Benefits

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.