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Juniper Square Logo

A universal system for private investment partnerships.

Last updated: August 2022

Juniper Square Pricing, Features, Reviews and Alternatives

Juniper Square product overview

Price starts from

18000

Per year

What is Juniper Square?

Juniper Square is the leader in partnership enablement for the private funds industry. It offers a universal system for GPs and their LPs to seamlessly connect and communicate across every stage of their partnerships, from fundraising to investor management and fund administration. Juniper Square empowers investment managers to accelerate fundraising, scale their operations efficiently, and improve investor satisfaction. More than 2,000 GPs rely on Juniper Square to manage more than 600,000 LPs in more than 38,000 private funds.

Key benefits of using Juniper Square

Juniper Square offers a unified solution across fundraising, investor operations, and fund administration that empowers GPs and LPs to unlock the full potential of their investment partnerships.

- Impress investors, reduce manual effort, and deliver faster, frictionless closes
- Streamline communication and make critical investment data accessible to all stakeholders
- Enhance transparency and build trust with investors and advisors

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat
Knowledge Base
Email/Help Desk

Training options

Live Online
Videos
Documentation
Webinars
In Person

Juniper Square pricing information

Value for money

4.8

/5

61

Starting from

18000

Per year

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Juniper Square features

Functionality

4.7

/5

61

Total features

53

6 categories

Most valued features by users

Contact Management
Document Management
Activity Dashboard
Alerts/Notifications
Third-Party Integrations
Reporting & Statistics
Task Management
Data Import/Export

Juniper Square users reviews

Overall Rating

4.9

/5

61

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.75/10
Rating distribution

5

4

3

2

1

56

5

0

0

0

Pros
Overall, we've had a very positive experience with Juniper Square. Their customer service is outstanding and always available to help.
It has been a great experience and our investors have been pleased with our roll out of the system.
Everyone we have worked with on getting our investor portal set up has been extremely knowledgeable and helpful. Our investors love using it and how easy it is for them to log in and monitor activity.
Cons
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.
No IT team or person; they really need to address this ASAP.
Am also anxious for the mobile App form so could access on the go.

Overall rating contenders

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Joe S.

Real Estate, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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

Reviewed 6 years ago
Pros

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.

Cons

The software is great and has few deficiencies. In fact, what's been most impressive is the pace with which the team rolls out new features. One of the advantages of having a large and highly focused client base is that Juniper is able to get large amounts of feedback and determine which new features to build. As an example, we thought the investor subscription and document signing process was a bit clunky. We provided the Juniper team with feedback and over the past 6-months, they've rolled out several features to make the process simpler and more streamline for investors. Although the software is not perfect, it's incredibly impressive today and continues to improve on nearly a weekly basis.

TM
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Tina M.

Real Estate, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Juniper Square - Highly Recommend!

Reviewed 4 years ago

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.

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Verified reviewer

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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the JS platform has been a great addition to our business

Reviewed 6 years ago
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

DG
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David G.

Real Estate, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Thumbs Up for Juniper Square

Reviewed 5 years ago

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.

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Chris E.

Real Estate, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Our 1st Year with Juniper Square

Reviewed 6 years ago

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.

Pros

We are a relatively small firm with just 5500 units under management and no dedicated person handling Investor Relations. Prior to moving to the Juniper Square platform, we kept all of our investor information spread out in unsecured Excel files. The best aspect of Juniper is that it provides us with the tools necessary to let our investors feel like we are more "institutional" (in the best meaning of the word). We are now able to provide regular and consistent professional correspondence with our investors, regarding asset performance, tax matters, etc. We have also been able to streamline our distribution process by moving toward making all distributions via ACH. Furthermore, we now have a much more organized and professional platform with which to present new investment opportunities to our investors. For us, the change over the past 12+ months has been revolutionary, and we could not be more pleased with the product and the team behind it.

Cons

There is a lot of functionality built into the software so learning how to best utilize the software took some time. However the customer service is very responsive and supportive, so whenever we had questions we just reached out to the Juniper team and they provided us with the necessary direction. The software is not cheap, and it takes some time to both organize the data (before uploading) and getting to know the software. But once you ramp up the learning curve there is tremendous payback.

Juniper Square FAQs

Q. What type of pricing plans does Juniper Square offer?

Juniper Square has the following pricing plans:
Starting from: $18000.00/year
Pricing model: Subscription


Q. Who are the typical users of Juniper Square?

Juniper Square has the following typical customers:
Large Enterprises, Mid Size Business, Small Business


Q. What languages does Juniper Square support?

Juniper Square supports the following languages:
English


Q. Does Juniper Square offer an API?

Yes, Juniper Square has an API available for use.


Q. What other apps does Juniper Square integrate with?

Juniper Square integrates with the following applications:
Google Analytics 360, Lob, Gmail, Docusign, Wistia


Q. What level of support does Juniper Square offer?

Juniper Square offers the following support options:
Chat, Knowledge Base, Email/Help Desk

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