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Juniper Square vs AppFolio Investment Manager Comparison (2026)

Name: Juniper Square
Rating: 4.918032786885246 (61 reviews)

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Good recommendations?

Juniper Square

AppFolio Investment Manager

Overview

Juniper Square provides a way for GPs and their LPs to seamlessly connect and communicate across every stage of their partnership.

AppFolio Investment Manager is a commercial real estate ecosystem that enhances your investor experiences and simplifies your investment operations.

Platforms supported

Web-based
iPhone app
Android app
Windows Phone app

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Customer support

Phone
Online
Knowledge base
Video tutorials

view more detailsview details

Platforms supported

Web-based
iPhone app
Android app
Windows Phone app

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Customer support

Phone
Online
Knowledge base
Video tutorials

view more detailsview details

Video & Screenshots

Pricing

Starting from

18000

Per year

Free trial available
Credit cardless trial
Free account
Subscription based

Starting from

650

Per month

Free trial available
Credit cardless trial
Free account
Subscription based

User reviews

4.9

Value for money

Ease of use

Features

Customer support

100%

would recommend this app

4.7

100

Value for money

Ease of use

Features

Customer support

91%

would recommend this app

Pros

“Great overall experienced: Data Room and CRM to support capital raising/markets team - great tracking and reporting - multi-functionality for outbound emails, as well as emails received from clients and prospects. ”

TK F.

CEO & Founder

“Been thoroughly impressed by the product's robustness - Data Room, Investor Reporting and CRM all in one user and graphically friendly interface). ”

TK F.

CEO & Founder

“That fact that it was very compatible with the software that I was already using”

April D.

Business owner

Pros

“Ability to easily upload K-1s and access documents, and information pertaining to their investments 24/7.”

Chrissy M.

Director of Investor Relations

“For example, unrolling transfers, importing historical data, making bulk updates to historical data.”

Alex Y.

Tax Senior Accountant

“Appfolio helps manage your properties in a much-organized way, it lets you customize your account and notifications so that way you make sure you always get email notifications about the most important subjects for your team”

Lucy L.

PM Assistant

Cons

“They really wasn’t anything I didn’t like about it compliance tracking was a pain at first but that was fixed and made better”

April D.

Business owner

Cons

“I was a bit intimidated in setting up the system after having tried other CRM / investment management systems and in the past felt it was a lot of work to get to a point where the software was valuable to the business.”

Jaymie D.

Operations Executive

“The reporting capabilities are terrible.”

Mandy A.

Investor Service Representative

“That you cannot email contacts from the Investing Entities Page.”

Jennifer M.

Executive Assistant