Juniper Square vs DealCloud

Spreadsheet Server

Certent Equity Management

RealPage IMS

Bob Finance

Backstop

Longview Tax

Compare Juniper Square and DealCloud based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

IMS Platform is a cloud-based, fully integrated investor management solution for commercial real estate investment firms, with tools including distribution waterfalls, investor dashboards, document management, an in-built CRM, investor mobile apps for Android and iOS, advanced analytics, and more.

Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet.

Bob Finance is a strategic finance platform that powers planning, real-time reporting, analysis, and decision-making for startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business.

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.

Access Controls/Permissions

Accounting

Activity Dashboard

Activity Tracking

Ad hoc Reporting

Alerts/Notifications

Audit Trail

Campaign Management

Check Printing

Client Management

Client Portal

Client/Property Matching

Communication Management

Compliance Management

Compliance Tracking

Contact Database

Contact Management

Contract/License Management

Critical Date Alerts

Customizable Reports

Customizable Templates

Data Import/Export

Data Visualization

Document Management

Document Storage

Electronic Payments

Electronic Signature

Email Marketing

Email Tracking

Fee Management

File Sharing

For Investment Advisors

For Investors & Traders

Fund Management

Interaction Tracking

Investments Tracking

Investor Reporting

Lead Management

Mobile Access

Performance Metrics

Portfolio Management

Private Equity

Real-Time Notifications

Referral Tracking

Reporting & Statistics

Reporting/Analytics

Risk Management

Role-Based Permissions

Segmentation

Self Service Portal

Task Management

Third-Party Integrations

Visual Analytics

Workflow Management

Juniper Square

Web-based

Investor Communications Manager

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

Partner

It has been a great experience and our investors have been pleased with our roll out of the system.

Director of Real Estate Operations

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.

Asset Manager

Our investors always have good things to say about the platform. Even those that aren't technology advanced find the software to be easy to use and very helpful.

Private Capital Analyst

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.

Chief Financial Officer

Juniper Square is very easy to use and was quick to implement. It is very intuitive and a great solution for us and our investors.

Managing Director

Great reporting capabilities and our clients love the portals.

CEO & Founder

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

Finance Administrator

Juniper Square is so easy to use. I feel like the team at Juniper has thought of everything - the software is so robust and intuitive.

Director of Investor Relations & Business Development

Working with the rep and the rest of the Juniper Square team has been amazing.

Director, Investor Relations

Easy implementation, user friendly, responsive customer support.

I also appreciate having a specified account manager from Juniper Square - it's easy to develop a relationship and have them really undersand our wants and needs.

Vice President

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.

Juniper Square is a great tool to connect with our investors.

No IT team or person; they really need to address this ASAP.

Business Manager

Am also anxious for the mobile App form so could access on the go.

7 online reporting portal - easy to use and modify - streamlines marketing and ops for future capital raises. Online incorporation with DocuSign.

Executive Administrator

N/A There is nothing that we don't like about this software.

Juniper Square screenshot: Gain quick and central access to contact information through Juniper Square's CRM

Juniper Square screenshot: Manage investment ownership, transactions, and capital accounts with investment management tools

Juniper Square screenshot: Juniper Square's investor portal faciliates virtual tours of assets through rich photos and integrated maps

Large Enterprises

Mid Size Business

Small Business

Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal.

Longview Tax is a corporate tax management solution that provides businesses with tools for managing tax strategies, collecting data, provisioning, and reporting on taxes. The cloud-based platform also offers tools for tax planning and helps businesses create data-driven strategies.

Connect 140+ ERPs to Excel. Real-time financial reports using formulas you know. AI help built-in. Drill to details. Zero IT needed.

DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization.

"What If" Scenarios

Activity Planning

Activity/News Feed

Appointment Management

Appointment Scheduling

Assignment Management

Benchmarking

Budgeting/Forecasting

Business Card/Badge Scanning

Business Process Control

Calendar Management

Calendar Sync

Calendar/Reminder System

Call Logging

Cash Management

Collaboration Tools

Commenting/Notes

Commission Management

Competitive Analysis

Customer Database

Customizable Branding

Customizable Fields

Dashboard

Dashboard Creation

Data Extraction

Data Integration

Data Management

Data Synchronization

Drag & Drop

Dynamic Modeling

Email Management

Email Templates

Event Triggered Actions

Exception Reporting

Financial Analysis

Financial Management

For Financial Institutions

For Real Estate

For Sales Teams/Organizations

For Small Businesses

Forecasting

Goal Setting/Tracking

Graphical Data Presentation

Investment Research

Kanban Board

Key Performance Indicators

KPI Monitoring

Lead Capture

Lead Distribution

Lead Generation

Lead Nurturing

Lead Qualification

Lead Segmentation

Leaderboards

Marketing Automation

Mobile App

Monitoring

Multi-Currency

Opportunity Management

Pipeline Management

Pipeline Reports

Predictive Analytics

Process/Workflow Automation

Progress Tracking

Prospecting Tools

Real-Time Analytics

Real-Time Data

DealCloud

Android

Windows

iPad

iPhone

It's appalling that changes they were supposed to make in implementation are just passed off as your fault and problem.

I appreciate having a primary support person in addition to a helpdesk line. I can't say enough great things about the quality and timeliness of the support team.

Managing Partner

DealCloud has been a great investment for our firm, in large part due to the very responsive customer service team and how easy the system has been to tailor to our firm's needs.

Analyst - Portfolio Management Group

Our company goes through an unusual amount of intermediaries, and having the ability to split up our communication and deal flow with them versus our proprietary search is great.

The implementation has been poor and completely missed the mark.

Alumni and Client Programs Manager

I liked the functionality of the CRM and the ability to customize the different fields for data I want to track.

Web Designer

Add in missing features like no preheader functionality, and it just makes me miss what I had before.

Juniper Square vs DealCloud Comparison (2026)

Juniper Square

DealCloud

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives