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Juniper Square vs DealCloud Comparison (2026)
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Good recommendations?
Juniper Square
5
56
4
5
3
0
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
DealCloud
5
15
4
3
3
2
2
1
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Juniper Square provides a way for GPs and their LPs to seamlessly connect and communicate across every stage of their partnership.
DealCloud is a cloud-based, AI-powered deal and relationship management platform for financial and professional services firms.
- 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
- 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
Video & Screenshots
Pricing
User reviews
4.9
61
5
4
3
2
1
56
5
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
4.5
21
5
4
3
2
1
15
3
2
1
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
TK F.
CEO & Founder
TK F.
CEO & Founder
April D.
Business owner
Pros
Arden L.
Analyst
Cons
April D.
Business owner
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last review4 years ago
- Vendor responds to reviews
- Last reviewa year ago
Key features
- Total features56
- "What If" Scenarios
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Planning
- Activity Tracking
- Activity/News Feed
- Ad hoc Reporting
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Assignment Management
- Audit Trail
- Benchmarking
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Logging
- Campaign Management
- Cash Management
- Check Printing
- Client Management
- Client Portal
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Competitive Analysis
- Compliance Management
- Compliance Tracking
- Contact Database
- Contact Management
- Contract/License Management
- Critical Date Alerts
- Customer Database
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Extraction
- Data Import/Export
- Data Integration
- Data Management
- Data Synchronization
- Data Visualization
- Document Management
- Document Storage
- Drag & Drop
- Dynamic Modeling
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Event Triggered Actions
- Exception Reporting
- Fee Management
- File Sharing
- Financial Analysis
- Financial Management
- For Financial Institutions
- For Investment Advisors
- For Investors & Traders
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- Forecasting
- Fund Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Interaction Tracking
- Investment Research
- Investments Tracking
- Investor Reporting
- KPI Monitoring
- Kanban Board
- Key Performance Indicators
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Leaderboards
- Marketing Automation
- Mobile Access
- Mobile App
- Monitoring
- Multi-Currency
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Portfolio Management
- Predictive Analytics
- Private Equity
- Progress Tracking
- Prospecting Tools
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Revenue Management
- Risk Management
- Role-Based Permissions
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scorecards
- Search/Filter
- Secure Data Storage
- Segmentation
- Self Service Data Preparation
- Self Service Portal
- Source Tracking
- Statistical Analysis
- Strategic Planning
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third-Party Integrations
- Trend Analysis
- Trend/Problem Indicators
- Visual Analytics
- Web Forms
- Workflow Automation
- Workflow Management
- Total features134
- "What If" Scenarios
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Planning
- Activity Tracking
- Activity/News Feed
- Ad hoc Reporting
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Assignment Management
- Audit Trail
- Benchmarking
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Logging
- Campaign Management
- Cash Management
- Check Printing
- Client Management
- Client Portal
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Competitive Analysis
- Compliance Management
- Compliance Tracking
- Contact Database
- Contact Management
- Contract/License Management
- Critical Date Alerts
- Customer Database
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Extraction
- Data Import/Export
- Data Integration
- Data Management
- Data Synchronization
- Data Visualization
- Document Management
- Document Storage
- Drag & Drop
- Dynamic Modeling
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Event Triggered Actions
- Exception Reporting
- Fee Management
- File Sharing
- Financial Analysis
- Financial Management
- For Financial Institutions
- For Investment Advisors
- For Investors & Traders
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- Forecasting
- Fund Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Interaction Tracking
- Investment Research
- Investments Tracking
- Investor Reporting
- KPI Monitoring
- Kanban Board
- Key Performance Indicators
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Leaderboards
- Marketing Automation
- Mobile Access
- Mobile App
- Monitoring
- Multi-Currency
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Portfolio Management
- Predictive Analytics
- Private Equity
- Progress Tracking
- Prospecting Tools
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Revenue Management
- Risk Management
- Role-Based Permissions
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scorecards
- Search/Filter
- Secure Data Storage
- Segmentation
- Self Service Data Preparation
- Self Service Portal
- Source Tracking
- Statistical Analysis
- Strategic Planning
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third-Party Integrations
- Trend Analysis
- Trend/Problem Indicators
- Visual Analytics
- Web Forms
- Workflow Automation
- Workflow Management
Integrations
- Total integrations4
- Docusign
- Google Analytics 360
- Lob
- Microsoft Excel
- Microsoft Outlook
- Microsoft Project Server Subscription Edition
- Microsoft Word
- PitchBook
- Sourcescrub
- Wistia
- Total integrations6
- Docusign
- Google Analytics 360
- Lob
- Microsoft Excel
- Microsoft Outlook
- Microsoft Project Server Subscription Edition
- Microsoft Word
- PitchBook
- Sourcescrub
- Wistia
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