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Juniper Square

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Last updated on

Company health

Employee growth
25% increase in the last year
Web traffic
18% increase in the last quarter
Financing
August 2022 - $241M

Ratings

G2
4.8/5
(86)
Glassdoor
4.0/5
(156)

Juniper Square description

Juniper Square is an all-in-one software solution designed specifically for managing private investment partnerships. It streamlines fundraising, investor relations, and fund administration for real estate, private equity, and venture capital firms. Its focus is on providing a secure, transparent, and efficient way to manage the entire investment process in one central platform. Juniper Square supports companies of all sizes, from small firms to large enterprises.


Who is Juniper Square best for

Juniper Square is perfect for General Partners in real estate, private equity, or venture capital. We find that GPs use Juniper Square to streamline fundraising, investor relations, and fund administration. Users highlight its secure data management, efficient subscription processes, and excellent customer support. It is an all-in-one platform built for efficiency and transparency in private investment partnerships.

  • Perfect for firms of any size, from small partnerships to large enterprises, seeking streamlined investment management.

  • Great for real estate, finance, banking, and insurance firms seeking to optimize fundraising, investor relations, and fund administration.


Juniper Square features

Supported

Fundraising & Onboarding: Impress investors, reduce manual effort, and deliver faster, frictionless closes.

Supported

Investor Management: Streamline communication and make critical investment data accessible to all stakeholders.

Supported

Fund Administration: Enhance transparency and build trust with investors and advisors.

Supported

Shared: A 360-degree view of investment data

Supported

Scalable: Flexible systems meet the needs of the most complex structures

Supported

Seamless: Innovative workflows for efficient investment administration

Supported

Secure: Safely manage and share sensitive data

Supported

Investor CRM: A platform built specifically for investor relationships


Juniper Square reviews

We've summarised 86 Juniper Square reviews (Juniper Square G2 reviews) and summarised the main points below.

Pros of Juniper Square
  • Clear, concise display of investor information with easy updates.
  • Efficient subscription process with DocuSign integration.
  • Excellent customer support, responsive and helpful.
  • Secure data management and investor communication.
  • Streamlined fund administration and investor servicing.
Cons of Juniper Square
  • Difficulty updating certain transaction details, requiring deletion and recreation.
  • Limited reporting flexibility, requiring merging multiple reports for specific data.
  • Occasional bugs and errors disrupt the workflow.
  • Subscription process can be confusing, leading to duplicate accounts.
  • Limited customization for data fields and certain processes.

Juniper Square pricing

The commentary is based on 4 reviews from Juniper Square G2 reviews.

We find that Juniper Square's pricing is considered premium, reflecting its high-quality service and comprehensive features. Some users have noted the cost, while others believe the value justifies the expense, especially for scaling investor relations and streamlining fund administration.

See the Juniper Square pricing page.


Juniper Square alternatives

  • Logo of Agora Real Estate
    juniper-square vs Agora Real Estate
    Streamlines real estate investment management, improving investor relations.
    Read more
  • Logo of InvestNext
    InvestNext
    Streamlines real estate investment management, from fundraising to distributions.
    Read more
  • Logo of Cash Flow Portal
    Cash Flow Portal
    Manage real estate investments, raise capital, and keep investors happy.
    Read more
  • Logo of Covercy
    Covercy
    Manage real estate investments, automate distributions, and track portfolios.
    Read more
  • Logo of Wellfound
    Wellfound
    Find startup jobs, invest in startups, or get your startup funded.
    Read more
  • Logo of Flowlie
    Flowlie
    Streamlines fundraising, tracks investor activity, secures data.
    Read more

Juniper Square FAQ

  • What is Juniper Square and what does Juniper Square do?

    Juniper Square is a software platform built for private investment partnerships, simplifying fundraising, investor relations, and fund administration. We find it particularly useful for real estate, private equity, and venture capital firms seeking a secure, transparent, and efficient solution to manage their entire investment process.

  • How does Juniper Square integrate with other tools?

    Juniper Square integrates with DocuSign for efficient subscription processing. While it doesn't list many integrations, its open API allows connections with other tools to enhance functionality and data sharing. We find this approach offers flexibility for various needs.

  • What the main competitors of Juniper Square?

    We find Juniper Square's main competitors include Agora Real Estate, Covercy, Cash Flow Portal, InvestNext, and XQ Fundy. These platforms offer similar solutions for real estate and private equity fund management, investor relations, and fundraising. VESTBERRY also competes, focusing on VC portfolio management and LP reporting.

  • Is Juniper Square legit?

    In our experience, Juniper Square is a legitimate and popular software aimed at private investment management. It receives positive ratings on G2 and Glassdoor, and boasts features that streamline fundraising and investor relations. We find that users appreciate its clear data display and excellent customer support.

  • How much does Juniper Square cost?

    Unfortunately, Juniper Square doesn't publicly disclose pricing details. Reach out to their sales team for a custom quote based on your specific needs.

  • Is Juniper Square customer service good?

    We find that Juniper Square's customer service is generally considered excellent. Users praise the responsiveness and helpfulness of the support team, highlighting their quick response times and efficient problem-solving. While some users mention challenges with specific functionalities, the overall sentiment towards customer service is positive.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.