AppFolio Investment Manager vs Juniper Square: Which is best for you?

Having one centralized investment management platform has helped us track our investments and distribute tax and investment information in a much more timely, organized, and professional fashion.

The calculations of financial waterfalls don't always match up to our deal structures so we still are using spreadsheets to calculate distributions.

The ability to store and apply information applicable investor onboarding, reporting, distributions, etc means significant cost/time savings, and a much higher fidelity experience for investors.

Initial onboarding for some aspects of the investor subscription process were a little less "customize-able" than I would have liked, which required some back and forth with our lawyers.