Juniper Square 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Juniper Square

4.9

(61)

Pricing

Starting at $18,000.00 per year

About Juniper Square

Juniper Square is the leader in partnership enablement for the private funds industry, offering a universal system for GPs and their LPs to seamlessly connect and communicate across every stage of their partnerships, from fundraising to investor management and fund administration. Juniper Square empowers investment managers to accelerate fundraising, scale their operations efficiently, and improve investor satisfaction. More than 2,000 GPs rely on Juniper Square to manage more than 600,000 LPs in more than 38,000 private funds.

Juniper Square Screenshots

Juniper Square Pricing and Plans

Starting price: $18,000.00 per year

Free Trial

Free Version

Basic

$18,000.00

per year

No plan information available

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Juniper Square Features

Popular features found in Fund Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Budgeting/Forecasting
Expense Tracking
Financial Reporting
Income & Balance Sheet
Partnership Accounting
Payroll Management
Real-Time Reporting
More features of Juniper Square
Access Controls/Permissions
Accounting
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Alerts/Notifications
API
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
CRM
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/Analytics
Reporting & Statistics
Risk Management
Role-Based Permissions
Segmentation
Self Service Portal
Task Management
Third-Party Integrations
Visual Analytics
Workflow Management

Juniper Square Integrations

Wistia

Google Analytics 360

Docusign

Lob

Gmail

Juniper Square User Reviews

Overall Rating

4.9

Ratings Breakdown

92%

Secondary Ratings

Ease of Use

4.8

Value for money

4.8

Customer support

5.0

Functionality

4.7

Julie W.

Verified reviewer

Real Estate

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed May 2018

Transforms investor mgmt process from laborious and error-prone to simple and professional.

Streamlined investor relations process. Simple, clean CRM platform Great organizational structure for marketing and fundraising/financing

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Juniper Square's super easy user interface is so refreshing in a CRM. I actually enjoy using it and know that I can get new users up and running in no time at all. Often just a 5-min overview and people are ready to use it because it is so intuitive. Great product.

Cons:

I just keep wanting more. Every time they release a new feature it is instantly relevant and makes me excited for their ongoing growth and upgrades. Am also anxious for the mobile App form so could access on the go.

TK F.

Verified reviewer

Commercial Real Estate

11-50 employees

Used daily for less than 2 years

Review source

Reviewed November 2020

Best in Class Product & Support

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. 24/7 online reporting portal - easy to use and modify - streamlines marketing and ops for future capital raises. Online incorporation with DocuSign.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We tested Juniper's two closest competitors and actually engaged one of them initially, solely based on price. After 3 months of frustration, we left the competitor for Juniper Square and haven't looked back. Been thoroughly impressed by the product's robustness - Data Room, Investor Reporting and CRM all in one user and graphically friendly interface). Love, love our account rep, [SENSITIVE CONTENT HIDDEN] - knows her stuff inside and out, and always goes well-above and beyond to resolve any questions or issues in an extremely timely manner. If she doesn't know the answer, she finds it!

Cons:

No IT team or person; they really need to address this ASAP. A smart phone App is also very much needed - a must have for any FinTech company, especially with Institutional clientele.

Reasons for choosing Juniper Square

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. 24/7 online reporting portal - easy to use and modify - streamlines marketing and ops for future capital raises. Online incorporation with DocuSign.

Reasons for switching to Juniper Square

Competitor could not meet needs/expectations - limited functionality.

Robert F.

Verified reviewer

Real Estate

11-50 employees

Used daily for less than 6 months

Review source

Reviewed January 2020

Easy and efficient investor management software

Great!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy of onboarding and implementation. The software provides a new layer of transparency for our partners.

Cons:

The automated investor reporting needs additional customization features.

Kelsie D.

Verified reviewer

Real Estate

51-200 employees

Used daily for less than 12 months

Review source

Reviewed April 2019

Juniper Square is the best investment management software for real estate!

Juniper Square has helped us streamline several processes including distribution delivery, investor reporting, and tracking investor communications. Two features that are currently saving me time are: 1) Fundraising- Being able to take our fundraising process online, from sending out an email blast about the opportunity to tracking subscription document delivery, has made every acquisition more efficient and less stressful for our team. Everyone involved in the process can easily see how much equity we’ve raised and the status at all times. 2) K-1 delivery- This was infinitely easier this year thanks to Juniper Square’s ability to confirm electronic delivery approval with our investors and then automatically splitting the pdf packages into multiple documents and matching them to the correct investor. This process used to take me days and now takes minutes!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

On the front-end, the investor interface looks professional and is very easy to use. Our investors definitely appreciated the switch to Juniper. The fact that I can have confidence in the accuracy of the information they’re seeing and the quality of the presentation is invaluable. I also can’t say enough about the Customer Support team. They’re always extremely helpful and ready with a creative solution to a problem or answer to my question.

Cons:

There have been a few disconnects with regard to our internal processes and the software. However, the team at Juniper Square has almost always found a work-around. They are also very receptive to feedback and are always updating the software with new features.

Natalie K.

Verified reviewer

Real Estate

51-200 employees

Used daily for less than 2 years

Review source

Reviewed March 2019

Life Changing Software & Support!

We cannot speak highly enough about the Juniper Square implementation and support team. After researching several similar software companies and implementing other software within our organization, Juniper Square is hands down the best we have ever come across! The implementation team made the process so smooth and the support team is always there to help and provides the necessary assistance in a timely fashion. I never have to worry about someone being available to address any questions - the support team always picks up the phone and our Customer Success Manager always goes above and beyond to ensure we are taken care of! We consider JS a part of our team!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The transparency of the investor portal is priceless! Our investors can login and see all activity and documents related to their investments without having to contact us. This saves my team a lot of time and energy on repetitive, general questions. The portal also aids in conversations we have with investors from us pulling investor reports to tax documents.

Cons:

The distribution reconciliation is currently manual which takes time to change the status of hundreds of distributions each quarter. We are moving to 100% ACH which will remove this CON from our list!

Ben W.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 2 years

Review source

Reviewed June 2019

Highly Recommend Juniper Square!!

I enjoy using Juniper significantly and cannot see myself operating without it. The amount of time it has saved and the data it houses and organizes, really exemplifies its sophistication. I've received numerous complements from Investors about the space - ease of use, sleekness, looking sharp etc. and am very happy with the choice.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Juniper has saved our team an enormous amount of time tracking, organizing and communicating with Investors and prospects. The software itself is extremely user friendly, Customer service is A++, and they show genuine concern in improving/customizing the product to our needs (i.e asking for feedback, rolling out new features, training, etc). As a customer of Juniper's I feel that my priorities are not taken lightly and that the Juniper team strives to continue catering to our business's needs.

Cons:

The software has a wide range of functionalities and capabilities in a beneficial sense, but can sometimes open the door for highly active users to demand more from the software (i.e. new features), which requires time to see implemented.

Brant M.

Verified reviewer

Real Estate

201-500 employees

Used daily for less than 2 years

Review source

Reviewed May 2018

Great product backed by excellent customer service

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Coordinates and automates subscription processes, saving time and resources. Provides a top-notch interface for investors to get real-time information on their investments.

Cons:

I wish we had begun using it sooner, it's a tremendous toolkit. I hope Juniper continues developing product features that allow it to further integrate into our operations and accounting platforms.

Melissa P.

Verified reviewer

Real Estate

11-50 employees

Used daily for less than 12 months

Review source

Reviewed May 2019

Juniper Square Review

I appreciate the excellent customer service, as well as the openness to support requests for future updates. Rep. has been exceptional. He is great at following up with my team, and a very nice person. JS has been a great asset for the company, and I am very happy we went with the platform. Reporting is often very challenging and can bring up a host of issues and take up a lot of time. We have solved the problems that have existed in the past with Juniper Square, and our investors are very pleased.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Juniper Square is easy to use and very thorough. We had a smooth transition from previous software, the information is presented well to investors and to staff. There are a lot of tutorials to walk one through the new process as needed, and the platform is structured well.

Cons:

There are a few functionalities that don't exist yet, but the staff is very receptive to requests.

Esti A.

Verified reviewer

Investment Management

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed August 2022

Intuitive and Integrates well into our private equity business

The customer service and technical support is prompt and helpful.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The platform is clean, easy to view and use, intuitive and fulfills all the functions we require for investor engagement. The feedback from our clients has been excellent as well.

Cons:

Integration took some time to set up but was fairly straightforward.

Verified

Reviewer

Used daily for less than 12 months

Review source

Reviewed December 2017

Powerful software, great company for any real estate investment fund manger!