About Juniper Square

Juniper Square is a cloud-based investment management platform, which assists real estate firms with client management and partnership accounting. Key features include file sharing, document management, payment distribution and customizable reporting. 

The application enables users to create a database for current and prospective investors while maintaining records of phone calls and meetings. Managers can use this system to organize and track fundraising, emails, and document-sharing activities for team members. Finance teams can create rule-based workflows for processing transactions, such as capital and net asset value (NAV) calls, and distribute payments to investors via ACH and automated checks.

Juniper Square generates customizable capital ...


Read More

Supported Operating System(s):

Web browser (OS agnostic)

58 Reviews of Juniper Square

Average User Ratings

Overall

4.91 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(53)

53

4 stars

(5)

5

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 58 results

May 2018

Joe from Atlas Real Estate Partners

Verified Reviewer

Company Size: 11-50 employees

Industry: Real Estate

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2018

Juniper Square enables us to manage 500+ investors and 1,500+ investor positions across 30 deals

Pros

Over the past 8 years, the Atlas portfolio and investor network has grown to a robust network of 500+ individual high-net-worth investors. Prior to launching Juniper Square over a year ago, we managed investors through a combination of bulk emails, Dropbox, and password protected documents. Not only was it burdensome, it was a poor and unprofessional experience for our investors. We began looking for an investors management solution in 2014. Over the next 24-months, we tested every investor management software. Nothing met our criteria. Either the software was not built for the real estate industry and/or didn't have the depth and ease of use we needed. However, in early 2017 a friend of ours introduced us to Juniper Square, a purpose-built real estate investment management software. Several demo's and calls with references later, and we were hooked! We signed up in late February and launched 3-4 weeks later. Juniper has been a game-changer for us, as it's allowed us to scale our investor base and continue to acquire deals without building out a large operations or investment management team. The features we like best are the slick investor summaries, ability to tie multiple contacts to an account, the efficient document upload process, secure document storage, and robust investor dashboard. We're constantly receiving feedback from our ultra-high-net-worth investors saying this is the best, and simplest, investment management tool they've ever used.

Cons

The software is great and has few deficiencies. In fact, what's been most impressive is the pace with which the team rolls out new features. One of the advantages of having a large and highly focused client base is that Juniper is able to get large amounts of feedback and determine which new features to build. As an example, we thought the investor subscription and document signing process was a bit clunky. We provided the Juniper team with feedback and over the past 6-months, they've rolled out several features to make the process simpler and more streamline for investors. Although the software is not perfect, it's incredibly impressive today and continues to improve on nearly a weekly basis.

June 2020

Tina from Urban Development + Partners

Company Size: 11-50 employees

Industry: Real Estate

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2020

Juniper Square - Highly Recommend!

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

Pros

Juniper Square offers our team and our investors an easy way to communicate, share important news and information and produce quarterly investor statements. Our investors like being able to access their current and historical investor information on their own schedule and the Juniper Square portal is intuitive and easy to use. It is a secure way for us to communicate with investors.

Cons

We would like the quarterly statements to be more customizable with regards to the layout and data fields we can include on the statements.

September 2020

Loreen from NOVO Properties

Company Size: 11-50 employees

Industry: Real Estate

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

September 2020

Easy implementation, user friendly, responsive customer support

Pros

We switched to Juniper Square from a different investor management platform and the transition was seamless. The implementation team from Juniper was quick and responsive and made the migration much easier than anticipated. Our investors like the site and find it informative and easy to use. 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. Our account manager alwyas responds quickly and is extremely helpful.

Cons

Documents could not be transfered over during the migration which was a minor issue but one we had to work around nonetheless.

May 2018

Anonymous

Verified Reviewer

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

3.0

May 2018

the JS platform has been a great addition to our business

Pros

customer success team is great; software is very easy to use and administer; the functionality for creating multiple offerings has allowed our group to keep track of prospects during fundraising and dispositions that are running concurrently.

Cons

customization to a unique fund structure has been challenging; could use slightly more automation in the future; no calendar feature to keep up with key milestones and dates

July 2020

Nicole from Coastal Ridge Real Esate

Company Size: 201-500 employees

Industry: Real Estate

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2020

One of the best software products I have ever used.

My overall experience with Juniper has been extremely positive. My co-worker and I have decided that it is always a good day when you get to work in Juniper.

Pros

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. Not to mention that every time I pick up the phone to call customer support, I am met with a friendly, knowledgeable team member who will walk me though any issue or question I may have.

Cons

The only area that I feel needs improvement is the communications capabilities. Our marketing department would like to be able to send branded, professional level communications to our investors, and the ability to do that is lacking in Juniper. I believe that Juniper is working on improving this.