--- title: "Juniper Square Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Juniper Square. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Juniper Square is a good fit for you!" source_url: "https://www.softwareadvice.com/investment-management/juniper-square-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Fund Accounting Software](https://www.softwareadvice.com/accounting/fund-accounting-software-comparison/) / [Juniper Square](https://www.softwareadvice.com/investment-management/juniper-square-profile/) / Juniper Square Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/investment-management/juniper-square-profile/) Reviews [Alternatives](https://www.softwareadvice.com/investment-management/juniper-square-profile/alternatives/) # Juniper Square User Reviews ## Reviews summary - Overall rating: 4.9/5 - Total reviews: 61 ### Secondary ratings - Ease of use: 4.8/5 - Customer support: 5/5 - Value for money: 4.8/5 - Functionality: 4.7/5 ### Rating distribution - 5 stars: 56 reviews (92%) - 4 stars: 5 reviews (8%) - 3 stars: 0 reviews (0%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Most mentioned pros - The customer service and technical support is prompt and helpful. - The feedback from our clients has been excellent as well. - online reporting portal - easy to use and modify - streamlines marketing and ops for future capital raises. ## Juniper Square customer reviews Showing reviews 1-25 of 61 (page 1). ### Transforms investor mgmt process from laborious and error-prone to simple and professional. - Overall rating: 5/5 - Reviewer: Julie W. - Verified reviewer: Yes - Industry: Real Estate - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: May 2018 - Review source details: This review was submitted organically. No incentive was offered Streamlined investor relations process. Simple, clean CRM platform Great organizational structure for marketing and fundraising/financing #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Best in Class Product & Support - Overall rating: 5/5 - Reviewer: TK F. - Verified reviewer: Yes - Industry: Commercial Real Estate - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: November 2020 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Easy and efficient investor management software - Overall rating: 4/5 - Reviewer: Robert F. - Verified reviewer: Yes - Industry: Real Estate - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: January 2020 - Review source details: This review was submitted organically. No incentive was offered Great! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 3/5 #### 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. --- ### Juniper Square is the best investment management software for real estate! - Overall rating: 5/5 - Reviewer: Kelsie D. - Verified reviewer: Yes - Industry: Real Estate - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: April 2019 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Life Changing Software & Support! - Overall rating: 5/5 - Reviewer: Natalie K. - Verified reviewer: Yes - Industry: Real Estate - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2019 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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! --- ### Highly Recommend Juniper Square!! - Overall rating: 5/5 - Reviewer: Ben W. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: June 2019 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Great product backed by excellent customer service - Overall rating: 5/5 - Reviewer: Brant M. - Verified reviewer: Yes - Industry: Real Estate - Company size: 201-500 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2018 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Juniper Square Review - Overall rating: 5/5 - Reviewer: Melissa P. - Verified reviewer: Yes - Industry: Real Estate - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: May 2019 - Review source details: This review was submitted organically. No incentive was offered 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: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Intuitive and Integrates well into our private equity business - Overall rating: 5/5 - Reviewer: Esti A. - Verified reviewer: Yes - Industry: Investment Management - Company size: 2-10 employees - Product usage: Used weekly for less than 12 months - Reviewed: August 2022 - Review source details: This review was submitted organically. No incentive was offered The customer service and technical support is prompt and helpful. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Powerful software, great company for any real estate investment fund manger! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Product usage: Used daily for less than 12 months - Reviewed: December 2017 - Review source details: This reviewer was invited by the software vendor to submit an honest review. Next-level investor relations through reporting and CRM #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros My investors love the Investor Portal which makes performance reporting easy to update and distribute. --- ### FS/Real Estate Review - Overall rating: 5/5 - Reviewer: SPENCER C. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2019 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros My favorite feature on the software is the waterfall functionality. Once you implement the metrics, you can test out various exit options easily and accurately. #### Cons There really isn't anything particularly painful about this software. The only thing I would change would be to make the investor reports more customized with more information. --- ### Superb Customer Support - Overall rating: 5/5 - Reviewer: Jennifer M. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: May 2019 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The customer support for Juniper Square is excellent. Whenever I have a question, I am able to speak with a live person immediately who is always able to assist me. This is very important because I can't have a question about the software slow me down. Even on weekends, emails that I send with questions are answered quickly. #### Cons It has been difficult for me to reuse emails that we often send to investors without having to retype them. I might be able to get around this issue by using a different browser but I have not explored that option. --- ### Juniper Square - Overall rating: 5/5 - Reviewer: Michael H. - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2019 - Review source details: This review was submitted organically. No incentive was offered Savings in time. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It is amazingly fast to do capital calls and have it ready to send to investors. It has cut down my time on this task. Distributions using the NACHA ACH processing saves a lot of time too as it downloads to your banking system and you are ready to release to investors. Much less manual inputting and processing on the banking side. #### Cons Any issue that we may have had with the software was addressed immediately. New enhancements are coming on line all time. Don't really have a complaint. --- ### Organization for the unorganized! - Overall rating: 5/5 - Reviewer: Vanessa A. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2019 - Review source details: This review was submitted organically. No incentive was offered Thank you for making my job easier every day! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros This software is key to organizing our investor database and executing subscription docs. It allows us to seamlessly add new investors and subscribe to our current offerings with ease! Our investors always have good things to say about the platform. Even those that aren't technology advanced find the software to be easy to use and very helpful. #### Cons I've had zero issues to date! The software is a huge help. --- ### Incredible User Interface & Customer Success - Overall rating: 5/5 - Reviewer: Thomas J. - Verified reviewer: Yes - Industry: Commercial Real Estate - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: September 2020 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The logic and flow of the user interface is unparalleled. From tracking distributions, communications, and investor info, the software is intuitive throughout. #### Cons Updating JV structures, post-refinance, can be difficult to adjust. --- ### Juniper Square Review - Overall rating: 5/5 - Reviewer: Hale C. - Industry: Real Estate - Company size: 201-500 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2019 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros What I like most about the software is the ability to distribute via ACH, what used to take hours inputting and creating checks for each investor across more than 20 deals now takes no time at all. #### Cons There is nothing I do not like about the software, it has drastically increased our ability to communicate with investors and flawlessly track each of our deals. --- ### Juniper Square is exceptional - Overall rating: 5/5 - Reviewer: Rachel S. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: April 2019 - Review source details: This review was submitted organically. No incentive was offered Juniper Square hsa made investor management much easier for us. Creating reports are now just at the touch of a button. Investors are very happy with the portal. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Easy to use. User -friendly for investors. Keeps information secure and organized. Excellent customer support. #### Cons N/A There is nothing that we don't like about this software. --- ### Loving Juniper Square - Overall rating: 5/5 - Reviewer: Tamar A. - Verified reviewer: Yes - Industry: Real Estate - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: June 2020 - Review source details: This review was submitted organically. No incentive was offered Very pleased with the service and excited to roll out to investors! #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Ease of use and engagement of the onboarding team #### Cons No complaints to date . Been very pleased with the product to date! #### Reasons for switching to Juniper Square Retiring SalesForceIQ --- ### MAC Review - Overall rating: 5/5 - Reviewer: Michael F. - Verified reviewer: Yes - Industry: Commercial Real Estate - Company size: 11-50 employees - Product usage: Used weekly for less than 12 months - Reviewed: July 2020 - Review source details: This review was submitted organically. No incentive was offered My overall experience has been great so far. We've gotten positive review from our investors and it's making life easier. [SENSITIVE CONTENT HIDDEN] was extremely helpful and assisted every step along the way. 10/10 experience with [SENSITIVE CONTENT HIDDEN]. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Ease of communication with investors. Simplicity to make distributions. #### Cons N/A --- ### Initial Review - Overall rating: 5/5 - Reviewer: Richard I. - Industry: Investment Management - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: February 2019 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The software is extremely user friendly and easy to navigate. It allows us to prepare distribution notices and capital statements for all of our investors within several minutes. All of our investor information is stored in one centralized location and can be sent to all of our investors at the same time within a few clicks. #### Cons I like everything about this software. --- ### Juniper Square enables us to manage 500+ investors and 1,500+ investor positions across 30 deals - Overall rating: 5/5 - Reviewer: Joe S. - Verified reviewer: Yes - Industry: Real Estate - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2018 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Our 1st Year with Juniper Square - Overall rating: 5/5 - Reviewer: Chris E. - Verified reviewer: Yes - Industry: Real Estate - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2019 - Review source details: This review was submitted organically. No incentive was offered Our experience has been excellent. The Juniper staff is energetic and responsive and we have enjoyed all of our interactions with the team. We especially like that we have a dedicated support person to contact and that they regularly reach out to us - both via phone and physically coming to our office. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros We are a relatively small firm with just 5500 units under management and no dedicated person handling Investor Relations. Prior to moving to the Juniper Square platform, we kept all of our investor information spread out in unsecured Excel files. The best aspect of Juniper is that it provides us with the tools necessary to let our investors feel like we are more "institutional" (in the best meaning of the word). We are now able to provide regular and consistent professional correspondence with our investors, regarding asset performance, tax matters, etc. We have also been able to streamline our distribution process by moving toward making all distributions via ACH. Furthermore, we now have a much more organized and professional platform with which to present new investment opportunities to our investors. For us, the change over the past 12+ months has been revolutionary, and we could not be more pleased with the product and the team behind it. #### Cons There is a lot of functionality built into the software so learning how to best utilize the software took some time. However the customer service is very responsive and supportive, so whenever we had questions we just reached out to the Juniper team and they provided us with the necessary direction. The software is not cheap, and it takes some time to both organize the data (before uploading) and getting to know the software. But once you ramp up the learning curve there is tremendous payback. --- ### Juniper Square -- A Multifaceted Solution to Investor, Accounting and Investor Relations Headaches - Overall rating: 5/5 - Reviewer: Kyle G. - Verified reviewer: Yes - Industry: Real Estate - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2019 - Review source details: This review was submitted organically. No incentive was offered CRM & Reporting -- I have a database with hundreds of contacts that used to be organized in a spreadsheet. The CRM functionality allows me to track client interactions, tag contacts for faster classification and sorting and provide custom messaging. For example, each quarter I was having to craft and send over one hundred unique emails with distribution information that is now done with two clicks and zero errors. The document repository allows me to send financials and reports via a link versus emailing large PDF files. Our clients have commented on how much our transparency has improved over the past year since we started using Juniper Square. The platform puts all the information they need about their investments at their fingertips. Distribution calculation and processing: Once we determine the total amount to distribute, Juniper Square applies a number of different calculation options to deliver accurate and error free cash flow to our clients. This function was previously executed via a number of spreadsheets, was error prone and time consuming. We no longer have to print checks. Waterfall calculations: Waterfalls are entered into Juniper Square straight out of the partnership documents, eliminating potential distribution errors. The customer service is second to none. My rep is always highly responsive to any inquiries and the help pages offer clear, concise instructions. All in all we have had a fantastic experience with Juniper Square. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Ease of use is what I like most about Juniper Square. I liken the functionality to the first time one uses an Apple product...it is simply intuitive. Yes, the different functions such as CRM, performance calculation and reporting, and distribution processing are all very well done by themselves. However, the seamless integration of all those functions via an well-designed user interface sets this platform apart. #### Cons There is not anything I do not like about this software after using it for approximately one year. --- ### Fantastic and intuitive product - Overall rating: 5/5 - Reviewer: David L. - Verified reviewer: Yes - Industry: Real Estate - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2020 - Review source details: This review was submitted organically. No incentive was offered Juniper Square is a 10/10 product that I would highly recommend to anyone in the real estate industry. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Juniper Square is an incredible product for admins and investors alike. It's an all in one data repository, investor management system, and investment database. Our investors love the thorough and easy-to-use portal. The integration process was seamless and it has been a huge upgrade over our previous systems. #### Cons I have had very few issues with the software, and the Juniper Square team is incredibly responsive and helpful in addressing any issues. --- ### Great Platform Enhanced by Exceptional Customer Service - Overall rating: 4/5 - Reviewer: Carol A. - Verified reviewer: Yes - Industry: Automotive - Company size: 201-500 employees - Product usage: Used daily for less than 12 months - Reviewed: October 2019 - Review source details: This review was submitted organically. No incentive was offered Very good experience overall for us; about 50-75% of our investors have appreciated the use of the portal. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The software provides more than 75% of the functionality we were looking for in an investment/financial management suite. By far, the consistently supportive customer service experience has made the investment a positive one. We have utilized the expertise of our dedicated AE - Representative - 100x more than initially anticipated - and have always been treated with courtesy and kindness. This is especially impressive considering the multiple 'basic' functions that required repetition in the first six months of on-boarding the platform. #### Cons All the waterfall calculations and reporting have to be manually entered - likely a function of our internal investment structure. The Help/FAQ/tutorials could use a huge overhaul and do not provide the ability to 'print to pdf' for study separate from screen viewing, without requiring a ton of manual 'cut and paste'. #### Reasons for choosing Juniper Square The promotion of the upcoming waterfall feature and the expectation that JS would host its own investor platform like MarketStreet - to increase fundraising. ## More reviews [Next reviews](https://www.softwareadvice.com/investment-management/juniper-square-profile/reviews/?page=2) --- Juniper Square Reviews, Pros and Cons - 2026 Software Advice