Juniper Square

Modern investment management for the real estate industry

4,9 /5 (58 reviews) Write a Review!

Juniper Square Overview

What is Juniper Square?

Founded in 2014, Juniper Square is transforming the private funds industry with easy-to-use software that streamlines fundraising, investment administration, and investor reporting. Designed specifically for real estate, Juniper Square is trusted by hundreds of GPs to manage more than 14,000 investments and $730B of real estate assets.

By using Juniper Square, clients such as Tishman Speyer, Rockpoint, and Beacon Capital raise more capital, save time and money on investment operations, and increase investor satisfaction. Juniper Square is based in San Francisco, CA and Austin, TX, and has quickly become the leader in real estate investment management software. Learn more at junipersquare.com.

Juniper Square Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact Juniper Square for detailed pricing information.


Juniper Square Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

Gain quick and central access to contact information through Juniper Square's CRM
Manage investment ownership, transactions, and capital accounts with investment management tools
Juniper Square's investor portal faciliates virtual tours of assets through rich photos and integrated maps
Juniper Square video Juniper Square video Juniper Square video Juniper Square video Juniper Square video Juniper Square screenshot: Gain quick and central access to contact information through Juniper Square's CRM Juniper Square screenshot: Manage investment ownership, transactions, and capital accounts with investment management tools Juniper Square screenshot: Juniper Square's investor portal faciliates virtual tours of assets through rich photos and integrated maps

Juniper Square Reviews

Juniper Square Reviews

Overall rating
4,9
/
5
Excellent
53

Very good
5

Average
0

Poor
0

Terrible
0

Value for Money
4,8
Features
4,7
Ease of Use
4,8
Customer Support
5
100% recommended this app
Kyle G.

Juniper Square -- A Multifaceted Solution to Investor, Accounting and Investor Relations...

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.


Tina M.

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.


Verified Reviewer

the JS platform has been a great addition to our business


Lorna H.

TOP NOTCH CUSTOMER SERVICE


David G.

Thumbs Up for Juniper Square

The whole team has been extremely happy with Juniper Square. It greatly increased the efficiency in multiple aspects of our business.


Kyle G.
Industry: Real Estate
Company size: 11-50 Employees

Juniper Square -- A Multifaceted Solution to Investor, Accounting and Investor Relations Headaches

Used Daily for 1+ year
Reviewed on 2019/02/14
Review Source: Capterra

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.

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Tina M.
Industry: Real Estate
Company size: 11-50 Employees

Juniper Square - Highly Recommend!

Used Daily for 6-12 months
Reviewed on 2020/06/24
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Verified Reviewer

the JS platform has been a great addition to our business

Used Daily for 6-12 months
Reviewed on 2018/05/07
Review Source: Capterra

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Lorna H.
Industry: Real Estate
Company size: 11-50 Employees

TOP NOTCH CUSTOMER SERVICE

Used Daily for 1+ year
Reviewed on 2020/08/24
Review Source: Capterra

Pros

This software is VERY easy to learn and use. Our customer success account rep, [SENSITIVE CONTENT HIDDEN] has helped our team tremendously! We are reorganizing user roles and need to be taught a lot about the "best feature" for the right role. The support line is also extremely helpful for immediate answers. Thank you [SENSITIVE CONTENT HIDDEN] for keeping our team up to speed!

Cons

There have been a few features that we wish were in existence. [SENSITIVE CONTENT HIDDEN] and team assured us that some of those minor features will be included in the development road-map.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

David G.
Industry: Real Estate
Company size: 11-50 Employees

Thumbs Up for Juniper Square

Used Daily for 1+ year
Reviewed on 2019/12/18
Review Source: Capterra

The whole team has been extremely happy with Juniper Square. It greatly increased the efficiency in multiple aspects of our business.

Pros

Intuitive interface ties together well its complex and multi-purpose functionality. Very comprehensive coverage of nearly all aspects of real estate development. Extremely responsive and helpful customer support.

Cons

More suggestions than dislikes: would like better support for mezzanine debt; more flexibility in customizing columns showing in list views and for exports.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,7/10
Based on 58 user ratings
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Juniper Square Pricing

Juniper Square Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact Juniper Square for detailed pricing information.

Contact Juniper Square for detailed pricing information.

Value for Money
4,8/5
Based on 58 user ratings
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Juniper Square Features

Juniper Square Features

API
Accounting Management
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Contact Database
Contact Management
Document Management
Document Storage
Electronic Payments
Email Notifications
Maintenance Scheduling
Reminders
Reporting & Statistics
Search Functionality
Self Service Portal
Task Management
Third Party Integration
Work Order Management
Features
4,7/5
Based on 58 user ratings
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Categories

Additional information for Juniper Square

Additional information for Juniper Square

Key features of Juniper Square

  • 256-bit AES encryption
  • Account management
  • Activity tracking
  • Audit trail
  • Automated, online subscriptions
  • Back office automation
  • CRM
  • Compliance management
  • Contact management
  • Data filtering
  • Data room
  • Document delivery management
  • Document management
  • Document tracking
  • Email management
  • Fee management
  • Fund management
  • Fundraising automation
  • Investment email communications
  • Investment management
  • Investment performance metric calculations
  • Investment transactions management
  • Investor portal
  • Investor reporting
  • Meeting notes tracking
  • Offerings management
  • Permissions management
  • Phone call tracking
  • Positions management
  • Risk management
  • Role-based permissions
  • SSL security
  • Secure data storage
  • Self service portal
  • Summary reports
  • Tags
  • Task management
  • Virtual asset tours with photos & integrated maps

Benefits

Organize contacts, and investor phone calls, meetings and notes in Juniper Square’s central CRM (customer relationship management) system.

Sensitive investor data is managed securely with role-based permissions and industry-leading security standards, plus compliance management tools.

The online investor portal gives clients centralized access to documents, reports, transactions and investment performance data.

Users can generate and distribute investor reports, such as capital account statements, transaction notices and performance summaries, directly to clients via the investor portal.

Calculate investment waterfall and investment performance metrics like yields, IRRs (internal rate of return) and multiples automatically with investment management tools.

Juniper Square FAQs

Juniper Square FAQs

Below are some frequently asked questions for Juniper Square.

Q. What type of pricing plans does Juniper Square offer?

Juniper Square offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

Contact Juniper Square for detailed pricing information.

Q. What are the main features of Juniper Square?

Juniper Square offers the following features:

  • 256-bit AES encryption
  • Account management
  • Activity tracking
  • Audit trail
  • Automated, online subscriptions
  • Back office automation
  • CRM
  • Compliance management
  • Contact management
  • Data filtering
  • Data room
  • Document delivery management
  • Document management
  • Document tracking
  • Email management
  • Fee management
  • Fund management
  • Fundraising automation
  • Investment email communications
  • Investment management
  • Investment performance metric calculations
  • Investment transactions management
  • Investor portal
  • Investor reporting
  • Meeting notes tracking
  • Offerings management
  • Permissions management
  • Phone call tracking
  • Positions management
  • Risk management
  • Role-based permissions
  • SSL security
  • Secure data storage
  • Self service portal
  • Summary reports
  • Tags
  • Task management
  • Virtual asset tours with photos & integrated maps

Q. Who are the typical users of Juniper Square?

Juniper Square has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does Juniper Square support?

Juniper Square supports the following languages:

English

Q. What type of pricing plans does Juniper Square offer?

Juniper Square has the following pricing plans:

Subscription

Q. Does Juniper Square support mobile devices?

We do not have any information about what devices Juniper Square supports

Q. What other apps does Juniper Square integrate with?

Juniper Square integrates with the following applications:

Devo, DocuSign, Gmail, Google Analytics, Google Maps, Lob Direct Mail, Mailchimp, Microsoft Outlook, Wistia

Q. What level of support does Juniper Square offer?

Juniper Square offers the following support options:

Phone Support, Online Support, Knowledge Base, Video Tutorials