# Juniper Square Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Juniper Square Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/171269/Junip --- # Juniper Square Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Juniper Square ## What is 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 to fund administration. Juniper Square empowers investment managers to accelerate fundraising, scale operations efficiently, and improve investor satisfaction. More than 1,800 GPs rely on Juniper Square to manage more than 500,000 LPs. ## What is Juniper Square used for? [Investment Management](https://www.capterra.com/investment-management-software/)[Equity Management](https://www.capterra.com/equity-management-software/)[Commercial Real Estate](https://www.capterra.com/commercial-real-estate-software/) Top alternative Featured Overall rating Based on 61 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $18000 Per Year Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Juniper Square?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.junipersquare.com/&name=Juniper Square) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Juniper Square 4.9 (61) VS. [4.7 (100)](https://www.capterra.com/p/186948/AppFolio-Investment-Management/reviews/) Starting Price $18000 Per Year Starting Price $650 Other, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (61) Ease Of Use 4.7 (20) Value For Money 4.8 (54) Value For Money 4.8 (19) Customer Service 5.0 (60) Customer Service 4.9 (19) ## Juniper Square alternatives [4.0 (9)](https://www.capterra.com/p/248341/Yardi-Investment-Manager/reviews/) Starting price Contact vendor for pricing [4.6 (601)](https://www.capterra.com/p/2732/Rent-Manager/reviews/) Starting price Contact vendor for pricing Highest Rated [4.9 (18)](https://www.capterra.com/p/179626/Investor-Portal/reviews/) Starting price $3000.00 Per User, Per Month [4.6 (601)](https://www.capterra.com/p/135182/ResMan/reviews/) Starting price Contact vendor for pricing [View all alternatives](https://www.capterra.com/p/171269/Juniper-Square/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Client Portal 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Private online space that lets businesses securely share documents and provide information access to clients Data Import/Export 4.5 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Import and export data to and from software applications Investments Tracking 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Monitor capital allocation and asset prices over time Accounting 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Compliance Tracking 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track and report regulatory data to either internal management or external stakeholders Fee Management 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track collected or paid charges for services performed or access granted Juniper Square 56 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Generate one-off reports that meet information requirements Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases A record of all activities within the system, including user access, changes made, etc. Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Print paychecks issued to confirm payment of wages or salary Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Match clients or tenants with suitable properties based on their specific requirements, preferences and budget Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Track and report regulatory data to either internal management or external stakeholders Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Track, store, and access client contracts or licenses Notifications received when important dates and deadlines are coming up Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Graphical representation of data Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Electronically collect payments for goods or services Digitally sign online documents Create and send email blasts/campaigns Track delivered, received, and opened emails Track collected or paid charges for services performed or access granted Public or private sharing of digital files such as documents, audio/video, images, and more Used by financial advisors and money managers Used by retail investors and active traders/day traders Manage allocation and performance of financial assets Track interaction history by documenting conversations for contacts Monitor capital allocation and asset prices over time Compile and report on all investor activities Store information about leads or contacts and track, manage and nurture them throughout the sales process Access software remotely via mobile devices A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Shares and stocks owned by individuals in a company that is not trading publicly in the stock market Notifications that are delivered to users as soon as an event occurs Log and store the source of contacts/leads Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Set & manage permission levels based on user roles and restrict access to only authorized individuals Group leads or contacts based on their specific characteristics Online portal through which end users can access the system, manage tasks, or obtain information Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Interact with data visualization elements, such as charts and graphs, to drill down into data Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.7 (61) 4.7 Based on 61 reviews ## Pricing Value for money 4.8 (54) [View pricing plan details](https://www.capterra.com/p/171269/Juniper-Square/pricing/) Basic $18,000 Per Year Value for money 4.8 (54) 4.8 Based on 54 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Google Analytics 360](https://www.capterra.com/p/177042/Google-Analytics/)[ Wistia](https://www.capterra.com/p/82313/Wistia/)[ Lob](https://www.capterra.com/p/181850/Lob/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (60) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (60) 5.0 Based on 60 reviews ## User reviews Overall rating 4.9 Based on 61 reviews Filter by rating 5(56) 4(5) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Esti A. Chief Acquisition Officer Investment Management ### "Intuitive and Integrates well into our private equity business " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 22, 2022 The customer service and technical support is prompt and helpful. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AD April D. Business owner Individual & Family Services ### "Great Software " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 12, 2022 My over all experience with this app was great I was a little worry at first but once I started using it that change my outlook on it. Pros That fact that it was very compatible with the software that I was already using Cons They really wasn’t anything I didn’t like about it compliance tracking was a pain at first but that was fixed and made better Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TF TK F. CEO & Founder Commercial Real Estate ### "Best in Class Product & Support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 30, 2020 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. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ZR Zachary R. Investment Manager Investment Management ### "Great and easy system" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 22, 2020 Juniper square has been amazing, especially the implementation and training team. I have been working with \[SENSITIVE CONTENT HIDDEN\], who has been absolutely amazing Pros I had a bunch of excel sheets that combined gave me everything that Juniper square has to offer. Juniper square has become my go to place for investment management Cons Would like some more flexibility on certain things. Would like some more charts & graphs. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MF Matt F. VP Real Estate ### "Juniper Square Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 18, 2020 It is always scary to onboard new tech. \[SENSITIVE CONTENT HIDDEN\] made this efficient and simplified a complex task. He walked us though the process and was always available. Excellent customer service. Pros The software is very comprehensive and has allowed us to make our investor communications and internal accounting much more seamless, efficient, and concise. Cons The migration of information did take a while. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RA Rohail A. Investor Relations Real Estate ### "Great tool for simple and smart investor reporting" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 15, 2020 Highly satisfied Pros Easy to navigate, simple and very interactive Cons Missing some functionalities but the team was quick to listen to the feedback and very positive towards it Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LR Loreen R. Director, Investor Relations Real Estate ### "Easy implementation, user friendly, responsive customer support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 14, 2020 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TJ Thomas J. Asset Management Analyst Commercial Real Estate ### "Incredible User Interface & Customer Success" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 1, 2020 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LH Lorna H. Project Coordinator Real Estate ### "TOP NOTCH CUSTOMER SERVICE" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 24, 2020 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MF Michael F. Associate Commercial Real Estate ### "MAC Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 29, 2020 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 \[SENSITIVE CONTENT HIDDEN\]. Pros Ease of communication with investors. Simplicity to make distributions. Cons N/A Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/171269/Juniper-Square/reviews/) Popular comparisons [Agora vs Juniper Square](https://www.capterra.com/compare/171269-247616/Juniper-Square-vs-Agora) [AppFolio Investment Manager vs Juniper Square](https://www.capterra.com/compare/171269-186948/Juniper-Square-vs-AppFolio-Investment-Management)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. 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