Who Uses This Software?

Real estate investment managers


Average Ratings

12 Reviews

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Juniper Square
  • www.junipersquare.com/
  • Founded 2014
  • United States

About 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 the real estate industry, Juniper Square is trusted by hundreds of investment sponsors to manage more than 10,000 real estate investments and over $250 billion in assets.


Juniper Square Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll & Commissions
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

Juniper Square Reviews Recently Reviewed!


Capterra-loader

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

May 16, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

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.

Juniper Square is one of the best functioning investment management platforms we have found.

May 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Juniper Square is easy to use, has a great layout and interface, and our private investors absolutely love it. The platform has really impacted our private investor relations and back office portfolio management for those investors. The Juniper team is always quick to respond to any questions or issues you may have, and is ALWAYS looking for ways to better the platform and experience for the customers. I cannot praise the customer service enough.

Cons: There have been a number of items that come about that we want Juniper Square to be able to accommodate over the last 18 months, and I can honestly say that when we reach out to the Juniper team on these items, they are quick to get them fixed or start working on a solution or function to add to the platform to accommodate. I wish we had learned about Juniper Square sooner than we did as it would have saved me several years of time and work!

Juniper Square has significantly reduced the burden of raising and managing capital.

May 21, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: We have over 100 investors and Juniper Square has allowed us to automate a number of formerly manual and tedious processes--from fundraising to subscriptions to investor reporting. That has been a remarkable time saver for our team during a period of rapid business growth. With Juniper Square, we've increased our fundraising productivity by about [50]%. Our investors constantly tell us how much they love the portal, and it has saved us countless hours previously spent compiling and emailing investor reports. All together, Juniper Square has been a game changer for our business.

Cons: We only wish we had found Juniper Square sooner! There are several items we have realized would be useful as we continue to use the product, Juniper Square has a great feedback loop with our team and we believe they will keep updating the software to meet those use cases.

Juniper Square is a great product that really helps our team stay lean and highly productive.

May 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Juniper Square anticipated some needs we didn't even know we were going to have. As we grow and add more investors and assets to our portfolio, the ability to automate a lot of communication and reporting has been incredible.

Cons: There are a few things we would like to see to better facilitate our internal processes (like expanded email capabilities within the platform), but the team at Juniper Square is constantly making upgrades and is very responsive to our feedback.

Overall: It has streamlined many of our processes and centralized all the investor data. Now when we get requests for information from investors we can direct them to their portal, which is often easier for our staff and more efficient for the investor.

We've been able to provide an institutional-quality reporting platform without increasing headcount

May 22, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
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Pros: One of our goals was to improve the experience of our investors, and the platform has more than delivered in that capacity. Our investors appreciate the portal, and allows us to provide a polished, professional service while spending less time responding to ad hoc investor requests. The CRM functionality is also great as we build our investor base and maintain and grow new relationships. It is impressive how frequently new features are added and how intuitive and easy the software is for us and our investors to use. It's also really flexible which means we can use Juniper Square alongside our fund administrator - a huge plus.

Cons: The team is still adding functionality, and have been very receptive to suggestions and quick to roll out new features.

Capterra-loader

Practical and well designed software solution that's easy to use and incredibly reliable!

Feb 02, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: The combination of the CRM with back-office accounting and reporting has helped to streamline our operations. We appreciated the fact that it's a software tool built by real estate professionals. They constantly are working to improve the system and their customer support team has been nothing short of amazing.

Cons: We'd like to see an iPhone / Android app, but know this is in the works. From a CRM standpoint, we'd also like to see a bit more of a robust platform in terms of understanding a client's relationship to the firm. Currently this is data that we export and manipulate on our own.

Overall: Ease of use and streamlining workflows.

Capterra-loader

JS is a huge upgrade from our previous platform, streamlined our back office, our investors LOVE it!

Feb 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: It's extremely easy to both learn and use. I'm an accountant by training and have used many ERP systems, and Juniper Square is by far the easiest. With Juniper Square you get all the functionality but with an interface that is very intuitive. Their customer support is world class. Best of all, they understand real estate!

Cons: There are no negatives that we've come across; I just wish they had more software to help streamline other areas of our business!

Capterra-loader

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

May 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: Streamlined investor relations process.

Simple, clean CRM platform

Great organizational structure for marketing and fundraising/financing

Capterra-loader

Great product backed by excellent customer service

May 03, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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.

the JS platform has been a great addition to our business

May 07, 2018
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

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

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

Dec 28, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: My investors love the Investor Portal which makes performance reporting easy to update and distribute.

Overall: Next-level investor relations through reporting and CRM

Capterra-loader

JS allows us to leverage technology to service our investors more effectively and efficiently.

Jan 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money

Pros: JS is constantly rolling out enhancments improving the product. They are actively soliciting feedback to make the product better and solve more inefficiences in the marketplace.

Overall: They are so good at what they do I hope they tske over other inefficent tech sreas of the real estate industry and deliver on promises others have made but never delivered on.