# Juniper Square Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Juniper Square the right Investment Management solution for you? Explore 61 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/171269/Juniper-Square/reviews --- Juniper Square 4.9 (61) [View alternatives](https://www.capterra.com/p/171269/Juniper-Square/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Juniper Square Ease of use 4.8 Customer Service 5.0 ## Pros and Cons in Reviews Esti A Chief Acquisition OfficerInvestment Management, 2 - 10 employeesUsed the software for: 6-12 months. “The platform is clean, easy to view and use, intuitive and fulfills all the functions we require for investor engagement.“ August 22, 2022 LR Loreen R Director, Investor RelationsReal Estate, 11 - 50 employeesUsed the software for: 6-12 months. “Documents could not be transfered over during the migration which was a minor issue but one we had to work around nonetheless.“ September 14, 2020 TM Tina M Investor Communications ManagerReal Estate, 11 - 50 employeesUsed the software for: 6-12 months. “Juniper Square offers our team and our investors an easy way to communicate, share important news and information and produce quarterly investor statements.“ June 24, 2020 AD April D Business ownerIndividual & Family Services, Self-employedUsed the software for: Less than 6 months. “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.“ January 12, 2022 TJ Thomas J Asset Management AnalystCommercial Real Estate, 51 - 200 employeesUsed the software for: 1-2 years. “From tracking distributions, communications, and investor info, the software is intuitive throughout.“ September 1, 2020 ## Showing most helpful reviews Showing 1-25 of 61 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Joe S. Vice President, Investments Real Estate Used the software for: 1-2 years ### "Juniper Square enables us to manage 500+ investors and 1,500+ investor positions across 30 deals" May 16, 2018 5.0 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. Review Source TM Tina M. Investor Communications Manager Real Estate Used the software for: 6-12 months ### "Juniper Square - Highly Recommend!" June 24, 2020 5.0 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. Switched from [CrowdStreet Suite](https://www.capterra.com/p/172602/CrowdStreet/) CrowdStreet was too limited. It was more of a document receptacle and wasn't as easy to use and didn't offer functions such as the abilty to create and publish statements. Review Source VR Verified Reviewer Director of Finance Used the software for: 6-12 months ### "the JS platform has been a great addition to our business" May 7, 2018 4.0 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 Review Source DG David G. Director of Investment Capital Real Estate Used the software for: 1-2 years ### "Thumbs Up for Juniper Square" December 18, 2019 5.0 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. Alternatives considered [RealPage IMS](https://www.capterra.com/p/169850/IMS-Platform/) Reason for choosing Juniper Square Interface more intuitive. Excellent presentation and demos of the product. Pricing structure. Review Source Chris E. Managing Director Real Estate Used the software for: 1-2 years ### "Our 1st Year with Juniper Square" February 19, 2019 5.0 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. 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. Review Source Kyle G. Vice President Real Estate Used the software for: 1-2 years ### "Juniper Square -- A Multifaceted Solution to Investor, Accounting and Investor Relations Headaches" February 14, 2019 5.0 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. Review Source David L. Private Capital Analyst Real Estate Used the software for: 2+ years ### "Fantastic and intuitive product" June 30, 2020 5.0 Juniper Square is a 10/10 product that I would highly recommend to anyone in the real estate industry. 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. Review Source Ryan B. Vice President - Investor Relations Real Estate Used the software for: 6-12 months ### "Practical and well designed software solution that's easy to use and incredibly reliable!" February 2, 2018 5.0 Ease of use and streamlining workflows. 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. Review Source Tara M. Acquisitions & Asset Management Intern Real Estate Used the software for: 6-12 months ### "Intersection's Review of Juniper Square" April 1, 2020 5.0 Juniper Square has been a great tool to implement into our operations as a firm. I would highly recommend Juniper Square to any firm needing to incorporate an investor platform into their operations. It is truly a great tool to streamline investor communication and outreach. Pros Juniper Square enables our firm to maintain organization with investor and entity documentation, streamlines investor communication, and acts as an investor platform. Cons Sometimes within Juniper Square, there are multiple ways to complete a task. For example, one can upload documents to an investor position or to their contact, I think streamlining those capabilities to only one option might eliminate confusion. Review Source Melanie J. VP IR/Tax/FP&A Real Estate Used the software for: 1-2 years ### "JS is a huge upgrade from our previous platform, streamlined our back office, our investors LOVE it!" February 5, 2018 5.0 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! Review Source LR Loreen R. Director, Investor Relations Real Estate Used the software for: 6-12 months ### "Easy implementation, user friendly, responsive customer support" September 14, 2020 5.0 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 KR Kendall R. President Real Estate Used the software for: 6-12 months ### "We've been able to provide an institutional-quality reporting platform without increasing headcount" May 22, 2018 5.0 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. Review Source TH Troy H. Director of Real Estate Operations Real Estate Used the software for: 6-12 months ### "Juniper Square has helped us monitor investments more efficiently " April 3, 2020 5.0 Everyone we have worked with on getting our investor portal set up has been extremely knowledgeable and helpful. Our investors love using it and how easy it is for them to log in and monitor activity. \[SENSITIVE CONTENT HIDDEN\] was our account representative for several months. She was always available to answer questions and great at problem solving when we encountered anything unusual. Pros The software is very user-friendly and has many different uses that competing softwares didn’t have. Cons My company has not encountered any negative aspects with JS yet. Review Source TG Tom G. Director of Development Commercial Real Estate Used the software for: 6-12 months ### "Review" March 26, 2019 5.0 Investor reporting is very streamlined and efficient - excellent. JSQ saves us an immense amount of time with investor reporting and tax document delivery. Pros Very well thought out and user friendly. Great support, too. Saves time on our end and our investors have had a great experience with the portal. Cons The CRM functions and formatting of emails could be improved. Could also improve the subscription process and transferring/adding positions from an offering to an entity post-closing. Review Source NP Nick P. Partner Real Estate Used the software for: 1-2 years ### " Great Overall Platform" September 27, 2019 5.0 It has been a great experience and our investors have been pleased with our roll out of the system. Pros The ability to manage and communicate with our investors and provide them real time information on their investments in centralized location. Cons There is a learning curve on setting up of the deals and investments in the right way to make sure the full value of the system can be used. Alternatives considered [RealPage IMS](https://www.capterra.com/p/169850/IMS-Platform/) Reason for choosing Juniper Square Better user interface and features. Review Source MF Matt F. VP Real Estate Used the software for: 6-12 months ### "Juniper Square Review" September 18, 2020 5.0 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 SH Sandi H. Chief Financial Officer Real Estate Used the software for: 6-12 months ### "Juniper Square is the best in class real estate investment platform" June 29, 2020 5.0 We have been able to automate our offering process and streamline our investor reporting and communications. The integration with our other software has been smooth. Pros Juniper Square is very easy to use and was quick to implement. It is very intuitive and a great solution for us and our investors. Cons There is really nothing I dislike about it. Reason for choosing Juniper Square n/a Review Source AM Amer M. Principal Real Estate Used the software for: 6-12 months ### "Juniper Experience - Year 1" April 11, 2019 5.0 Pros Portal, CRM, payments, fundraising, access to distribution information and investor summaries Cons It would be ideal to be able to process ACH distribution payments out of one bank account and check distributions out of another bank account Review Source ZR Zachary R. Investment Manager Investment Management Used the software for: Less than 6 months ### "Great and easy system" September 22, 2020 5.0 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 BL Bohan L. data analyst Real Estate Used the software for: Less than 6 months ### "Fantastic Platform" April 16, 2019 5.0 I think Juniper Square is a great platform which is worth to use. Pros it saves lots of our time to manage our investors. Cons it takes time to import data. When we add new account and contact, we have to manually do it. If we can just import an excel would be great. Review Source SK Sarah K. Asset Manager Real Estate Used the software for: Less than 6 months ### "Software that has helped our business" March 2, 2020 5.0 Pros The software is intuitive, our investors really like it and the customer service is top notch! Cons Some of the features don't necessarily work with our application, but I haven't run into very many cons with this software. Review Source TF TK F. CEO & Founder Commercial Real Estate Used the software for: 1-2 years ### "Best in Class Product & Support" November 30, 2020 5.0 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. Reason 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 KD Kelsie D. Director, Capital Formation & Investor Relations Real Estate Used the software for: 6-12 months ### "Juniper Square is the best investment management software for real estate!" April 19, 2019 5.0 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! 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. Review Source NK Natalie K. Investment Team Manager Real Estate Used the software for: 1-2 years ### "Life Changing Software & Support!" March 27, 2019 5.0 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! 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! Review Source BW Ben W. Associate Real Estate Used the software for: 1-2 years ### "Highly Recommend Juniper Square!!" June 3, 2019 5.0 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. 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. Review Source Similar Products Featured ## Related categories [Investment Management](https://www.capterra.com/investment-management-software/)[Commercial Real Estate](https://www.capterra.com/commercial-real-estate-software/)[Equity Management](https://www.capterra.com/equity-management-software/)