# Page 2 | Juniper Square Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of Juniper Square ## Showing most helpful reviews Showing 26-50 of 61 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use CA Carol A. Director of Investor Relations Automotive Used the software for: 6-12 months ### "Great Platform Enhanced by Exceptional Customer Service" October 1, 2019 4.0 Very good experience overall for us; about 50-75% of our investors have appreciated the use of the portal. 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'. Reason 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. Review Source JN Jasmine N. Head of Investor Relations, Partner Real Estate Used the software for: 2+ years ### "Best Platform in the Business! " March 21, 2019 5.0 We realized that there were a ton of blind spots and things that our team didn't know that they needed to know that they in fact need to know and we didn't need to spend any time in sharing it one by one. The information is available in real-time to everyone. That efficiency has been transformative and allowed us to grow exponentially. We saved so much time with respect to document sharing, data analysis and distributions that we have grown twice as large with half as many people. Pros Where to begin? I love the customer service, the design/ease of use, constantly improving product, empowering and life-altering - get ready to go from the experience of a Honda to a McLaren - if you apply yourself as a user. Cons There is nothing that I dislike. I just want more! Review Source Julie W. Business Manager Real Estate Used the software for: 2+ years ### "Transforms investor mgmt process from laborious and error-prone to simple and professional." May 7, 2018 5.0 Streamlined investor relations process. Simple, clean CRM platform Great organizational structure for marketing and fundraising/financing 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. Review Source Brant M. Principal Real Estate Used the software for: 1-2 years ### "Great product backed by excellent customer service" May 3, 2018 5.0 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. Review Source CM Christina M. Senior Manager, Investment Management Used the software for: 1-2 years ### "Juniper Square is one of the best functioning investment management platforms we have found. " May 8, 2018 5.0 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! Review Source BS Brian S. Controller Financial Services Used the software for: 1-2 years ### "Juniper Square Gets It Right" March 15, 2019 4.0 The best (least painful) system migration that I have ever experienced. We moved transaction level detail for 10 years of fund operations over to JS and they made it easy for us. The platform is intuitive and easy to use. Moving to JS cut our time to process investor distributions and distribute distribution notices from one full day to less than an hour. Ongoing support is fantastic - we always get a timely response and are provided with competent help when we have questions. JS is more than just a software vendor, they are a true business partner. Pros Ease of data migration and use. Fantastic customer support. Juniper Square is more than a vendor to us, they are a collaborator that works with us to drive success. Cons Patiently waiting on enhanced features in support of open-ended funds. Review Source MP Melissa P. Investor Relations Real Estate Used the software for: 6-12 months ### "Juniper Square Review" May 1, 2019 5.0 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. 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. Review Source NG Nicole G. Finance Administrator Real Estate Used the software for: 6-12 months ### "One of the best software products I have ever used. " July 9, 2020 5.0 My overall experience with Juniper has been extremely positive. My co-worker and I have decided that it is always a good day when you get to work in Juniper. Pros Juniper Square is so easy to use. I feel like the team at Juniper has thought of everything - the software is so robust and intuitive. Not to mention that every time I pick up the phone to call customer support, I am met with a friendly, knowledgeable team member who will walk me though any issue or question I may have. Cons The only area that I feel needs improvement is the communications capabilities. Our marketing department would like to be able to send branded, professional level communications to our investors, and the ability to do that is lacking in Juniper. I believe that Juniper is working on improving this. Review Source LH Lorna H. Project Coordinator Real Estate Used the software for: 1-2 years ### "TOP NOTCH CUSTOMER SERVICE" August 24, 2020 5.0 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 AD April D. Business owner Individual & Family Services Used the software for: Less than 6 months ### "Great Software " January 12, 2022 5.0 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 CP Chris P. CEO Real Estate Used the software for: 6-12 months ### "Juniper Square has significantly reduced the burden of raising and managing capital." May 21, 2018 5.0 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. Review Source Esti A. Chief Acquisition Officer Investment Management Used the software for: 6-12 months ### "Intuitive and Integrates well into our private equity business " August 22, 2022 5.0 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 SC SPENCER C. Operations Manager Financial Services Used the software for: 2+ years ### "FS/Real Estate Review" April 22, 2019 5.0 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. Review Source DE Dave E. Principal Used the software for: 1-2 years ### "Juniper Square is a great product that really helps our team stay lean and highly productive." May 7, 2018 5.0 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. 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. Review Source JM Jennifer M. Executive Assistant Real Estate Used the software for: 6-12 months ### "Superb Customer Support" May 23, 2019 5.0 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. Review Source VR Verified Reviewer Digital Marketing Consultant Used the software for: 6-12 months ### "Powerful software, great company for any real estate investment fund manger!" December 28, 2017 5.0 Next-level investor relations through reporting and CRM Pros My investors love the Investor Portal which makes performance reporting easy to update and distribute. Review Source Jeff T. Principal + Co-Founder Commercial Real Estate Used the software for: 1-2 years ### "JS allows us to leverage technology to service our investors more effectively and efficiently." January 30, 2018 5.0 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. 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. Review Source VR Verified Reviewer Partner Real Estate Used the software for: Less than 6 months ### "Transformative tool for real estate managers" March 30, 2020 5.0 JS has allowed us as a small firm to create a world-class investor portal. This will easily scale with us as we grow, and significantly limit the amount of time/personnel cost we need to dedicate to the investor onboarding and reporting function. Pros Juniper Square effectively allows you to create an institutional-calibre, accurate, client-friendly investor relations platform. The ability to store and apply information applicable investor onboarding, reporting, distributions, etc means significant cost/time savings, and a much higher fidelity experience for investors. Cons Initial onboarding for some aspects of the investor subscription process were a little less "customize-able" than I would have liked, which required some back and forth with our lawyers. Reason for choosing Juniper Square Clear market leader in this space. By far the best product experience. Review Source MH Michael H. President Accounting Used the software for: 1-2 years ### "Juniper Square" February 21, 2019 5.0 Savings in time. 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. Review Source RW Ryan W. Managing Partner Real Estate Used the software for: 6-12 months ### "Amazing Investor Relations Software" April 22, 2019 5.0 Pros This software was easy to integrate all of our investors and Investment entities into one place. It is so easy to contact our investors with the click of a button and let them know of all our upcoming opportunities. The customers service team was amazing at helping us with the waterfalls and check distributions when we needed to set it up. Cons Not sure I could say we have any cons at this time. They are very user friendly and quick to respond to our questions. Review Source VA Vanessa A. Asset Manager Real Estate Used the software for: 6-12 months ### "Organization for the unorganized! " December 17, 2019 5.0 Thank you for making my job easier every day! 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. Review Source AK Alex K. President Hospitality Used the software for: 6-12 months ### "Leader in real estate investment & investor management for closed and open-ended funds" June 27, 2019 5.0 Managing real estate investments and syndications. Pros Specific focus on real estate syndication, reporting, and investor presentation. We reviewed 5 platforms and JS won on every criteria category we could come up with. Cons JS is still working on dynamic asset-level reporting that can cascade to the fund and investor level. I'm very excited to see that featureset coming soon. I'm also excited for more fund transparency to investors. Review Source TJ Thomas J. Asset Management Analyst Commercial Real Estate Used the software for: 1-2 years ### "Incredible User Interface & Customer Success" September 1, 2020 5.0 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 JA Joel A. Principal Real Estate Used the software for: 2+ years ### "Great investment management platform" February 15, 2019 5.0 JS has helped has really improved the efficiency and professionalism of our interaction with our investors and helped us better organize our document management. We were hesitant to invest in a software that wasn't directly tied to finding, analysing or executing investments, but this product has had a great ROI for us. Pros Ease of use Efficiency of managing communication with investors Investor interface is intuitive and professional JS customer service super responsive Ability to quickly access information about our relationship with an individual investor (i.e. which active and realized investments is an investor in) Cons No real complaints...but I wish it were free Review Source HC Hale C. Analyst Real Estate Used the software for: 1-2 years ### "Juniper Square Review" February 14, 2019 5.0 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. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.