Juniper Square Reviews for 2025
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What is Juniper Square?
Juniper Square is an equity management digital platform that enables investment partners to connect and communicate seamlessly, streamlining real estate management. It offers a complete view of partnership information through integrated CRM, fundraising, investor portal, reporting, and insights tools.
The platform’s technology-enabled administration services cater to emerging changes and challenges in fund and deal administration. Juniper Square serves over 1,800 GPs with 500,000+ investor accounts and manages $700B in investor equity. Its team comprises diverse experts dedicated to making private investment markets more efficient and accessible.
The platform accelerates fundraising, increases investor satisfaction, scales operations, and reduces risk with enterprise-class security. Juniper Square offers integrated solutions, including CRM, fundraising, investor portal, investor reporting, insights, fund accounting, and treasury services, catering to real estate, venture capital, private equity, deal managers, and institutional managers. The platform highlights 2021 milestones and empowers customer success, as seen in case studies with Greystar and Tishman Speyer.
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Best For
- Small Business
- Medium Business
- Large Enterprise
Juniper Square Pricing
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Juniper Square Features
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Compliance Management
- Document Management
- Electronic Signature
- Fee Management
- Fund Management
- Investments Tracking
- Self Service Portal
- Workflow Management
- Activity Tracking
- Ad hoc Reporting
- Alerts/Notifications
- Audit Trail
- CRM
- Campaign Management
- Check Printing
- Client Management
- Contact Database
- Contact Management
- Client Portal
- Client/Property Matching
- Communication Management
- Compliance Tracking
- Contract/License Management
- Critical Date Alerts
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Visualization
- Document Storage
- Electronic Payments
- Email Marketing
- Email Tracking
- File Sharing
- For Investment Advisors
- For Investors & Traders
- Interaction Tracking
- Lead Management
- Mobile Access
- Performance Metrics
- Portfolio Management
- Real Estate
- Real Time Notifications
- Referral Tracking
- Reporting & Statistics
- Reporting/Analytics
- Risk Management
- Role-Based Permissions
- Segmentation
- Summary Reports
- Task Management
- Third Party Integrations
- Visual Analytics
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Juniper Square Company Details
Company Name
Juniper Square
Headquarters
United States
Website
junipersquare.com
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