Juniper Square

Juniper Square

by Juniper Square

Who Uses This Software?

Real estate investment managers who manage outside capital

Average Ratings

42 reviews
  • Overall 4.9/5
  • Ease of Use 4.8/5
  • Customer Service 5/5
  • Features 4.7/5
  • Value for Money 4.8/5

Product Details

  • Free Version No
  • Free Trial No
  • Deployment Cloud, SaaS, Web
  • Training In Person
    Live Online
    Webinars
    Documentation
  • Support Business Hours
    Online

Vendor Details

  • Juniper Square
  • https://www.junipersquare.com/
  • Founded 2014

About Juniper Square

Juniper Square is easy-to-use, all-in-one investment management software that enables managers to raise more capital, improve investment operations, and increase investor satisfaction. Designed specifically for real estate, Juniper Square is trusted by hundreds of GPs to manage more than 14,000 investments and $730B of real estate assets.

Juniper Square Features

  • Brand Management
  • CRM
  • Cash Flow Analysis
  • Critical Date Alerts
  • Deal Management
  • For Appraisers
  • For Brokers
  • For Investors
  • For Property Managers
  • Portfolio Management
  • Strategic Planning
Vendor has not completed this information.
  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management
  • Campaign Management
  • Client/Property Matching
  • Contact Management
  • Email Marketing
  • Interaction Tracking
  • Lead Management
  • Property Alerts
  • Referral Tracking
  • Segmentation

Juniper Square Most Helpful Reviews

Juniper Square -- A Multifaceted Solution to Investor, Accounting and Investor Relations Headaches

Reviewed on 14/02/2019
Kyle G.
Vice President
Real Estate, 13-50 Employees
Used the Software for: 1+ year
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

Juniper Square is the best investment management software for real estate!

Reviewed on 19/04/2019
Kelsie D.
Director, Capital Formation & Investor Relations
Real Estate, 51-200 Employees
Used the Software for: 6-12 months
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

Thumbs Up for Juniper Square

Reviewed on 18/12/2019
David G.
Director of Investment Capital
Real Estate, 13-50 Employees
Used the Software for: 1+ year
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

Great Platform Enhanced by Exceptional Customer Service

Reviewed on 01/10/2019
Carol A.
Director of Investor Relations
Automotive, 201-500 Employees
Used the Software for: 6-12 months
Reviewer Source 
4/5
Overall
4/5
Ease of Use
4/5
Features & Functionality
5/5
Customer Support
4/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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'.

the JS platform has been a great addition to our business

Reviewed on 07/05/2018
Verified Reviewer
Director of Finance
Used the Software for: 6-12 months
Reviewer Source 
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

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