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Compare Cash Flow Portal and Juniper Square 
At a Glance
Market Segments
Small-Business (97.2% of reviews)
Small-Business (80.6% of reviews)
Entry-Level Pricing
$299.00 Per Month
No pricing available
Cash Flow Portal
Star Rating
(113)5.0 out of 5
Market Segments
Small-Business (97.2% of reviews)
Pros & Cons
Entry-Level Pricing
$299.00 Per Month
Browse all 3 pricing plansJuniper Square
Star Rating
(106)4.7 out of 5
Market Segments
Small-Business (80.6% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Juniper SquareSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Cash Flow Portal excels in user experience, with many praising its intuitive interface and clean design. Users appreciate how easy it is to navigate the platform, making it a favorite for those who prioritize simplicity in their daily operations.
- According to verified reviews, Juniper Square is recognized for its responsive customer support. Users highlight the team's willingness to assist with questions and issues, which fosters a strong sense of partnership and teamwork during the onboarding process.
- Users say that Cash Flow Portal's onboarding process is particularly smooth, with many noting that the customer help provided is excellent. This support helps users transition seamlessly from previous systems, which is a significant advantage for those new to investment management software.
- Reviewers mention that while Juniper Square offers solid features for document management and investor record accuracy, it sometimes struggles with configuration challenges that can hinder customization for specific workflows, making it less flexible for some users.
- G2 reviewers highlight that Cash Flow Portal's advanced features, such as the AI underwriting tool, significantly enhance efficiency, especially when dealing with large datasets. This capability is a game-changer for users looking to save time and streamline their processes.
- According to recent feedback, while Juniper Square has a strong focus on asset management, users feel that Cash Flow Portal outperforms it in key areas like reporting and portfolio management, with many praising the detailed insights and analytics available on Cash Flow Portal.
Pricing
Entry-Level Pricing
Cash Flow Portal
Launch
$299.00
Per Month
For first-time capital raisers with no investors and $0 funds under management.
Includes all the essentials needed for your first raise.
- World class equity raising experience
- Complete Core CRM
- Automated KYC / AML compliance
Juniper Square
No pricing availableFree Trial
Cash Flow Portal
Free Trial is available
Juniper Square
No trial information availableRatings
Meets Requirements
9.8
95
8.8
85
Ease of Use
9.6
107
8.9
85
Ease of Setup
9.6
102
8.3
62
Ease of Admin
9.7
66
9.0
63
Quality of Support
10.0
95
9.5
84
Has the product been a good partner in doing business?
10.0
66
9.5
63
Product Direction (% positive)
10.0
98
9.4
83
Features by Category
Platform Basics
9.5
73
7.7
40
9.3
75
8.4
54
Portfolio Monitoring
9.1
76
7.4
26
9.5
73
7.8
25
7.8
66
4.8
18
9.3
71
7.9
25
Platform Content
9.2
72
8.2
55
Investment Operations Management
9.8
78
8.9
28
9.2
70
8.0
23
9.7
75
8.3
26
9.5
73
7.1
21
8.6
67
6.4
15
9.3
71
8.3
27
Platform Data
9.4
75
8.6
56
9.7
79
8.5
56
9.5
76
7.7
52
Platform Additional Functionality
9.6
72
8.6
43
9.9
78
9.1
55
9.1
74
8.5
54
9.5
77
7.9
47
Investment Management
Not enough data
9.0
5
Not enough data
Not enough data
Not enough data
8.3
5
Not enough data
Feature Not Available
Fund Management
Not enough data
Feature Not Available
Not enough data
9.3
5
Not enough data
8.7
5
Agentic AI - Venture Capital Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
Cash Flow Portal and Juniper Square are categorized as Real Estate Investment Management
Unique Categories
Cash Flow Portal has no unique categories
Juniper Square is categorized as Venture Capital Management
Reviews
Reviewers' Company Size
Cash Flow Portal
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Juniper Square
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Commercial Real Estate
47.7%
Real Estate
38.3%
Investment Management
7.5%
Financial Services
2.8%
Venture Capital & Private Equity
1.9%
Other
1.9%
Real Estate
50.5%
Commercial Real Estate
29.1%
Venture Capital & Private Equity
4.9%
Investment Management
3.9%
Accounting
2.9%
Other
8.7%
Alternatives
Discussions
Cash Flow Portal has no discussions with answers
Juniper Square has no discussions with answers
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