--- title: Juniper Square Reviews meta_title: 'Juniper Square Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 106 reviews by the users' company size, role or industry to find out how Juniper Square works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 106 scale: '5' date_modified: '2026-07-17' parent_category: name: Real Estate url: https://www.g2.com/categories/real-estate --- # Juniper Square Reviews **Vendor:** Juniper Square **Category:** [Real Estate Investment Management Software](https://www.g2.com/categories/real-estate-investment-management) **Average Rating:** 4.7/5.0 **Total Reviews:** 106 ## About Juniper Square Juniper Square is trusted as the fund operations partner to more than 2,000 private markets GPs worldwide, connecting market-leading technology, data, and fund administration services to help GPs fundraise efficiently, streamline operations, and improve the investor experience. Our unified platform centralizes data and connects LPs and GPs across every workflow—including fundraising, investor onboarding, compliance, treasury, reporting, and more. Today, more than 40,000 funds, 700,000 LP accounts, and $1 trillion in LP capital are managed through Juniper Square. For more information, please visit junipersquare.com.  ## Juniper Square Pros & Cons **What users like:** - Users value the **organization of investor data** in Juniper Square, enhancing their efficiency and overall experience. (6 reviews) - Users value the **high-quality platform** of Juniper Square, noting its continuous improvements and exceptional support. (5 reviews) - Users commend the **responsive customer support** of Juniper Square, enhancing their experience with timely assistance and teamwork. (4 reviews) - Users value the **navigation ease** of Juniper Square, appreciating its user-friendly access to multiple interconnected entities. (3 reviews) - Users appreciate the **user-friendly interface** of Juniper Square, enabling seamless fundraising and streamlined investor interactions. (3 reviews) - Customization (2 reviews) - Users love the **ease of use** of Juniper Square, praising its straightforward processes and logical organization. (2 reviews) - Efficiency (2 reviews) - Email Automation (2 reviews) - Features (2 reviews) **What users dislike:** - Users express concerns about **inefficient manual processes** that complicate transaction approvals and hinder workflow efficiency. (3 reviews) - Users find **integration issues** with Juniper Square, citing lack of meaningful accounting integration and cumbersome processes. (2 reviews) - Users note the **missing features** in Juniper Square, highlighting limitations for scaling and functionality for investors. (2 reviews) - Users express frustration with **payment issues** as Juniper Square lacks meaningful accounting integration, complicating investor management. (2 reviews) - Users express frustration with Juniper Square's **poor CRM integration** , seeing it as just a storage solution lacking essential functionality. (2 reviews) - Search Functionality Issues (2 reviews) - Calculation Errors (1 reviews) - Complexity (1 reviews) - Distribution Issues (1 reviews) - Expensive (1 reviews) ## Juniper Square Reviews ### 1. Best In Class Product & Support **Rating:** 5.0/5.0 stars **Reviewed by:** TK F. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 29, 2020 **What do you like best about Juniper Square?** 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, Lauren Martin - 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! **What do you dislike about Juniper Square?** 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. **What problems is Juniper Square solving and how is that benefiting you?** 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. ### 2. Juniper Square is the best of breed solution for real estate investment firms. **Rating:** 5.0/5.0 stars **Reviewed by:** Sandi H. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2020 **What do you like best about Juniper Square?** JS provides the best investor platform for our needs and it's tailored for real estate investment, so many of the features we needed were already built our for our specifications. **What do you dislike about Juniper Square?** There is really nothing I dislike about it. **What problems is Juniper Square solving and how is that benefiting you?** JS helped us to automate our offering process workflow, and streamline our investor reporting and communications. ### 3. Juniper Square has been a sanity saver! **Rating:** 5.0/5.0 stars **Reviewed by:** Jan L. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2020 **What do you like best about Juniper Square?** Since we have a small but fast growing company, Juniper Square literally keeps me sane! Having all of our deal information in one place means our staff can stay on the same page even when we aren't in the same place. The email archiving and notes features help to keep us up to date on the latest deal details and the email tracking feature lets us know which investors we should follow up with. I also really like the Data Rooms feature. Adding and updating documents, photos and deal information is super fast and creates a professional presentation for our investors. With one email, I can send a personalized offering to our investors. My job is so much easier since I'm not having to prepare the investor presentations myself. Of course, none of this would be possible without the Customer Success Team who made roll out super easy and are very proactive about staying in touch to make sure I'm using the software features to their fullest extent. I can't say enough good things about their customer support or the software. I now feel like I'm in control instead of feeling like I couldn't keep up. **What do you dislike about Juniper Square?** After about 8 months of using the software, I haven't found anything about it I don't like. I actually feel like I'm under utilizing the features since there are so many things Juniper Square can do to make my life simpler and more efficient. **What problems is Juniper Square solving and how is that benefiting you?** Organization and keeping track of details were my reasons for searching out a solution for our real estate investment company. We are relatively small but had so many deals in play, it got to a point where I couldn't keep up with correspondence, paperwork and deadlines. I am now able to provide our investors with the personal contact and communication which is so important to maintaining their trust and confidence. ### 4. Consolidated and User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2020 **What do you like best about Juniper Square?** Through implementing Juniper Square several years ago, we have been able to consolidate numerous excel spreadsheets, saving time and frustration. Juniper has helped to better track investor information, interests and preferences creating a more streamlined approach to servicing our investors. **What do you dislike about Juniper Square?** A few things that I think Juniper could improve on are: 1) Being able to quickly stop processing an email blast; therefore if a mistake is made in the email and caught in time, the email would stop being sent out. 2) Uploading of documents- using the example of quarterly investor letters. Every quarter we post an investor letter for each investment entity (about 30 at this point in time). To have to go into every investment entity individually and post the relevant letter takes a lot of time. It would be wonderful if Juniper could mass upload the letters and with its technology determine which entity the letter is for (similar to how Juniper can decipher which K-1 goes to which investor). 3) Distributions. We generally have the same distribution every quarter. It would make things easier, and faster, if there was a simple way to roll over/copy/duplicate distributions. Currently, we upload the same distribution file every single time and quarter. 4) Creating email blast lists. Instead of having to recreate and re-select from the group of contacts and scrolling through the 1,000+ contacts in our database, it would be helpful if I had the ability to create and save a distribution email list (of specific contacts) and use that list going forward. **What problems is Juniper Square solving and how is that benefiting you?** I love the email tracking feature of Juniper, and the ability to easily resend an email from Juniper. The CRM has enabled us to provide online subscriptions, which has been an enormous time saver and in line with our "going green" mission. ### 5. Excellent Software Product AND Customer Care **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2020 **What do you like best about Juniper Square?** Ease of use and top notch customer care. I am now able to process and post all annual K-1 forms for our investors in an expedient fashion that was never possible before Juniper Square. Sending out information/reports to our investors is quick and easy. The customer service from the JS team is flawless. I can barely hit the "Send" button on my request for help before my phone is ringing with the requested help. **What do you dislike about Juniper Square?** Not having enough time to fully explore every feature. My job covers a lot of different aspects including investor relations which is directly tied to Juniper Square. I wish I had more time to learn more about all of the different features. **Recommendations to others considering Juniper Square:** Determine how much time your company spends on manually performing work that Juniper Square could make much easier. **What problems is Juniper Square solving and how is that benefiting you?** Distributions were always an issue in the past. These can be easily processed with Juniper Square. This is only one of the many aspects of JS that allow me to focus on other job responsibilities. ### 6. Great user experience. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** September 15, 2020 **What do you like best about Juniper Square?** From an investor relations standpoint: the comprehensive dashboards on the investor portal, the capabilities of customization, how streamlined the data is (i.e. investments, positions, accounts). **What do you dislike about Juniper Square?** Our companies sometimes has complex data that is difficult to customize in Juniper without manipulating spreadsheets. One example is that the downloadable reports for Accounts pulls different information from the Contacts (and in a different format), so when trying to combine that data, it posed a larger issue for us. Pivot tables didn't work in this case. **What problems is Juniper Square solving and how is that benefiting you?** Greater security for our investors, better financial reporting on the back end, ease of uploading and distributing statements and payments, enhanced service to our investors through emailing directly from the platform and investor portal preview functions. ### 7. Comprehensive, time-saving software with dedicated support **Rating:** 5.0/5.0 stars **Reviewed by:** Charlotte C. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2020 **What do you like best about Juniper Square?** Our firm was looking for a solution to manage our investors' quarterly updates, tax documents, distributions, subscription documents, etc. in one spot versus a handful of different Excel documents. We also needed a more efficient process for sending out communications to investors on a mass scale. Juniper Square answered all of our needs. The set up process was much easier than expected because of the dedicated team Juniper Square assigns to each client. The JS team uploads all information into the portal (we did not have to upload one thing!) and linked the portal directly to our website, so investors can easily access it. We love the fact that the portal is branded for our firm and does not show Juniper Square on the public side. After setting our portal live, we continue to receive great customer service through our dedicated rep and the support call in line. When we send in a question, we receive a response email or call within minutes. We recently launched a new fund and subscribed all investors through our Juniper Square portal. It was easy to upload all of the details of the fund, photos of the property, returns, financials, track fundraising etc. The software reduces the subscription process time greatly and keeps all necessary documents in one place. Not only has it made our team's lives easier, but we receive consistent feedback from investors on how easy the platform is and convenient it is to have all documents in one place. We highly recommend Juniper Square to any firm looking for an efficient, easy-to-use software. **What do you dislike about Juniper Square?** We have not had any issues with the software and do not see any downsides. **Recommendations to others considering Juniper Square:** We highly recommend the software. It greatly reduces the time it takes to track investor documents, communicate with investors and streamline the K-1 process. **What problems is Juniper Square solving and how is that benefiting you?** It allows us to keep all necessary investor information in one place and communicate with all investors on a mass scale. ### 8. Effective and Elegant **Rating:** 5.0/5.0 stars **Reviewed by:** Arthur W. | Vice President, Mid-Market (51-1000 emp.) **Reviewed Date:** June 19, 2020 **What do you like best about Juniper Square?** The web based platform is extremely easy to navigate and is crisp on a computer or mobile device. The CRM functionality is seemless with all of the data and reporting functions providing simple and easy interfaces to view relevant information. Investor communications and communication tracking is made extremely easy. The investor dashboard is very well done and has been very well received by our investors. **What do you dislike about Juniper Square?** There are some nit pick things in the software that could use some additional polish by adding functionality or connecting some missing gaps. However, on the whole the software is extremely well designed and structured. The positives far outweigh the negatives and the work around for the things that are missing are not too difficult. Also, Juniper Square seems committed to constantly improving and upgrade the software. I'm confident that the gaps will get filled with future updates to the software. **What problems is Juniper Square solving and how is that benefiting you?** Big time saver. CRM is super helpful. Investor dashboard is comprehensive and effective. Big problem we solved was consolidating all of our investor tracking from multiple different funds/vehicles into one easy to access place. ### 9. Hesitate to share our competitive advantage... **Rating:** 5.0/5.0 stars **Reviewed by:** Russ W. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2020 **What do you like best about Juniper Square?** - The user interface is beautiful and easy to use - Features were thoughtfully constructed for real estate partnerships - The data loading process was very professional; they handled all of the uploading of our data and gave us helpful instructions to verify the data - The on-barding process was excellent; they assigned an account manager that has helped to train us on everything we've asked about; they're really smart in helping you set 1-2 goals of ways to extract value from the software in a 1-3 month timeframe, and then once you've mastered those workflows and been able to generate value from Juniper Square you can move on to understanding and utilizing the next value-added feature - Our investors have given us many compliments on how much better our portal is than the portals of many other sponsors or managers they work with. That reputation builder was worth the price **What do you dislike about Juniper Square?** - This isn't unique to JSQ, but with any new software you have to spend a lot of time in it to both get to know how to use it and making sure the data is right; and you have to help train your investors that if they have questions they should first start with logging into the portal - The upload of excel files and data for self-service upload has been a bit temperamental. They provide a template, but, for various reasons, our data has worked sometimes and not at other times. Of course the data has to be exactly right otherwise their system can't recognize data. In some cases I've been surprised how easy it's worked, but I know that our team members have complained a bit. - The software doesn't have great formatting capabilities in the report creation module. They have 3-4 notices/reports you can create, which are great and very clean, but I'm surprised there aren't more templates or options to adapt them. You can add your own text, but you have very limited ability to format the custom text/tables. **Recommendations to others considering Juniper Square:** If you're ready to make the commitment to getting a tremendous amount of value (value to effort payoff of at least 3:1) then sign up now. **What problems is Juniper Square solving and how is that benefiting you?** We started with: 1) Wanting to have a self-service portal where our investors could log in and see all of their investment positions easily - we were able to roll that out within 8 weeks of giving them the data 2) Wanting to use the portal to complete a quarterly distribution -- we were able to do this within 12 weeks of giving them the data and it worked like clockwork, even though it was our first time Once we achieved those two simple goals, we've also taken advantage of the email and document delivery features (for K-1's and investor updates on the economy) as well as completed a subscription (and electronic signatures!) for a new acquisition. We'd previously asked investors to print/sign/scan. ### 10. Juniper Square has made our processes much more efficient and data more trustworthy. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** September 15, 2020 **What do you like best about Juniper Square?** Much easier for our investors to navigate, and much easier for our internal teams to all be connected and using the same data. **What do you dislike about Juniper Square?** Nothing. Juniper Square has provided our accounting team with a much more robust system for capital calls, distributions and overall investor reporting. **Recommendations to others considering Juniper Square:** Juniper Square has helped our team improve multiple processes within a very short period of time. Their team also has been a huge help as we continue to learn their software. **What problems is Juniper Square solving and how is that benefiting you?** Currently, Juniper Square is allowing for our team to create new Fund types, whereas our old investor software would not have had this capability. ### 11. Love how easy the platform is to use **Rating:** 5.0/5.0 stars **Reviewed by:** Elise W. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2020 **What do you like best about Juniper Square?** I love how easy the platform is to navigate through. It is a seamless process to get information on each investor or one of our entities. The process to upload distributions is also one of my favorite features. **What do you dislike about Juniper Square?** It can sometimes be a little more complicated looking at a profile who is attached to several different investors. **What problems is Juniper Square solving and how is that benefiting you?** We are now able to upload are own distributions which we could not do on our previous platform. I can upload distributions in a matter on minutes instead of having to wait days for our other platform to upload the information. I love that Juniper Square wants the consumer to be able to do everything within the Portal themselves so we do not have to rely on someone else doing it for us. It has saved me tons of time and if I do have any issues their Support teams respond very quickly. We are also able to run our own investor statements which are very well put together and our investors enjoy them. ### 12. Juniper Square Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2020 **What do you like best about Juniper Square?** Juniper is a great software program to have for staying organized. It allows you to quickly pull information about investors, investments, capital accounts, etc. It's also a great tool to use for communicating with investors (sending out reports, mass emails, seeing whose read the emails, etc). It also has a sharp interface which makes a great impression with investors. If you're doing a lot of fundraising and/or have lots of investors on lots of different deals, I highly recommend it. **What do you dislike about Juniper Square?** No complaints about the product itself. Only dislike would be that it's a very significant investment of time to get it up and running. The more properties and investors you have, the more time it will take to set everything up. If you're a small firm, this could be a problem if you're really busy to begin with. But for larger firms who have a full time investor relations team, or some equivalent, this shouldn't really be too big of an issue. All about how many employees you have that you can dedicate to getting it set-up. That said, Juniper also offers a lot of resources to help you get up and running and has a great customer service support staff. **What problems is Juniper Square solving and how is that benefiting you?** Very handy for communicating with investors. For example, if you need to do a capital call and have a dozen investors, Juniper Square makes it easy to track your progress with each investor. Also makes it easy to quickly pull customized reports for individual investors in seconds. ### 13. Incredible User Interface & Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** September 01, 2020 **What do you like best about Juniper Square?** The logic and flow of the user interface is unparalleled. From tracking distributions, communications, and investor info, the software is intuitive throughout. **What do you dislike about Juniper Square?** Updating JV structures, post-refinance, can be difficult to adjust. **Recommendations to others considering Juniper Square:** You can't adopt this software soon enough. It has streamlined investor communications while providing structured and organization to our Asset Management department. **What problems is Juniper Square solving and how is that benefiting you?** A cleaner investor experience, increased communications to get ahead of investor questions, and an automated means of calculating distributions. ### 14. Great tool for investor reporting! **Rating:** 4.0/5.0 stars **Reviewed by:** Rohail A. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 15, 2020 **What do you like best about Juniper Square?** Simple, easy to use, very supportive team **What do you dislike about Juniper Square?** Some functionalities are missing but the team was quick to listen to our feedback and was very positive towards it **Recommendations to others considering Juniper Square:** Definitely recommended! **What problems is Juniper Square solving and how is that benefiting you?** Several benefits with respect to investor reporting and communications. No need to keep track of emails with investors as Juniper really helps to streamline communication. ### 15. Intersection's Review of Juniper Square **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2020 **What do you like best about Juniper Square?** Juniper Square enables our firm to maintain organization with investor and entity documentation, streamlines investor communication, and acts as an investor platform. **What do you dislike about Juniper Square?** 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. **Recommendations to others considering Juniper Square:** I would highly recommend Juniper Square to any firm needing to incorporate a investor platform into their operations. It is truly a great tool to streamline investor communication and outreach. **What problems is Juniper Square solving and how is that benefiting you?** By implementing Juniper Square into our operations, we are able to generate individualized capital call notices, issue K-1 documents to investors, and complete distributions to investors through ACH transactions via NACHA files. It truly is a great tool to utilize and implement. ### 16. Juniper Square Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2020 **What do you like best about Juniper Square?** Juniper has thought of most everything so that we can accomplish what we need to. **What do you dislike about Juniper Square?** Migration of data did take a while to make sure everything was there and accurate. **What problems is Juniper Square solving and how is that benefiting you?** Efficiency of data storage and investor correspondence. This will save us a lot of time with reporting. ### 17. Juniper Square efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Jesse R. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2020 **What do you like best about Juniper Square?** Juniper Square has saved me countless hours of investor correspondence by easily creating capital call / distribution notices / cap statements and emailing all investors at once **What do you dislike about Juniper Square?** Only downside is not being able to round to 9 decimal places **Recommendations to others considering Juniper Square:** Experiment on the system trying to figure out any questions, and then speak to your representative if still can't figure out the issue **What problems is Juniper Square solving and how is that benefiting you?** The biggest benefit is emailing all investors at once and being able to track which ones have opened them. ### 18. Exceptional Comprehensive Investment Management Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Simonne G. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2020 **What do you like best about Juniper Square?** Juniper Square has made all functions of my job more efficient. And, there's no real learning curve! It is very easy to navigate for not only our internal users, but for our investors as well. We have heard nothing but praise, even from those that we thought might be hesitate to use it at all. It's proven an exceptional and comprehensive tool to best communicate to our investors in a more timely and thorough manner. It has helped our team to better facilitate the fundraising process; disseminate quarterly information; share notes and assign tasks; and seamlessly provide tax information and notices. It also looks the part: clean and professional. The Juniper Square client service is outstanding: readily available, very knowledgeable and eager to accept suggestions on ways to possible improve on an already exceptional product. **What do you dislike about Juniper Square?** I dislike that we didn't implement Juniper Square sooner! It's so close to perfect; however, there are a very few minor things that could make it perfect. **What problems is Juniper Square solving and how is that benefiting you?** The biggest impact Juniper Square has provided for us is how we much more effective we communicate with each other and our investors. ### 19. The portal is amazing, easy and fast to learn. The contact support is incredible. Emails **Rating:** 5.0/5.0 stars **Reviewed by:** Isaac G. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2020 **What do you like best about Juniper Square?** How easy is to learn the portal, how fast they respond you in case of need it. The support team has always time for you. I can send a massive email instead of sending one by one **What do you dislike about Juniper Square?** I really think Juniper has everything needed. **What problems is Juniper Square solving and how is that benefiting you?** Sometimes I get questions that I find the answers at Juniper. Investors can get all their answers or document in juniper. I can send a massive email instead of sending one by one ### 20. Transition from IMS **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2020 **What do you like best about Juniper Square?** The service support team was very helpful **What do you dislike about Juniper Square?** Could have been more upfront on scope ahead of start. Had carryover work after launch **Recommendations to others considering Juniper Square:** Get firm scope before launch **What problems is Juniper Square solving and how is that benefiting you?** Better control ### 21. The ideal portal for real estate investment managers **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2020 **What do you like best about Juniper Square?** 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. Onboarding/training from their team was straightforward and really helpful. **What do you dislike about Juniper Square?** The initial onboarding of our investor subscription document process was a little less "customize-able" than I would have liked, which required some back and forth with our lawyers. **What problems is Juniper Square solving and how is that benefiting you?** JS allows you to create a top-quality investor portal without the headcount, time commitment, and significant resourcing one would otherwise require. As a recently formed investment manager, this is a hugely valuable leg up in allowing us to efficiently scale our business. So benefits both our business internally, but also creates an experience for our clients that we otherwise wouldn't be able to replicate. ### 22. Pleasant Experience For Investor Management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2020 **What do you like best about Juniper Square?** I like the simplicity of the subscription process both for limited partners and from a management perspective. I also like the customer service/support of our account rep. **What do you dislike about Juniper Square?** Juniper Square has some non-obvious functions (sending mass emails) that are difficult for me to understand...I just need some more time/practice to explore. I also wish it was possible to prompt subscribers to answer questions correctly on the questionnaire. I have not found a solution other than manually re-uploading and overriding with a new document. **What problems is Juniper Square solving and how is that benefiting you?** Easier to track limited partners, positions, pref accruals, percentage ownerships, and documents. ### 23. Tanner Smith, Platform Account Executive, Exceeds Client Expectations **Rating:** 5.0/5.0 stars **Reviewed by:** Carol A. | Consultant - Design, development and entitlement services - The Village at Kino Landing, Real Estate, Mid-Market (51-1000 emp.) **Reviewed Date:** September 30, 2019 **What do you like best about Juniper Square?** Our relationship with our support team at JS. Specifically, our dedicated AE - Tanner Smith - has gone beyond the anticipated customer support to render consistently upbeat, sound and specific direction and correction to our multiple inquiries. Tanner has exhibited an engaging personality, facile knowledge of the software and a consistently pleasant attitude when addressing hundreds of inquiries and 'newbie' questions. While every support team member has been consistently helpful, Tanner answers the phone as if we were the most important client in his portfolio, regardless of the repetitive nature of inquiries -- especially in the first 3-5 months of our adoption of the system. His demeanor, product knowledge, and supportive attitude set a high standard for any other customer service representative. He excels in his representation of Juniper Square. **What do you dislike about Juniper Square?** The FAQ / Help section. It is not intuitive and does not summarize nearly as well as some other systems. I wish it had an 'eVite' module - complete with customization and survey features. **Recommendations to others considering Juniper Square:** Consider the intangible but extremely beneficial value of having exceptional customer service at your fingertips, 24/7 - especially in the first year of operation. The support staff at Juniper Square has frequently had to answer questions we could not satisfy from an older, non-technical investor base -- In every instance, they have responded with patience, clarity and respect -- which has reflected well on our company. **What problems is Juniper Square solving and how is that benefiting you?** consistent archiving and recordation of investor communication; reliable data room storage and access; administrator dashboard easy to navigate and clean to identify data fields ### 24. Very helpful tool to have all the investors information in one place **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2020 **What do you like best about Juniper Square?** That the platform is super friendly and easy to use, both for investors and for the staff that populates it **What do you dislike about Juniper Square?** That the feature to calculate the yield since the acquisition of the asset is not yet available **What problems is Juniper Square solving and how is that benefiting you?** That our investors have fill access to their investment information and its all integrated in one place. Its a very transparent and practical tool. ### 25. Excellent software and service. Would highly recommend. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2020 **What do you like best about Juniper Square?** The process of getting up and running was seamless. We now can easily and efficiently communicate with our investors. Juniper's features have saved us significant time and resources. **What do you dislike about Juniper Square?** We are still learning about all of the features of Juniper, nothing comes to mind. **What problems is Juniper Square solving and how is that benefiting you?** Tax preparation (K1s) Email distributions Capital distribution notices ### 26. I dig it **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2020 **What do you like best about Juniper Square?** More efficient way to organize and administer investor reporting and the subscription process. Solid assistance from Victoria (our relationship manager). **What do you dislike about Juniper Square?** Some things are not customizable or don't work (NACHA files , JV arrangements, multi step preferred returns, email blast limits) **Recommendations to others considering Juniper Square:** We looked at other offerings and none were quite what JS had to offer. We are pleased with the product. **What problems is Juniper Square solving and how is that benefiting you?** Simplicity and consistency for the investors. Ease of use and good all around user experience. ### 27. Easy to use and very effective - great support team! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2020 **What do you like best about Juniper Square?** The ability to easily upload contact lists, organize and then create campaigns and target investors and prospective investors. The support team (led by Rachel Ross) was/is very responsive and focused on your end result. Highly recommend their offering and technology! **What do you dislike about Juniper Square?** Not that I don't dislike, but if they can get "more marketing campaigns" to target new prospects and further engage existing investors, that would be great. **Recommendations to others considering Juniper Square:** Begin to implement immediately and results will follow! **What problems is Juniper Square solving and how is that benefiting you?** Engaging more with investors and continuing to build database and interest in our product/funds. ### 28. Juniper Square Has Improved Our Overall Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Troy H. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2020 **What do you like best about Juniper Square?** Juniper Square is very user-friendly. The staff including our Customer Success Manager Taylor is extremely knowledgeable and willing to help wherever needed. **What do you dislike about Juniper Square?** So far we have not experienced any problems or issues with the portal. **What problems is Juniper Square solving and how is that benefiting you?** Prior to using Juniper Square, we compiled statements and sent updates via email. Juniper Square has not only helped streamline our process, but also allowed our investors to have peace of mind being able to see all of their information in one place. ### 29. Highly Recommend Juniper Square!! **Rating:** 5.0/5.0 stars **Reviewed by:** Ben W. | Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2019 **What do you like best about Juniper Square?** 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. **What do you dislike about Juniper Square?** 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. **Recommendations to others considering Juniper Square:** Highly Recommend using Juniper! One of the best out there. **What problems is Juniper Square solving and how is that benefiting you?** 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. ### 30. Great Overall Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Nick P. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2019 **What do you like best about Juniper Square?** The ability to maintain a comprehensive database of our investors and their invested funds, while providing real time visibility to the investors in a central location. **What do you dislike about Juniper Square?** The way the various databases (i.e. contacts, accounts, investments, entities, offering) relate to each other isn't initially intuitive. There is a learning curve on the best process to set up to make the hold period work smooth. Once you learn the logic and the steps it isn't difficult. **What problems is Juniper Square solving and how is that benefiting you?** Communication with our investors has improved and the ability to raise funds in a more systematic way. ### 31. The software has been extremely beneficial to me and my colleagues. **Rating:** 5.0/5.0 stars **Reviewed by:** Adrian S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2020 **What do you like best about Juniper Square?** I like how user friendly the software is. **What do you dislike about Juniper Square?** Part of the onboard process was difficult, including uploading excel spreadsheets in a specific way to the platform. **Recommendations to others considering Juniper Square:** N/A **What problems is Juniper Square solving and how is that benefiting you?** No problems so far, I've saved many hrs by using this platform. ### 32. Fantastic product, already recommened and purchased by competitor **Rating:** 5.0/5.0 stars **Reviewed by:** Carl V. | Managing Partner ViceRoy Capital Management, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2020 **What do you like best about Juniper Square?** lay out, credibility, customer support during implementation; Taylor is awesome and ridiculously helpful **What do you dislike about Juniper Square?** Initial layout/review how it works; way to brief and rushed **Recommendations to others considering Juniper Square:** Very powerful tool that will save time, money and raise profile of your company. Its the Ferrari of Investment Management Software **What problems is Juniper Square solving and how is that benefiting you?** It saves a body It makes us look crazy professional follow up emails that are automatically generated are awesome ### 33. Excellent customer support! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2020 **What do you like best about Juniper Square?** System is fairly easy to navigate, always feel supported. **What do you dislike about Juniper Square?** Would like it to merge with Zoho-we have been given support to merge our contacts from Zoho. **What problems is Juniper Square solving and how is that benefiting you?** Did not have portal prior to Juniper Square and had to manually track all documents. ### 34. Best Real Estate Investor Relations Software on the Market! **Rating:** 5.0/5.0 stars **Reviewed by:** Joe S. | Founder, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2019 **What do you like best about Juniper Square?** Juniper has allowed us to scale our investor base and continue to raise capital from HNW investors without building out a large operations or investment management team. It's intuitive to use which allows each of our team members to seamlessly log-in to utilize the software. From managing partners to the analysts, each team member has their own specific use-case. The features we like best are the investor summaries (we send 1 to each investor every quarter), the ability to tie multiple contacts to an account (accountants, attorney's etc.), the efficient document upload process, secure document storage, robust investor dashboard, and seamless communication tools. We're constantly receiving feedback from our HNW investors saying this is the best, and simplest, investment management tool they've ever used. This helps us deepen our relationship with our investor base, **What do you dislike about Juniper Square?** The software isn't perfect, the Juniper team is constantly rolling out new features. One of the things we think can be improved is the document signature process. We find it a bit clunky, and many of our investors get tripped up in the process. The other thing we'd like to see is a universal log-in for investors. If you invest with multiple operators who utilize Juniper Square, you have separate Juniper accounts. **Recommendations to others considering Juniper Square:** While JS is a premium software, you tend to get what you pay for. Many software products can claim similar features, but there can be a huge variation in quality. **What problems is Juniper Square solving and how is that benefiting you?** Juniper has enabled us to scale our investor base without increasing headcount, all while delivering a great experience to our investors. It's also allowed us to build trust with our investor base, by delivering best-in-class reporting. As a relatively small team, reporting is our opportunity to differentiate ourselves. ### 35. Juniper Square is the best investment management software for real estate! **Rating:** 5.0/5.0 stars **Reviewed by:** Kelsie D. | Director, Capital Formation & Investor Relations, Real Estate, Mid-Market (51-1000 emp.) **Reviewed Date:** April 19, 2019 **What do you like best about Juniper Square?** 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. **What do you dislike about Juniper Square?** 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. **Recommendations to others considering Juniper Square:** We initially chose another investment management software because it fit our budget and met a few of our immediate needs. We quickly outgrew the software and chose to switch to Juniper Square. When comparing Juniper Square to other options, be sure to really consider your company’s growth and the value of a functional CRM, superior fundraising capabilities and overall appearance to your current/ potential investors. Ultimately, Juniper Square has helped take us to the next level and freed me up personally so I can spend time on bigger picture items rather than getting stuck in the weeds. **What problems is Juniper Square solving and how is that benefiting you?** 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! ### 36. Juniper Square was the perfect choice to help enhance our growing private real estate fund. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2019 **What do you like best about Juniper Square?** The software has greatly improved our efficiency as it relates to investor communication, distributions, and subscription agreements. **What do you dislike about Juniper Square?** One area that is not strong in is downloading asset level summaries. But Juniper has advised us that they are working on this feature and should be released at some point early next year. **What problems is Juniper Square solving and how is that benefiting you?** The administrative side has helped tremendously with sending new offerings and property updates to our investors. Every investor in our Fund has given us 100% positive feedback on the ease of using Juniper Square. Having their own specialized portal and data room has given our investors the capability to view their investments at any time. ### 37. Excellent functionality and easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2020 **What do you like best about Juniper Square?** Easy to learn/use Amazing functionality Customer Service/training is amazing! **What do you dislike about Juniper Square?** Nothing! I have been very happy with every aspect of this software! **What problems is Juniper Square solving and how is that benefiting you?** Ability for investors to update information; customization of investor reports and ease of email distribution/processing ### 38. Life Changing Software! **Rating:** 5.0/5.0 stars **Reviewed by:** Natalie K. | Investment Team Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2019 **What do you like best about Juniper Square?** The transparency the investor portal provides our investors is priceless. They are able to login and see everything related to their account in one place. This saves our team so much time by the investor being able to access this information without contacting us for it. **What do you dislike about Juniper Square?** Reconciling distribution statuses manually for each investor disbursement take a lot of time. **Recommendations to others considering Juniper Square:** After researching several similar software providers and now implementing additional software, the setup and support from Juniper Square outshines the competition. I cannot speak highly enough about the knowledge and swiftness of the JS support team. Whenever I need them, they are there and are able to resolve any issues in a timely fashion. **What problems is Juniper Square solving and how is that benefiting you?** Juniper Square has allowed us to grow our investment business without having to hire additional staff. The software makes investments, distributions, and tax time a breeze. And the investor portal allows investors the transparency they need for their investments which saves us lots of phone calls and questions! I couldn't do what I do without Juniper and when I think how I ever managed without it...the answer is...I wasn't able to do all that I am able to now - we are better because of JS! ### 39. Excellent product and customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2020 **What do you like best about Juniper Square?** Juniper Square is extremely user friendly for both investors and principals. We have also had a great experience working with Taylor at JS. She is extremely responsive. **What do you dislike about Juniper Square?** The one downside I can think of is some documents ending up in client's junk folder. **What problems is Juniper Square solving and how is that benefiting you?** Many benefits. Most notably, monitoring and communicating with all investors through one streamlined interface. ### 40. Easy to work with **Rating:** 5.0/5.0 stars **Reviewed by:** Vanessa A. | Asset Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2019 **What do you like best about Juniper Square?** Juniper Square makes it so easy to manage our investors and any documents we need to get out to them. The platform is simple to work with and everything flows smoothly. **What do you dislike about Juniper Square?** I think the system runs smoothly, I am sure they will come out with even more features over time. **What problems is Juniper Square solving and how is that benefiting you?** It's allowed us to better organize our subscription agreements and track where we are with signing up the new investors. I love that it saves the information of our return investors and makes it easy for them to invest over and over again with us. ### 41. Great experience with Juniper Square **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa P. | Investor Relations, Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2019 **What do you like best about Juniper Square?** Juniper is easy to use, they offered a seamless transition from our previous platform, and the customer service is wonderful. The reporting has made much of our day to day easier and provides a more in-depth view both to the company and to investors. The follow-up and training through our Customer success manager is always quick, easy, and very thorough. Juniper Square has been a great asset to our company. The Integrations with other platforms are very clear and easy to use. **What do you dislike about Juniper Square?** There are a few features that are not yet available, but Juniper Square has been very responsive about integrating these offerings down the road. **Recommendations to others considering Juniper Square:** Set up a call with Juniper Square, ask all questions, and give all comments and concerns. Do as much training as possible, and spend time in the system figuring out how to best tailor to your company and investors. **What problems is Juniper Square solving and how is that benefiting you?** Regular reporting and easy contact with investors. The benefits of sending emails, offerings, and reporting have been above and beyond. ### 42. Juniper Square is an easy to use and well received software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2020 **What do you like best about Juniper Square?** A friendly and efficient user experience that benefits all of our investing clients. **What do you dislike about Juniper Square?** I would be helpful to better understand the formulas driving the waterfall calculations **What problems is Juniper Square solving and how is that benefiting you?** Investor Management ### 43. Juniper Square is the leader in real estate investment/investor management both open and close-ended **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2019 **What do you like best about Juniper Square?** Service is top notch. This is an emerging sector and after 9 months of rigorous research, we couldn't be happier with our decision. There are a lot of features in the pipeline and they do roll out fairly quickly. Tanner and Frances have been amazing to work with on implementation and with dozens of followup and conceptual questions. JS hires top talent reducing our dependency on outside consultants. **What do you dislike about Juniper Square?** They are making great strides in dynamic asset-level reporting as well as cascading this data to the fund level. I'm excited to see their next rollout implemented. I hope to see an accounting integration in the future to mirror Sage and JS. It would also be nice to offer additional transparency to fund investors vs individual syndication investors. This would be my only critique from the sales pitch to our actual use-case. Investor portals on the fund level are limited vs direct investors into SPEs. **Recommendations to others considering Juniper Square:** Highly recommend **What problems is Juniper Square solving and how is that benefiting you?** Providing transparency to fund investors is a huge priority for my firm, especially with the open-ended fund module. Currently, I have to reference outside sheets to provide transparency on asset-level NAV and multi-asset NAV rollup. ### 44. Juniper Squre **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2020 **What do you like best about Juniper Square?** Subscription process with multiple investors **What do you dislike about Juniper Square?** limited waterfall structures and edit functionality **What problems is Juniper Square solving and how is that benefiting you?** K1 distribution, fundraising, reporting, NAV consolidation ### 45. Our investors love it; lot's of efficiencies for our business; Can absolutely recommend it. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2019 **What do you like best about Juniper Square?** Our investors have given us really positive feedback on our new JS investor portal and eventually a system like this becomes a necessity to syndicators like us. Two process upgrades that we have really benefitted from: (1) Distribution announcements - are now branded, personalized, and specify distribution history using merge fields; (2) K1 distribution has become a cinch and has saved us many hours of back and forth communications with investors. The responsiveness of the customer success team has been excellent from day 1. Very easy to reach and very quick to respond. **What do you dislike about Juniper Square?** Only issue we ran into was that during the implementation, you are made to begin paying for your subscription even while JS is still working through getting your portal set up. In other words, We paid a five-figure one-time implementation fee, and concurrently to that fee, we had to begin paying for our subscription prior to our having access (while their engineers were still building our platform). This seemed extremely unfair, rubbed us the wrong way, and created tension with the implementation team. I highly recommend negotiating on this point prior to signing up. Seems greedy and entirely unnecessary on the part of an otherwise great company. The waterfall functionality needs work; given current programming limitations it is not something we are able to use. **What problems is Juniper Square solving and how is that benefiting you?** Professionalizing investor communications, simplifying tax reporting; tracking investment subscriptions and building out the capital stack. On these fronts, Juniper Square performs extremely well and has been a big win for us. ### 46. Juniper Square Product and Customer Service are Outstanding **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2019 **What do you like best about Juniper Square?** Juniper Square has a great backend experience for the company, and great consumer-facing tool for our investors. The customer service is stellar - smart, innovative and helpful. Our rep has helped us do things better and help make the investor experience outstanding. **What do you dislike about Juniper Square?** Our company is a single family rental builder with innovative investment opportunity. In some cases we have work arounds. Juniper Square is quick to put work orders in to enhance their platform offerings though. **Recommendations to others considering Juniper Square:** Be prepared to transition at a good time for your company - ie between big capital raises. Upload as much information upfront - get ready for the best customer service experience in the industry! **What problems is Juniper Square solving and how is that benefiting you?** Consistency, accuracy, easy access for investors, distribution of K-1s, investor updates and reports, offerings, reservations - you name it - Juniper Square has taken our reporting to our investors to the next level and beyond. ### 47. Juniper Square has made investor management a breeze and time management has increased remarkably **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel S. | Executive Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2019 **What do you like best about Juniper Square?** The Juniper portal is so easy to use and our investors love it. With the portal everything is organized and in one spot. We can easily look up client information and create reports. Their customer service department is super helpful and always available. **What do you dislike about Juniper Square?** There are no downsides to Juniper. It has made our work day much easier. **Recommendations to others considering Juniper Square:** I highly recommend Juniper Square. It was an ease to set up and the customer service is exceptional. **What problems is Juniper Square solving and how is that benefiting you?** The Juniper portal helps keep us organized. We used to spend hours creating reports for investors and now with Juniper we can create reports with just the click of a button. ### 48. Amazing Investor Relations Software **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan W. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2019 **What do you like best about Juniper Square?** I love how easy the integration is with our existing spreadsheets was. It was an easy process to transfer everything over. The Customer Service is quick to respond and always willing to help. It has made reaching out to our investors that much easier. **What do you dislike about Juniper Square?** There isn't anything that I can say I dislike at all at this time. **What problems is Juniper Square solving and how is that benefiting you?** It is extremely nice to have their help to set up the waterfall correctly. Being able to click a button for distributions has been awesome. It has made my job so much easier. ### 49. Customer Support is Always Top Notch **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2019 **What do you like best about Juniper Square?** Whenever I have a question, I am able to get an answer very quickly. Customer support always answers the phones right away and they are always very helpful. I am also able to email our rep with any questions and get solutions quickly. I don't often have time to have to wait for answers, help, or solutions. I am so glad that Juniper Square is so responsive. **What do you dislike about Juniper Square?** At the very beginning, I would have liked a bit more of a tutorial. But, because they are so responsive when I have questions, this did not become an issue. **What problems is Juniper Square solving and how is that benefiting you?** I like how things are organized. If I need to look something up about one of our investors, I generally turn to Juniper Square instead of looking through our records in dropbox. ### 50. Juniper Square Gets It! **Rating:** 4.5/5.0 stars **Reviewed by:** Brian S. | CONTROLLER, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2019 **What do you like best about Juniper Square?** Ease of migration, ease of admin and use. Excellent support. **What do you dislike about Juniper Square?** Patiently waiting on enhanced features in support of open-ended funds. **Recommendations to others considering Juniper Square:** In the end, it's about the people behind the product, not just the technology. Be sure to assess both the tech AND THE TEAM when evaluating different platform vendors. **What problems is Juniper Square solving and how is that benefiting you?** Switching to JS cut the time it takes for our monthly distributions to investors and sending of distribution notices from one full day per month to less than an hour. Archives all investor documents and easily facilitates electronic distribution of tax forms. Fundraising and tracking of campaigns has been greatly enhanced. ## Juniper Square Discussions - [How has Juniper Square supported your real estate investment management, and what features do you rely on?](https://www.g2.com/discussions/how-has-juniper-square-supported-your-real-estate-investment-management-and-what-features-do-you-rely-on) - [View Juniper Square pricing details and edition comparison](https://www.g2.com/products/juniper-square/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-20+05%3A51%3A44+-0500&secure%5Bsession_id%5D=7a4a8ed3-4dc4-4669-a0f1-df489a64c04b&secure%5Btoken%5D=1b2dbfb12d41b2bfff0b9fa0d8b52c5331f4ef90d8c2e13e24b0fbcb963cddb5&format=llm_user) ## Juniper Square Integrations - [Docusign](https://www.g2.com/products/docusign/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Lob](https://www.g2.com/products/lob/reviews) - [Nasdaq eVestment™](https://www.g2.com/products/nasdaq-evestment/reviews) - [Preqin Pro](https://www.g2.com/products/preqin-pro/reviews) - [SAML Single Sign-On](https://www.g2.com/products/saml-single-sign-on/reviews) ## Juniper Square Features **Platform Basics** - Interoperability - Reporting **Portfolio Monitoring** - Asset Management - Portfolio Management - Market Research - Investment Management **Investment Management** - Investment Portfolio Management - Investment Analytics - Reporting **Platform Content** - Automation **Investment Operations Management** - Investor Portal - Back-Office Operations - Fundraising Management - Investor Reporting **Fund Management** - Limited Partner Management - Fund Administration **Platform Data** - Visualization - Dashboard - Alerts and Notifications **Agentic AI - Venture Capital Management** - Cross-system Integration - Natural Language Interaction - Decision Making **Platform Additional Functionality** - Cloud - Portal - Investor Statements - Mobility ## Top Juniper Square Alternatives - [Agora Real Estate](https://www.g2.com/products/agora-real-estate/reviews) - 4.8/5.0 (316 reviews) - [InvestNext](https://www.g2.com/products/investnext/reviews) - 4.6/5.0 (237 reviews) - [AppFolio Investment Manager](https://www.g2.com/products/appfolio-investment-manager/reviews) - 4.5/5.0 (171 reviews)