--- 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: '2026-08-07' parent\_category: name: Real Estate url: https://www.g2.com/categories/real-estate --- ### Juniper Square Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users value the **organization of investor data** in Juniper Square, enhancing their efficiency and overall experience. [(6 mentions)](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=1674418&qs=pros-and-cons#reviews) Users value the **high-quality platform** of Juniper Square, noting its continuous improvements and exceptional support. [(5 mentions)](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=2028791&qs=pros-and-cons#reviews) Users commend the **responsive customer support** of Juniper Square, enhancing their experience with timely assistance and teamwork. [(4 mentions)](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=2106237&qs=pros-and-cons#reviews) Users value the **navigation ease** of Juniper Square, appreciating its user-friendly access to multiple interconnected entities. [(3 mentions)](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=1674122&qs=pros-and-cons#reviews) Users appreciate the **user-friendly interface** of Juniper Square, enabling seamless fundraising and streamlined investor interactions. [(3 mentions)](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=1674015&qs=pros-and-cons#reviews) Users express concerns about **inefficient manual processes** that complicate transaction approvals and hinder workflow efficiency. [(3 mentions)](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=1674267&qs=pros-and-cons#reviews) Users find **integration issues** with Juniper Square, citing lack of meaningful accounting integration and cumbersome processes. [(2 mentions)](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=2076767&qs=pros-and-cons#reviews) Users note the **missing features** in Juniper Square, highlighting limitations for scaling and functionality for investors. [(2 mentions)](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=1674157&qs=pros-and-cons#reviews) Users express frustration with **payment issues** as Juniper Square lacks meaningful accounting integration, complicating investor management. [(2 mentions)](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=2076783&qs=pros-and-cons#reviews) Users express frustration with Juniper Square's **poor CRM integration** , seeing it as just a storage solution lacking essential functionality. [(2 mentions)](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=2076752&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Juniper Square ##### 1. Organization Users value the **organization of investor data** in Juniper Square, enhancing their efficiency and overall experience. [ See 6 mentions ](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=1674418&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G Verified User Small-Business (50 or fewer emp.) 4.5/5 "Effortless Document Management and Accurate Record-Keeping" What do you like about Juniper Square? Many users frequently mention the ease with which they can locate documents, monitor commitments, and keep investor records accurate. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 3.5/5 "Juniper Review" What do you like about Juniper Square? Investor data and reporting organized in one space ##### 2. Platform Quality Users value the **high-quality platform** of Juniper Square, noting its continuous improvements and exceptional support. [ See 5 mentions ](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=2028791&qs=pros-and-cons#reviews) See Related User Reviews ![Kate M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kate M.") KM Kate M. Mid-Market (51-1000 emp.) 5.0/5 "Director of Finance" What do you like about Juniper Square? What I appreciate most about Juniper Square is their supportive customer service and how responsive they are when I have questions. Their growth minds ![Ann M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ann M.") AM Ann M. Small-Business (50 or fewer emp.) 4.5/5 "A Game-Changer for our Firm" What do you like about Juniper Square? Juniper Square was implemented at our firm when we launched both an open-end fund and a closed-end fund several years ago. Since we are a small firm, ##### 3. Customer Support Users commend the **responsive customer support** of Juniper Square, enhancing their experience with timely assistance and teamwork. [ See 4 mentions ](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=2106237&qs=pros-and-cons#reviews) See Related User Reviews ![Kate M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kate M.") KM Kate M. Mid-Market (51-1000 emp.) 5.0/5 "Director of Finance" What do you like about Juniper Square? What I appreciate most about Juniper Square is their supportive customer service and how responsive they are when I have questions. Their growth minds ![Franklin A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Franklin A.") FA Franklin A. Small-Business (50 or fewer emp.) 5.0/5 "Its an insightful update and great networking" What do you like about Juniper Square? The overview of upcoming developments at Juniper Square and the opportunity to meet some of the leadership was great! The round table with peers was a ##### 4. Navigation Ease Users value the **navigation ease** of Juniper Square, appreciating its user-friendly access to multiple interconnected entities. [ See 3 mentions ](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=1674122&qs=pros-and-cons#reviews) See Related User Reviews ![Jacob N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jacob N.") JN Jacob N. Small-Business (50 or fewer emp.) 4.5/5 "Product review" What do you like about Juniper Square? I like how you can get to different places through multiple ways. Especially different entities that are connected to one another. VL Valorie L. Small-Business (50 or fewer emp.) 5.0/5 "Our Juniper Square Solution" What do you like about Juniper Square? Juniper Square streamlines our fundraising and subscription process for our investors. It is very user friendly and our investors love having a one-s ##### 5. User Interface Users appreciate the **user-friendly interface** of Juniper Square, enabling seamless fundraising and streamlined investor interactions. [ See 3 mentions ](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=1674015&qs=pros-and-cons#reviews) See Related User Reviews VL Valorie L. Small-Business (50 or fewer emp.) 5.0/5 "Our Juniper Square Solution" What do you like about Juniper Square? Juniper Square streamlines our fundraising and subscription process for our investors. It is very user friendly and our investors love having a one-s ![Ann M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ann M.") AM Ann M. Small-Business (50 or fewer emp.) 4.5/5 "A Game-Changer for our Firm" What do you like about Juniper Square? Juniper Square was implemented at our firm when we launched both an open-end fund and a closed-end fund several years ago. Since we are a small firm, ### 5 Cons or Disadvantages of Juniper Square ##### 1. Manual Processes Users express concerns about **inefficient manual processes** that complicate transaction approvals and hinder workflow efficiency. [ See 3 mentions ](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=1674267&qs=pros-and-cons#reviews) See Related User Reviews ![Jacob N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jacob N.") JN Jacob N. Small-Business (50 or fewer emp.) 4.5/5 "Product review" What do you dislike about Juniper Square? I wish there was an easier way to find check payments and other transactions that require approval from the dashboard page. Currently, I need to be to ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "Juniper Square is easy to use and they are making updates constantly. Would be lost without it." What do you dislike about Juniper Square? Contacts could use more filters. I can get halfway there but need to manually finish what I am trying to do. ##### 2. Integration Issues Users find **integration issues** with Juniper Square, citing lack of meaningful accounting integration and cumbersome processes. [ See 2 mentions ](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=2076767&qs=pros-and-cons#reviews) See Related User Reviews ![Erin C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Erin C.") EC Erin C. Small-Business (50 or fewer emp.) 4.0/5 "Investor Relations Manager with 5+ years experience with JS" What do you dislike about Juniper Square? Not great for scaling business with volume: 1) need Customer ID to distinguish individuals with the same name 2) building positions from subscriptio MG Michael G. Small-Business (50 or fewer emp.) 0.5/5 "Not an all-in-one solution, disappointed as a secluded portal demanding excessive maintenance" What do you dislike about Juniper Square? Juniper Square was pitched as a complementary tool with promised Yardi integration to streamline investor management, but it deeply disappointed as li ##### 3. Missing Features Users note the **missing features** in Juniper Square, highlighting limitations for scaling and functionality for investors. [ See 2 mentions ](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=1674157&qs=pros-and-cons#reviews) See Related User Reviews ![Nicole W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nicole W.") NW Nicole W. Small-Business (50 or fewer emp.) 5.0/5 "Highly recommend!" What do you dislike about Juniper Square? Juniper Square is still building out the portal to be tailored to private equity, so some of the functionality isn’t quite there yet, but it sounds li ![Erin C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Erin C.") EC Erin C. Small-Business (50 or fewer emp.) 4.0/5 "Investor Relations Manager with 5+ years experience with JS" What do you dislike about Juniper Square? Not great for scaling business with volume: 1) need Customer ID to distinguish individuals with the same name 2) building positions from subscriptio ##### 4. Payment Issues Users express frustration with **payment issues** as Juniper Square lacks meaningful accounting integration, complicating investor management. [ See 2 mentions ](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=2076783&qs=pros-and-cons#reviews) See Related User Reviews ![Ann M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ann M.") AM Ann M. Small-Business (50 or fewer emp.) 4.5/5 "A Game-Changer for our Firm" What do you dislike about Juniper Square? Our firm does not have any major things that we dislike about Juniper Square. We did have some issues with the automated subscription process with so MG Michael G. Small-Business (50 or fewer emp.) 0.5/5 "Not an all-in-one solution, disappointed as a secluded portal demanding excessive maintenance" What do you dislike about Juniper Square? Juniper Square was pitched as a complementary tool with promised Yardi integration to streamline investor management, but it deeply disappointed as li ##### 5. Poor CRM Integration Users express frustration with Juniper Square's **poor CRM integration** , seeing it as just a storage solution lacking essential functionality. [ See 2 mentions ](https://www.g2.com/products/juniper-square/reviews?filters%5Bsentiment_snippet%5D=2076752&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 3.5/5 "Juniper Review" What do you dislike about Juniper Square? Would like to see Better CRM functionality MG Michael G. Small-Business (50 or fewer emp.) 0.5/5 "Not an all-in-one solution, disappointed as a secluded portal demanding excessive maintenance" What do you dislike about Juniper Square? Juniper Square was pitched as a complementary tool with promised Yardi integration to streamline investor management, but it deeply disappointed as li ## Top-Rated Alternatives [ ![Agora Real Estate](https://images.g2crowd.com/uploads/product/hd_favicon/acdb1e42fe763e1d44bd41371d70b727/agora-real-estate.svg "Agora Real Estate") Agora Real Estate 4.8/5(318) ](https://www.g2.com/products/agora-real-estate/reviews) [ ![InvestNext](https://images.g2crowd.com/uploads/product/hd_favicon/cb424546cf0e19fa6a6b2aee1cf49d79/investnext.svg "InvestNext") InvestNext 4.6/5(277) ](https://www.g2.com/products/investnext/reviews) [ ![AppFolio Investment Manager](https://images.g2crowd.com/uploads/product/hd_favicon/fd094c622cf8f3cd58d335fa6789b4a5/appfolio-investment-manager.svg "AppFolio Investment Manager") AppFolio Investment Manager 4.5/5(175) ](https://www.g2.com/products/appfolio-investment-manager/reviews) [ View All Alternatives ](https://www.g2.com/products/juniper-square/competitors/alternatives) ![Lynnie H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lynnie H.") LH Lynnie H. Director Mid-Market (51-1000 emp.) 10/16/2024 "Attractive CRM and Nice Structure" 4.5/5 What do you like best about Juniper Square? The logical organization is wonderful. The system is consistent and easy to understand and ensures a tidy, efficient, and accurate ability to share information and documents with investors. Review collected by and hosted on G2.com. What do you dislike about Juniper Square? Search functionality is frustrating both from the GP and LP sides. Review collected by and hosted on G2.com. What problems is Juniper Square solving and how is that benefiting you? Professional portal experience Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite DR David R. Small-Business (50 or fewer emp.) 9/21/2023 "Juniper Square has revolutionized our investor relations and capital raising processes!" 5/5 What do you like best about Juniper Square? Juniper Square is an outstanding CRM and capital raising platform. All of our investor information is displayed in a clear and concise manner and is easy to update. The search bar function makes it easy to locate specific information. Customizable fields allow me to add information that provides additional data to investors. The subscription process (including DocuSign) has made our capital raising process so much more efficient. Customer support over the past two years has been outstanding! Review collected by and hosted on G2.com. What do you dislike about Juniper Square? The only inconvenient issue that I've discovered so far is that certain aspects of Transactions cannot be updated. For example, I created contribution transactions for two of our recent investments, but forgot to denote units and unit values. Instead of being able to update this information, I had to completely delete the transactions for all positions and recreate them. There were nearly 100 transactions between the two investment entities and it was very time consuming. Simply being able to update the existing transaction to add units and unit values would have been much more convenient. Review collected by and hosted on G2.com. What problems is Juniper Square solving and how is that benefiting you? Juniper Square recently upgraded the Subscription process and created some new features that finally allowed us to use it for capital raising. The integration with DocuSign for electronic signatures is fantastic! Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Real Estate](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Real Estate") AR Verified User in Real Estate Enterprise (\> 1000 emp.) 5/26/2023 "Great software for managing a large number of investments and providing a great portal for investors" 4.5/5 What do you like best about Juniper Square? Juniper Square prioritizes the security of your data. With robust measures in place, you can rest assured that your sensitive information is safe and protected. Review collected by and hosted on G2.com. What do you dislike about Juniper Square? Learning Curve: For users who are new to the platform or unfamiliar with similar systems, there may be a slight learning curve when getting started with Juniper Square. The robust features and functionalities can take some time to fully grasp, which might require additional training or support for optimal utilization. Review collected by and hosted on G2.com. What problems is Juniper Square solving and how is that benefiting you? -Manual and Time-Consuming Processes: Juniper Square streamlines and automates various investment management tasks, reducing the need for manual data entry, paperwork, and administrative work. This frees up valuable time and resources, allowing professionals to focus on strategic decision-making and growing their business. -Investor Communication and Transparency: Juniper Square provides a centralized investor portal that offers secure access to important documents, performance metrics, and updates. This enhances transparency and fosters stronger relationships with investors by providing timely and accurate information, thereby increasing trust and confidence. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Commercial Real Estate](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Commercial Real Estate") UC Verified User in Commercial Real Estate Small-Business (50 or fewer emp.) 5/15/2023 "Easy to Use Investor Interface" 4.5/5 What do you like best about Juniper Square? Juniper Square is an excellent tool for providing transparency to investors. The investor interface is straightforward and provides all the details investors need to stay informed on their investments. On the backend, it is easy and efficient to upload multiple customized reports at once. Review collected by and hosted on G2.com. What do you dislike about Juniper Square? The backend is a bit difficult to use and not intuitive at first. When managing hundreds or thousands of contacts or accounts, it would be helpful if Juniper Square could proactively identify duplicates or unused accounts. In addition, it would be great to have more optionality with designing/customizing emails. Right now, there are not too many tools to format the email, and when I draft something in Outlook, all the formatting is lost when I copy it over. Review collected by and hosted on G2.com. What problems is Juniper Square solving and how is that benefiting you? Rather than handling all investor management through Excel or Outlook, Juniper Square provides an easy-to-use interface that investors like and an efficient backend that saves us time. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Jasmine N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jasmine N.") JN Jasmine N. Small-Business (50 or fewer emp.) 3/26/2020 "The Cost Of Stagnating & Inaction - What's More Expensive - Totally Up To You!" 5/5 What do you like best about Juniper Square? If you intend to deliver excellent work with minimal effort, Juniper Square is the tool for you. If you intend to wait, waste your time and your team's time, get frustrated and use less than the most empowering tool, then there are other tools for you. Please consider that I'm taking time to write this for your benefit to save you and your whole team time - and time is our most valuable resource. Having a strong command of Juniper Square and using it to its fullest will allow your team to work orders of magnitude more quickly and focus on generative work versus administrative work. Review collected by and hosted on G2.com. What do you dislike about Juniper Square? They haven't automated all of my jobs yet so that I can be with more investors in person or on the phone. Seriously - Juniper Square is the best tool out there. There is nothing about it that I dislike. If others complain, it's due to a lack of command of the software. Review collected by and hosted on G2.com. Recommendations to others considering Juniper Square: Don't wait. You will grow drastically if you implement Juniper Square with integrity. You have to learn it, and invest in setting it up powerfully, then you will go from driving a Honda to a Ferrari. Review collected by and hosted on G2.com. What problems is Juniper Square solving and how is that benefiting you? K-1's take a small fraction of the time that they used to. My inbox is full of intentional email rather than administrative ones. My team and I work more quickly together. My investors and team are empowered at their own disposition, not mine. My firm looks and is more professional and institutional when interacting with LP's. There is nothing that Juniper Square hasn't found one or two solutions for even the most specific or marginal cases. Review collected by and hosted on G2.com. Show More 2/23/2023 Current UserValidated ReviewerSource: Seller invite KR Kristen R. Small-Business (50 or fewer emp.) 8/15/2023 "I'm in love" 5/5 What do you like best about Juniper Square? Juniper is easy for our investors and our internal staff to use. If you have tecnical questions you are able to speak to a human and they resolve it quickly. Review collected by and hosted on G2.com. What do you dislike about Juniper Square? Some times we want to pull reports that we can't pull with out pulling multiple reports and merging them. Review collected by and hosted on G2.com. What problems is Juniper Square solving and how is that benefiting you? Juniper autmoates many processes. This in turn reduces time for tasks and errors. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic NG Natalie G. Small-Business (50 or fewer emp.) 3/3/2023 "Juniper Square for Owner/Operators" 5/5 What do you like best about Juniper Square? easy to use, great customer service, always innovating new add ons to their products, our investors love using it because it is intuitive to them, and they have one central place to see their investments, Review collected by and hosted on G2.com. What do you dislike about Juniper Square? I wish that there could be something regarding more customization on the investor reporting tool, which i have spoken to them about and i know they are working on Review collected by and hosted on G2.com. What problems is Juniper Square solving and how is that benefiting you? communication with investors, fund raising for new deals, distribution of materials for new opportunities, all tax and other documents investors need, quarterly reporting and distribution Review collected by and hosted on G2.com. Show More 5/11/2023 Current UserValidated ReviewerIncentivizedSource: Seller invite TS Tanu S. IT Service Engineer Head Information Technology and Services Mid-Market (51-1000 emp.) 4/14/2023 "Juniper Square Review Pros and Cons" 5/5 What do you like best about Juniper Square? Investors will find it easy to use, secure and organises information. The migration was more straightforward than expected because of the Juniper implementation team's promptness and responsiveness. The website is well-liked by our investors, who find it valuable and concise. Juniper Square's portal is user-friendly and intuitive, and our investors appreciate being able to access their current and historical investor information on their own time. Review collected by and hosted on G2.com. What do you dislike about Juniper Square? I'm not sure if we currently have any disadvantages. There are very few aspects of the software that I don't like. I'm also looking forward to the mobile app version so I can access it anywhere. Review collected by and hosted on G2.com. What problems is Juniper Square solving and how is that benefiting you? Our staff and our investors can easily connect, share pertinent news and information, and create quarterly investor statements using Juniper Square. The Juniper Square interface is user-friendly and convenient for our investors. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Real Estate](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Real Estate") AR Verified User in Real Estate Enterprise (\> 1000 emp.) 5/24/2023 "Juniper Square has revolunized the way we intereact with our Investors!" 5/5 What do you like best about Juniper Square? Our Investors' PII data and investment agreements are housed in a secure third-party site, allowing the Investor to manage their own credentials and quickly locate essential documents and information. Juniper Square alleviates the worry and burden of housing such sensitive information in-house. The ease, efficiency and time savings of issuing annual K-1s to the Investors have lifted a huge administrative burden off our Tax Department, allowing them to dedicate time to more critical analytics. Review collected by and hosted on G2.com. What do you dislike about Juniper Square? The subscription process needs to be more intuitive. A common error seen with repeat subscribers is they miss the account drop-down list and add their account again, requiring a merge on the back end. In addition to the commitment amount, adding a couple more custom fields to house unique prospect details would make the subscription process much more flexible. These two custom fields could be optional and show under a section called other or misc under the Investor Questionnaire. There is often additional information we need the prospect to acknowledge when subscribing. Review collected by and hosted on G2.com. What problems is Juniper Square solving and how is that benefiting you? It streamlines communications with our investors and creates more efficiencies around time-sensitive processes and deadlines that impact Tax, Corporate Finance and Accounting. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Jessica R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jessica R.") JR Jessica R. Director of Investor Relations Small-Business (50 or fewer emp.) 12/20/2022 "Customer Service is Top Notch here" 5/5 What do you like best about Juniper Square? Juniper Square is a fully customizable solution to meet all of your fundraising and investor relations needs. I have now used them with 3 different companies, and my experience has actually improved over time since they continue to listen to users and add new functionality. Importantly, when you run into those invariable issues, their customer service support is just a call or email away. Their reps are knowledgable, well trained and friendly. I have rarely had an issue that couldn't be solved on the first phone call-- where else in tech support is that ever true? Review collected by and hosted on G2.com. What do you dislike about Juniper Square? There is so much functionality that it does take time to learn the software and to train new employees. Juniper Square does offer resources, but there is a learning curve for new users given the sheer volume of different applications available to customers. Review collected by and hosted on G2.com. What problems is Juniper Square solving and how is that benefiting you? We are a small boutique real estate private equity group with only four full-time employees. Utilizing Juniper Square to streamline our investor relations process from sharing deal information through subscriptions, investor reports, and K-1s is an invaluable tool for our business. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ##### Categories on G2 [Real Estate Investment Management](https://www.g2.com/categories/real-estate-investment-management)[Venture Capital Management](https://www.g2.com/categories/venture-capital-management) ##### Explore More [Most recommended data room software in tech industry](https://www.g2.com/discussions/most-recommended-data-room-software-in-tech-industry)[Which exit interview management platforms enable truly anonymous feedback to capture genuine employee concerns?](https://www.g2.com/discussions/which-exit-interview-management-platforms-enable-truly-anonymous-feedback-to-capture-genuine-employee-concerns)[Which HR service delivery tools work well for a team without dedicated IT support that still needs to deliver a consistent, high-quality employee service experience?](https://www.g2.com/discussions/which-hr-service-delivery-tools-work-well-for-a-team-without-dedicated-it-support-that-still-needs-to-deliver-a-consistent-high-quality-employee-service-experience) [Which Blockchain as a Service platforms provide the strongest cross-chain support for Ethereum, Solana, and emerging networks?](https://www.g2.com/discussions/which-blockchain-as-a-service-platforms-provide-the-strongest-cross-chain-support-for-ethereum-solana-and-emerging-networks)[What is the best all-around 3D modeling and rendering package for a freelancer who needs a single tool for client work rather than assembling a separate pipeline?](https://www.g2.com/discussions/what-is-the-best-all-around-3d-modeling-and-rendering-package-for-a-freelancer-who-needs-a-single-tool-for-client-work-rather-than-assembling-a-separate-pipeline)[Pros and Cons Details](https://www.g2.com/products/juniper-square/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)