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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

That the platform is super friendly and easy to use, both for investors and for the staff that populates it Review collected by and hosted on G2.com.

That the feature to calculate the yield since the acquisition of the asset is not yet available Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

We are still learning about all of the features of Juniper, nothing comes to mind. Review collected by and hosted on G2.com.

More efficient way to organize and administer investor reporting and the subscription process. Solid assistance from Victoria (our relationship manager). Review collected by and hosted on G2.com.

Some things are not customizable or don't work (NACHA files, JV arrangements, multi step preferred returns, email blast limits) Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Juniper Square is very user-friendly. The staff including our Customer Success Manager Taylor is extremely knowledgeable and willing to help wherever needed. Review collected by and hosted on G2.com.

So far we have not experienced any problems or issues with the portal. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.