Generated from real user reviews
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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
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
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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.
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,
See Related User Reviews
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.
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
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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-st
Aric R.
Mid-Market (51-1000 emp.)
4.0/5
"Juniper Square is a great platform for investor management!"
What do you like about Juniper Square?
From the investor standpoint, from receiving, reviewing and executing offering documents, it is a fairly straightforward and easy to use process. From
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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.
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-st
See Related User Reviews
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.
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 subscription
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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
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.
See Related User Reviews
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 subscription
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
See Related User Reviews
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 som
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
See Related User Reviews
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
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
I like how user friendly the software is. Review collected by and hosted on G2.com.
Part of the onboard process was difficult, including uploading excel spreadsheets in a specific way to the platform. Review collected by and hosted on G2.com.
lay out, credibility, customer support during implementation; Taylor is awesome and ridiculously helpful Review collected by and hosted on G2.com.
Initial layout/review how it works; way too brief and rushed Review collected by and hosted on G2.com.
System is fairly easy to navigate, always feel supported. Review collected by and hosted on G2.com.
Would like it to merge with Zoho-we have been given support to merge our contacts from Zoho. Review collected by and hosted on G2.com.
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, Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
The software has greatly improved our efficiency as it relates to investor communication, distributions, and subscription agreements. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
Easy to learn/use
Amazing functionality
Customer Service/training is amazing! Review collected by and hosted on G2.com.
Nothing! I have been very happy with every aspect of this software! Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
Reconciling distribution statuses manually for each investor disbursement take a lot of time. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
The one downside I can think of is some documents ending up in client's junk folder. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
I think the system runs smoothly, I am sure they will come out with even more features over time. Review collected by and hosted on G2.com.
