What is Juniper Square?

Juniper Square is a cloud-based investment management platform designed to serve enterprises and agencies. The prime features include accounting management, client management, task management, partnership accounting, critical date alerts, fund management, document management, payment distribution, file sharing, and customizable reporting at one place. Juniper Square is easy-to-use for the manager, provides a unique experience to the investor, and was created specifically for the real estate industry.

The platform allows users to create a database for current and prospective investors while keeping records of phone calls and meetings. Managers can use Juniper Square to organize and track fundraising, emails, and document sharing for team members. Additionally, finance teams are able to create workflows based on transaction processing rules, such as capital and net asset value (NAV) calls, and distribute payments to investors via ACH and automated checks. This online investment management system generates customizable capital account statements and transaction notices, allowing investors to view detailed asset-level metrics. 

A purpose-built CRM helps GPs and LPs improve partner communication, increase internal collaboration, and establish effective, reliable, and friendly relationships with a unified view.

Key pros of using Juniper Square:

  • Juniper Square can help you improve productivity and delight investors through a unified and seamless experience with flexible solutions for your business;
  • Effective scaling. You can use Juniper Square`s solutions to scale your business without additional costs;
  • Expanding your team. Modern technology, services, and purpose-built CRM  ensure a trusted partnership;
  • You can create a powerful, and user-friendly portal experience from the industry’s leader and delight investors.

It is available on an annual subscription and provides support via phone and email.

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