A plan for every business
Juniper Square evolves with your business. Find the perfect plan to fit your needs.
Sponsor
All-in-one investment management for early-stage syndicators.
Includes:
- CRM
- Data Rooms
- Online Subscriptions
- Investor Portal
- Distribution Notices
Professional
Complete investment management for any size partnership.
Includes Sponsor, plus:
- Dynamic Subscriptions
- Net Income Accounting
- Advanced Investment Structures
- PCAP Statements
Institutional
Deeply customizable investment management for your business.
Includes Professional, plus
- Net Income Notices
- Management Fee Ledger
- Employee Participation Plans
- Dedicated Success Manager
| Sponsor | Professional | Institutional |
| CRM | |||
| Investor Management | ✓ | ✓ | ✓ |
| Data Management Tools | ✓ | ✓ | ✓ |
| Email Integration | ✓ | ✓ | ✓ |
| Email Distribution Lists | ✓ | ✓ | ✓ |
| Lead Management | ✓ | ✓ | ✓ |
| Custom Fields | ✓ | ✓ | |
| Ad-Hoc Distribution Lists | ✓ | ✓ |
| Fundraising Automation | |||
| Prospect Management | ✓ | ✓ | ✓ |
| Customizable Data Rooms | ✓ | ✓ | ✓ |
| NDA Automation | ✓ | ✓ | ✓ |
| Online Subscriptions | ✓ | ✓ | ✓ |
| Document Watermarking | ✓ | ✓ | |
| Multiple NDAs | ✓ | ✓ | |
| Dynamic Subscriptions | ✓ | ✓ | |
| Prospect Table Customization | ✓ | ✓ |
| Investor Portal | |||
| Investment Correspondence | ✓ | ✓ | ✓ |
| Account Overview | ✓ | ✓ | ✓ |
| Balances and Metrics | ✓ | ✓* | ✓ |
| Transaction Details | ✓ | ✓* | ✓ |
| Document Sharing | ✓ | ✓ | ✓ |
| Investor-Controlled Profiles | ✓ | ✓ | ✓ |
| Detailed Asset Reporting | ✓ | ✓ | ✓ |
* w/ Accounting Data Import or Accounting Systems Integration | |||
| Investment Operations | |||
| Capital Calls and Distributions | ✓ | ✓ | ✓ |
| NAV Calculations | ✓ | ✓ | ✓ |
| Waterfall Automation | ✓ | ✓ | ✓ |
| Accounting Data Import | ✓ | ✓ | ✓ |
| Performance Calculations | ✓ | ✓ | ✓ |
| Payments | ✓ | ✓ | ✓ |
| Configurable Transaction Types | ✓ | ✓ | ✓ |
| Investment Data Export | ✓ | ✓ | |
| Net Income Accounting | ✓ | ✓ | |
| Tax Estimates | ✓ | ✓ | |
| Open End Funds | ✓ | ✓ | |
| Advanced Investment Structures | ✓ | ✓ | |
| Time-Weighted Returns | ✓ | ✓ | |
| Management Fee Ledger | ✓ |
| Investor Reporting | |||
| Investor Reports | ✓ | ✓ | ✓ |
| Transaction Notices | ✓ | ✓ | ✓ |
| Custom Stationery | ✓ | ✓ | ✓ |
| Capital Account Statements | ✓ | ✓ | |
| Net Income Notices | ✓ | ||
| ILPA Notices | ✓ | ||
| Management Fee Notices | ✓ |
| Compliance & Security | |||
| Audit Log | ✓ | ✓ | ✓ |
| Advanced Permissions | ✓ | ✓ | |
| Email Archive | ✓ | ✓ | |
| Accounting Systems Integration | Setup + Monthly Fee | Setup + Monthly Fee | |
| Compliance Audits | ✓ | ✓ | |
| Enhanced SLA | ✓ | ✓ | |
| Off-Cloud Backups | ✓ | ✓ | |
| Employee Participation Plans | ✓ |
| Success & Implementation | |||
| Education Resources | ✓ | ✓ | ✓ |
| Customer Support | ✓ | ✓ | ✓ |
| Success Manager | ✓ | ✓ | |
| Implementation | Price Varies | Price Varies | Price Varies |
Administration Services
Fund Administration
Scale efficiently with accounting, treasury, and reporting services built for CRE manager and investor needs.
Managed Subscriptions
Increase fundraising productivity with a fully-managed online workflow that investors prefer, plus KYC & Watchlist checks.