Juniper Square evolves with your business. Find the perfect plan to fit your needs.
Sponsor
All-in-one investor relations software designed for early-stage syndicators.
Includes:
Professional
Comprehensive solutions for businesses with robust investor requirements.
Includes Sponsor, plus:
Enterprise
Flexible and tailored solutions for businesses that manage institutional capital.
Includes Professional, plus
Sponsor | Professional | Enterprise |
Customer Relationship Management (CRM) | |||
Investor Management | ✓ | ✓ | ✓ |
Data Management Tools | ✓ | ✓ | ✓ |
Activity Tracking | ✓ | ✓ | ✓ |
Investor Emails | ✓ | ✓ | ✓ |
Lead Management | ✓ | ✓ | ✓ |
Custom Fields | ✓ | ✓ | ✓ |
Juniper Square for Outlook | ✓ | ✓ | |
Email Archive | ✓ | ✓ |
Fundraising | |||
Prospect Management | ✓ | ✓ | ✓ |
Customizable Data Rooms | ✓ | ✓ | ✓ |
NDA Automation | ✓ | ✓ | ✓ |
E-Signature Support | ✓ | ✓ | ✓ |
Online Subscriptions | ✓ | ✓ | ✓ |
Document Watermarking | ✓ | ✓ | |
Multiple NDAs | ✓ | ✓ | |
Dynamic Subscriptions | ✓ | ✓ | |
Prospect Table Customization | ✓ | ✓ | |
Customer Identification and Watchlist Screening | ✓ | ✓ |
Partnership Profiles | |||
Basic Investment Structures | ✓ | ✓ | ✓ |
Accounting Data Import | ✓ | ✓ | ✓ |
Waterfall Automation | ✓ | ✓ | ✓ |
Configurable Transaction Types | ✓ | ✓ | ✓ |
Investor Transfers | ✓ | ✓ | ✓ |
Configurable Performance Metrics | Yield, DPI, Completed IRR | Projected IRR, RVPI, TVPI | Time-weighted Returns |
Manage Payments | ✓ | ✓ | ✓ |
Investment Data Export | ✓ | ✓ | ✓ |
Net Asset Value (NAV) Accounting | ✓ | ✓ | |
Net Income Accounting | ✓ | ✓ | |
Open End Funds | ✓ | ✓ | |
User Permissions & Audit Log | ✓ | ✓ | |
Advanced User Permissions | ✓ | ✓ | |
Advanced Investment Structures | ✓ | ✓ | |
Data Sharing Controls | ✓ | ✓ | |
Management Fee Ledger | ✓ | ||
Contact Partitioning & Employee Participation Plans | ✓ | ||
Enhanced SLA | ✓ |
Investor Portal | |||
Dynamic Investor Experience | ✓ | ✓ | ✓ |
Track Activity | ✓ | ✓ | ✓ |
Account Overview | ✓ | ✓ | ✓ |
Capital Balances | ✓ | ✓ | ✓ |
Document Sharing | ✓ | ✓ | ✓ |
Investor-Controlled Profiles | ✓ | ✓ | ✓ |
Transaction Details | ✓ | ✓ | ✓ |
User Authentication & Security | ✓ | ✓ | ✓ |
Performance Metrics | ✓ | ✓ | |
Detailed Asset Reporting | ✓ | ✓ |
Investor Reporting | |||
Custom Stationery | ✓ | ✓ | ✓ |
Capital Call and Distribution Notices | ✓ | ✓ | ✓ |
Personalized Investment Summaries | ✓ | ✓ | |
NAV Statement | ✓ | ✓ | |
Capital Account Statements | ✓ | ✓ | |
Net Income Notices | ✓ | ✓ | |
Asset Report PDFs | ✓ | ✓ | |
ILPA Notices | ✓ | ||
Management Fee Notices | ✓ | ||
Industry Standard Reporting Template Export | ✓ |
Insights | |||
Dynamic Dashboards | Priced Separately | ✓ | |
Automated Email Alerts | Priced Separately | ✓ | |
Custom Dashboards | ✓ | ||
Editable Dashboards | ✓ |
Compliance & Data Services | |||
Compliance Diligence | Priced Separately | Priced Separately | |
Off-Cloud Backups | Priced Separately | Priced Separately | |
Accounting Systems Integration | Priced Separately | ||
Data Connector | Priced Separately |
Customer Success | |||
Education Resources | ✓ | ✓ | ✓ |
Customer Support | ✓ | ✓ | ✓ |
Success Manager | ✓ | ✓ |
Outsourced administration of fund financials and partnership information via a modern portal experience.
Management of portal data, subscriptions and distributions for the time-starved professional who manages deals.
Expert guidance and hands-on configuration of partnership data, digital subscriptions, and investor reports.
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