Investor relations and administration solutions for every business
Juniper Square evolves with your business. Find the perfect plan to fit your needs.
Sponsor
All-in-one investor relations software for sponsors with up to $200M in capital.
Includes:
- CRM
- Data Rooms
- Digital Subscriptions
- Investor Portal
- Distribution Notices
Professional
Comprehensive solutions for businesses with robust investor requirements.
Includes Sponsor, plus:
- Juniper Square for Outlook
- Dynamic Subscriptions
- Net Income Accounting
- Advanced Structures
Institutional
Flexible and tailored solutions for businesses that manage institutional capital.
Includes Professional, plus
- ILPA Compliant Statements
- Management Fee Ledger
- Employee Participation Plans
- Dedicated Success Manager
| Sponsor | Professional | Institutional |
| Investor Portal | |||
| Investment Correspondence | ✓ | ✓ | ✓ |
| Account Overview | ✓ | ✓ | ✓ |
| Balances and Metrics | ✓ | ✓ | ✓ |
| Document Sharing | ✓ | ✓ | ✓ |
| Investor-Controlled Profiles | ✓ | ✓ | ✓ |
| Transaction Details | ✓ | ✓ | ✓ |
| Detailed Asset Reporting | ✓ | ✓ |
| CRM | |||
| Investor Management | ✓ | ✓ | ✓ |
| Data Management Tools | ✓ | ✓ | ✓ |
| Activity Tracking | ✓ | ✓ | ✓ |
| Lead Management | ✓ | ✓ | ✓ |
| Custom Fields | ✓ | ✓ | ✓ |
| Juniper Square for Outlook | ✓ | ✓ |
| Fundraising | |||
| Prospect Management | ✓ | ✓ | ✓ |
| Customizable Data Rooms | ✓ | ✓ | ✓ |
| NDA Automation | ✓ | ✓ | ✓ |
| E-Signature Support | ✓ | ✓ | ✓ |
| Digital Subscriptions | ✓ | ✓ | ✓ |
| Document Watermarking | ✓ | ✓ | |
| Multiple NDAs | ✓ | ✓ | |
| Dynamic Subscriptions | ✓ | ✓ | |
| Prospect Table Customization | ✓ | ✓ | |
| Identity & Watchlist Screening | ✓ | ✓ |
| Reporting | |||
| Custom Stationery | ✓ | ✓ | ✓ |
| Capital Calls and Distribution Notices | ✓ | ✓ | ✓ |
| Personalized Investment Summaries | ✓ | ✓ | |
| NAV Statement | ✓ | ✓ | |
| Capital Account Statements | ✓ | ✓ | |
| Net income Notices | ✓ | ✓ | |
| ILPA Notices | ✓ | ||
| Management Fee Notices | ✓ |
| Payments | |||
| Manage Distributions | ✓ | ✓ | ✓ |
| Configuration | |||
| Basic Investment Structures | ✓ | ✓ | ✓ |
| Accounting Data Import | ✓ | ✓ | ✓ |
| Waterfall Automation | ✓ | ✓ | ✓ |
| Configurable Transaction Types | ✓ | ✓ | ✓ |
| Configurable Performance Metrics | Yield, DPI, Completed IRR | Projected IRR, RVPI, TVPI | Time-weighted Returns |
| Investor Transfers | ✓ | ✓ | ✓ |
| Advanced Investment Structures | ✓ | ✓ | |
| Investment Data Export | ✓ | ✓ | ✓ |
| Net Asset Value (NAV) Accounting | ✓ | ✓ | |
| Net Income Accounting | ✓ | ✓ | |
| Open End Funds | ✓ | ✓ | |
| User Permissions & Audit Log | ✓ | ✓ | |
| Management Fee Ledger | ✓ |
| Compliance & Governance* | |||
| Advanced User Permissions | ✓ | ✓ | |
| Compliance Audits | ✓ | ||
| Off-Cloud Backups | ✓ | ✓ | |
| Email Archive | ✓ | ✓ | |
| Enhanced SLA | ✓ | ✓ | |
| Contact Partitioning & Employee Participation Plans | ✓ | ||
* module requires additional fee | |||
| Data Services | |||
| Accounting Systems Integration | priced separately | ✓ | |
| Data Connector | priced separately | ✓ |
| Customer Success | |||
| Education Resources | ✓ | ✓ | ✓ |
| Customer Support | ✓ | ✓ | ✓ |
| Success Manager | ✓ | ✓ |
Solutions
Fund Administration
Outsourced administration of fund financials and partnership information via a modern portal experience.
Deal Administration
Management of portal data, subscriptions and distributions for the time-starved professional who manages deals.
Portal Boost
Expert guidance and hands-on configuration of partnership data, digital subscriptions, and investor reports.