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 designed for early-stage syndicators.
Includes:
- CRM
- Data Rooms
- Online Subscriptions
- Investor Portal
- Distribution Notices
Professional
Comprehensive solutions for businesses with robust investor requirements.
Includes Sponsor, plus:
- Dynamic Subscriptions
- Net Income Accounting
- Advanced Structures
- PCAP Statements
Enterprise
Flexible and tailored solutions for businesses that manage institutional capital.
Includes Professional, plus
- Enhanced SLA
- Management Fee Ledger
- Employee Plans
- User Authentication
| 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 | ✓ | ✓ |
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.