Juniper Square evolves with your business. Find the perfect plan to fit your needs.
All-in-one investor relations software for sponsors with up to $200M in capital.
Comprehensive solutions for businesses with robust investor requirements.
Includes Sponsor, plus:
Flexible and tailored solutions for businesses that manage institutional capital.
Includes Professional, plus
|Balances and Metrics||✓||✓||✓|
|Detailed Asset Reporting||✓||✓|
|Data Management Tools||✓||✓||✓|
|Juniper Square for Outlook||✓||✓|
|Customizable Data Rooms||✓||✓||✓|
|Prospect Table Customization||✓||✓|
|Identity & Watchlist Screening||✓||✓|
|Capital Calls and Distribution Notices||✓||✓||✓|
|Personalized Investment Summaries||✓||✓|
|Capital Account Statements||✓||✓|
|Net income Notices||✓||✓|
|Management Fee Notices||✓|
|Basic Investment Structures||✓||✓||✓|
|Accounting Data Import||✓||✓||✓|
|Configurable Transaction Types||✓||✓||✓|
|Configurable Performance Metrics||Yield, DPI, Completed IRR||Projected IRR, RVPI, TVPI||Time-weighted Returns|
|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||✓||✓|
|Contact Partitioning & Employee Participation Plans||✓|
* module requires additional fee
|Accounting Systems Integration||priced separately||✓|
|Data Connector||priced separately||✓|
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.
Our software and solutions are priced on equity under management, edition, entities, and additional products purchased.
The Sponsor Edition provides all-in-one investor relations for sponsors with up to $200 million in equity under management. The Professional Edition is a comprehensive solution for managers with robust investor reporting requirements. The Institutional Edition is designed to provide flexible and customizable solutions for businesses that manage institutional capital.
Yes. Administration clients are able to license a read-only version of our software. Our Investor Services teams will provision a Portal for your firm as well as manage your capital account balances within our software. You will be able to review our work within the software.
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