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:
Professional
Complete investment management for any size partnership.
Includes Sponsor, plus:
Institutional
Deeply customizable investment management for your business.
Includes Professional, plus
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 |
Scale efficiently with accounting, treasury, and reporting services built for CRE manager and investor needs.
Increase fundraising productivity with a fully-managed online workflow that investors prefer, plus KYC & Watchlist checks.
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