A plan for every business

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:

  • CRM
  • Data Rooms
  • Online Subscriptions
  • Investor Portal
  • Distribution Notices
 

Professional

Complete investment management for any size partnership.

Includes Sponsor, plus:

  • Dynamic Subscriptions
  • Net Income Accounting
  • Advanced Investment Structures
  • PCAP Statements
 

Institutional

Deeply customizable investment management for your business.

Includes Professional, plus

  • Net Income Notices
  • Management Fee Ledger
  • Employee Participation Plans
  • Dedicated Success Manager
 SponsorProfessionalInstitutional
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 FeeSetup + Monthly Fee
Compliance Audits   
Enhanced SLA   
Off-Cloud Backups   
Employee Participation Plans    
Success & Implementation   
Education Resources  
Customer Support  
Success Manager   
Implementation  Price VariesPrice VariesPrice Varies

Administration Services

Fund Administration

Scale efficiently with accounting, treasury, and reporting services built for CRE manager and investor needs.

Managed Subscriptions

Increase fundraising productivity with a fully-managed online workflow that investors prefer, plus KYC & Watchlist checks.

Discover Administration Services

Download the summary of plans (PDF)

FAQs