A unified platform for investment management

Automate operations and delight investors with a solution purpose-built for commercial real estate investment.

Client Relationship Management

A CRM to better manage your capital relationships

  • Stay organized and collaborate with a record of relationship history with investors and prospects
Fundraising Automation

Modern, integrated tools to raise more with less

  • Streamline your fundraising workflow and delight investors with online subscriptions and customizable data rooms
Investor Portal

Improve investor satisfaction with the industry’s leading investor portal

  • Provide secure access to documents and investment performance in the cloud, anytime, from any device
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    Preview the investor portal

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Investment Operations

Powerful, intuitive tools to replace spreadsheets and automate your back office

  • Easily manage your investment accounting with automated waterfalls, performance calculations, and payments
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    Watch: Automating distributions and payments

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Investor Reporting

Best-in-class reporting that will delight both you and your investors

  • Effortlessly handle capital calls, distribution notices, and investor statements
Compliance & Data Security

State-of-the-art technology to ensure the safety of your data

  • From audit logs to advanced permissions, we’ve built compliance and data security tools into the fabric of Juniper Square

World-class service, from a different kind of software company

Our customers love Juniper Square, and we love them back. We put our customers first and you can count on us to move mountains to make you successful.

See how we’re different

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