Fundraising, investor relations and accounting—working together like never before.
Client Relationship Management
Manage capital markets better with an easy-to-use CRM designed for real estate
- Create a repository of your team members’ phone calls, meetings, and notes with key business relationships and investors
- Organize your contacts and easily create and manage lists to support your fundraising activities
- Automatically gather the emails and documents sent to contacts into one integrated, comprehensive profile
Fundraising Automation
Close faster and fundraise more productively
- Securely distribute and track offering documents through an integrated, modern data room
- Close faster while increasing compliance with automated, online subscriptions
- Save time and stay compliant with integrated document watermarking
Moving from our previous system to Juniper Square was like night and day. With Juniper Square we now have a single platform that’s used by all internal groups for investor information, from finance, to investor relations, to accounting, to compliance.
Dane Rasmussen
Managing Director, Beacon Capital Partners
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Investment Management
Reduce errors and consolidate data silos through back office automation
- Manage investment ownership, transactions, and capital accounts with easy-to-use yet powerful tools
- Automatically calculate investment performance metrics like yields, IRRs, and multiples by investment and by investor
- Automate the calculation of your investment waterfall and other transactions like capital calls and account balance updates
- Rely on Juniper Square as the system of record, or configure Juniper Square to mirror your existing fund accounting system of record
Investor Reporting
Delight investors with powerful, personalized, and error-free reporting
- Produce customizable capital account statements, transaction notices, and other investor reports in minutes
- Securely distribute reports through Juniper Square’s integrated portal and track investor viewing activity
- Provide investors with consolidated reporting that summarizes exposures and performance across all of their legal entities
- Easily manage all investment email communications and document delivery
Timberlane was started in 2009, and has since grown to manage hundreds of investment positions across dozens of real estate investments. We’ve been able to scale AUM without scaling headcount, thanks to Juniper Square. It saves us money on the back office, it’s easy enough for me to use, and our investors love it. I can’t imagine going back to the old way of doing things.
Dave Enslow
Principal, Timberlane Partners
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Investor Portal
Improve investor satisfaction with a modern, intuitive digital experience
- Provide your clients secure access to documents, transactions, and investment performance in the cloud, any time, from any device
- Optionally enable detailed asset reporting, including dozens of asset-level metrics, debt details, rich photos, integrated maps, and more
- Enable investors to self-service their accounts and download transaction data on demand
Compliance and Security
Improve compliance with out-of-the-box support for most real estate needs
- Fundraise confidently, knowing that compliance responsibilities like document watermarking and document sharing reports are automated through the system
- Rest easy knowing that your sensitive investor data is protected by industry-leading security standards
- Better manage risk, by ensuring that only the necessary people have access to sensitive data with role-based permissions for both staff and investor users
