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
- Easily access back office data on investors with comprehensive, integrated profiles
- 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
- Fundraise more productively by organizing your prospects and tracking meeting notes and phone calls
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
- Process complex investment transactions in minutes, including capital calls, distributions, tax estimates, net income allocations, and capital account balances
- 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 institution-grade, thoughtfully-designed notices and statements that are personalized to each investor, all on your company’s letterhead
- Reports generated by Juniper Square are deeply integrated into the portal, saving you a step and reducing errors
- Provide investors consolidated reporting that summarizes details for all holdings with your firm
- 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
- Enable virtual tours of assets through rich photos and integrated maps; optionally report on dozens of asset-level metrics
- Enable investors to self-service their accounts and download transaction data
Compliance and Security
Improve compliance with out-of-the-box support for most real estate needs
- Fundraise confidently, knowing that Juniper Square stores an SEC-compliant audit trail of documents and activity on the system
- Rest easy, with knowledge that your system is being backed up continuously—with full support for disaster recovery—and that your data is encrypted in transit using SSL, and at rest using 256-bit AES encryption—the same standards the world’s largest banks use
- Ensure that only the right people have access to the right information with role-based permissions for both staff and investor accounts
