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Pricing 1

Compare Plans: Partnership Enablement for every business

Building adaptable and integrated solutions that allow GPs and LPs to connect, communicate, and collaborate on a single system of truth.

Solutions built to evolve with your business

Sponsor

All-in-one platform designed for early-stage syndicators.

Professional

Comprehensive solutions for businesses with robust investor requirements.

Enterprise

Flexible and tailored solutions for businesses that manage institutional capital.

Sponsor
Professional
Enterprise
Manage investor communications from one place across contacts, accounts, entities, and positions.
Search, filter, tag, and apply edits across investment data sets.
Track your activity with the built-in activity feed, tasks, and notes.
Communicate directly with your investors through Juniper Square.
Publish lead capture forms and manage leads in one place.
Configure data fields and document categories to fit your unique business needs.
Access your Juniper Square CRM data directly from your Outlook account.
Automatically archive emails sent and received through corporate systems.
Sponsor
Professional
Enterprise
Manage and measure prospect outreach and fundraising pipeline.
Securely distribute documents and provide a digital marketing interface for your investments.
Gather and track electronic NDA signatures from prospective investors in a single interface.
Document signature automation for subscriptions.
Automate the process of assembling subscription documents, validating data capture, and capturing e-signatures.
Create unique watermarks that are automatically applied to your documents.
Manage and track multiple NDAs per offering or investment vehicle.
Add conditional questions to subscription agreements based on investor type.
Tailor the columns and data filters used to track the fundraising pipeline.
Understand risks posed by prospective investors by screening them against government watchlists.
Sponsor
Professional
Enterprise
Seamless access to documents and investment performance in the cloud, anytime, from any device.
Understand investor engagement by tracking portal logins, email opens, and other key activities.
Investors receive basic reporting on their investments, positions, and assets.
Investors can view their capital balance for each of their investments.
Secure document sharing with investors for offerings, investments, and taxes.
Investors can manage account information, payment details, and subscription documents.
Investors can view details for each investment, including capital calls and distributions.
Two-factor authentication, bank-grade encryption standards, and SOC 2 certification ensures the highest level of software security.
Includes statement of cash flows, summary of debt, equity and valuation, and performance metrics.
Report detailed configurable performance metrics including DPR, IRR, and TWR.
Sponsor
Professional
Enterprise
Reports and notices are generated with your custom branding or letterhead.
Manage capital calls, contributions, and distributions.
Generate personalized, customizable investor reports that include details on active and completed investments.
Generate net asset value statements across your investments on a per investor basis.
Generate a partners capital account (PCAP) statement on a per investor basis.

Generate personalized notices of net income transactions and estimated tax withholding.

Generate professionally-designed asset reports in PDF format.
Generate ILPA compliant capital call and distribution notices.
Generate separate management fee notices.
Automatically generate and distribute standardized spreadsheet exports in the precise formats required for specific organizations.
Sponsor
Professional
Enterprise
Industry-specific, dynamic dashboards for CRM, fundraising, and investment analytics.

*Priced Separately

Automatically generate email notifications upon reaching user-defined thresholds.

*Priced Separately

Customized analytics dashboards tailored to your needs.
Edit existing dashboards or create your own to meet specific analytics needs.
Sponsor
Professional
Enterprise
Manage basic investment structures, including special purpose vehicles, joint venture, and funds.
Import ownership, capital transactions, and net asset values.
Configure and execute waterfall calculations and allocations to investors.
Configure accounting components and capital allocation types.
Manage and record transfer of investor positions within Juniper Square.

Calculate and report firm-wide performance metrics to investors via the portal.


Sponsor Edition: Yield, DPI, Completed IRR


Professional Edition: Projected IRR, RVPI, TVPI


Enterprise Edition: Time-weighted Returns

Generate ACH or check payment instructions and track payment status for each investor position.
Export ownership, capital transactions, entity, asset, and position data.
Calculate investor equity on the basis of net asset value.
Calculate investor equity on the basis of a full capital account, inclusive of income, gains, and expenses.
Calculate investor equity on the basis of units or shares, with support for ongoing contributions and redemptions.
Basic user roles and field-level log of changes to sensitive investor and investment data.
Restrict user read and write permissions based on staff role and/or entities.
Manage complex investment structures, including parallel funds, sidecars, blockers, and separate accounts.
Control investor access to specific data fields.
Manage a separate accounting ledger and generate separate notices for management fees.
Manage separate investment vehicles and investor access rights for employee participation.
Enterprise-grade commitments for uptime, recovery time, and recovery point objectives.
Assistance completing due diligence for information security and compliance.

*Priced Separately

Off-cloud storage for internal backup and warehousing or compliance purposes.

*Priced Separately

Automatically sync investment data between Juniper Square and 3rd party investment accounting systems.

*Priced Separately

Securely integrate Juniper Square data into your existing data warehouse for robust analytics.

*Priced Separately

Sponsor
Professional
Enterprise
Leverage guided courses, help articles, and live workshops to get the most value out of Juniper Square.
Access point-in-time assistance by phone or email.
Point of contact to manage implementation and training, with years of financial services experience.

Administration Services: Modern Administration

Fund Accounting

Bringing innovative workflows and expert accountants together to keep you and your investment partners up to date on critical fund data, fund financials, and best practices.

Treasury Services

Streamlining capital calls and distributions and giving GPs full visibility and control over the process — all within a unified portal — so GPs can reclaim time and deliver a modern experience to investors.

Investor Services

Delivering a start-to-finish solution that includes portal configuration, digital subscriptions, asset data uploads, and K-1 dissemination — saving time for GPs and giving LPs a best-in-class experience.

Frequently asked questions

Our software and solutions are priced on equity under management, edition, entities, and additional products purchased.

The Sponsor Edition provides an all-in-one platform for early stage syndicators. The Professional Edition is a comprehensive solution for managers with robust investor reporting requirements. The Institutional Edition is designed to provide flexible and customizable solutions for businesses that manage institutional capital.

Yes. Administration clients are able to license a read-only version of our software. Our Investor Services teams will provision a portal for your firm as well as manage your capital account balances within our software. You will be able to review our work within the software.

Yes. Our administration solutions offer simple, predictable pricing which can be allocated directly to investment entities. Our software costs can also be allocated to investment entities based on the same usage metrics we utilize to calculate your price.

Make the most of your partnerships. Discuss your goals with our team.

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