Compare Plans: Partnership Enablement for every business
Building adaptable and integrated investment 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 real estate syndicators managing <$50M of equity.
Professional
Comprehensive solutions for businesses with robust investor requirements.
Enterprise
Flexible and tailored solutions for businesses that manage institutional capital.
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
Send and track ACH and wire distribution payments within Juniper Square.
Generate check payment instructions and track payment for each investor position.
Advanced user roles to partition staff access to Contacts, Accounts, and Entities.
Sign in to Juniper Square using your organization’s single sign-on for improved security, ease of use, and better access controls.
*Priced Separately
*Priced Separately
*Priced Separately
Unify your data, streamline your workflows, and develop tailored integrations.
*Priced Separately
Sync contact data between Juniper Square and HubSpot to simplify marketing efforts.
Generate personalized notices of net income transactions and estimated tax withholding.
*Priced Separately
*Priced Separately
We talked to every GP and sponsor in our networks and everyone came back with the same recommendation: Juniper Square was best in class. We did our homework and realized that Juniper Square was the way to go.
Brian Adams
President & Founder
Excelsior Capital
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. It’s a smooth process in terms of managing the back office processes, and now everyone at Beacon who interfaces with investor data is now working from the same system.
Dane Rasmussen
MD and Head of IR
Beacon Capital
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 an end-to-end investor 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 real estate syndicators managing <$50M of equity. The Professional Edition is a comprehensive solution for managers with robust investor reporting requirements. The Enterprise Edition is designed to provide flexible and customizable solutions for businesses that manage institutional capital.
-
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.