Audience
Anyone searching for an investment management platform
About Juniper Square
Raise more and close faster with integrated data rooms, lead management, online subscriptions, and a CRM designed specifically for private fundraising. Say goodbye to spreadsheets for good with powerful yet easy-to-use tools to calculate returns, manage waterfalls, and automate investor workflows. Provide your clients best-in-class reporting and on-demand access to their investments via the industry’s leading investor portal. Streamline your fundraising efforts and close faster with online subscriptions and customizable data rooms. Effortlessly produce and securely deliver personalized notices, statements, and industry standard reports. Easily manage partnership accounting, automate distribution calculations and payments tracking status in one central dashboard.
Other Popular Alternatives & Related Software
Re-Leased
Re-Leased is cloud-based, highly intelligent property management software. Purpose-built for landlords and property managers of both commercial and mixed properties, Re-Leased provides a central hub that enables users to easily monitor upcoming tasks, view analytics based on real-time data, view and manage all lease events, and stay connected through alerts and reminders. By leveraging Re-Leased, you can run a wide range of property portfolios with a single application.
Learn more
Top Producer CRM
The new Top Producer CRM gives today's agents the tools they need to maintain relationships at every stage of the client life cycle. A real estate CRM needs more than just contact management, Top Producer includes features like MLS data, email, websites, text, intelligent insights, and automated marketing to keep you top of mind. Aside from dozens of integrations helping you maximize your day, Top Producer offers a library of expertly written conversion campaigns, transaction workflows, situational templates and more. Stay close to contacts with an impressive 360 view while the CRM uses social media insights to update your contact profiles with the latest photos, interests, jobs and locations. Keep viewings organized MLS Property Insights that track each client’s listings shown, viewed, interested in, or inquired on. Simplify your process with dynamic workflows - action plans for new leads to closed transaction that update as tasks complete, minds change or dates.
Learn more
MRI Software
MRI’s comprehensive and flexible technology platform coupled with an open and connected ecosystem meets the unique needs of real estate businesses—from property-level management and accounting to investment modeling and analytics for the global commercial and residential markets. A pioneer of the real estate software industry, MRI develops lasting client relationships based on nearly five decades of expertise and insight. Through leading solutions and a rich partner ecosystem, MRI liberates real estate companies to elevate their business and gain a competitive edge. ecosystems are MRI Software’s fourth acquisition in the multifamily space in the last 12 months, following CallMaX, ResidentCheck, and Tenmast Software and HAB, Inc. This latest acquisition continues to reinforce MRI’s commitment to the multifamily industry. ecosystems is the premier developer of cloud-based software specifically tailored for the multi-family condo industry.
Learn more
Agora
Agora is a designated software solution for real estate investment firms to build trust with investors, accelerate every aspect of their business and grow faster with optimal operational efficiency. We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements. Automate your portfolio management, generate reports, distribute waterfalls, and streamline performance data.
Learn more
Pricing
Free Trial:
Free Trial available.
Integrations
Company Information
Juniper Square
Founded: 2014
United States
www.junipersquare.com
Videos and Screen Captures
You Might Also Like
Gen AI apps are built with MongoDB Atlas
MongoDB Atlas is the developer-friendly database used to build, scale, and run gen AI and LLM-powered apps—without needing a separate vector database. Atlas offers built-in vector search, global availability across 115+ regions, and flexible document modeling. Start building AI apps faster, all in one place.
Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online
Juniper Square Frequently Asked Questions
Juniper Square Product Features
Commercial Real Estate
CRM
Critical Date Alerts
For Investors
Portfolio Management
Brand Management
Cash Flow Analysis
Deal Management
For Appraisers
For Brokers
For Property Managers
Strategic Planning
Investment Management
Accounting Management
Client Management
Compliance Reporting
Fund Management
Performance Metrics
Risk Management
Benchmarking
Bonds / Stocks
Commodities
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Payroll & Commissions
Portfolio Management
Real Estate Transaction Management
Accounting
CRM
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review
Appointment Scheduling
Commission Management
Contract Management