Juniper Square Pros and Cons

From the investor standpoint, from receiving, reviewing and executing offering documents, it is a fairly straightforward and easy to use process. From the syndicator side, I can see where the prospects are through every step of the way. And at a glance, I can peer into each investor's holdings and speak intelligently with them on the fly when they call with questions and updates. Review collected by and hosted on G2.com.

Our transition from a spreadsheet and manual document system to Juniper was a game changer. But the most frustration and disappointment I have is that they continually fail in many of the simple things and they have proven to be tone deaf in our asks for simple fixes - which are universal to all users, not just us. We work around them, but have to apologize to investors regarding our inability to fix them ourselves. Review collected by and hosted on G2.com.

The user interface is easier to navigate than other platforms and helps maintain organization of items including documents, transactions, reports, etc. Review collected by and hosted on G2.com.

I wish the platform had more drill through options. For example, when in transactions, when in a position being able to set a custom timeframe for transactions to then export in a csv file. Review collected by and hosted on G2.com.

Client facing communications, document distribution and distribution tracking are all easy and efficient Review collected by and hosted on G2.com.

The workflow can be clunky for new investments when not using Juniper Square for all subscription document completion Review collected by and hosted on G2.com.

It's ease of use for the investor. It is straightforward for people to find their docs and important data. Review collected by and hosted on G2.com.

Searching is a nightmare. I also wish there was a way for accounts to populate the organization. Review collected by and hosted on G2.com.

The logical organization is wonderful. The system is consistent and easy to understand and ensures a tidy, efficient, and accurate ability to share information and documents with investors. Review collected by and hosted on G2.com.

Search functionality is frustrating both from the GP and LP sides. Review collected by and hosted on G2.com.

Juniper Square is an outstanding CRM and capital raising platform. All of our investor information is displayed in a clear and concise manner and is easy to update. The search bar function makes it easy to locate specific information. Customizable fields allow me to add information that provides additional data to investors. The subscription process (including DocuSign) has made our capital raising process so much more efficient. Customer support over the past two years has been outstanding! Review collected by and hosted on G2.com.

The only inconvenient issue that I've discovered so far is that certain aspects of Transactions cannot be updated. For example, I created contribution transactions for two of our recent investments, but forgot to denote units and unit values. Instead of being able to update this information, I had to completely delete the transactions for all positions and recreate them. There were nearly 100 transactions between the two investment entities and it was very time consuming. Simply being able to update the existing transaction to add units and unit values would have been much more convenient. Review collected by and hosted on G2.com.

Juniper Square prioritizes the security of your data. With robust measures in place, you can rest assured that your sensitive information is safe and protected. Review collected by and hosted on G2.com.

Learning Curve: For users who are new to the platform or unfamiliar with similar systems, there may be a slight learning curve when getting started with Juniper Square. The robust features and functionalities can take some time to fully grasp, which might require additional training or support for optimal utilization. Review collected by and hosted on G2.com.

Juniper Square is an excellent tool for providing transparency to investors. The investor interface is straightforward and provides all the details investors need to stay informed on their investments. On the backend, it is easy and efficient to upload multiple customized reports at once. Review collected by and hosted on G2.com.

The backend is a bit difficult to use and not intuitive at first. When managing hundreds or thousands of contacts or accounts, it would be helpful if Juniper Square could proactively identify duplicates or unused accounts. In addition, it would be great to have more optionality with designing/customizing emails. Right now, there are not too many tools to format the email, and when I draft something in Outlook, all the formatting is lost when I copy it over. Review collected by and hosted on G2.com.

If you intend to deliver excellent work with minimal effort, Juniper Square is the tool for you. If you intend to wait, waste your time and your team's time, get frustrated and use less than the most empowering tool, then there are other tools for you. Please consider that I'm taking time to write this for your benefit to save you and your whole team time - and time is our most valuable resource. Having a strong command of Juniper Square and using it to its fullest will allow your team to work orders of magnitude more quickly and focus on generative work versus administrative work. Review collected by and hosted on G2.com.

They haven't automated all of my jobs yet so that I can be with more investors in person or on the phone. Seriously - Juniper Square is the best tool out there. There is nothing about it that I dislike. If others complain, it's due to a lack of command of the software. Review collected by and hosted on G2.com.

Juniper is easy for our investors and our internal staff to use. If you have tecnical questions you are able to speak to a human and they resolve it quickly. Review collected by and hosted on G2.com.

Some times we want to pull reports that we can't pull with out pulling multiple reports and merging them. Review collected by and hosted on G2.com.