Juniper is easy to use, they offered a seamless transition from our previous platform, and the customer service is wonderful. The reporting has made much of our day to day easier and provides a more in-depth view both to the company and to investors. The follow-up and training through our Customer success manager is always quick, easy, and very thorough. Juniper Square has been a great asset to our company. The Integrations with other platforms are very clear and easy to use. Review collected by and hosted on G2.com.

There are a few features that are not yet available, but Juniper Square has been very responsive about integrating these offerings down the road. Review collected by and hosted on G2.com.

A friendly and efficient user experience that benefits all of our investing clients. Review collected by and hosted on G2.com.

I would be helpful to better understand the formulas driving the waterfall calculations Review collected by and hosted on G2.com.

Service is top notch. This is an emerging sector and after 9 months of rigorous research, we couldn't be happier with our decision. There are a lot of features in the pipeline and they do roll out fairly quickly. Tanner and Frances have been amazing to work with on implementation and with dozens of followup and conceptual questions. JS hires top talent reducing our dependency on outside consultants. Review collected by and hosted on G2.com.

They are making great strides in dynamic asset-level reporting as well as cascading this data to the fund level. I'm excited to see their next rollout implemented. I hope to see an accounting integration in the future to mirror Sage and JS. It would also be nice to offer additional transparency to fund investors vs individual syndication investors. This would be my only critique from the sales pitch to our actual use-case. Investor portals on the fund level are limited vs direct investors into SPEs. Review collected by and hosted on G2.com.

Subscription process with multiple investors Review collected by and hosted on G2.com.

limited waterfall structures and edit functionality Review collected by and hosted on G2.com.

Our investors have given us really positive feedback on our new JS investor portal and eventually a system like this becomes a necessity to syndicators like us. Two process upgrades that we have really benefitted from: (1) Distribution announcements - are now branded, personalized, and specify distribution history using merge fields; (2) K1 distribution has become a cinch and has saved us many hours of back and forth communications with investors.

The responsiveness of the customer success team has been excellent from day 1. Very easy to reach and very quick to respond. Review collected by and hosted on G2.com.

Only issue we ran into was that during the implementation, you are made to begin paying for your subscription even while JS is still working through getting your portal set up. In other words, We paid a five-figure one-time implementation fee, and concurrently to that fee, we had to begin paying for our subscription prior to our having access (while their engineers were still building our platform). This seemed extremely unfair, rubbed us the wrong way, and created tension with the implementation team. I highly recommend negotiating on this point prior to signing up. Seems greedy and entirely unnecessary on the part of an otherwise great company.

The waterfall functionality needs work; given current programming limitations it is not something we are able to use. Review collected by and hosted on G2.com.

Juniper Square has a great backend experience for the company, and great consumer-facing tool for our investors. The customer service is stellar - smart, innovative and helpful. Our rep has helped us do things better and help make the investor experience outstanding. Review collected by and hosted on G2.com.

Our company is a single family rental builder with innovative investment opportunity. In some cases we have work arounds. Juniper Square is quick to put work orders in to enhance their platform offerings though. Review collected by and hosted on G2.com.

The Juniper portal is so easy to use and our investors love it. With the portal everything is organized and in one spot. We can easily look up client information and create reports. Their customer service department is super helpful and always available. Review collected by and hosted on G2.com.

There are no downsides to Juniper. It has made our work day much easier. Review collected by and hosted on G2.com.

I love how easy the integration is with our existing spreadsheets was. It was an easy process to transfer everything over. The Customer Service is quick to respond and always willing to help. It has made reaching out to our investors that much easier. Review collected by and hosted on G2.com.

There isn't anything that I can say I dislike at all at this time. Review collected by and hosted on G2.com.

Whenever I have a question, I am able to get an answer very quickly. Customer support always answers the phones right away and they are always very helpful. I am also able to email our rep with any questions and get solutions quickly. I don't often have time to have to wait for answers, help, or solutions. I am so glad that Juniper Square is so responsive. Review collected by and hosted on G2.com.

At the very beginning, I would have liked a bit more of a tutorial. But, because they are so responsive when I have questions, this did not become an issue. Review collected by and hosted on G2.com.

Ease of migration, ease of admin and use. Excellent support. Review collected by and hosted on G2.com.

Patiently waiting on enhanced features in support of open-ended funds. Review collected by and hosted on G2.com.