Juniper Square Reviews (106)

Reviews

Juniper Square Reviews (106)

4.7
106 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise the ease of use and excellent customer support provided by Juniper Square, which significantly enhances their investment management processes. The platform's intuitive interface allows for efficient document management and investor communication, making it a valuable tool for firms. However, some users note a learning curve for new team members as a common limitation.

Pros & Cons

Generated from real user reviews
View All Pros and Cons
Search reviews
Filter Reviews
Clear Results
G2 reviews are authentic and verified.
JS
Jonathan S.
Enterprise (> 1000 emp.)
"A great Investor reporting system"
5/5
What do you like best about Juniper Square?

Ease of use with great confidence of data being secured. Review collected by and hosted on G2.com.

What do you dislike about Juniper Square?

None. Not applicable. Not applicable. None. Review collected by and hosted on G2.com.

Verified User in Real Estate
IR
Verified User in Real Estate
Small-Business (50 or fewer emp.)
"Juniper Square is fantastic product that I would highly recommend."
5/5
What do you like best about Juniper Square?

It is very easy to use and very easy for investors to understand. Review collected by and hosted on G2.com.

What do you dislike about Juniper Square?

1031 exchange transactions can be tricky depending on Operating Agreement terms. Review collected by and hosted on G2.com.

Verified User in Fund-Raising
UF
Verified User in Fund-Raising
Small-Business (50 or fewer emp.)
"Fund Manager review of JSQ"
4/5
What do you like best about Juniper Square?

Simplified and sleek platform that is technology focused. Review collected by and hosted on G2.com.

What do you dislike about Juniper Square?

The bugs and errors that pop up at times. Review collected by and hosted on G2.com.

Scott K.
SK
Scott K.
President, COO
Small-Business (50 or fewer emp.)
"Super useful investment platform"
5/5
What do you like best about Juniper Square?

Easy to navigate the platform, and also super easy to get support help. Review collected by and hosted on G2.com.

What do you dislike about Juniper Square?

Sometimes need to do workarounds, depending on problem or function attempt. Review collected by and hosted on G2.com.

Zach S.
ZS
Zach S.
Manager
Small-Business (50 or fewer emp.)
"Highly recommended"
5/5
What do you like best about Juniper Square?

The most helpful is the support. I'm pretty tech-savvy, but their support (phone/email) is top-notch if I ever have a question. Review collected by and hosted on G2.com.

What do you dislike about Juniper Square?

Occasionally user adoption is difficult with less tech-savvy investors. Improving, but can be a challenge. Review collected by and hosted on G2.com.

John C.
JC
John C.
Owner
Small-Business (50 or fewer emp.)
"Juniper Square works"
4/5
What do you like best about Juniper Square?

Juniper square has the most robust systems in the investment/investor management platforms out there. Review collected by and hosted on G2.com.

What do you dislike about Juniper Square?

Cost, the pricing was a little costly. Our users did not use this for the cost. Review collected by and hosted on G2.com.

Verified User in Venture Capital & Private Equity
AV
Verified User in Venture Capital & Private Equity
Small-Business (50 or fewer emp.)
"Juniper Square - The one stop shop for CRM and investment management."
5/5
What do you like best about Juniper Square?

User-friendly, excellent customer service, easy-to-navigate interface, aesthetically pleasing, offers a wide variety of functions, and easy to collaborate with other teammates. Review collected by and hosted on G2.com.

What do you dislike about Juniper Square?

When creating a new position, it isn't easy to differentiate between an entity and an account in the search bar. Some of the functions are difficult to learn for beginners. Review collected by and hosted on G2.com.

Eric S.
ES
Eric S.
Vice President of Finance, Controller & Chief Compliance Officer
Small-Business (50 or fewer emp.)
"New Juniper Square User"
5/5
What do you like best about Juniper Square?

1.The automation, optionality and accuracy of the Investor relations function of our business. Previously, our admin was using Mail merge to create notices / statements and uploading to Intralinks. The process was time consuming and pretty much every round there was some error that was slipping through, whether it was wrong numbers, or the wrong partners statement being uploaded to the wrong partners account, etc. (very frustrating and embarrassing). In the 6 months we have used Juniper it appears all of those problems have gone away. Given the systems ability to populate notices just based on, for example, the amount you want to capital call, you can save hundreds of hours per year (and the related costs that go with it) using Juniper.

2. Juniper handles all of the data and upload process, (although you should still review as you may be familiar with certain one-off activities that an outsider wouldn't). Big stress reducer.

3. The customer success rep we have is incredibly helpful and timely in her responses. We even proposed a comment on something they didn't have and not too long after they rolled it out as an additional feature. I sort of expected that to be "yea I hear you" and then nothing ever happen with it, but to communicate that to the developers and roll it out within a month was very impressive.

4. Ability to sort and filter data from both a GP view and an LP view (all calls by LP per fund, all calls by LP across multiple funds, etc., and even generate statements in that manner).

5. Surprisingly, a number of LP's have reached out to say how much better they like the system. "Finally! You are off Intralinks!" from one LP I had previously not heard from since an offering.

6. Easily creating, sorting, filtering lists to communicate to LP's via email directly in Juniper.

7. You can receive an email from an LP and respond to the LP and BCC a Juniper email which will store the email in Juniper.

8. Tutorial videos on how to use the system. They have a pretty extensive library. Review collected by and hosted on G2.com.

What do you dislike about Juniper Square?

At the moment I don't dislike anything, however we haven't used the Offering or the Asset features yet. Review collected by and hosted on G2.com.

KB
Katherine B.
Investor Relations Associate
Mid-Market (51-1000 emp.)
"I work for a private equity firm on their investor relations team."
5/5
What do you like best about Juniper Square?

I find the transaction uploads to be extremely easy, and that the capital call/distribution/reporting capabilities are very useful. Review collected by and hosted on G2.com.

What do you dislike about Juniper Square?

Sometimes the site is not very intuitive, and I wish there was a way to mass download data. Review collected by and hosted on G2.com.

AM
A Masa M.
Tax Manager
Mid-Market (51-1000 emp.)
"Juniper Square Review"
5/5
What do you like best about Juniper Square?

ease in moving around the website and looking up documents. Review collected by and hosted on G2.com.

What do you dislike about Juniper Square?

Some of the labeling of the headers, and finding a specific documents under the headers. Review collected by and hosted on G2.com.