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Juniper Square

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87 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.7
Serving customers since
2014
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Juniper Square Reviews

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TH
Teresa H.
05/24/2023
Validated Reviewer
Review source: Seller invite
Incentivized Review

Juniper Square has revolunized the way we intereact with our Investors!

Our Investors' PII data and investment agreements are housed in a secure third-party site, allowing the Investor to manage their own credentials and quickly locate essential documents and information. Juniper Square alleviates the worry and burden of housing such sensitive information in-house. The ease, efficiency and time savings of issuing annual K-1s to the Investors have lifted a huge administrative burden off our Tax Department, allowing them to dedicate time to more critical analytics.
NG
Nancy G.
05/24/2023
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Splendid

My firm has only just onboarded, the initial onboarding process seemed pretty seamless. Exporting the data was relatively easy. Seems that the monthly imports will also prove invaluable in helping us maintain a reporting rhythm.
milan b.
MB
milan b.
VP Controller at Cochise Capital
05/24/2023
Validated Reviewer
Review source: Seller invite
Incentivized Review

Not enough best practices

Customer service and responsiveness to questions

About

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HQ Location:
San Francisco, California

Social

@juniper_square

What is Juniper Square?

Juniper Square is a software platform designed for real estate investment management. It provides tools for general partners and limited partners to streamline investment processes, enhance investor communication, and manage fund operations efficiently. With features that include investor reporting, capital raising, and data analytics, Juniper Square aims to simplify the complexities of real estate investments and improve transparency within the industry. For more information, visit their website at https://junipersquare.com.

Details

Year Founded
2014