Juniper Square Description

Integrated data rooms, lead management and online subscriptions allow you to raise more money and close more quickly. A CRM specifically designed for private fundraising allows you to do this. You can say goodbye to spreadsheets with these powerful but easy-to-use tools that calculate returns, manage waterfalls and automate investor workflows. The industry's most trusted investor portal gives you access to your clients' investments and best-in class reporting. Online subscriptions and customizable data rooms make it easier to streamline your fundraising efforts and help you close more deals faster. You can quickly and securely produce personalized notices, statements, reports, and industry-standard reports. All your partnership accounting and payments tracking can be managed from one central dashboard.

Pricing

Free Trial:
Yes

Integrations

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Company Details

Company:
Juniper Square
Year Founded:
2014
Headquarters:
United States
Website:
www.junipersquare.com

Media

Juniper Square Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
Customer Support
Phone Support
Online

Juniper Square Features and Options

Commercial Real Estate Software

Brand Management
CRM
Cash Flow Analysis
Critical Date Alerts
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning

Real Estate Transaction Management Software

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Investment Management Software

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Juniper Square Lists