Juniper Square Description

Enhance your fundraising capabilities and expedite your closing process with an integrated suite that includes data rooms, lead management, online subscriptions, and a tailored CRM for private fundraising. Eliminate the need for spreadsheets with intuitive tools designed for calculating returns, managing waterfalls, and automating workflows for investors. Offer your clients exceptional reporting and instant access to their investments through the top investor portal in the industry. Optimize your fundraising initiatives and accelerate closings using customizable data rooms and online subscription options. Seamlessly create and securely distribute personalized notices, financial statements, and reports that meet industry standards. Effortlessly oversee partnership accounting while automating distribution calculations and tracking payments all from a single, centralized dashboard. This comprehensive approach not only simplifies processes but also enhances client satisfaction and engagement.

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
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
Customer Support
Business Hours
Online Support

Juniper Square Features and Options

Commercial Real Estate Software

CRM
Critical Date Alerts
For Investors
Portfolio Management

Real Estate Transaction Management Software

Accounting
CRM
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Investment Management Software

Accounting Management
Client Management
Compliance Reporting
Fund Management
Performance Metrics
Risk Management

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