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Juniper Square

Name: Juniper Square
Rating: 4.5 (2 reviews)

By Juniper Square

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Highlights : About Juniper Square

Fund management

Risk management

Fee management

Fundraising automation

Investment management

Account management

Email management

Investment transactions management

Offerings management

Positions management

Meeting notes tracking

Data room

Back office automation

Investment performance metric calculations

Document delivery management

Virtual asset tours with photos & integrated maps

256-bit AES encryption

Activity tracking

Audit trail

Investor portal

Investment email communications

About Juniper Square

By using Juniper Square, clients such as Tishman Speyer, Rockpoint, and Beacon Capital raise more capital, save time and money on investment operations, and increase investor satisfaction. Juniper Square is based in San Francisco, CA and Austin, TX, and has quickly become the leader in real estate investment management software.This online Investment Management system offers Accounting Management, Task Management, Accounting, Critical Date Alerts, Fund Management at one place.The leading investment management software designed specifically for real estate. Juniper Square provides real estate investment managers easy-to-use software that streamlines fundraising, investment administration, and investor reporting. Juniper Square is trusted by hundreds of investment sponsors including Tishman Speyer, Rockpoint, and Beacon Capital to manage more than 14,000 real estate investments.

Specifications

Business Size

Small

Deployments

Cloud

Language Support

English

Platforms

Product Details

Benefits

Organize contacts, and investor phone calls, meetings and notes in Juniper Square’s central CRM (customer relationship management) system.

Sensitive investor data is managed securely with role-based permissions and industry-leading security standards, plus compliance management tools.

The online investor portal gives clients centralized access to documents, reports, transactions and investment performance data.

Users can generate and distribute investor reports, such as capital account statements, transaction notices and performance summaries, directly to clients via the investor portal.

Calculate investment waterfall and investment performance metrics like yields, IRRs (internal rate of return) and multiples automatically with investment management tools.