Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • DoorLoop Reviews & Ratings
    939 Ratings
    Company Website
  • BoldTrail Reviews & Ratings
    2,077 Ratings
    Company Website
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • Lofty Reviews & Ratings
    382 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    8,642 Ratings
    Company Website
  • Rent Manager Reviews & Ratings
    845 Ratings
    Company Website
  • Act! Reviews & Ratings
    40 Ratings
    Company Website
  • monday sales CRM Reviews & Ratings
    1,520 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    130 Ratings
    Company Website
  • Innago Reviews & Ratings
    1,171 Ratings
    Company Website

What is Juniper Square?

Elevate your fundraising efforts and streamline your closing procedures with a comprehensive suite that features data rooms, lead management, online subscriptions, and a customized CRM tailored for private fundraising endeavors. Say goodbye to cumbersome spreadsheets by utilizing user-friendly tools designed to calculate returns, manage waterfalls, and automate workflows for your investors. Provide your clients with outstanding reporting and immediate access to their investments via the industry's leading investor portal. Enhance your fundraising strategies and speed up closings through adaptable data rooms and online subscription options that cater specifically to your needs. Effortlessly create and securely share personalized notifications, financial reports, and statements that adhere to industry standards. Manage partnership accounting with ease while automating distribution calculations and tracking payments, all from a single, unified dashboard. This holistic approach not only simplifies workflows but also significantly boosts client satisfaction and engagement. By embracing these innovative solutions, you can transform your fundraising landscape and foster stronger relationships with your investors.

What is Investor Deal Room?

Improve your back-office functions and reduce the number of inquiries from investors, allowing you to focus on the growth of your business. Uncover six pivotal tools, templates, and strategies used by leading syndicators and private fund managers to stay organized and foster expansion. Our proprietary Investment Workflow tool is crafted to create an efficient investment process, providing a seamless experience for you and your investors alike. Building investor trust is essential, as many are cautious about collaborating with sponsors who lack a solid reputation. Quickly establish confidence while giving your investors the ability to access information on their own. Say goodbye to the inefficiencies of frequently responding to investor update requests. To effectively scale your business, it's crucial to implement systems that automate responses to common inquiries. Allow your investors to conveniently update their own contact and investment information! Start enhancing your capital-raising initiatives and managing investor relationships with improved efficiency today. Ultimately, embracing these strategies will significantly boost your operational productivity and contribute to your long-term success. The transformation of your back-office operations can lead to a more sustainable and prosperous enterprise.

Media

Media

Integrations Supported

Amazon Web Services (AWS)
Compudyne
Docusign
Gmail
Google Analytics
Lob
Mailchimp
MaxPatrol
Microsoft Outlook
Oracle S&OP
Vectra AI
Vyzer

Integrations Supported

Amazon Web Services (AWS)
Compudyne
Docusign
Gmail
Google Analytics
Lob
Mailchimp
MaxPatrol
Microsoft Outlook
Oracle S&OP
Vectra AI
Vyzer

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$500 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Juniper Square

Date Founded

2014

Company Location

United States

Company Website

www.junipersquare.com

Company Facts

Organization Name

Investor Deal Room

Company Location

United States

Company Website

investordealroom.com

Categories and Features

Commercial Real Estate

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

Investment Management

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

Real Estate Transaction Management

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

Categories and Features

Popular Alternatives

Popular Alternatives

Re-Leased Reviews & Ratings

Re-Leased

Re-Leased Software Company
IMS Reviews & Ratings

IMS

RealPage