Juniper Square

Over the past 8 years, the Atlas portfolio and investor network has grown to a robust network of 500+ individual high-net-worth investors. Prior to launching Juniper Square over a year ago, we managed investors through a combination of bulk emails, Dropbox, and password protected documents. Not only was it burdensome, it was a poor and unprofessional experience for our investors.

We began looking for an investors management solution in 2014. Over the next 24-months, we tested every investor management software. Nothing met our criteria. Either the software was not built for the real estate industry and/or didn't have the depth and ease of use we needed.

However, in early 2017 a friend of ours introduced us to Juniper Square, a purpose-built real estate investment management software. Several demo's and calls with references later, and we were hooked! We signed up in late February and launched 3-4 weeks later.

Juniper has been a game-changer for us, as it's allowed us to scale our investor base and continue to acquire deals without building out a large operations or investment management team. The features we like best are the slick investor summaries, ability to tie multiple contacts to an account, the efficient document upload process, secure document storage, and robust investor dashboard.

We're constantly receiving feedback from our ultra-high-net-worth investors saying this is the best, and simplest, investment management tool they've ever used.

The software is great and has few deficiencies. In fact, what's been most impressive is the pace with which the team rolls out new features. One of the advantages of having a large and highly focused client base is that Juniper is able to get large amounts of feedback and determine which new features to build.

As an example, we thought the investor subscription and document signing process was a bit clunky. We provided the Juniper team with feedback and over the past 6-months, they've rolled out several features to make the process simpler and more streamline for investors.

Although the software is not perfect, it's incredibly impressive today and continues to improve on nearly a weekly basis.

Juniper Square offers our team and our investors an easy way to communicate, share important news and information and produce quarterly investor statements. Our investors like being able to access their current and historical investor information on their own schedule and the Juniper Square portal is intuitive and easy to use. It is a secure way for us to communicate with investors.

We would like the quarterly statements to be more customizable with regards to the layout and data fields we can include on the statements.

customer success team is great; software is very easy to use and administer; the functionality for creating multiple offerings has allowed our group to keep track of prospects during fundraising and dispositions that are running concurrently.

customization to a unique fund structure has been challenging; could use slightly more automation in the future; no calendar feature to keep up with key milestones and dates

Intuitive interface ties together well its complex and multi-purpose functionality. Very comprehensive coverage of nearly all aspects of real estate development. Extremely responsive and helpful customer support.

More suggestions than dislikes: would like better support for mezzanine debt; more flexibility in customizing columns showing in list views and for exports.