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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 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. 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. 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. 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 Square offers our team and our investors an easy way to communicate, share important news and information and produce quarterly investor statements. However, in early 2017 a friend of ours introduced us to Juniper Square, a purpose-built real estate investment management software.

JUNIPER SQUARE SOFTWARE

Either the software was not built for the real estate industry and/or didn't have the depth and ease of use we needed. Over the next 24-months, we tested every investor management software. We began looking for an investors management solution in 2014. Not only was it burdensome, it was a poor and unprofessional experience for our investors.

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Prior to launching Juniper Square over a year ago, we managed investors through a combination of bulk emails, Dropbox, and password protected documents. Pros:Р’В Over the past 8 years, the Atlas portfolio and investor network has grown to a robust network of 500+ individual high-net-worth investors. My rep is always highly responsive to any inquiries and the help pages offer clear, concise instructions.Р”Р„ll in all we have had a fantastic experience with Juniper Square. Waterfall calculations: Waterfalls are entered into Juniper Square straight out of the partnership documents, eliminating potential distribution errors.

This function was previously executed via a number of spreadsheets, was error prone and time consuming. The platform puts all the information they need about their investments at their fingertips.Р”Вistribution calculation and processing: Once we determine the total amount to distribute, Juniper Square applies a number of different calculation options to deliver accurate and error free cash flow to our clients. Our clients have commented on how much our transparency has improved over the past year since we started using Juniper Square.

JUNIPER SQUARE PDF

The document repository allows me to send financials and reports via a link versus emailing large PDF files. For example, each quarter I was having to craft and send over one hundred unique emails with distribution information that is now done with two clicks and zero errors. The CRM functionality allows me to track client interactions, tag contacts for faster classification and sorting and provide custom messaging. Overall:Р’В CRM & Reporting - I have a database with hundreds of contacts that used to be organized in a spreadsheet.

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