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Altvia vs Juniper Square

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Altvia

6.5#4 in property investment management software
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What both publish

FactAltviaJuniper Square
AudienceThe platform is built for private equity, venture capital, and alternative asset management firms.Juniper Square identifies private equity, real estate, venture capital, fund of funds, and private credit among the asset classes it serves.
Founded20062014
IntegrationsAltvia says it supports more than 4,000 third-party integrations; featured partners include Canoe Intelligence, Dakota, and Passthrough.Pre-built connectors include HubSpot, Preqin, Outlook, DocuSign, Yardi IM, Yardi Voyager, and Lob.
ProductAltvia describes itself as a GP Engagement Platform connecting fundraising, investor relations, and deal activity.Juniper Square is a fund operating system combining software, data, and fund administration services for private markets firms.
PurposeAltvia describes itself as a GP Engagement Platform for private capital firms, covering fundraising, investor relations, and deal sourcing.Juniper Square connects software, data, and fund administration services to help private markets firms manage fund operations and investor relationships.
SalesAltvia directs prospective customers to request a demo and says a team member will contact them to schedule one.The company directs prospective customers to request a demo or contact its sales team.
SecurityAltvia says its security measures include encryption, access controls, and continuous monitoring, and that its practices align with SOC 2 principles.Juniper Square says it conducts annual SOC 1 Type 2 and SOC 2 Type 2 assessments and routine third-party penetration testing.
SupportAltvia describes its service as including partnership with client teams, implementation guidance, and support from staff with private capital expertise.Investor onboarding includes support from fundraising experts who can configure subscriptions, distribute invitations, and create investor positions.

Pick Altvia if…

Altvia suits private equity, venture capital, and alternative asset management firms coordinating fundraising, investor relations, and deal workflows. It may fit teams that need shared investor records, LP communications, and portfolio dashboards.

Pick Juniper Square if…

Juniper Square is aimed at private markets firms, including those in private equity, real estate, venture capital, fund of funds, and private credit. Its mobile app is for investor relations and fundraising teams.

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