Juniper Square
6.6#3 in property investment management softwareAndroidiOSWebAPI
VisitJuniper Square vs Relevant EquityWorks
Relevant EquityWorks
5.5#14 in property investment management softwareWeb
VisitWhat both publish
| Fact | Juniper Square | Relevant EquityWorks |
|---|---|---|
| Headquarters | No single physical headquarters; office in San Francisco | Waltham, Massachusetts, United States |
| Integrations | Pre-built connectors include HubSpot, Preqin, Outlook, DocuSign, Yardi IM, Yardi Voyager, and Lob. | The platform lists QuickBooks, NetSuite, Sage, Microsoft Dynamics, SAP Business One, and Flex as general ledger connections. |
| Investor reporting | The platform provides investor reporting as part of its connected fund operations offering. | The platform generates investor, regulatory, and ILPA formatted reports from connected fund data. |
| Purpose | Juniper Square connects software, data, and fund administration services to help private markets firms manage fund operations and investor relationships. | Relevant EquityWorks combines capital raising, fund accounting, and investor portal tools in one platform for private fund professionals. |
| Security | Juniper Square says it conducts annual SOC 1 Type 2 and SOC 2 Type 2 assessments and routine third-party penetration testing. | The site states that investor data is encrypted at rest and in transit and protected by role-based permissions and multi-factor authentication. |
| Support | Investor onboarding includes support from fundraising experts who can configure subscriptions, distribute invitations, and create investor positions. | Every subscription includes onboarding, implementation, and ongoing support from a dedicated team; implementation scope varies by tier and firm complexity. |
Juniper Square plans
No prices published.
Relevant EquityWorks plans
- Enterprise (Tier 1)Priced on request
- Growth (Tier 2)Priced on request
- Starter Funds (Tier 3)Priced on request
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.
Pick Relevant EquityWorks if…
You want what its maker publishes above — check its page for the details.