Your real estate investment management solution should deliver value that grows with your firm. Whether you’re scaling up or already established, the right platform maximizes efficiency and elevates investor relationships.
Read on to compare InvestNext’s pricing and features against Juniper Square, and see why InvestNext is the highest-rated platform for Mid-Market firms on G2, starting at just $499/month.
Flexible Capital Raising Streamlined deal rooms and commitment flows with support for multiple equity classes and fund types in a single offering. Reduce friction and drive engagement to generate more commitments.
Powerful Distribution Engine Create complex distribution waterfalls for any operating agreement. Automatically calculate distributions and send secure payments to your investors with just a few clicks, regardless of your equity structure.
Comprehensive Compliance Suite Industry-leading compliance tools integrated into your workflow, including KYC/AML verification, accreditation letters, and SOC 2 Type 1 & 2 certification. Protect your firm and investors while reducing manual work.
Transparent pricing starting at $499/Mo
Starting at $750/Mo
Meticulously designed deal rooms and commitment flows developed to reduce friction, drive engagement, and generate commitments. Multiple equity classes supported in the same deal room. Investors can fund directly from their bank account with ACH transfers.
Lacking integrated accreditation check. Only one equity class supported per deal page, resulting in deal page duplication to facilitate multiple class structures. Inbound payments must be delivered via wire or check.
Send and receive payments through fast, secure ACH transfers. Investors connect bank accounts in minutes and can fund projects instantly. Send payments with a few clicks.
Supports outbound ACH transfers. Inbound payments must be delivered via wire or check.
Sponsors must engage with the fund administration team, which comes with additional cost, to execute capital calls.
Integrated co-sponsor capital raising including a white-label investor portal, investor contact segmentation, reports & KPIs and position management.
91 user satisfaction score on G2.
Click here to learn more
51 user satisfaction score on G2
Price
InvestNext
- Transparent pricing starting at $499/Mo
JUNIPER SQUARE*
- Starting at $750/Mo
Equity Classes & Debt Funds
InvestNext
- Supports multiple equity and debt classes. You can conveniently add new positions and promissory notes.
JUNIPER SQUARE*
- Does not support multiple equity classes or debt funds.
Capital Raising
InvestNext
- Meticulously designed deal rooms and commitment flows developed to reduce friction, drive engagement, and generate commitments. Multiple equity classes supported in the same deal room. Investors can fund directly from their bank account with ACH transfers.
JUNIPER SQUARE*
- Lacking integrated accreditation check. Only one equity class supported per deal page, resulting in deal page duplication to facilitate multiple class structures. Inbound payments must be delivered via wire or check.
Compliance
InvestNext
- Industry-leading compliance suite including KYC/AML verification, in-platform investor accreditation letters, and self-attestation.
JUNIPER SQUARE*
- KYC checks and identity screening with the option to upload existing accreditation letters.
Security
InvestNext
- Investor data privacy for joint venture partnerships, SOC 2 Types 1 & 2 Certified by the AICPA.
- Enhanced security with 2FA authentication and bank-grade encryption.
JUNIPER SQUARE*
- SOC 1 Type 2 and SOC 2 Type 2 Assessments. 2FA Authentication and bank-grade encryption.
Inbound & Outbound Payments
InvestNext
- Send and receive payments through fast, secure ACH transfers. Investors connect bank accounts in minutes and can fund projects instantly. Send payments with a few clicks.
JUNIPER SQUARE*
- Supports outbound ACH transfers. Inbound payments must be delivered via wire or check.
Onboarding & Support
InvestNext
- Industry leading onboarding & support. Go-live more than 2x faster. Data migration within 7 business days of receipt. Top-tier support for all customers, regardless of size.
JUNIPER SQUARE*
- Lengthy onboarding process that takes 2.6 months on average.
Capital Calls
InvestNext
- Call capital progressively whenever needed for capital raises, or require investors to fund 100% of their commitment up front.
JUNIPER SQUARE*
- Sponsors must engage with the fund administration team, which comes with additional cost, to execute capital calls.
Co-Sponsors
InvestNext
- Integrated co-sponsor capital raising including a white-label investor portal, investor contact segmentation, reports & KPIs and position management.
JUNIPER SQUARE*
- Co-sponsors can be added as admins to the portal, exposing your investor data.
User Satisfaction
InvestNext
- 91 user satisfaction score on G2. Click here to learn more
JUNIPER SQUARE*
- 51 user satisfaction score on G2
Natalia Linchenko
TAG SLC
“When we stacked it up against Juniper Square, InvestNext was an easy choice. My positive experience with InvestNext was anchored in its user-friendly interface, robust distribution capabilities, cost-effectiveness, and exceptional support."
Mike Williams
Open Door Capital
“The introduction of InvestNext reshaped our approach. It came at a critical juncture, providing the scalability we needed to surpass our expectations of $50 million in Capital Under Management, reaching $400 million in Capital Under Management within just four years."
Victor Pasaran
Pasago Investment Management
“InvestNext wasn’t just a tool for me. It was a game-changer in how I managed my portfolio, allowing me to see the bigger picture, analyze data, and diversify investments across various markets, thanks to its versatility."
Elevate Investor Experiences
Boost reinvestment rates with a seamless investor journey. Enjoy an intuitive portal and automated reporting increase transparency and satisfaction, turning one-time investors into long-term partners.
Mitigate Costly Risks
Prevent errors that can damage your reputation and bottom line. Gain access to precise distribution calculations and built-in compliance checks safeguard against mishaps, saving you from potential legal headaches and investor disputes.
Maximize Operational ROI
Cut costs without cutting corners. Automate manual tasks, reduce dependence on external consultants and eliminate the need for multiple-point solutions. Do more with less, freeing up resources to focus on deal-making and growth.
