InvestNext vs Juniper Square

Your real estate investment management solution can save your firm time, money, and help you build investor relationships. If you are a scaling firm, you can’t afford partial solutions.

To help you make the best decision for your firm, this page compares InvestNext, the highest rated platform on G2, against Juniper Square.

Modern functionality designed for scaling firms Frictionless capital raising, meticulously designed deal rooms, direct inbound funding, co-sponsor support, and capital calls

Create complex distributions For any operating agreement and send payments with a few clicks.

Industry leading onboarding and support InvestNext customers go-live 2x faster and get access to quality support, regardless of size.

Schedule Your Demo
Please enable JavaScript in your browser to complete this form.

By submitting your information, you agree to the processing of your personal data by InvestNext as described in InvestNext's Privacy Policy.

Why Choose InvestNext?
Solution
InvestNext
Juniper Square
Complex Distributions

Create complex distribution waterfalls with more customization options than any other tool including support for multiple equity and debt classes.

Automatically calculate distributions and send secure payments to your investors with a few clicks.

Limitations for fund structures and lacking support for multiple contribution start dates. Only one waterfall model per project or fund.

Equity Classes & Debt Funds
Supports multiple equity and debt classes. You can conveniently add new positions and promissory notes.
Does not support multiple equity classes or debt funds.
Capital Raising

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.

Inbound & Outbound Payments

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.

Onboarding & Support
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.
Lengthy onboarding process that takes 2.6 months on average.
Capital Calls
Call capital progressively whenever needed for capital raises, or require investors to fund 100% of their commitment up front.

Sponsors must engage with the fund administration team, which comes with additional cost, to execute capital calls.

Co-Sponsors

Integrated co-sponsor capital raising including a white-label investor portal, investor contact segmentation, reports & KPIs and position management.

Co-sponsors can be added as admins to the portal, exposing your investor data.
User Satisfaction

91 user satisfaction score on G2.
Click here to learn more

52 user satisfaction score on G2

Price

Transparent pricing starting at $499/Mo

Starting at $750/Mo

Solutions
Complex Distributions

InvestNext

JUNIPER SQUARE*

InvestNext

JUNIPER SQUARE*

InvestNext

JUNIPER SQUARE*

InvestNext

JUNIPER SQUARE*

InvestNext

JUNIPER SQUARE*

InvestNext

JUNIPER SQUARE*

InvestNext

JUNIPER SQUARE*

InvestNext

JUNIPER SQUARE*

InvestNext

JUNIPER SQUARE*

Testimonials
Join other scaling firms on InvestNext

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."

InvestNext Offers More

Raise Capital Faster

With industry-leading functionality. Deliver an elevated investor experience with modern deal rooms, frictionless capital raising, direct inbound funding, co-sponsor support, and capital calls.

Industry Leading Onboarding & Support

InvestNext customers go-live 2x faster and get access to quality support, regardless of size.

Distribution Automation

Create complex distribution waterfalls for any operating agreement, automatically calculate distributions and send secure payments to your investors with a few clicks.

Highest Rated for User Satisfaction
94 satisfaction score on G2
Ready to see InvestNext in action?
Talk with one of our sales team members to learn more.