InvestNext vs Juniper Square

Where Real Estate Meets Real Relationships

Choosing an investment management platform is a strategic decision for established real estate GPs. Fragmented workflows, partial tools, and manual processes can slow execution, create operational burden, and weaken the investor relationships that drive repeat capital.

InvestNext helps teams access, nurture, manage, and protect capital across the investor lifecycle, with purpose-built workflows for capital raising, investor management, co-sponsor collaboration, payments, capital calls, distributions, reporting, and compliance.

Top 3 reasons real estate fund managers and syndicators prefer InvestNext

Raise capital with more flexibility.

InvestNext supports multiple equity and debt classes, promissory notes, multiple equity classes in the same deal room, and flexible real estate structures designed around how sponsors actually raise.

Control co-sponsor workflows without exposing investor data.

InvestNext helps sponsors raise capital with partners while maintaining investor segmentation and privacy, reporting visibility, and position management.

Move faster with high-touch support.

InvestNext helps sponsors go live faster, migrate data efficiently, and get responsive support without forcing teams into a heavy institutional operating model.

To help you make the best decision for your firm, this page compares InvestNext against Juniper Square on features and user fit.
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Why Choose InvestNext?

Complex Structures

InvestNext supports the flexible structures real estate sponsors use to raise and manage capital, including multiple equity and debt classes, promissory notes, varied start dates, and multiple equity classes within the same deal room.

Co-Sponsors

InvestNext helps sponsors raise capital with co-sponsors while preserving control over investor relationships. Lead sponsors and co-sponsors can collaborate without exposure of investor data.

Integrated Payments & Capital Calls

InvestNext supports inbound ACH, outbound ACH, and capital-call workflows that help sponsors move investors from commitment to funding and ongoing investment management with fewer manual steps.

More Than an Investor Portal

Real estate sponsors need more than a place to store documents. InvestNext gives teams a capital enablement platform that connects deal rooms, subscriptions, investor records, payments, capital calls, reporting, and communications into a more complete investor lifecycle.

Raise Capital Together Without Losing Control

Co-sponsor relationships can expand capital access, but they also introduce risk around visibility, permissions, and investor ownership. InvestNext helps sponsors collaborate with partners while protecting the relationship data and reporting structure behind the raise.
Co-Sponsors
Raise Capital

Operate With Precision, Not Overbuild

As sponsor teams grow, they need workflows that can handle complexity without becoming slow or service-dependent. InvestNext helps firms manage capital calls, distributions, payments, cap tables, and investor reporting with a focused platform built for real estate capital operations.

Reduce friction, eliminate delays, and get more investments across the finish line. With a frustration-free subscription process, investors complete compliance requirements, sign essential documents, and link their bank accounts to securely fund commitments through one easy flow.

Feature/Capability
InvestNext
Juniper Square
Multiple equity classes
Supports multiple equity classes, including multiple equity classes in the same deal room.
Supports one equity class per deal room.
Debt funds and debt classes
Supports debt structures and debt classes alongside other real estate capital structures.
Does not support debt funds.
Promissory notes
Supports promissory notes as part of flexible real estate capital workflows.
Does not offer comparable promissory-note support in the capital-raising workflow.
Complex distribution waterfalls
Supports complex distribution waterfall customization and automatically calculated distributions.
Supports one waterfall model per project or fund.
Capital Calls
Includes capital-call workflows so sponsors can call capital directly through connected platform processes.
Capital calls require support from the platform’s fund administration team at additional cost.
Integrated business accounts
Sponsors can open a business account to accept investor funds digitally inside InvestNext in as little as one business day.
Does not offer integrated banking or business accounts.
Outbound ACH payments
Supports outbound ACH payments as part of connected investor payment workflows.
Supports outbound ACH payments.
Co-sponsor capital raising
Supports integrated co-sponsor capital raising with investor segmentation, reporting, uniquely branded portals, and position management.
Co-sponsors can be added as admins, but have access to key investor data.
Onboarding and deployment
Helps firms go live more than 2x faster, with data migration within 7 business days of receipt.
Average onboarding takes 2.6 months.
Support model
Provides high-touch support for all customers regardless of size.
Support can be more tiered by customer size and service model.
Price

Transparent pricing starting at $499/Mo

Starting at $750/Mo

Get Started
InvestNext, Inc. is a software company, not a bank or an FDIC-insured depository institution. Banking services are provided by Grasshopper Bank, N.A., Member FDIC. FDIC deposit insurance coverage is available only to protect you against the failure of an FDIC-insured bank that holds your deposits and subject to FDIC limitations and requirements. FDIC deposit insurance only covers the failure of Grasshopper Bank, N.A. It does not protect you against the failure of InvestNext or other third party.
Solutions
Multiple equity classes

InvestNext

  • Supports multiple equity classes, including multiple equity classes in the same deal room.

JUNIPER SQUARE*

  • Supports one equity class per deal room.

InvestNext

  • Supports debt structures and debt classes alongside other real estate capital structures.

JUNIPER SQUARE*

  • Does not support debt funds.

InvestNext

  • Supports promissory notes as part of flexible real estate capital workflows.

JUNIPER SQUARE*

  • Does not offer comparable promissory-note support in the capital-raising workflow.

InvestNext

  • Supports complex distribution waterfall customization and automatically calculated distributions.

JUNIPER SQUARE*

  • Supports one waterfall model per project or fund.

InvestNext

  • Includes capital-call workflows so sponsors can call capital directly through connected platform processes.

JUNIPER SQUARE*

  • Capital calls require support from the platform’s fund administration team at additional cost.

InvestNext

  • Sponsors can open a business account to accept investor funds digitally inside InvestNext in as little as one business day.

JUNIPER SQUARE*

  • Does not offer integrated banking or business accounts.

InvestNext

  • Supports outbound ACH payments as part of connected investor payment workflows.

JUNIPER SQUARE*

  • Supports outbound ACH payments.

InvestNext

  • Supports integrated co-sponsor capital raising with investor segmentation, reporting, uniquely branded portals, and position management.

JUNIPER SQUARE*

  • Co-sponsors can be added as admins, but have access to key investor data.

InvestNext

  • Helps firms go live more than 2x faster, with data migration within 7 business days of receipt.

JUNIPER SQUARE*

  • Average onboarding takes 2.6 months.

InvestNext

  • Provides high-touch support for all customers regardless of size.

JUNIPER SQUARE*

  • Support can be more tiered by customer size and service model.

InvestNext

  • Transparent pricing starting at $499/Mo

JUNIPER SQUARE*

  • Starting at $750/Mo

InvestNext, Inc. is a software company, not a bank or an FDIC-insured depository institution. Banking services are provided by Grasshopper Bank, N.A., Member FDIC. FDIC deposit insurance coverage is available only to protect you against the failure of an FDIC-insured bank that holds your deposits and subject to FDIC limitations and requirements. FDIC deposit insurance only covers the failure of Grasshopper Bank, N.A. It does not protect you against the failure of InvestNext or other third party.

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.

Satisfied Users. Long-Term Relationships.
Ready to see InvestNext in action?
Talk with one of our sales team members to learn more.
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