Juniper Square Competitors

For real estate firms evaluating investment management software platforms like Juniper Square competitors, Covercy brings the first and only alternative with:

  • fully integrated checking accounts
  • customizable waterfall models
  • load your first three assets - free
Covercy software trusted by:
Juniper Square Software Competitors
Juniper Square Software Competitors
Juniper Square Software Competitors
Juniper Square Software Competitors
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Are you evaluating Juniper Square competitors? Consider Covercy. 

Review the full Juniper Square vs. Covercy feature-by-feature comparison below. 

  Covercy Juniper Square
INVESTOR PORTAL FEATURES
One-click access with Google and Facebook sign-in  X  
Real-time distribution payments & cash flow tracking  X  
One-click fundraising & capital call payment processing  X  
Intuitive reporting designed for High Net Worth investors  X  
Investor bank account management   X  
Document management  X  X
Automated K1 matching & distribution  X  X
Customizable reporting for investors   X   X
Investor wallet (optional)   X  
FUNDRAISING & CAPITAL CALLS
Store & organize investor information  X  X
Prospect management  X  X
Digital marketing page with investor response tracking  X  X
Public-facing opportunity page (optional)   X  
Investor accreditation   X  X
Digital capital calls  X  
Full payment processing of funds into your bank account following LP approval  X  
Automated reconciliation of capital contributions  X  
DISTRIBUTION PAYMENTS
Basic waterfall calculation  X  X
Fully customizable waterfall calculation  X  
Automated processing from the partnership account to the LP's bank  X  X
Waterfall validation with proof-of-work export
  X  
Automated reconciliation  X  
Automated error notifications of payment failures  X  
BANKING
Open and organize bank accounts for assets & funds online  X  
US domestic payment processing (ACH/Wire)  X  outbound only
Cross-border payment processing in 22 currencies  X  
Auto-reconciled capital calls and distributions  X  
In-platform vendor payment execution and processing  X  
High APY interest on checking account deposits  X  
FDIC coverage up to $3M with cash sweeping* X  
CUSTOMER SUPPORT
Manual fund administration services available for an additional fee
    X
Assisted onboarding  X  
Self-service instant onboarding  X  
Online knowledge base & software tutorials  X  
SECURITY
Two-factor authentication
  X  X
SSL secured  X  X
Secure cloud storage  X  X
Regular third-party audits  X  X
256-bit AES encryption  X  X
Enhanced user permissions  X  X
INTEGRATIONS
e-Signatures (Dropbox Sign or DocuSign)
  X X 
Yardi Property Management Software import/export import/export
Rent Manager Property Management Software  X  
Intuit QuickBooks  X  
Plaid connection to 12,000+ financial institutions  X  
PRICING
Pricing based on EUM & investor volume
    X
Free tier  X  
Flat, low fee per asset and per fund  X  
Discounts based on deposit volume  X  
Earn up to 3.84% APY on checking account deposits  X  

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Juniper Square Competitors: Other Investment Management Market Leaders

Many real estate investment firms are leveraging different types of software to power and grow their firms. While investor satisfaction is often the top priority, automating back-office tasks and streamlining fund administration are also critical consideration factors for firms evaluating SaaS products. 

Juniper Square is often thought of as the market leader in the investment management space. While Juniper Square is highly customizable and powerful, it often comes with a higher price tag to match. Firms seeking a more affordable tech stack may want to also evaluate the following Juniper Square competitors:

  • InvestNext: A great all-around tool, comparable to both Juniper Square and Covercy, with automation features and affordability 
  • SyndicationPro: An affordable and user-friendly option, but a little light on the functionality compared to some of its peers 
  • Covercy: The only option on this list that fully integrates banking & payments, allowing GPs to instantly transfer money to LPs and LPs to instantly invest with a click; also offers a free version of the tool for the first 3 assets
  • AppFolio: Best known for its property management software, many firms use AppFolio's investment management tool if they need it to integrate with the proptech side of their tech stack (Note: You can read more about Juniper Square vs. AppFolio in this blog post)
  • Agora: The first real estate investment management tool to use blockchain technology, which provides a number of benefits, including increased security, transparency, and efficiency
  • Fund administration outsourcing: If learning and adopting new software isn't possible for a GP or deal sponsor, some larger real estate firms simply outsource investor communications and investor management to a third-party fund administrator

Meet Covercy, the fastest-growing investment management platform in commercial real estate.

Covercy is one of the fastest-growing investment management platforms on the market today. Only with Covercy can GPs instantly open bank accounts, hold committed capital in high-yield checking accounts, make seamless ACH payment transfers to (and from) LPs, and trace every cent with automated reporting.

No third-party fund administration needed. No more NACHA files or manual, error-prone spreadsheets. Get everything you need to keep your investors happy — all in one tool, all with Covercy. Request a demo today. 

juniper square competitors - covercy

Covercy is more than just an investor management platform.

The first banking-embedded* investment management platform for commercial real estate. 

Do banking right within the Covercy platform. Unlike the Juniper Square fund administration software, Covercy allows you to open and manage multiple high yield cash accounts per asset, import contributions, and distribute funds to investors with a single click.

*Covercy is not a bank. Banking provided by Choice Financial Group; Member FDIC. Deposits are insured up to at least $250,000 per depositor, per FDIC-insured bank, per ownership category. The APYs fluctuate as the interest rate changes.

cre banking
distribution payments free demo

Investor payment distributions, simplified. 

Distribute payments directly into your investors’ bank accounts without leaving the platform. Unlike the Juniper Square investor portal, Covercy can auto-calculate distributions based on pro-rata ownership and send money directly to your investors' bank accounts with a single click. 

Collect contributions and distribute funds anywhere in the world.

Seamlessly perform domestic and cross-border capital calls and distributions from right within the platform. Of the Juniper Square competitors on the market, Covercy is the only real estate software that allows you to offer your investors distributions in the currency of their choice. All done automatically. (US transactions via ACH Debit)

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Covercy has everything you need to power your real estate firm.

Try Covercy at your own pace. Sign up for a free trial today.

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*Your deposits qualify for up to a maximum of $3,000,000 in FDIC insurance coverage when placed at program banks in the Thread Bank deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program at https://go.thread.bank/sweepdisclosure and a list of program banks at https://go.thread.bank/programbanks. Please contact customerservice@thread.bank with questions on the sweep program.

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