Juniper Square alternatives: Top real estate investment platforms in 2026

The real estate investment management software industry continues to see rapid growth with an expected CAGR of 11.84% through 2030. This growth means more solutions entering the market, giving firms more options to find the right fit. If you’re not getting the value from your current solution, it makes sense to see what else is available.

This article covers the best Juniper Square alternatives for 2026 that can help your firm raise capital and enhance investor relationships.

Juniper Square overview

Juniper Square provides investment management software solutions for the private capital market. This includes private equity, venture capital, private credit, wealth advisors, fund of funds, and real estate. 

The solution supports fund administration, fundraising, onboarding, and ongoing investor management. It includes functionality like a built-in CRM, investor portal, and distribution payments management.

Why real estate investment teams look for Juniper Square alternatives

Real estate teams may look for alternative options built specifically for commercial real estate instead of platforms designed to serve multiple asset classes like venture capital or wealth management. On review sites like G2, users share challenges with missing features and integration issues with accounting and CRM systems.

Juniper Square alternatives for private equity real estate firms

Options for private equity real estate firms include:

1. Agora

Unlike Juniper Square, Agora focuses exclusively on commercial real estate investment firms. Its end-to-end platform helps firms raise capital and manage investor relations with features like:

• Investor Portal: Customizable portal for investor statements, documents, and performance reporting. 
• CRM: Personalized deal marketing, lead tracking, engagement analytics, and subscription automation.  
• Finance: Automated waterfall calculations, distribution payments, status reporting, and secure K-1 delivery. 
• Asset management: Consolidated portfolio tracking with property management software integrations. 
• Workflow automation: Integrated CRE-specific workflows like verifying investor accreditation, KYC/AML checks, and investor communications.

Agora’s pricing is also more cost-effective than Juniper Square and starts at $749 per month for the Essentials Plan.

2. Allvue

Allvue Systems provides software for alternative investment managers, including private equity, banks, and insurance companies. Key capabilities include:

• Fund operations: Supports partnership accounting, general ledger, cash management, financial statements, and investment-level accounting.
• Investor CRM: Manage investor data, document distribution, and reporting delivery within the investor CRM and portal functionality.
• Portfolio monitoring: Centralized portfolio data, performance tracking, and standardized reporting.

Allvue does not publicly list pricing on its website, so you’ll need to contact sales for a quote.

 

3. iLEVEL

iLEVEL is a portfolio monitoring and analytics platform used by asset managers, allocators, and fund of funds to analyze investment data across portfolios. It provides:

• Data collection: Collects data from GPs and portfolio companies, maps financials to standardized charts of accounts, and integrates with accounting systems and APIs.
• Portfolio analytics: Delivers dashboards for performance visualization and benchmarking using Cambridge Associates or custom datasets.
• Analytics: Supports performance calculations and AI-driven data ingestion with document search across unstructured files.

iLEVEL requires a custom pricing quote.

Juniper Square alternatives for real estate syndicators and GPs

Tools for real estate syndicators and GPs can include:

4. SyndicationPro

SyndicationPro is real estate syndication software used by sponsors to manage investor relationships, fundraising, and investor operations through a centralized portal. Key features include:

• Investor CRM: Tracks and groups investor leads, syncs email, stores activity logs, and centralizes investor contact data.
• Subscription tools: Includes built-in eSign and digital PPM handling and reservation modules for soft commitments.
• Payments: Supports ACH and check payments, profit distribution calculations, and delivery of distribution information to investors.

SyndicationPro provides a features list on its website and a link to contact sales for a quote.

5. Janover Connect (Groundbreaker)

Janover Connect provides real estate syndication and investment management software to support fundraising, investor relations, reporting, and distributions. Capabilities include:

• Investor CRM: Centralizes investor data, tracks interactions, and provides communication tools for sending updates, documents, and notifications.
• Fundraising automation: Supports publishing offerings, managing subscriptions, and tracking investor engagement throughout the fundraising process.
• Distributions: Automates distribution posting and tracking, as well as payments via ACH transfers.

Janover Connect does not publicly list pricing on its website. Schedule a demo to receive a custom quote.

6. InvestNext

InvestNext is real estate investment management software used by sponsors and fund managers to structure deals, manage ownership, and handle investor compliance across funds and syndications. Features include:

• Entity structuring: Models complex ownership structures across funds, SPVs, and deals, including multiple share classes, waterfalls, and allocation logic.
• Compliance: Handles investor accreditation workflows, eligibility tracking, and compliance documentation tied to specific offerings and entities.
• Capital accounts: Tracks capital contributions, allocations, and balances at the investor and entity level.

InvestNext does not specify pricing on its website. Contact sales for a quote.

Juniper Square alternatives focused on investor relations and portals

For investor portal specific capabilities, alternatives include:

7. InvestorFlow

InvestorFlow is an AI-powered front-office platform for private markets used by private equity, real estate, credit, and venture firms to support capital raising, investor engagement, and portfolio workflows. Capabilities include:

• Capital formation: Uses AI to identify and prioritize prospective investors and support fundraising workflows.
• Deal workflows: Provides configurable pipelines, role-based workflows, task automation, and collaboration tools to support diligence and deal execution.
• Investor engagement: Self-service investor portals provide access to balances and documents, as well as branded communications.

InvestorFlow requires a demo to receive a custom quote.

8. Dealpath (investor-facing modules)

Dealpath is a real estate investment deal management platform that centralizes deal pipeline, analytics, and execution workflows for acquisitions, dispositions, and debt teams. Key features are:

• Investor portals: Customizable investor views where limited partners can see deal information, documents, and updates tied to specific investments.
• Subscription tracking: Captures investor commitments, tracks subscription statuses, and logs signed documents.
• Performance reporting: Supports structured performance summaries, cash flow visuals, and investment analytics to investors through shared dashboards and exportable reports.

Dealpath offers two plan options. Both require a demo and a custom quote.

Juniper Square alternatives for enterprise-scale investment operations

For larger investment firms, enterprise options include:

9. Yardi Investment Management

Yardi Investment Management supports owner-managers, fund managers, and institutions. It centralizes investment data and provides investor relations capabilities. Capabilities include:

• Data consolidation: Centralizes financial and investment data, supports complex ownership hierarchies, and eliminates manual spreadsheets.
• Investor portal and CRM: White-label investor portal with access to metrics, documents, subscription workflows, and communication tools.
• Investment reporting: Provides performance data, customizable dashboards, cash forecasting, and the ability to benchmark returns.

Yardi does not publicly share pricing for Investment Management. Contact sales for a quote.

10. MRI Investment Management

MRI Investment Management provides software for investment managers, fund advisors, and institutional investors. Its core focus is on integrating portfolio data to model financial scenarios across real estate holdings with capabilities like:

• Central data repository: Stores investment and portfolio data in a centralized system and offers visibility into risk exposures, key performance metrics, and variances.
• Asset and fund modeling: Supports modeling for long-term capital projects, asset performance scenarios, and fund structures to forecast outcomes.
• Investor access tools: Provides batch reporting capabilities and tools that help produce standardized investment reports for stakeholders.

MRI requires a custom quote for pricing.

Key criteria for evaluating Juniper Square alternatives

The best Juniper Square alternatives should match your firm’s needs. Areas to evaluate include:

Area to evaluate	What to look for
Investment strategy support	Support for how your firm structures deals
Investor onboarding	Simple subscription, verification, and commitment flows
Capital calls and distributions	Built-in automation for capital calls, distributions, and waterfalls
Deal, fund, and entity management	Visibility across deals, funds, and entities
LP reporting and transparency	Automated reporting and real-time investor access
Data governance and audit readiness	Permissions, change tracking, and audit trails
Integrations	Accounting, banking, and CRM systems
Ease of use	Simple experience for both GPs and investors
Pricing and scalability	Ability to grow without changing software

Details on these criteria to help you choose the right alternative.

• Investment strategy support (private equity, real estate funds, syndications): Look for software that supports how you invest and structure deals.
• Investor onboarding and subscription workflows: Solutions that remove friction during the subscription, verification, and commitment process make capital raising easier.
• Capital calls, distributions, and waterfall calculations: Integrated payment tools like automated waterfall calculations and secure distribution payouts increase investor trust and engagement.
• Deal, fund, and entity management: The platform should support visibility into individual deals, fund structures, entities, and how they relate to each other across your portfolio.
• Financial reporting and transparency for LPs: The best solutions should save time by automating reporting and enabling LPs to see the real-time status of their investments.
• Data governance, permissions, and audit trails: Protect sensitive data by controlling access, tracking changes, and keeping audit trails for compliance and internal oversight.
• Integrations with accounting, banking, and CRM systems: Look for the ability to centralize all operational data to provide consolidated information and enhance decision-making.
• Ease of use for both GPs and investors: Prioritize a user-friendly interface that reduces complexity for both your investors and internal operations teams.
• Pricing model and scalability across portfolios: As your business grows, you need a platform and pricing model that can support additional funds, entities, and investors without forcing a system change.

Migration considerations when moving away from Juniper Square

Here is how you can migrate to a new software and start maximizing the value as quickly as possible:

Stakeholder communication

General partners should communicate early with LPs about the platform change and timing. Share with investors details for portal access and document availability so they know what to expect with the transition. Internally, collaborate with your team on how to set up the new workflows and best leverage the software’s features.

Transferring data

Export your data from Juniper Square via manual download or APIs. Pull investor contact details, contributions, distributions, entity relationships, and transaction histories into your new platform. Map the data to ensure everything transfers correctly.

Transition timing

Set a cutover date that avoids critical fundraising or distribution periods. Maintain access to Juniper Square data for reference during the initial period. Document your new processes and have support resources ready for your team and investors.

Agora as a Juniper Square alternative for modern investment management

Agora stands out as a CRE-focused alternative with its integrated approach to investment management. The award-winning platform combines CRM, accounting, and investor portals in one system, eliminating the need to switch between multiple tools. This unified efficiency, backed by dedicated customer success managers and 24/7 support, helps firms streamline operations from day one.

Conclusion

Changing software can be the right approach to support your firm’s growth and specific needs. Check review sites, ask for solution demos, and talk with other firms to hear about their experience. Whichever software you choose, you want it to be a lasting choice that scales with your investors and operations.

Learn more about how Agora helps commercial real estate investment firms raise capital faster and enhances investor relationships so you can grow your portfolio.