Pricing explainer · 2026
Juniper Square pricing in 2026
Juniper Square does not publish prices. Here is what third parties report, dated and attributed, what tends to drive a quote, and what to ask on the sales call, read on 2 October 2026. We sell a competing product, CREAssets, with a published price: $0 until you collect investor money, then $299 a month.
Updated
From Juniper Square
What Juniper Square publishes
No pricing page and no prices. Its site asks you to get a demo or book an intro call.
Price
Not published, as of the date above. Sold through demos.
Scale
2,300+ GPs, 750,000+ LPs and $1T investor equity, as published on its home page.
What you are buying
Software for private markets plus fund administration as a service, with about 350 accountants. Annual SOC 1 Type 2 and SOC 2 Type 2 reports.
Third-party reports
What others report
These figures are not from Juniper Square. Two of the four sources sell competing products, as we do. Each appears to describe the same historical $18,000 entry point; none links to a current Juniper Square price list.
Scroll the table sideways to see every column.
| Source | Who they are | What they report | Date shown |
|---|---|---|---|
| Agora | Competing vendor | “Juniper Square used to advertise three pricing tiers starting at $18,000 per year”: Sponsor for firms under $50M in equity, then Professional and Enterprise. Additional costs for services such as off-cloud backups and integrations. | Updated 24 March 2026 |
| Capterra | Software review site | Starting price $18,000 per year. No free trial and no free version. | No date shown; read 2 October 2026 |
| Peony | Blog review | Historically three tiers (Sponsor, Professional, Enterprise) from around $18,000 a year, Sponsor scoped to firms under $50M in equity. One-time implementation, data-migration and training fees on top of the licence. Managed fund administration priced separately, by fund complexity. | Published 5 August 2026 |
| Homebase | Competing vendor | Quote-based; about $18,000 a year as reported by third parties. Annual contracts. Implementation averages 2.6 months. $25,000–$40,000 for a typical mid-market fund sponsor once add-ons are counted. | Updated 24 June 2026 |
Cost drivers
What drives a Juniper Square quote
Based on the reports above. Treat them as questions to confirm, not as Juniper Square’s terms.
Equity under management
The tiers third parties describe were set by equity under management, with the entry Sponsor tier for firms under $50M (Agora, Peony).
Funds and investors
Peony writes that the only accurate number is a quote for your exact scope, naming LP count and fund count.
Modules and add-ons
Agora reports additional costs for services such as off-cloud backups and integrations. Ask which modules your quote includes.
Fund administration
Juniper Square sells fund administration as a service. Peony reports it as a separate, larger commitment priced by fund complexity.
Implementation and migration
Peony reports one-time implementation, data-migration and training fees on top of the licence. Homebase reports implementation averaging 2.6 months.
Contract length
Homebase reports annual contracts. Juniper Square does not publish its terms, so confirm the initial term and renewal notice.
Questions to ask on the sales call
Ask for the answers in writing. They apply to any platform that quotes rather than publishes, including the ones we compete with.
- What is the annual price for our equity under management, fund count and LP count, in writing?
- What happens to the price when our equity crosses the next tier?
- Which modules are included, and which are add-ons (portal, reporting, CRM, data rooms, AI)?
- What are the one-time implementation, migration and training fees?
- How long is the initial term, does it auto-renew, and what is the notice period?
- How is the price set at renewal after the first year?
- Is fund administration priced separately, and on what basis?
- How long does implementation take for a firm our size, and who does the data mapping?
- What can we export if we leave, and in what format?
For contrast
A published price: CREAssets
Our product, so weigh this accordingly. The price is on our pricing page and does not depend on a call.
- To start
- $0
- Until you collect investor money into a deal. No credit card.
- Platform
- $299/mo
- Every module, AI included. Month-to-month, cancel anytime.
- Switching
- $0
- Free migration and your first month free.
What you would give up: Juniper Square publishes SOC 1 and SOC 2 Type 2 reports, sells fund administration as a service and covers private equity, venture and credit. CREAssets holds no certification, is software only and is built for commercial real estate sponsors.
Frequently asked questions
How much does Juniper Square cost?
Juniper Square does not publish prices; it sells through demos. Third parties (Agora, Capterra, Peony and Homebase) report a historical entry point of about $18,000 a year, with tiers set by equity under management. Juniper Square has not confirmed these figures, so ask for a written quote for your scope.
Does Juniper Square have a free trial or free version?
Capterra lists neither, and we found no trial on Juniper Square’s site on 2 October 2026. Its site asks you to book a demo.
Are there implementation or migration fees?
Juniper Square does not publish any. Peony reports one-time implementation, data-migration and training fees on top of the licence, and Homebase reports implementation averaging 2.6 months. Ask for both in writing.
Is fund administration included?
Juniper Square sells fund administration as a service alongside its software. Peony reports managed fund administration as a separate commitment priced by fund complexity.
How does CREAssets pricing compare?
CREAssets is published: $0 until you collect investor money into a deal, then $299 a month for every module, AI included, month-to-month. Migration from another platform is free and the first month is free, with a migration plan within 3 business days of your exports and your book loaded within 7 business days. It is software only: no fund administration service and no SOC report, where Juniper Square offers both.
Read on 2 October 2026; pages may have changed since. Also see Juniper Square vs Agora vs InvestNext. Sources: junipersquare.com, Agora: Juniper Square pricing (competitor), Capterra: Juniper Square pricing, Peony: Juniper Square review, Homebase: InvestNext vs Juniper Square (competitor).
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