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Description

Enhance your fundraising capabilities and expedite your closing process with an integrated suite that includes data rooms, lead management, online subscriptions, and a tailored CRM for private fundraising. Eliminate the need for spreadsheets with intuitive tools designed for calculating returns, managing waterfalls, and automating workflows for investors. Offer your clients exceptional reporting and instant access to their investments through the top investor portal in the industry. Optimize your fundraising initiatives and accelerate closings using customizable data rooms and online subscription options. Seamlessly create and securely distribute personalized notices, financial statements, and reports that meet industry standards. Effortlessly oversee partnership accounting while automating distribution calculations and tracking payments all from a single, centralized dashboard. This comprehensive approach not only simplifies processes but also enhances client satisfaction and engagement.

Description

SkySlope offers top-notch solutions that integrate effortlessly to enhance productivity. Empower your team with essential tools that foster efficient workflows and elevate the overall customer experience. Enjoy peace of mind with compliance support through tailored checklists, efficient auditing processes, and insightful brokerage analytics. Preparing MLS and association forms is a breeze with the latest pre-loaded templates, which feature auto-populating data and easy-entry options. Sending documents for signature is a seamless process, ensuring that everything is handled smoothly. With DigiSign, you have access to all necessary tools for a clear and uncomplicated signing experience, allowing your team to focus on what truly matters.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Compudyne Yes 
Constellation1 No 
DocJacket No 
Docusign Yes 
Gmail Yes 
Google Analytics Yes 
Lob Yes 
Loft47 No 
Lofty No 
Mailchimp Yes 
MaxPatrol Yes 
Microsoft Outlook Yes 
Oracle S&OP Yes 
RentSpree No 
Vectra AI Yes 
Vyzer Yes 

Integrations

Compudyne No 
Constellation1 Yes 
DocJacket Yes 
Docusign No 
Gmail No 
Google Analytics No 
Lob No 
Loft47 Yes 
Lofty Yes 
Mailchimp No 
MaxPatrol No 
Microsoft Outlook No 
Oracle S&OP No 
RentSpree Yes 
Vectra AI No 
Vyzer No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Juniper Square

Founded

2014

Country

United States

Website

www.junipersquare.com

Vendor Details

Company Name

SkySlope

Founded

2011

Country

United States

Website

skyslope.com

Product Features

Commercial Real Estate

Brand Management No 
CRM Yes 
Cash Flow Analysis No 
Critical Date Alerts Yes 
Deal Management No 
For Appraisers No 
For Brokers No 
For Investors Yes 
For Property Managers No 
Portfolio Management Yes 
Strategic Planning No 

Investment Management

Accounting Management Yes 
Benchmarking No 
Bonds / Stocks No 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management Yes 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management No 
Risk Management Yes 

Real Estate Transaction Management

Accounting Yes 
Appointment Scheduling No 
CRM Yes 
Commission Management No 
Contract Management No 
Critical Date Alerts Yes 
Document Templates Yes 
Electronic Signature Yes 
File Sharing Yes 
Task Management Yes 
Transaction Review Yes 

Product Features

Real Estate Transaction Management

Accounting No 
Appointment Scheduling No 
CRM No 
Commission Management No 
Contract Management No 
Critical Date Alerts No 
Document Templates Yes 
Electronic Signature Yes 
File Sharing Yes 
Task Management No 
Transaction Review Yes 

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