Average Ratings 0 Ratings
Average Ratings 1 Rating
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
Integrations
Compudyne
Yes
Constellation1
No
DocJacket
No
Docusign
Yes
Gmail
Yes
Google Analytics
Yes
Lob
Yes
Loft47
No
Lofty
No
Mailchimp
Yes
Integrations
Compudyne
No
Constellation1
Yes
DocJacket
Yes
Docusign
No
Gmail
No
Google Analytics
No
Lob
No
Loft47
Yes
Lofty
Yes
Mailchimp
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