Comparison
Raziel vs Juniper Square
Juniper Square sells investor CRM, fundraising, investor portal and fund administration services to private markets GPs in real estate, private equity, venture and private credit. Raziel is built for private markets: startups, SPVs, funds and entities, with founder tools under the same login.
Last reviewed October 28, 2026
At a glance
Which one fits you
Start with the portfolio you hold. Here is who each tool is built for, and what it costs.
Choose Raziel if
LPs and angels who want one portfolio of their own across every GP, SPV and direct startup investment, with returns calculated from their own cash flows. Juniper Square serves a different primary job: running the fund.
Pricing: Founder free to 100 contacts. Investor $49/month after a 14-day trial.
Choose Juniper Square if
Fund managers who need to raise capital, onboard investors, run fund accounting and give their LPs a branded portal. If you are an LP, you use Juniper Square when your GP has chosen it.
Pricing: Not listed. Sold to GPs; no LP pricing is published.
Feature by feature
Raziel and Juniper Square, side by side
The same rows on every comparison, with notes where the answer needs context.
| Feature | Raziel | Juniper Square |
|---|---|---|
| Asset coverage | ||
| Startup equitySAFEs, convertible notes, priced rounds | Yes SAFEs, priced rounds and secondaries, re-marked when a new round is recorded. | Not listed Direct startup investments such as SAFEs are not part of the LP portal. |
| SPVs and fund LP positionsCommitments, capital calls, distributions | Yes Commitments, capital called, NAV and distributions beside direct holdings. | Partly LPs see commitments and, if the GP shares them, transactions and performance for that GP’s funds only. |
| Entities and vehiclesLLCs, trusts, family office structures | Yes Holdings across LLCs, trusts and personal accounts. | Not listed Not described for LPs. |
| Public equitiesBrokerage accounts and stocks | Coming soon Brokerage connections are coming soon. | Not listed |
| Real estateProperty values, income, gains | Coming soon Property tracking is coming soon. | Partly Real estate funds are a core GP segment; LPs see the fund position, not individual properties they own. |
| CryptoWallets and exchanges | Coming soon Wallet connections are coming soon. | Not listed |
| Investor tools | ||
| Returns from cash flowsMOIC, IRR, TVPI, DPI | Yes MOIC, IRR, TVPI and DPI from the cash flows you record. | Partly Performance detail appears when the GP chooses to share it. |
| Automatic document importStatements, K-1s, SAFEs | Yes Forward statements, capital call notices and SAFEs. AI is optional. | GP posts documents LPs filter and download investment and tax documents posted by the GP. Uploading your own documents is not described. |
| Portfolio company newsRounds and headlines on your holdings | Yes Rounds and news on the companies you hold. | GP posts only The portal shows the GP’s own posts and hero metrics. |
| Founder tools | ||
| Fundraising CRMInvestor pipeline for founders | Yes Kanban pipeline with target checks. | Investor CRM for GPs An investor CRM for fund managers raising capital, not for startup founders. |
| Investor updatesWrite, send and track updates | Yes Open and click tracking. | GP investor reporting Investor reporting and notices sent by GPs to LPs. |
| Cap tableOwnership, options, dilution | Yes Ownership, options and dilution for the company you run. | Not listed |
| Platform | ||
| SharingAdvisors, family, partners | Yes Owner, editor and viewer roles per workspace. | Partly Authorized LP contacts can manage portal access and preferences. |
| Native mobile appsiOS and Android | Yes Live on the App Store and Google Play. | GP app only The iOS app is a CRM for GP teams. An LP mobile app is not listed. |
| Free planFree tier or free trial | Founder free to 100 contacts Founder is free through 100 contacts. Investor has a 14-day free trial. | Provided by your GP LPs get access when their GP uses Juniper Square. |
| SecurityMFA, encryption, audits | Mandatory MFA Mandatory MFA, private networking. SOC 2 Type II and ISO 27001 in progress. | SOC 1 and SOC 2 Type II, 2FA Annual SOC 1 Type II and SOC 2 Type II assessments, AES-256 at rest, 2FA for all users. |
| More differences | ||
| Fund administration and accounting for GPsFund accounting, treasury, investor services and AML/KYC. | No | Yes |
| E-sign and update wire details as an LPWithin the GP’s portal. | No | Yes |
| Track funds from every GP in one placeA Juniper Square portal covers the funds of the GP that provides it. | Yes | No |
- Yes
- Partly
- Coming soon
- No
- Not listed
Key differences
What actually sets them apart
-
A different primary job
Juniper Square is how a GP runs fundraising, fund accounting and investor reporting. Raziel is how an investor tracks their own portfolio. Many LPs will use both: Juniper Square to receive documents from a GP, Raziel to see every position together.
-
One GP’s funds versus your whole private portfolio
Each Juniper Square portal shows what one GP shares about its own funds. Raziel holds SPVs and funds from any manager next to direct SAFEs, priced rounds and the entities that hold them.
-
Who controls the data
In Juniper Square the GP decides what LPs see, from commitments only to full performance detail. In Raziel you record your own cash flows, forward statements and capital call notices, and Raziel calculates MOIC, IRR, TVPI and DPI.
-
Founder tools
Juniper Square’s CRM is built for fund managers raising from LPs. Raziel’s founder tools are for startup founders: a fundraising pipeline, investor updates and a cap table.
To be fair
Where Juniper Square is strong
No tool is right for everyone. These are the areas where Juniper Square does more than Raziel today.
- Full fund administration for GPs, including fund accounting, treasury for capital calls and distributions, investor services and AML/KYC.
- A branded LP portal where investors can e-sign documents and update payment instructions, with fraud screening.
- Annual SOC 1 Type II and SOC 2 Type II assessments.
- Used by more than 2,300 GPs across real estate, private equity, venture and private credit, so many LPs already have a login.
Pricing
What each costs
Raziel
Founder free to 100 contacts. Investor $49/month after a 14-day trial.
- Founder: free through your first 100 contacts, then $29/month.
- Investor: 14-day free trial, then $49/month through 30 companies.
- Investor: $199/month for more than 30 companies.
- Paid plans auto-renew until you cancel.
See full pricing
Juniper Square
Not listed. Sold to GPs; no LP pricing is published.
- Juniper Square does not publish prices on its site.
- Capterra lists a Basic plan at $18,000/year for GPs, with no free trial or free version.
- The investor portal is provided to LPs by their GP; no separate LP fee is listed.
As listed on October 28, 2026. Check Juniper Square’s site for current prices.
Switching
Moving from Juniper Square to Raziel
Most of the setup is importing what you already have. The Investor plan starts with a 14-day free trial.
- Keep using each GP’s Juniper Square portal to receive documents and sign.
- Start a 14-day Investor trial on Raziel and add each fund commitment in a few fields.
- Forward the capital call notices and statements you download from the portal so Raziel records calls, NAV and distributions.
- Add your SPVs and direct startup investments so every position sits in one portfolio.
Raziel vs Juniper Square: questions
Is Raziel a Juniper Square alternative?
Not for GPs. Juniper Square is fund software and administration for managers. Raziel is a portfolio tracker for investors. For an LP, Raziel complements the portals GPs provide by putting every fund, SPV and startup position in one place.
I am an LP in a fund that uses Juniper Square. Why would I use Raziel?
A Juniper Square portal shows one GP’s funds. If you invest with several managers, plus SPVs and direct startups, Raziel tracks them together and calculates returns from your own cash flows.
Does Raziel connect to Juniper Square?
Raziel does not list a direct Juniper Square connection. You can forward the statements and capital call notices you receive and Raziel’s AI records the details.
How much does Juniper Square cost?
Juniper Square does not publish prices; it sells to GPs. Capterra lists a Basic plan at $18,000/year. LPs get portal access through their GP. Raziel’s Investor plan is $49/month through 30 companies after a 14-day free trial.
Does Juniper Square have a mobile app for investors?
Its iOS app is a CRM for GP teams. An LP mobile app is not listed. Raziel has iOS and Android apps for investors and founders.
Sources
Where this information comes from
Product details change. Information about Juniper Square comes from public sources listed below, reviewed October 28, 2026. Spotted something out of date? Contact us.
- Juniper Square investor portal (junipersquare.com)
- Juniper Square fund administration (junipersquare.com)
- Juniper Square products for private equity (junipersquare.com)
- Juniper Square security and compliance (junipersquare.com)
- Juniper Square mobile app (for GPs) (junipersquare.com)
- Juniper Square on the App Store (apps.apple.com)
- Capterra: Juniper Square pricing (capterra.com)
Last reviewed October 28, 2026. Raziel details come from our pricing and security pages.
More comparisons
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- Venture investing platform and fund administrator Raziel vs AngelList AngelList runs fund administration for venture funds, SPVs and syndicates, and gives the accredited investors (LPs) in those vehicles a portfolio dashboard with valuations, returns and tax documents. Read the comparison
- Portfolio management for angel investors Raziel vs Seraf Seraf is web-based portfolio management software for early-stage investors. Read the comparison
Get started
Track every private position in one place
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