For syndicators tired of Juniper Square's annual bill. An investor portal you own.
KYC + accreditation + capital calls + IRR dashboards + K-1 distribution + secure data rooms. Built for GPs raising USD 5M–500M and family offices managing direct-deal portfolios. Typically 12–22 weeks.
Trusted by 50+ operators, PropTech companies & digital-first brands
Built for these operators
GPs raising syndications
Active GPs raising deal-by-deal capital from LP networks.
Funds + private equity
Closed-end funds with multi-LP, multi-asset structures.
Family offices
Direct + co-invest portfolios with deal-screening needs.
Sponsor co-investment
Sponsor-led deals with LP co-invest portals.
REITs (private)
Non-traded REITs needing modern shareholder portals.
Who this is NOT for
- First-time GPs raising under USD 5M. Juniper Square free tier or AppFolio Investment Manager will fit your scale.
- Public REITs with SEC compliance + transfer-agent needs. We build the portal layer; we don't replace the registrar / transfer agent.
- Anyone needing a fully-managed fund-admin service. We build the platform; we don't run the back-office.
Pick the stage that matches you
Active GP
Single fund / 50 LPs
1 fund + 50 LPs + capital calls + K-1. Typically 12–14 weeks. Replaces Juniper Square at scale.
Multi-fund GP
3+ funds, deal-flow copilot
Deal-screen agent + underwriting copilot + multi-fund portal. Typically 14–18 weeks.
PE / family office
10+ funds, multi-jurisdiction
Multi-jurisdiction + custom waterfall + per-LP customisation. Typically 18–22 weeks.
The traps that tank a custom build
Custom builds drift
Without weekly checkpoints scope creep tanks the launch date and the budget.
Schema goes stale
AEO-eligible markup needs to be regenerated continuously, not hand-edited once.
PMS / CRM / web silo
Three tools run separately and reconciling spreadsheets costs more than the build.
No cost guardrails
Per-tenant + per-feature cost is invisible until the bill arrives.
Compliance afterthought
GDPR, RERA, MLS, KYC bolted on at the end is 5× the cost of building it in.
Coming from a SaaS you've outgrown?
Per-fund SaaS fees compound. Custom platforms pay back in year-2 for scaled GPs.
Juniper Square
2 engagements
Most-common migration. GPs at scale in Juniper Square see year-2 break-even on a custom build.
AppFolio Investment Manager
Operators who started on AppFolio's investment module hitting customisation limits.
Carta + spreadsheet stack
Cap-table-only on Carta, distributions via Excel. Moved to one unified portal.
Cash Flow Portal
1 engagement
Migrating to a fully-branded LP experience.
The full stack, end-to-end
LP / GP investor portal
Capital calls, distributions, K-1s, IRR dashboards, secure document delivery.
Deal-screen agent
AI-powered deal screening on incoming opportunities. IRR-after-fees in seconds.
Underwriting copilot
Faster scenario analysis. LLM-summarised PSAs, lease abstracts, market comps.
Document vault
Sub-docs, K-1s, periodic reports, role-based access. Audit-trail enabled.
Reg-compliance + accreditation
Per-jurisdiction accreditation + suitability checks. 506(b) vs 506(c) flows.
E-signature
DocuSign / HelloSign with audit trail. Per-document role-based signature flows.
A 6-step process
- 01
Discovery
1-week scoping sprint with stakeholders + risk register.
- 02
Design
Wireframes, brand alignment, IA, content model.
- 03
Build
Frontend + backend + integrations sprinted weekly.
- 04
Launch
Staging → UAT → DNS cutover. 301 plan if migrating.
- 05
Optimise
SEO + AEO + perf tuning. Lighthouse ≥ 95.
- 06
Operate
Retainer-backed maintenance, content, growth.
Pulled straight from the portfolio
Multi-region real estate investment platform operator
Scaled bookings + ops with a Noseberry-built platform across multiple cities. Owns the codebase, no per-seat licensing.
Read the storyMulti-citydeploymentTier-1 real estate investment platform operator
Launched the digital stack in under 12 weeks with full code ownership and a 90-day go-live commitment.
Read the story12-weeklaunch
Opinionated for real estate
Every brief is scoped to the operator's goals.
We don't publish fixed pricing because every engagement is shaped to the operator's stage, scope, and target outcomes. Book a strategy call and we'll share a tailored scope, timeline, and investment range within 24 hours.
What Juniper Square actually costs you over 5 years
Juniper Square's per-LP / per-fund pricing compounds as you scale.
| Investors | Juniper Square, 5 yr | Noseberry, one-time | You save |
|---|---|---|---|
| 50 | $60K | $75K | — |
| 200 | $200K | $130K | $70K |
| 500 | $450K | $200K | $250K |
| 1,000 | $750K | $300K | $450K |
5-yr SaaS cost = published per-unit per-month list price × 60 months × units. Real-world fees often higher once transaction percentages + add-ons are included. Noseberry build = scoped one-time fee with optional 12-mo support retainer (~15% of build). Talk to us for a per-vertical quote.
How we stack up
| Capability | Noseberry | Juniper Square | Carta + Cash Flow Portal | DIY in-house |
|---|---|---|---|---|
| Real-estate domain | 100+ ops in 14+ countries | Generic | Generic | — |
| Code + IP ownership | ||||
| Schema-first SEO + AEO | Limited | |||
| Cost guardrails | ||||
| Time to launch | 8–14 weeks | 30 days onboarding | 6+ months | Months |
| Per-seat licensing |
Real-estate domain
- Noseberry
- 100+ ops in 14+ countries
- Juniper Square
- Generic
- Carta + Cash Flow Portal
- Generic
- DIY in-house
- —
Code + IP ownership
- Noseberry
- Juniper Square
- Carta + Cash Flow Portal
- DIY in-house
Schema-first SEO + AEO
- Noseberry
- Juniper Square
- Carta + Cash Flow Portal
- Limited
- DIY in-house
Cost guardrails
- Noseberry
- Juniper Square
- Carta + Cash Flow Portal
- DIY in-house
Time to launch
- Noseberry
- 8–14 weeks
- Juniper Square
- 30 days onboarding
- Carta + Cash Flow Portal
- 6+ months
- DIY in-house
- Months
Per-seat licensing
- Noseberry
- Juniper Square
- Carta + Cash Flow Portal
- DIY in-house
Frequently asked questions
How long does the engagement take?
8–24 weeks depending on scope. Single-vertical launches at the lower end; multi-region platforms at the upper end.
Do we own the code?
Yes. Every line, every model, every contract. Deployed to your cloud. No SaaS lock-in, no per-seat licence.
Can you migrate from a templated SaaS?
Yes. Most builds are migrations. We rebuild on Next.js with proper schema-first SEO/AEO, keep your URLs intact, and 301 the old paths.
Do you handle ongoing ops?
Yes. Most operators continue with us on a retainer covering content, SEO, paid, and growth experiments.
Pair it with
Operator-led overview of real estate investment platforms
If you're scoping the vertical itself rather than the platform build, sub-verticals served, named clients, our operator playbook, the audience-led Real Estate Investment Platforms page is the better starting point.
See Real Estate Investment Platforms overviewReal Estate Investment Platform platform