Archstone vs Juniper Square

Archstone is a web-based fund management platform for private capital, combining operational tools and related workflows. Its modules include a data room, LP portal, portfolio tracker, deal pipeline, cap table manager, compliance workspace, and Archie AI. Data-room links can use passwords, expiry dates, download restrictions, viewer analytics, and document version history. The LP portal supports quarterly reports, capital call notices with pro-rata calculations, and communication tracking. Portfolio tracking gathers founder updates and records ARR, burn rate, runway, headcount, and custom KPIs. Archie can answer natural-language queries, draft LP letters and investment memos, analyze pitch decks, monitor portfolio metrics, and prepare capital calls for approval. Archstone lists integrations such as QuickBooks, Xero, Google Calendar, Gmail, Stripe, Google Drive, Plaid, Affinity, Attio, and Airtable. It says data is encrypted at rest and in transit and protected by row-level security policies, but it does not hold a SOC 2 report and has not engaged an auditor. Starter begins at $297 a month; a 14-day trial is available.

Juniper Square combines software, data, and fund administration services for private markets firms managing fund operations and investor relationships. Its connected workflows cover fundraising, investor onboarding, fund accounting, treasury, compliance, and reporting. Applications include CRM, investor portals, investor reporting, and fund analytics; onboarding supports digital subscriptions, AML/KYC, and side letters. The AI CRM helps teams manage investor and prospect profiles, communications, investment records, and fundraising activity, while JunieAI adds AI capabilities within workflows. Integrations include HubSpot, Preqin, Outlook, DocuSign, Yardi IM, Yardi Voyager, and Lob. A developer API provides read and write coverage across investor data, fund accounting, payments, compliance, and reporting. Android and iOS apps let investor relations and fundraising teams access CRM data, manage contacts, log interactions, and invite prospects to data rooms. Juniper Square says it encrypts data at rest using 256-bit AES and browser traffic in transit using TLS. Security controls include two-factor authentication, enterprise single sign-on, role-based permissions, and audit logging; the company also reports annual SOC 1 Type 2 and SOC 2 Type 2 assessments and routine third-party penetration testing. Pricing is available on request.