Entrilia vs Juniper Square

Entrilia is a paid, cloud-native, API-first platform for private capital and alternative assets, available through web and APIs. Pricing is on request, and the public site invites visitors to book a personalized demo. Its suite includes fund accounting, investor insights, reporting and data, fundraising data rooms, an investor portal, portfolio monitoring, an admin portal and integrations. Fund accounting supports dual-sided accounting, event-driven automations and complex structures with intercompany processes, consolidation, funds flow and equity pickup. Reporting covers investor, investment, financial and operational information and is API-accessible. Portfolio Monitoring collects, analyzes and reports investment metrics. The investor portal provides secure document sharing and real-time performance updates. REST APIs and webhooks connect existing systems and respond to platform events. Entrilia MCP lets compatible assistants query live fund data through SmartViews and links each answer to its report. Entrilia says MCP follows existing roles, does not copy data into another AI system and does not use fund data to train models.

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.