Mownt
MOWNT vs JUNIPER SQUARE

Compliance-first operating system vs. institutional fund administration.

Juniper Square is the institutional standard for funds at scale — $100M+ AUM, multiple funds, dedicated IR teams, and LPs who expect institutional reporting. Mownt is the compliance-first operating system for solo and small-team capital raisers running 506(b) and 506(c) deals — where server-side compliance enforcement matters more than depth of fund-administration reporting.

SIDE BY SIDE

Eight dimensions worth comparing.

Every claim in the Juniper Square column describes the platform’s public posture — what they sell, who they sell to, where they invest their roadmap. Where Juniper Square’s shape fits your operation better, choose them.

FeatureMowntJuniper Square
Target customer
Solo and small-team capital raisers running compliant 506(b)/506(c) deals
Institutional funds with $100M+ AUM and dedicated IR + fund-administration teams
Compliance enforcement
Server-side 506(b) 30-day gate, 506(c) workflow, append-only audit log
Documented compliance workflows + counsel-managed processes
Pricing posture
Public tier breakdown · pricing on request · 12-month price-lock
Quote on request · enterprise sales motion
Onboarding model
High-touch onboarding included on every paid tier — no setup fee
Paid implementation engagement, typically multi-week
LP-side reporting depth
Investor portal with deal access, document vault, soft-commit tracking
Deep institutional LP reporting — capital calls, distributions, K-1s, fund-admin integration
Pipeline + CRM
Built-in investor pipeline with stage tracking, CSV/GHL import, kanban view
CRM is partner-integrated; investor relations module is sold separately
Underwriting
Built-in underwriting builder with sanity-check rails for exit-cap, renovation, operations
External; bring your own underwriting model and analyst team
SOC 2 posture
SOC 2 Type II in progress, expected Q3
SOC 2 Type II published
WHEN TO CHOOSE JUNIPER SQUARE

When institutional fit and reporting depth are the deciding factor.

Juniper Square earns its position as the institutional standard for a specific shape of fund: $100M+ AUM, multiple funds, a dedicated IR team, and an LP base that expects institutional reporting depth — capital-call workflows, distribution waterfalls, K-1 delivery, fund-administration integration. If your operational shape is multi-strategy or fund-of-funds, and your LPs evaluate platforms by depth of LP-side reporting and institutional relationships, Juniper Square is genuinely hard to beat. The implementation cost and timeline are real, but for funds at that scale they pencil.

WHEN TO CHOOSE MOWNT

When compliance has to be enforced — not just documented.

Mownt is the compliance-first operating system for solo and small-team capital raisers running 506(b) and 506(c) deals. Server-side gating prevents the violations that documented compliance can only catch after the fact: the 30-day relationship clock is enforced at the platform layer, the non-accredited cap is counted automatically, the audit log is append-only and exportable for your counsel or the SEC at any time. Pipeline, deal pages, document vault, and underwriting ship in the same product — not as a constellation of integrations to maintain.

Built by an active CRE GP who runs his own raises on the platform first — every release ships on a real deal before any customer sees it. No add-on surprises: setup, import, export, and email support ship on every tier. 12-month price-lock on whatever rate you sign at — no annual escalation, no surprise re-pricing.

Read more about how Mownt is built·See compliance in action·See pricing

AT A GLANCE

Which platform matches your operation?

JUNIPER SQUARE FITS WHEN
  • You run $100M+ AUM across multiple funds with a dedicated IR team
  • Your LPs expect institutional fund administration: capital calls, distributions, K-1 delivery
  • You have the budget and timeline for a paid multi-week implementation engagement
  • Your operational shape is fund-of-funds or multi-strategy with depth of LP-side reporting
MOWNT FITS WHEN
  • You raise 506(b) and 506(c) deals as a solo or small-team operator
  • You want server-side compliance enforcement — gate, audit log, Form D countdown
  • You want pipeline, deal pages, document vault, and underwriting in one platform
  • You want price-locked pricing and a platform built by an active CRE GP
READY TO EVALUATE MOWNT?

Apply for early access — we’ll send the tier breakdown.

Tell us a bit about your raise. We’ll send the tier that fits and the rate at the same time — no sales cycle.

Apply for early access