Comparison
KeptDo vs. Juniper Square
Same operator, different jobs. Juniper Square is where you manage investors after the deal closes. KeptDo is what you use to get to a deal worth closing in the first place. They're complementary tools at opposite ends of the syndication lifecycle.
TL;DR
KeptDo is for the acquisition stage: underwriting, LOI, pitch deck. Juniper Square is for the investor management stage: subscriptions, capital calls, K-1s, distributions, investor portal. Active syndicators use KeptDo to find and present the deal, Juniper Square to run the partnership after.
Side-by-side comparison
| Dimension | KeptDo | Juniper Square |
|---|---|---|
| Primary purpose | AI underwriting for deal acquisition | Investor management + fund administration |
| When you use it | Before the deal closes | After the deal closes, through hold |
| T-12 / T-3 / rent roll parsing | AI-extracted, source-traced | Not applicable |
| Returns modeling (5-yr proforma) | Built-in, scored | Not a primary feature |
| Sensitivity / scenario analysis | Base/up/down in parallel | Not a primary feature |
| Generated LOI | Yes | No |
| LP-ready pitch deck | Generated automatically | No |
| Investor onboarding (KYC/AI) | Not applicable | Industry standard |
| Capital calls & distributions | Not applicable | Built-in |
| K-1 generation and tax docs | Not applicable | Built-in |
| Investor portal (existing LPs) | Not applicable | Industry standard |
| Investor journey mapping (deal-level) | Built-in — show the hold-period story | Reports on funds you already raised |
| 100-pt deal scoring | Yes | Not applicable |
| Pricing transparency | Public: $99 / $249 / custom | Quote-based |
Where Juniper Square wins
- Investor management. Sub docs, KYC, capital calls, distributions — the post-close back office of a syndication.
- Investor portal. A polished LP-facing portal for your existing investors to see positions, statements, and K-1s.
- Fund administration. If you're running a fund vehicle, Juniper Square handles the operational side at scale.
Where KeptDo wins
Deal underwriting
You can't raise on a deal you haven't underwritten. KeptDo gets you to a defensible buy decision in 2 hours.
LP-ready pitch deck
Juniper Square shows existing LPs their positions. KeptDo generates the deck that gets new ones to commit.
Investor journey mapping
Show prospects what their investment looks like across the hold — not just where it is today.
Deal scoring
Compare 60 deals on the same 100-pt rubric. Pick the 3 worth raising for.
Built for the acquisition phase
Juniper Square assumes you've already won the deal. KeptDo helps you win it.
SMB-friendly pricing
$99 or $249/mo. Cancel anytime. No procurement cycle.
Use KeptDo to win the deal. Use Juniper Square to run the partnership.
Underwriting comes first. Try KeptDo on your next broker packet.