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WSO Free Modeling Series - Now Open Through
September 30, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
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Or if anyone has a similar product or program, I'd be very interested in learning about those too
We use it for investor management/reporting, it's been a really great product and the LPs and HNW folks love it. Don't use it for sourcing though.
look into crowdstreet
Check out Joe Stampone's Juniper Square on boarding experience at his blog - astudentoftherealestategame.com
He is also extremely proactive in his willingness to connect and share his experiences with the community. I'm sure he has great insight into the platform.
My company has just purchased this platform and is in the middle of integration. We're primarily doing HNW syndications and have received super positive feedback thus far. The support team is great as well.
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