Stak vs. Juniper Square
Choosing the right PE deal management platform. See how Stak compares on SPV structuring, fee economics, and investor portal capabilities.
Why Teams Choose Stak
SPV Economics Engine
Stak computes all-in PPS, entry fees, carry, and SPV costs per investor — auto-calculated, not manual spreadsheet overlays.
Document Generation
Confirmation letters, annual reports, and capital call notices generated with one click. Every number derived from live deal data.
Multi-Tier Commission Tracking
Built-in retrocession tracking across introducing partners, placement agents, and sub-partners with full audit trail.
Transparent Pricing
Published pricing from $299/mo. No hidden fees, no minimum AUM requirements, no multi-year lock-in.
Juniper Square
Established LP portal, fundraising tools, and investor CRM with a large existing customer base in institutional PE.
Stak
Native SPV economics engine with all-in PPS, pro-rata cost allocation, and multi-tier fee retrocession. Granular deal-by-deal structuring with document generation that includes full financial breakdowns.
Feature-by-Feature Comparison
Investor Portal
Investor Portal
Real-Time MOIC & IRR
Document Downloads
Investor Notifications
Investor Profile Management
Multi-Currency Portfolio
Deal Management
SPV Structuring (1-tier & 2-tier)
Deal-by-Deal Fee Economics
All-in PPS Calculation
Pro-Rata Cost Allocation
Multi-Tranche Closings
Deal Pipeline Management
Fundraising Tools
Document Engine
Confirmation Letter Generation
Annual Report Generation
Capital Call Notices
Custom Document Templates
Branded Documents
Commissions & Fees
Entry Fee Commission Tracking
Carry Fee Retrocession
Multi-Tier Partner Commissions
Commission Audit Trail
Reporting
ILPA-Aligned Reporting
Custom Reporting Views
CSV / Excel Export
Security & Compliance
2FA / TOTP
Role-Based Access Control
Full Audit Logging
GDPR & nFADP Compliance
Integration & Data
REST API
Excel/CSV Import
Webhook Support
Support & Pricing
Published Pricing
Free Trial
No Minimum AUM
When to Choose Stak
Your scenario:
You structure deal-by-deal SPVs and need granular fee economics (entry fee, carry, cost allocation) computed per investor, with branded document generation.
Our recommendation:
Stak is purpose-built for this workflow. The SPV economics engine handles multi-tier fees and pro-rata allocations that would require spreadsheets alongside a generic portal.
Frequently Asked Questions
How does Stak differ from Juniper Square for SPV management?
Stak includes a native SPV economics engine that auto-calculates all-in PPS, entry fees, carry, and cost allocation per investor. This deal-by-deal fee computation is built into the core platform, whereas generic portals typically require external spreadsheets for these calculations.
Can I migrate from Juniper Square to Stak?
Yes. Stak supports CSV and Excel import, allowing you to migrate investor data, deal information, and historical records. Our onboarding team provides guided migration support on Professional and Enterprise plans.
Does Stak offer fundraising tools like Juniper Square?
Stak focuses on the post-allocation workflow: structuring deals, tracking investments, generating documents, and managing the investor portal. For fundraising-specific CRM features, Stak provides basic pipeline tools with deeper deal management capabilities.
See Stak in Action
The best way to compare is to try it. Explore the full platform with real (fictitious) data.