Juniper Square 1.3.0

In today's dynamic business landscape, maintaining strong connections with investors is paramount. Juniper Square offers a suite of tools designed to help professionals manage investor relationships effectively through a mobile platform.

Real-Time Contact Management

The ability to manage contacts in real-time eliminates the danger of losing crucial investor information. Users can easily add or update contacts while on the move, ensuring that their records are always current.

Comprehensive Investor Profiles

Juniper Square provides immediate access to vital investor profiles, presenting recent activities, current offerings, and ongoing investments. This feature allows users to stay informed and engaged with their investors effortlessly.

Efficient Search and Filtering Options

The platform's search functionality is robust, enabling users to filter contacts based on various criteria such as location, entity type, and custom tags. This capability ensures that finding specific data is quick and efficient.

Meeting and Communication Logging

Keeping investor data accurate is essential, and Juniper Square allows users to log meetings, phone calls, and notes in real-time. This feature helps maintain a comprehensive record of interactions and updates.

Accelerated Fundraising Processes

When interest from limited partners (LPs) is high, taking immediate action can be crucial. Users can swiftly add contacts to offerings and extend invitations to data rooms, thereby streamlining the fundraising process.