Accelerate your fundraise with digital subscription workflows tailored to your fund and built to impress investors
Digital Subscriptions: Intelligent digital subscriptions for every fund
Raise capital faster with simpler, smarter subscriptions
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Preserve the exact terms, structure, and language of your subscription documents with configurable settings, custom questions, and conditional logic that align with your specific requirements.
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Guide each LP through a tailored workflow powered by conditional logic that shows only relevant fields to ensure complete, accurate submissions. Investors can collaborate, move at their own pace, and complete the subscription in any order, without confusion or delays.
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Eliminate re-entry, errors, and system silos — investor data flows directly from subscription documents into your CRM and reporting tools, all within Juniper Square’s unified platform.
Everything you need for seamless digital subscriptions
Custom workflows with conditional logic
Customize the investor experience to match your subscription documents with custom questions and conditional logic that adjusts in real-time based on investor responses.
Embedded KYC/AML
Collect identity documentation from investors directly in the digital subscription flow to simplify compliance.
Dynamic data rooms
Market your fund and securely share documents with investors — giving them centralized access to everything they need to evaluate and invest.
Seamless digital signatures
Confidently collect LP signatures with a secure, integrated DocuSign experience.
Real-time tracking
Stay focused on top prospects and raise more capital with tools that help you manage your pipeline and track investor engagement in real-time.
Investor onboarding services
Reduce errors and your team’s workload—our team of fundraising experts are ready to configure your subscriptions, distribute invitations, and create investor positions.
Bulk actions
Invite prospects, edit details, countersign, and more, all in bulk to save time and reduce clicks.
Advanced data permissions
Set custom user permissions to prevent unauthorized staff from viewing or exporting subscription data.
Effortless data management
Automatically update LP profiles in your CRM and create investor positions with relevant details, eliminating manual data entry. Subscription data exports simplify tax, compliance, and accounting needs.
Digital subscriptions was the single biggest needle mover we could implement for the investor experience.
Shawn Hawthorne
Partner
Foxfield LLC
Juniper Square has significantly reduced the burden of raising and managing capital.
Chris Powers
Founder and Executive Chairman
Fort Capital
Juniper Square is the epitome of efficiency through technology... playing a pivotal role in helping us source capital without adding personnel.
Scott Eschelman
Principal
Build Inc.
FAQs
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With Juniper Square, no fund is too complex. Our platform is purpose-built to handle various fund types, investor types, investment scenarios, and risk-based compliance–all in one workflow. With custom questions and intelligent workflows, Juniper Square helps you fundraise faster while delivering a better experience for you and your investors.
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For managers looking to implement best practices, Juniper Square can support your compliance needs regardless of investor types, jurisdictions, or program requirements. We offer all-in-one technology and services to collect required investor data and documentation and screen investors and beneficial owners.
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Juniper Square’s basic and advanced permissions let you customize user access to safeguard both your and your investors' data. Control users' ability to track or communicate with prospects by assigning view or edit permissions to offerings and data rooms. Restrict access to prospects' subscription details to further protect sensitive information, such as Social Security numbers and other Personally Identifiable Information provided through the investor questionnaire.
Better subscriptions are only the beginning
Juniper Square powers a connected platform of fund software and services to increase efficiency and elevate every investor touchpoint.