Spring 2025: What's new at Juniper Square
Speed up investor onboarding, enhance your LP communications, and take your CRM on the go with Juniper Square’s latest releases.
Investor CRM: Stay connected to investors, wherever business takes you
The Juniper Square mobile app lets you respond faster, access key investor data, and keep your CRM up to date—all from the palm of your hand.
Investor onboarding: Deliver the ultimate onboarding experience no matter your requirements
Flexible LP subscription flows
Simplify investor onboarding by giving LPs the flexibility to complete subscription steps at their own pace and in any order, allowing multiple contacts to collaborate and populate information simultaneously.
Countersign in bulk
Close deals faster. With just a few clicks, execute all your LP subscription packages and scale your operations effortlessly.
Custom footnotes & sub-questions
Request follow-up information and add footnotes to guide subscribers and ensure complete, accurate answers.
Expanded, configurable subscriber types
Configure subscriber types to match your fund’s needs. Choose from an expanded set of options and show only those relevant to your investors.
Investor relations: Save time and gain control with advanced communication tools
Advanced template management
Edit, delete, and organize templates—and save them to specific entity collections for more flexible, tailored communication.
Email scheduling
Schedule emails to send at the perfect time, giving you the flexibility to reach investors when it’s most convenient for them—without interrupting your day.
Investor driven contact management
Reduce ad hoc requests and keep investor records current by enabling LPs to manage contact details through self-service—while maintaining oversight with configurable approval workflows.
More releases to streamline operations and exceed investor expectations
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Track email performance, monitor document sharing, access investor payment preferences for compliance, and gain insights into fund and asset performance over time—all in one place.
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Protect sensitive information with customizable watermarks on shared documents, ensuring secure tracking and preventing unauthorized sharing.
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Share your screen with our Support Team to quickly resolve complex issues.
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Email limits are gone, allowing you to send emails to unlimited recipients in a single batch.
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Collect more information about your investors and track portal invitations directly with a streamlined interface.
Connected software and services for the private markets
See why over 2,100 GPs trust Juniper Square’s connected software and services to raise capital more efficiently, increase operational efficiency, and exceed investor expectations.
Resources: Previous releases
What's new: Winter 2025
Dynamic subscriptions, GL data in insights, and enhanced layouts for emails and reports