Juniper Square

Stay connected to investors wherever your business takes you.

Manage contacts, log activities, and leverage powerful fundraising tools—all from the convenience of your mobile device.

MANAGE CONTACTS IN REAL-TIME
Never misplace an investor’s contact information again—add and edit contacts in Juniper Square on the go.

VIEW INVESTOR PROFILES
Get key investor information on demand with easy access to recent activity, offerings, and active investments for each contact.

EASILY SEARCH & FILTER CONTACTS
Quickly find the data you need by filtering contacts by location, entity, custom tags, and more.

LOG MEETINGS, CALLS, AND NOTES
Keep your investor data up-to-date by capturing meeting notes, calls, and investor updates as they happen.

FUNDRAISE FASTER
Take the next steps when LP interest is fresh by adding contacts to an offering and inviting them to your data room.