Juniper Square for Outlook

I like how you can get to different places through multiple ways. Especially different entities that are connected to one another.

I wish there was an easier way to find check payments and other transactions that require approval from the dashboard page. Currently, I need to be told what investment entities specifically have check distributions pending. Then I must manually navigate there to approve. There should be some centralized place on the dashboard to easily find this

It is solving our investor fund organization by deal. This helps alleviate a lot of time that it takes my team accounting team to track what funds and distributions are for each investor.

Investor data and reporting organized in one space

Would like to see Better CRM functionality

Large scale organization and communication with investors

The overview of upcoming developments at Juniper Square and the opportunity to meet some of the leadership was great! The round table with peers was also great. The customer support is great and our implementation process on the Fund Admin side has been great.

Juniper Square is currently not the easiest to update or make edits in.

Fund administration and investor portal

Juniper Square was implemented at our firm when we launched both an open-end fund and a closed-end fund several years ago. Since we are a small firm, it allowed us to easily automate the subscription process for the funds and setup the investor accounts/positions in a relatively short time-frame. Additionally, it allows the team to more efficiently distribute documents to the investors on a quarterly basis or as needed. Our investors also like that it serves as their own document repository for the funds. It has been a game-changer for our firm. We also value the timely Customer Support that we have received from Juniper Square. Questions are answered and issues are resolved quickly. It is also exciting to see the roadmap that Juniper Square has in place for upcoming enhancements to the product. The product is truly best in class.

Our firm does not have any major things that we dislike about Juniper Square. We did have some issues with the automated subscription process with some investors missing items or not following the directions closely enough so we had to fix some issues during the subscription process.

It is benefiting the Firm by serving as the tracking mechanism for our fundraising process as well as serving as a hub for investor communications. Before implementing Juniper Square, these tasks were performed in Excel and Word.

The organization of entities and offerings and mass emailing.

Contacts could use more filters. I can get halfway there but need to manually finish what I am trying to do.

Organizing our entire company basically. Talking to our investors

Will allow us to be more efficient in our fundraising process and CRM initiatives. User friendly and customizable.

We recently signed up with JSQ so we are in the onboarding stage. From what we’ve seen there hasn’t been anything we dislike about the platform.

Streamline the fundraising process. Consolidating platforms.

I like the scalability of the Juniper system. The juniper team is great to work with.

We are new to system. At this time it is hard to assess the shortcomings.

We hope Junioer will stream line the distribution process.

For me, the best part about Juniper Square is the platform and the technology. I love how they are constantly improving and the technology never gets stale like other investor portals or CRMs. It’s a big differentiator among all other fund administrators. The people are really great as well, and always extremely helpful with anything that I need. I would highly recommend them to anyone looking for an admin, or investor portal.

Juniper Square is still building out the portal to be tailored to private equity, so some of the functionality isn’t quite there yet, but it sounds like that is slowly changing.

They have helped us integrate multiple services into one platform, allowing for a more seamless experience.

1) User-friendly interface 2) friendly, timely, and helpful support team 3) CSM touch point

Not great for scaling business with volume: 1) need Customer ID to distinguish individuals with the same name 2) building positions from subscription acceptance step is error prone and results in data breaches 3) investors are unlikely to get on computer and phone interface is weak for LPs

1) Organization of investors via tags, custom fields, etc. 2) documentation storage for investor portal access 3) secure 2FA CRM

I like the Simplicity and professional lool

I have to set up multiple positions as separate investors for different classes

Investor communications and distributions