Juniper Square

1. Use Juniper Square's fundraising tools to create a digital subscription document.

2. Share the document with potential investors through a secure data room.

3. Investors complete the subscription document online.

4. Juniper Square automatically tracks the status of each subscription.

5. Once the fundraising is complete, Juniper Square generates reports on the capital raised.

1. Invite new investors to the Juniper Square platform.

2. Investors complete their onboarding information online.

3. Juniper Square automatically verifies the investor's identity and accreditation status.

4. The investor is added to the fund's investor register.

5. The investor gains access to the investor portal.

1. Use Juniper Square's compliance tools to track regulatory requirements.

2. Automate compliance tasks, such as KYC/AML checks.

3. Generate compliance reports.

4. Store compliance documentation securely.

5. Receive alerts when compliance requirements change.

1. Use Juniper Square's reporting tools to generate investor reports.

2. Customize reports to meet the needs of each investor.

3. Distribute reports to investors through the investor portal.

4. Track investor views of the reports.

5. Answer investor questions about the reports.

1. Use Juniper Square's fund administration tools to automate fund accounting tasks.

2. Perform waterfall calculations.

3. Manage capital calls and distributions.

4. Generate financial statements.

5. Prepare for audits.