Customer Success Workshop
Closing Your Fundraise: Digital Subscriptions
Eliminate the manual effort and added risk of paper-based subscriptions by shifting to digital subscriptions. Join our product experts as we walk through sharing your subscription documents in Juniper Square for a seamless investor and GP experience.
Tuesday at 10:00AM PT
(Bi-weekly)
60 Minutes
Join an expert as they navigate through the investor subscription experience, as well as how to set this up from the GP workspace. We’ll walk through the end-to-end process from configuring subscription documents to creating investor positions in your new entity.
In this session, we will cover:
- Building the investor questionnaire
- Uploading subscription documents
- Navigating the investor journey
- Running a test & sending invitations
- Creating positions for your investors
Hosts
Our Customer Success Managers and Product Support Specialists have experience working with our 1,700+ GPs across capital markets. Each session is hosted by a member of our team intimately familiar with the Juniper Square platform.
