Customer Success Workshop
Streamlined Distribution Payment Essentials
Ready to simplify your distribution payment process to save time quarter over quarter? Join a member of our Customer Success Team as we walk through the ins and outs of the distribution payment workflow.
Wednesday at 1:00PM PT
(Monthly)
45 Minutes
Whether it be Check or ACH direct deposit, we’ll cover the entirety of the workflow of creating payments from a distribution batch in your workspace. Learn tips and tricks regarding settings and customizability options.
In this session, we will cover:
- Recording a distribution
- Executing and tracking check payments (optionally including documents and messaging)
- Check payment approval process
- Payment tracking
- Creating ACH direct deposit payments
- Tracking ACH transmission and payment status
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.
Additional Workshops
Juniper Square Workspace Essentials
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Marketing Your Raise Essentials
Mondays at 1:00pm PT
Closing Your Fundraise: Digital Subscriptions
Tuesdays at 10:00am PT
Effective Tips For Subscription Configuration & Prospect Management
Every other Thursday at 10:00am PT
Launching Your Investor Portal Essentials
Tuesdays at 12:00pm PT
Investor Reporting Essentials
Wednesdays at 12:00pm PT
Investment Operations Essentials
Wednesdays at 10:00am PT
Distribution Payments Setup & Best Practices
Every other Friday at 1:00pm PT
Waterfall Fundamentals
Every other Wednesday at 11:00am PT
Waterfall Configuration Troubleshooting
Every other Thursday at 1:00pm PT