Customer Success Workshop

Learn how to efficiently call capital, record distributions, and generate personalized statements for your investors with just a few clicks.

Wednesday at 10:00 AM PT

(Bi-weekly)

45 Minutes

Have an upcoming capital call or distribution? This workshop will walk you through everything you need to know in order to record transactions with confidence. You will then learn how to produce automated, professional capital call, distribution, and contribution notices in minutes. Join your peers and a product expert to ask any outstanding questions you may have.

In this session, we will cover:

How to record transactions in Juniper Square
How to generate personalized PDF notices for your investors
Investor communication tips & best-practices

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.