Customer Success Workshop
Launching Your Investor Portal Essentials
Provide an interactive, comprehensive view of your investment partnerships with secure documentation access — to facilitate the efficient flow of information between you and your LPs. Partner with a member of our Customer Success team as they walk you through all of the prerequisites to launch your new Investor Portal.
(Bi-weekly) Tuesday at 12:00pm PT
45 Minutes
Demonstrated in an intuitive sequence, the topics covered in this session will provide you with everything you need to give your LPs an industry-leading portal experience. Additionally, our product experts will share with you best-practice recommendations to ensure that you and your LPs have a smooth portal launch process.
In this session, we will cover:
- How to efficiently audit your data for completeness and accuracy
- Customizing your portal settings, messaging, and photos
- Sending out a portal launch notification email
- Inviting investors to the portal and ongoing maintenance
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.
