Customer Success Workshop
Marketing Your Raise Essentials
Ready to launch your next fundraise? Learn from our experienced Customer Success team on how to market out a new deal to your investor base. This training will cover everything from prospect management to data room configuration.
Monday at 1:00PM PT
(Bi-weekly)
45 Minutes
Partner with a Customer Success Manager as you create a new Offering in Juniper Square. We’ll walk through building out a prospect table and Data Room to share with investors. Ask any questions along the way and happy fundraising!
- Create and market a new deal in your workspace
- How to streamline prospect management and track investor engagement
- Configure a data room (upload documents, photos, videos, metrics)
- Invite investors to view the data room and track traffic
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.
