Transform data into actionable insights
It’s not enough to have access to data. GPs need easy-to-use tools to dive deep and report out on that data. Juniper Square’s Dashboards give GPs the unique ability to visualize fundraising, investment, and investor data directly in a centralized workspace.
With Dashboards, GPs can leverage:
- A single, integrated dashboard hub to build real-time visualizations with Juniper Square data.
- Dynamic widgets to visualize data in charts, graphs, and tables to spotlight the insights that matter most.
- Drill-down capabilities to not only see the high-level trends, but also dig into the granular insights.
- User-based permissions to control access to data and ensure the right teams see the right information that’s relevant to them.
- Export functionality for full dashboards and individual widgets to easily audit data or build custom reports.
With access to real-time data, GPs can make data-driven decisions without relying on spreadsheets or manual reporting to inform strategy and quickly respond to questions with confidence.
Supercharge future fundraises
Dashboards give GPs immediate access to critical fundraising data, accelerating time to close. Whether GPs are looking to optimize investor outreach to identify high-value targets or need to understand exactly where investors are in the fundraising process, Dashboards provides a strategic, bird's-eye view while also offering a gateway to dive directly into the granular details.
With on-demand access to the underlying data, internal teams can quickly uncover the answers necessary to understand recent investment strategies for prospective investors, measure the strength of relationships, and narrow down investment preferences.
Dashboards helps GPs quickly respond to questions like:
- Which investors have expressed interest in a specific strategy in the past?
- Which investors have the largest remaining unallocated capital for alternative investments, based on the last communication or their stated targets?
- Which investors have previously invested in funds or co-investments, and what was their initial commitment size and their experience?
- When was the last meaningful interaction (call, meeting, substantial email exchange) with each investor?
- Who is stuck in the pipeline and needs to be contacted?
Elevate investor relations insights
Being able to slice and dice data is imperative to responding to questions that inform investor relations decision-making and strategy. For IR teams, quickly compiling accurate, real-time data across various capital activities often requires tedious manual reporting and spreadsheets.
Juniper Square’s Dashboards eliminates this burden, giving GPs immediate access to visualize and analyze critical investment data on a unified platform. With this on-demand, accurate view, teams can stop compiling data and start answering the complex questions that drive IR strategies, such as:
- How much capital has been returned by entity?
- What is the total remaining unfunded commitment for a certain investor?
- What is the time-weighted IRR for the total capital invested by a certain investor?
- How much of our current capital has been sourced by place agents or RIAs?
Dashboards fundamentally change how GPs interact with their data and implement business intelligence tools across businesses. With real-time access to the details, GPs can drive immediate action and share insights across internal teams, while maintaining strong controls to ensure data is only accessed by the right people.