Unlock your fundraising potential with Juniper Square’s Dashboards

In today’s fast-paced environment, having immediate access to critical fundraising data isn’t just a luxury—it’s a necessity. Too often, GPs grapple with fragmented information, manual data compilation, and a lack of real-time insights, hindering their ability to make swift, informed decisions. This constant sifting through data not only consumes valuable time but can also obscure the very trends and opportunities that make for a successful fundraise.

Juniper Square’s Dashboards give GPs unparalleled visibility and control over their fundraising data, empowering them to:

• Access real-time insights: Get up-to-the-minute answers in moments, not hours, without the manual lift. You’ll always have the freshest insights at your fingertips.

• Take immediate action: Use off-the-shelf dashboards (and edit as needed) or create a new dashboard to surface the insights you need to make fast, informed decisions—right when it matters most.

• Empower your entire team: Easily share dashboards across your organization so everyone has data they can act on.

• Share with confidence: With built-in permissioning, you can maintain control of your data, ensuring team members only see data relevant to their role.

Here are just some of the ways Dashboards can elevate your fundraising efforts:

Access to investor information is critical when you’re on the go. With Dashboards, you can easily drag and drop data fields and visualize that data using dynamic widgets to answer questions like:

• “Who are my top prospects by offering, and what is their expected commitment amount?”

• “How many prospects are in each phase of my funnel?”

• “What is the likelihood of each prospect moving forward per offering?”

With dynamic views, you can quickly identify high-value targets and tailor your meeting schedule for maximum impact.

As your fundraise progresses, a key question emerges: "Where should I focus my time, and which investors should I follow up with to accelerate our fundraise?" Dashboards provide the clarity you need to definitively answer that question.

Configurable access to your data can provide insights like:

• "How many prospects have we closed?"

• "Where are my prospects within the subscription process?"

• "How much capital have we closed to date?"

• “Which prospects have accessed the data room?”

Dashboards give you the data to confidently prioritize your efforts, ensuring you're always directing your energy toward the most impactful follow-up activities.

It’s essential to see the full picture when you’re deep in the weeds of a fundraise. With Dashboards, you never miss a detail. Easily see the birds-eye view of your fundraise or click into the data to go a layer deeper.

Dynamic filtering for each offering enables you to get fresh insights on:

• "How many prospects do we have in a specific offering, and what is their expected commitment amount?"

• "What’s the total count of prospects in a specific offering and across all offerings?"

• "How are we tracking towards our goals?"

By providing real-time insights, enabling immediate action, and empowering your entire team with secure, shareable data, Dashboards fundamentally change how you interact with your fundraising information. Get ready to transform your fundraising strategy and drive smarter decisions with Juniper Square Dashboards.