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Refer your peers, get rewarded.

Enjoy using Juniper Square? Invite your peers to connect.

Referral Program Page hero vignette 2x

Juniper Square Referral Program: How it works

When you refer someone to Juniper Square, you’ll receive a $250 gift card after they attend a meeting with us. Learn more by reading our frequently asked questions below.

Get rewarded

Refer a business

Fill out our referral form to connect Juniper Square to a GP in your network.

We qualify your lead

Our team qualifies your referral to ensure they can benefit from a partnership with us. If we’re a good fit, we’ll reach out to them to book a meeting. Your referral will receive an email stating that you referred them.

You earn rewards

After your referral attends a call with us, you’ll get a $250 gift card of your choice.

Submit a referral today

Frequently Asked Questions

A qualified referral must meet these requirements:

  • They are not a current customer of Juniper Square.
  • They are not already in active discussions about a partnership with Juniper Square.
  • They take outside capital from multiple investors.
  • They currently manage at least one private investment with outside capital.
  • They are based in the US.
  • They take a meeting to learn more about Juniper Square’s solutions.

Please submit your referral using our referral form.

A member of our team will contact you to let you know if your referral qualifies. If you choose to introduce us to your referred individual, an Account Director will reach out to you with next steps. If you choose to have our team reach out directly, we will email the referred individual and mention that you referred them.

For every referral that is qualified by the Juniper Square team, you earn a $250 USD Amazon gift card.

You will receive an email from Amazon with your gift card code.

There is no limit on the number of referrals you can send our way, so there is no limit on the number of rewards you can earn. However, if you receive $600 or more in rewards in a single calendar year, we are required to collect a W-9 from you and issue a 1099-MISC form (or successor form), so that you may report your rewards on your tax return as applicable.

While we appreciate you spreading the word, internal referrals are not eligible for rewards. However, you can refer another firm you are associated with. If that firm meets our requirements, you will qualify for the reward.

Please contact justine@junipersquare.com with any questions.