Seamlessly and securely share fund materials with current and prospective investors — and deliver a professional, trusted experience that drives engagement and accelerates fundraising
Data Rooms: Elevate your fund with secure, dynamic data rooms
Turn interest into investment
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Control who sees your fund materials with customizable security settings. Require NDAs, restrict downloads, and apply watermarks or encryption to keep your data protected.
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Gain a strategic edge with real-time insights into investor activity. See who’s viewing, accessing, or downloading documents — and identify your most engaged prospects so you can focus your efforts where they matter most.
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Deliver a frictionless LP experience by inviting investors to view the data room and subscribe—all in one secure and easy-to-use portal.
Everything you need to impress investors
Smart access controls
Don't settle for one-size-fits-all data rooms. Set room, folder, and document-level permissions to control exactly who sees what. Add watermarks or encryption for added document security.
Built-in NDA collection
Protect sensitive information by requiring NDAs before prospects can view your data room or documents—no extra tools needed.
Real-time engagement analytics
Track investor activity including who’s viewing, downloading, or dropping off, so you can follow up at the right time with the right message.
Organized document folders
Make it easy for investors to find the information they need with custom subfolders for legal docs, financials, marketing materials, and more.
Bulk actions
Manage your fundraising pipeline with efficient workflows—set permissions, share your data room, or invite multiple prospects to subscribe with just a few clicks.
Automated lead capture
Turn interest into opportunity. Embed lead capture forms on your website or link them in marketing emails to collect investor info and review prospect inquiries right in Juniper Square.
FAQs
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Juniper Square’s data rooms are purpose-built for private market fundraising and fully integrated with our industry-leading investor portal. The intuitive platform makes it simple to upload and organize materials, track engagement, and collaborate with your team—all while best-in-class security keeps your data protected. Spend less time managing documents and more time building relationships and securing commitments.
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Yes. Juniper Square’s data rooms include best-in-class security features to keep your information protected. You can set granular access permissions to data rooms and individual documents, collect NDAs, restrict downloads, require authentication, and apply watermarks or encryption—all designed to ensure sensitive data stays in the right hands.
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Absolutely, Juniper Square combines intuitive technology with expert support to streamline investor onboarding—for both you and your investors. With a single platform, you can manage your CRM, fundraising pipeline, deal marketing, digital subscriptions, and ongoing investor reporting.
For managers looking to implement best practices, Juniper Square can support your compliance needs regardless of investor types, jurisdictions, or program requirements. We offer all-in-one technology and service offering to collect required investor data and documentation and screen investors and beneficial owners.
Dynamic data rooms are only the beginning
Juniper Square powers a connected platform of fund software and services to increase efficiency and elevate every investor touchpoint.