Quickly access data, streamline communication, and stay connected to your investors wherever your business takes you with the Juniper Square mobile app
Mobile App:
Your CRM, always within reach
Your business moves fast:
Don’t miss a detail
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Enter every conversation fully informed with access to investment details, CRM notes, and relationship insights for each contact anytime, anywhere.
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Share opportunities, respond to inquiries, and manage communications on the go.
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Log meetings, calls, and notes as they happen, keeping everything up to date.
Tools to never miss a detail
Manage contacts in real-time
Never misplace an investor’s contact information again—add and edit contacts in Juniper Square on the go.
View investor profiles and investment details
Access key investor information with recent activity, offerings, and active investments for each contact in-app.
Easily search & filter contacts
Quickly find the data you need by filtering contacts by location, entity, custom tags, and more.
Log meetings, calls, and notes
Keep your investor data up-to-date by capturing meeting notes, calls, and investor updates as they happen.
Manage prospects
Take the next step when LP interest is fresh by inviting prospects to your data room through the app.
Stay connected
Easily initiate calls, texts, and emails right from the app—ensuring you stay in touch and responsive wherever you are.
FAQs
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Yes! All of your CRM data—such as contact information, custom fields, activities, investment and offering details, and more—will automatically sync between the mobile app and the web portal. This ensures your investor data is always up to date and accessible, whether you're using the app or web.
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The Juniper Square mobile app ensures that Investor Relations and Fundraising teams never miss a detail. Whether you're preparing for an in-person meeting, sharing a data room with a prospective investor mid-conversation, or jotting down notes after an interaction at an investor event, the app provides the flexibility and access to data required to keep your team connected and responsive, no matter where they are.
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Juniper Square works with the industry-leading provider of cloud infrastructure to stay on the cutting edge of security. Our infrastructure leverages Amazon AWS, a cloud service provider compliant with various security best practices and IT security standards. Additional security measures include redundancies across data centers to provide high uptime and avoid disruption.
Better investor management is only the beginning
Juniper Square powers a connected platform of fund software and services to increase efficiency and elevate every investor touchpoint.