Watch the Fall Customer Keynote & Product Roadmap Preview
Brandon Rembe, Chief Solutions Officer at Juniper Square, offered an inside look at how AI is transforming the private markets—from investor relations and fundraising to transactions and reporting.
Juniper Square's Product and Technical Consulting teams unveiled new capabilities, previewed what’s next, and shared practical ways to simplify operations and strengthen relationships.
Fall 2025 Product Release Webinar
This session provided an early look at Juniper Square's AI CRM, enhanced reporting, and AML/KYC updates, plus a preview of upcoming innovations designed to streamline workflows and deepen investor relationships.
JunieAI Workshop
This workshop was a demo of JunieAI in action. Learn how to use the latest AI tools to automate tasks, surface insights, and boost productivity.
Investor Relations Workshop
This workshop covered major Investor Portal updates and demonstrated how email and calendar sync eliminate manual work for IR teams.
Transactions & Reporting Workshop
This session showed how to make Q4 reporting effortless with new tools that automate document sharing and payment distributions.
Fundraising Workshop
This workshop showed how GPs can deliver a better onboarding experience for LPs and how to track investor activity seamlessly with integrated email, unified notes and data in the CRM, and summarized with JunieAI.