SAN FRANCISCO – (BUSINESS WIRE) – Juniper Sq., the main supplier of funding administration options for industrial actual property (CRE), right now introduced new choices, together with id filtering functionality that may allow widespread adoption of KYC measures (“Know your buyer”) for funding managers, no matter dimension or scale. The brand new updates additionally embody a Microsoft Outlook add-in and the launch of Juniper Sq. Academy, a web based platform that gives customers with interactive and role-based studying paths.
The brand new id and watchlist choice optimizes a basic step of the due diligence course of, referred to as KYC or “Know your buyer” checks. These controls are inaccessible or prohibitively costly for a lot of basic practitioners, which has prevented the standardization of this business finest follow so far. Juniper Sq. is democratizing entry to this essential compliance measure by means of its know-how. The brand new id filtering functionality additionally advantages traders, by streamlining and simplifying the subscription expertise by permitting them to reply a sequence of knowledge-based id questions on-line as a substitute of submitting strong documentation. .
“Widespread entry and adoption of the KYC course of will advance compliance requirements for the industrial actual property funding business as a complete, additional enhancing the standard and credibility of the asset class as a complete,” mentioned mentioned Vittoria Reimers, vice chairman of investor companies at Juniper Carré. “We do every thing we are able to to supply fast entry to these kinds of finest practices in an effort to proceed to empower our clients.”
Further improvements are designed to streamline investor relations, enhance reporting on capital transactions, and speed up person adoption, together with:
Juniper Sq. for Outlook: Juniper Sq. has developed an add-in that integrates its CRM platform straight into the Outlook consumer. It mechanically identifies contacts and offers seamless entry to investor data in a sidebar with out ever having to exit Outlook. With Juniper Sq. for Outlook, GPs can now effortlessly arrange extremely customized outreach methods, growing the effectiveness and effectivity of fundraising.
“The brand new Juniper Sq. function in Outlook has dramatically elevated my general productiveness with a setup that permits me to view every thing I want in a single place,” mentioned Jedd Horn, director of monetary markets for Alchemy Properties and Alchemy- ABR Funding Companions. seamless integration and streamlines work completely. ”
Juniper Sq. Academy: Juniper Sq. has launched a free on-line studying platform for all clients to allow them to take full benefit of the multitude of options provided by Juniper Sq.. The interactive tutorial is custom-made in line with the function of the person and is aimed toward all talent ranges, from rookies to skilled customers. At launch, the preliminary studying paths give attention to the fundraising and subscription course of, together with how you can handle investor outreach, arrange digital subscription paperwork, and monitor subscription standing. and investor engagement in actual time.
Affirmation Discover for Contributions and Mounted Belongings: Juniper Sq. customers can now create notices to substantiate investor contribution and capital exercise, resembling adjustments in capital account worth or adjustments in possession within the fund. Evaluations may be created in bulk and are mechanically customized for every recipient and delivered by means of the investor portal or electronic mail, making communication with traders extra environment friendly.
About Juniper Sq.
Based in 2014, Juniper Sq. is reworking the non-public fund business with options that streamline fundraising, investing operations and investor reporting. Designed particularly for actual property, Juniper Sq. is trusted by tons of of funding sponsors to handle greater than $ 1 trillion in actual property investments.
Through the use of Juniper Sq., shoppers resembling Tishman Speyer, Rockpoint, and Beacon Capital enhance investor satisfaction, increase fundraising productiveness, and save money and time on funding administration. Juniper Sq. relies in San Francisco and Austin, Texas, and has shortly turn out to be the chief in industrial actual property funding administration options.
Be taught extra at www.junipersquare.com.