Newforma Project Teams vs Juniper Square

Requires Newforma Project Center - 10th edition Bring your team with you into the field. The Newforma® Project Team app on your iPhone® smartphone means team members are always easy to reach. • Email and message contacts with ease. • Access automatically updated, current information. • Contacts and companies are already associated with their corresponding projects. • Automatic updates eliminate the need for manual management. • The app integrates with Newforma software for project information management. • Search-and-sort capabilities streamline navigation.

Stay connected to investors wherever your business takes you. Manage contacts, log activities, and leverage powerful fundraising tools—all from the convenience of your mobile device. 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 Get key investor information on demand with easy access to recent activity, offerings, and active investments for each contact. 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. FUNDRAISE FASTER Take the next steps when LP interest is fresh by adding contacts to an offering and inviting them to your data room.