Case Study: Ignite Investments achieves optimized, data-driven fundraising with Juniper Square Insights

Texas-based Ignite Investments uses Insights, Juniper Square’s robust new analytics tool, to streamline reporting and uncover and act on data-driven insights

Ignite Investments, a Dallas-based independent capital-raising platform, was relying on Excel and legacy systems for data compilation and reporting, a time-consuming and error-prone process that took days and left leadership “blind to analytics.” After being invited to beta the new Insights tool, Ignite turned to Juniper Square to modernize its analytics and reporting capabilities.

Juniper Square implemented Juniper Square Insights to consolidate sales, IR, investor, and fundraising data into shareable, downloadable dashboards and real-time analytics. The solution eliminated days‑long Excel workflows, enabled faster, more accurate visualizations, improved oversight and accountability for Sales and IR, and let Ignite segment investor engagement and track time-to-close (including alerts for investors sitting in a category beyond a week)—driving more effective fundraising and smarter business planning.

Ignite Investments

Azure Erickson

Vice President of Investor Relations