Juniper Square B2B Case Studies & Customer Successes

Juniper Square empowers GPs and LPs to focus on building enduring relationships and exceptional investment opportunities. Our modern investment lifecycle management solutions empower GPs and LPs to connect and communicate seamlessly across every interaction—from fundraising and investor operations to fund administration. Free your firm from the disjointed and siloed systems, operations, and processes keeping you from realizing the full potential of your partnerships. Purpose-built for the private markets, Juniper Square supports commercial real estate, private equity, and venture capital firms of all sizes, regardless of the number of investors or investment structure.

ACRE Management achieves streamlined, automated investor subscriptions and faster fundraising with Juniper Square

ACRE Management

Jeff Goldstein

Director of Finance

Real estate firm AndMark achieves faster fundraises and secure investor communications with Juniper Square

AndMark

Mark Mosch

Founder and Chief Executive Officer

ApexOne Investment Partners raises $355 million with Juniper Square

ApexOne Investment Partners

Ernest Johnson

Partner and Executive Managing Director

Atlas Real Estate Group achieves 500+ investors and streamlined reporting with Juniper Square

Atlas Real Estate Group

Chris Sweeney

Controller

Avanath Capital Management - Customer Case Study

Avanath Capital Management

Wesley Wilson

Chief Financial Officer

Beacon Capital Partners improves investor satisfaction and back office efficiency with Juniper Square

Beacon Capital Partners

Dane Rasmussen

Managing Director and Head of Investor Relations

Bell Partners achieves 60% faster subscription processing and higher investor adoption with Juniper Square

Bell Partners

Tyson Hammer Strandberg

Director of Client Relations

BentallGreenOak - Customer Case Study

BentallGreenOak

Doug Prichard

Vice President, Business Enablement and Innovation

Bernstein Management Corporation streamlines investor operations and saves time with Juniper Square

Bernstein

Kelly Lynch

Senior Advisor

BGO achieves a unified investor experience with Juniper Square

BGO

Doug Prichard

Vice President, Business Enablement and Innovation

Brazos Residential achieves rapid fundraising growth with Juniper Square

Brazos Residential

William Hancock

Managing Partner & Co-Founder

Build Capital boosts fundraising efficiency with Juniper Square

Build Capital

Loring Sagan

Principal

CanTex Capital achieves greater efficiency and transparency with Juniper Square

CanTex Capital

Romit Cheema

Chief Executive Officer

Castle Park Investments raises $37 million with Juniper Square

Castle Park Investments

Evan Bernstein

Founding Partner

Chase Properties achieves greater operational efficiency with Juniper Square

Chase Properties

Chad Gardner

Chief Financial Officer

Coastal Ridge Real Estate transforms fundraising and investor onboarding with Juniper Square

Coastal Ridge Real Estate

Brant Murdock

Principal of Business

CREC improves investor communications and fund administration with Juniper Square

CREC

Mary Heidorn

Manager of Investor Relations

DVO Real Estate improves LP experience and internal efficiency with Juniper Square

DVO Real Estate

David Chimon

Vice President, Finance and Accounting

Ellis Partners achieves better collaboration and investor service with Juniper Square

Ellis Partners

Jim Ellis

Managing Principal

Encore Capital Management streamlines fundraising and investor operations with Juniper Square

Encore Capital Management

Oscar Vasquez

Chief Operating Officer

Excelsior Capital achieves rapid fundraising, improved investor experience, and scalable operations with Juniper Square

Excelsior Capital

Brian Adams

President and Founder

FD Stonewater achieves rapid onboarding and superior investor experience with Juniper Square

FD Stonewater

Jeff Toporek

Principal

Felicis - Customer Case Study

Felicis

Katie Riester

Managing Director & GP of Fund of Funds Investing

Fort Capital achieves secure, scalable capital raising and a world-class investor experience with Juniper Square

Fort Capital

Chris Powers

CEO

Foxfield streamlines investor subscriptions and fund administration with Juniper Square

Foxfield

Shawn Hawthorne

Partner

FSO Capital Partners achieves streamlined investor management and capital raising with Juniper Square

FSO Capital Partners

John Falkner

Principal and Co-Founder

GMC Properties achieves faster fundraising and streamlined investor communications with Juniper Square

GMC Properties

Greg Simms

Managing Partner

Greystar - Customer Case Study

Greystar

Adam Pillay

Senior Managing Director

Greystar streamlines global investor data and collaboration with Juniper Square

Greystar

Rachael Brittingham

Managing Director and Leader of the Global Client Relations Group

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

Ignite Investments

Azure Erickson

Vice President of Investor Relations

IRA Capital achieves faster fundraising and streamlined investor management with Juniper Square

IRA Capital

Amer Malas

Principal

Jacobson Equities achieves a gold-standard investor experience with Juniper Square

Jacobson Equities

Larry Jacobson

Owner and Principal

JNR Management modernizes fund operations with Juniper Square

JNR Management

Jignesh Patel

President & CEO

KCB Real Estate achieves scalable fund administration and streamlined investor reporting with Juniper Square

KCB Real Estate

Keilty Realty Corporation achieves scalable institutional-grade fund operations with Juniper Square

Keilty Realty Corporation

A.J. Keilty

Founder & CEO

KO Storage - Customer Case Study

KO Storage

Jon Marshalla

Co-Founder

Laurel Ridge achieves unmatched ROI and a seamless investor experience with Juniper Square

Laurel Ridge

Ozzie Mutz

Managing Partner

Midway improves fundraising and reporting with Juniper Square

Midway

Jonathan Brinsden

Chief Executive Officer

NewcrestImage - Customer Case Study

NewcrestImage

David Perel

Chief Investment Officer

Northland achieves faster investor reporting and streamlined operations with Juniper Square

Northland

Michael DiBenedetto

Chief Information Officer

Parkview Financial achieves scalable investor operations with Juniper Square

Parkview Financial

Austin Carlson

Managing Director

Partners Capital Solutions achieves dramatic time savings and seamless data migration with Juniper Square

Partners Capital Solutions

Brian Stocker

Senior Vice President of Finance

Rock Mountain Capital - Customer Case Study

Rock Mountain Capital

Judith Ottensoser

Chief Operating Officer / Chief Financial Officer

Satori Capital streamlines complex fund administration with Juniper Square

Satori Capital

Cami Miller

VP of Stakeholder Experience

Security Properties improves investor experience and productivity with Juniper Square

Security Properties

Edward Mcgovern

Managing Director Of Capital Markets

Singerman improves investor communications and speeds reporting with Juniper Square

Singerman

Charlie Kellogg

Chief Financial Officer and Chief Operating Officer

Slate Asset Management achieves streamlined investor reporting and faster capital raising with Juniper Square

Slate Asset Management

Jerry Cain

Managing Director

Staubach Capital - Customer Case Study

Staubach Capital

Tyler Arrington

Partner

The Reliant Group streamlines investor management with Juniper Square

The Reliant Group

Joe Sherman

Founder and President

Tilden Properties achieves scalable, streamlined deal administration with Juniper Square

Tilden Properties

Ryan Crowley

Partner

Timberlane delivers institutional investor experience with Juniper Square

Timberlane

David Enslow

Principal

Tishman Speyer achieves accurate investor reporting and streamlined operations with Juniper Square

Tishman Speyer

Joe Doran

Chief Financial Officer

Tricera Capital scales AUM 10x with Juniper Square

Tricera Capital

Scott Sherman

Co-founder and Managing Principal

Urban Green Investments scales AUM and investor management without adding headcount with Juniper Square

Urban Green Investments

Jasmine Nazari

Head Of Investor Relations

Watchung Capital achieves 75% reduction in administrative time and error-free investor reporting with Juniper Square

Watchung Capital

Tom Stults

Managing Partner

Wolverton Capital achieves institutional-quality fund administration and scalable growth with Juniper Square

Wolverton Capital

Jason Windebank

Principal

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