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

Raising the bar The gold standard for investor relations

Jacobson Equities was looking to replace a legacy investor portal that suffered from high staff turnover, inconsistent technical support, and limited flexibility for its complex investment structures spanning more than 50 years. The firm needed a better way to serve its 640+ LPs and provide a more intuitive, low-friction investor experience.

Juniper Square delivered a branded investor portal and dedicated deal administration support that could handle Jacobson Equities’ unique deal structures, waterfall calculations, and preferred return reporting needs. As a result, Jacobson Equities gained a seamless, centralized LP experience and a more knowledgeable, consistent support team, helping the firm set a “gold standard” for investor relations.

Jacobson Equities

Larry Jacobson

Owner and Principal