Case Study: AndMark elevates investor experience and speeds fundraising with Juniper Square

AndMark raises $72M and speeds statements 10x with Juniper Square

AndMark, a Los Angeles-based real estate investment firm, faced challenges with its patchwork of manual systems as it grew. With a rapidly expanding investor base that now included family offices, the firm needed a more professional, secure, and scalable system to instill trust and improve the investor experience for its upcoming fundraise. They turned to the vendor Juniper Square for its back-office and investor portal solution.

By implementing Juniper Square, AndMark gained a centralized and secure platform for communications and document management. The results were significant: their fourth fund was oversubscribed, raising $72 million against a $50 million target, with 80% of investors using the online subscription process. The solution provided a professional front that made the firm appear much larger, contributed to a 90% investor retention rate on the next fund, and became a powerful communications hub during the COVID-19 pandemic. Juniper Square enabled AndMark to efficiently manage over $200M in commitments and position itself for continued growth.

AndMark