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

Bell Partners Inc. replaced a manual, time-consuming fundraising process and raised $100 million from hundreds of HNW investors in 30 days

Bell Partners, a Greensboro-based apartment operator with $5 billion in assets under management, sought to modernize its investor relations and investment management platform to provide self-service options, streamline communications, and reduce manual back-office work. After a multi-month strategic vendor search dubbed Project Bamboo, Bell Partners selected Juniper Square to replace their legacy systems and deliver an investor portal, fundraising automation, eSignature, CRM and reporting capabilities.

Juniper Square deployed an integrated investor portal and automated fundraising/eSignature workflow, connecting to Bell Partners’ fund accounting and cash-flow systems via an overnight feed. The solution cut subscription processing time by at least 60%, raised portal adoption from 20% to 60%, improved document accuracy and completeness, eliminated manual signature bottlenecks, and freed senior management for higher-value work — outcomes Bell Partners attributes directly to Juniper Square’s platform and ongoing partnership.

Bell Partners

Tyson Hammer Strandberg

Director of Client Relations