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

Canadian-based firm’s search for an investor relations management software solution led them to Juniper Square

Slate Asset Management, a value‑oriented real estate investment platform with about $6.5 billion AUM, needed an investor relations management solution tailored to commercial real estate. After finding their previous enterprise CRM too generic and time‑consuming, Slate selected Juniper Square for its real estate‑focused CRM and investor reporting capabilities to better manage investor relationships, fundraising, and reporting.

Juniper Square implemented its CRM and investor reporting tools, giving Slate a holistic view of investor and prospect data, automating capital call and distribution notices, and centralizing reporting. As a result, Juniper Square enabled timely, error‑free communications, reduced time spent on routine administration (time that Slate redirected to growth and relationship building), and improved capital‑raising effectiveness across their portfolios.

Slate Asset Management

Jerry Cain

Managing Director