Case Study: Coastal Ridge Real Estate achieves faster, more efficient fundraising with Juniper Square

Coastal Ridge Real Estate boosts fundraising productivity by 50% with Juniper Square

Coastal Ridge Real Estate, a full-service investment management firm, faced challenges in managing its investor pipeline and fundraising due to rapid growth. The firm relied on a disjointed system of manual spreadsheets, Outlook lists, and emails, which was inefficient and distracted from its core business. To address this, Coastal Ridge selected Juniper Square's investment management platform for its intuitive product and comprehensive support model.

By implementing Juniper Square, Coastal Ridge centralized its investor information and automated its subscription process. This solution saved the firm countless operational hours, increased fundraising productivity by at least 50%, and significantly reduced errors. Juniper Square also led to increased investor satisfaction, with one investor noting it was the easiest subscription experience they had ever had.

Coastal Ridge Real Estate