Case Study: Coastal Ridge Real Estate transforms fundraising and investor onboarding with Juniper Square

Coastal Ridge Real Estate - Customer Case Study

Coastal Ridge Real Estate is a full-service investment management firm with a $1.4 billion portfolio of multifamily assets across the U.S. As rapid growth increased fundraising activity, the team struggled with a fragmented, manual process for managing investor onboarding and subscriptions across Excel spreadsheets, Outlook lists, emails, and follow-up calls. They needed a centralized way to track investor information and streamline the process, and selected Juniper Square for its intuitive product and strong support model.

Juniper Square implemented a centralized fundraising and investor onboarding solution with integrated Outlook syncing and automated online subscriptions. Coastal Ridge now stores and tracks all investor data in one place, can better gauge investor interest, and can follow investors through a self-guided subscription process more efficiently. The company reported at least a 50% increase in fundraising and subscription process productivity, significantly fewer errors, and fewer hours spent on administrative work, while also improving investor satisfaction.

Coastal Ridge Real Estate

Brant Murdock

Principal of Business