Case Study: CREC improves investor communications and fund administration with Juniper Square

CREC - Customer Case Study

CREC Real Estate, LLC, a Ohio-based institutional real estate private equity firm, needed a better way to handle investor reporting, communications, and administration as the business grew. Their existing setup was a patchwork of manual processes that made it difficult to scale, tailor communications, and meet modern investor expectations. CREC chose Juniper Square for its investor-focused platform and fund administration capabilities.

With Juniper Square, CREC implemented a centralized platform for CRM, investor communications, reporting, compliance, fundraising, and fund administration. The result was easier data access, more accurate and timely reporting, improved collaboration, streamlined fundraising, and a better LP experience. CREC also used Juniper Square to support growth from one fund to the next, doubling investors between funds, while improving compliance tracking and executing capital calls more efficiently.

CREC

Mary Heidorn

Manager of Investor Relations