Case Study: Ellis Partners achieves better collaboration and investor service with Juniper Square

Ellis Partners - Customer Case Study

Ellis Partners, a San Francisco-based commercial real estate investor and developer, needed a better way to keep internal teams and investors aligned across multiple business lines. As the firm grew, information was scattered across employees’ heads, spreadsheets, and notepads, making collaboration and investor communication increasingly difficult. Juniper Square provided the customer with a customized real estate platform, including a companywide CRM and investor management capabilities.

With Juniper Square, Ellis Partners centralized business contacts and relationship data in a secure repository, improved collaboration through Outlook and mobile directory integration, and streamlined back-office investor management. The result was greater productivity, efficiency, transparency, and more personalized service for LPs, with investors reportedly loving the experience and even recommending it to others.

Ellis Partners

Jim Ellis

Managing Principal