Case Study: Excelsior Capital achieves rapid fundraising, improved investor experience, and scalable operations with Juniper Square

Excelsior Capital - Customer Case Study

Excelsior Capital, a Nashville-based real estate private equity firm managing over $130M for 250+ active investors, faced growing operational strain after shifting to deal‑by‑deal syndication: investor relations, marketing, subscriptions and reporting were time‑consuming bottlenecks. To modernize the investor experience and scale efficiently, Excelsior selected Juniper Square as its investor relations platform.

Juniper Square automated subscriptions, communications, reporting and distributions, producing measurable gains: capital raises dropped from 30–60 days to under a week, the distribution list expanded from ~1,500 to 5,000+ contacts, subscriptions now take under five minutes, distributions moved from quarterly to monthly and can be completed in hours, and K‑1 delivery fell from weeks to under 30 minutes (sent before March instead of August). Those efficiencies helped Excelsior have its best year ever—raising more capital, acquiring more properties, onboarding more investors, and deepening LP relationships.

Excelsior Capital

Brian Adams

President and Founder