Case Study: Excelsior Capital achieves faster fundraising and a better investor experience with Juniper Square

Excelsior Capital cuts capital raise time from 30–60 days to under a week with Juniper Square

Excelsior Capital, a Nashville-based real estate investment firm, faced significant challenges in scaling its operations and improving the investor experience. Their manual processes for fundraising, reporting, and distributions were a major hindrance to growth. To address this, they went looking for the best investor relations platform and found Juniper Square.

By implementing Juniper Square's platform, Excelsior streamlined its entire investor relations process. The solution allowed them to cut capital raising time from 30-60 days to under a week, process distributions in hours instead of weeks, and manage a contact list that grew from 1,500 to over 5,000. Juniper Square enabled superior reporting and transparency, which deepened investor relationships and contributed to the firm having its best year ever.

Excelsior Capital