Case Study: Foxfield streamlines investor subscriptions and fund administration with Juniper Square

Foxfield - Customer Case Study

Foxfield is a Boston-based real estate investment and development firm focused on industrial and residential properties. As it expanded into a new open-end fund, it needed an institutional-quality administrator with a system and process it could trust and replicate, especially after its first administrator produced inconsistent waterfall and distribution calculations. Foxfield was looking for a single platform to support finance, investor relations, and executives, and initially evaluated Juniper Square’s CRM and fund administration capabilities.

Juniper Square provided fund administration and a unified technology platform that helped Foxfield centralize operations, automate investor equity and waterfall calculations, and digitize the subscription process with e-signatures and investor document rooms. The result was a more scalable, repeatable, and compliant workflow, plus a much better investor experience for repeat subscriptions. Juniper Square also helped Foxfield ensure NAV is struck before distributions and reduced the need for manual Excel shadow books and disconnected systems.

Foxfield

Shawn Hawthorne

Partner