Case Study: FSO Capital Partners achieves streamlined investor management and capital raising with Juniper Square

FSO Capital Partners FSO Capital Partners credits Juniper Square’s software and partnership of the administration team for $60m+ fundraise

FSO Capital Partners, an Arizona-based commercial real estate investor focused on Class B and C multifamily projects, needed a better way to manage rapid growth without hiring several new finance and investor relations employees. Before working with Juniper Square, the team was relying on Excel spreadsheets and email to handle investor tracking, capital raises, subscriptions, and communications.

Juniper Square provided FSO Capital Partners with investor-focused administration backed by software, including support for waterfall distributions, investor data management, and communication tools. The result was a much smoother operating model: FSO has raised more capital, now handles 500+ quarterly distributions, and says the process is not just more efficient but “incredibly easy” as well.

FSO Capital Partners

John Falkner

Principal and Co-Founder