Case Study: FSO Capital Partners streamlines investor management and fundraises with Juniper Square

FSO Capital Partners streamlines 500+ quarterly distributions with Juniper Square

FSO Capital Partners, an Arizona-based real estate private equity firm, faced the challenge of scaling its operations efficiently to accommodate rapid growth. The firm was burdened with manual processes, including tracking investors on Excel spreadsheets and handling communications via email. To scale without hiring multiple new employees, FSO sought a reputable administrator backed by modern technology and chose to partner with Juniper Square.

Juniper Square implemented its end-to-end investment management solution, combining software and administration services. This provided FSO with an automated system for the subscription process, waterfall distributions, and investor communications. The results were significant, enabling the firm to handle over 500 quarterly distributions with ease and raise more than $60 million in capital. Juniper Square became an invaluable extension of the FSO team, making processes incredibly efficient and easy.

FSO Capital Partners