Juniper Square
50 Case Studies
A Juniper Square Case Study
ACRE Management, a global real estate private equity firm, faced an inefficient, manual subscription process—printing PDFs, mailing, scanning, and manually entering investor data—which caused missing signatures, unclear wire instructions, and delayed KYC/audit findings. To simplify and automate subscriptions, ACRE began using Juniper Square’s software in 2017 and later engaged Juniper Square’s Administration Services to offload subscription configuration and management.
Juniper Square implemented its combined software and managed services to build workspaces, populate investor data, manage receipts and KYC, and integrate with ACRE’s investor management system. The result: elimination of manual chasing and missteps, time savings measured in days or weeks instead of hours, automated alerts and real‑time visibility into exactly who has signed and funded, and greater confidence that subscriptions are correct and ready for capital calls — all delivered by Juniper Square.
Jeff Goldstein
Director of Finance