Case Study: IRA Capital achieves faster fundraising and streamlined investor management with Juniper Square

IRA Capital - Customer Case Study

IRA Capital, a Southern California private equity firm, faced slow, manual investor reporting and fundraising workflows — storing documents in Onehub and reformatting Excel reports, pre-filling PDFs for deals with 75+ investors, and printing/signing/mailing checks. After evaluating options, IRA Capital selected Juniper Square’s investor portal and fundraising solution to centralize documents, reporting, and transaction processing.

Juniper Square implemented its investor portal with DocuSign integration, payment processing, distribution tracking, and a data room, onboarding thousands of investors and past investments quickly. The result: fundraising tasks that once took weeks now take hours, investors report the portal is “amazing,” manual check processing was eliminated, and IRA Capital can more easily manage complex entity structures and monitor every investor position using Juniper Square.

IRA Capital

Amer Malas

Principal