Case Study: Jacobson Equities achieves a gold-standard investor experience with Juniper Square

Jacobson Equities elevates LP experience for 640+ investors with Juniper Square

Jacobson Equities was struggling with a legacy vendor that provided a lackluster investor portal and inconsistent technical support due to high staff turnover. Their complex, long-term investment structures required customized solutions that their previous system could not accommodate. This led them to switch to Juniper Square for its investor portal solution.

Juniper Square implemented its "gold standard" investor portal, which provided a seamless, intuitive, and branded experience for the firm's 640+ limited partners. The platform's flexibility accommodated unique deal structures and custom reporting, while a dedicated administration team ensured knowledgeable support. The result was a best-in-class investor experience and the profound benefit of continuity with a consistent support team.

Jacobson Equities