Case Study: Real estate firm AndMark achieves faster fundraises and secure investor communications with Juniper Square

Los Angeles-based multifamily real estate investment firm implements easier, more transparent systems and elevates their investor experience

AndMark is a Los Angeles–based real estate investment firm focused on multi-family properties in secondary and tertiary U.S. markets. Rapid growth and a patchwork back office of Excel, Dropbox, and mail merges left the firm needing a secure, scalable investor experience; they selected Juniper Square’s investor portal/platform to present a more professional, centralized system for communications, document storage, and online subscriptions.

Juniper Square configured AndMark’s account in weeks and provided an intuitive platform that served as a communications hub and secure document repository. Using Juniper Square’s online subscription process, 80% of investors subscribed online, the Fund IV raise closed in four months and was oversubscribed at $72M versus a $50M target, investor statements are generated ten times faster, and subsequent investor retention reached 90%—results AndMark credits to Juniper Square.

AndMark

Mark Mosch

Founder and Chief Executive Officer