Case Study: Midway improves fundraising and reporting with Juniper Square

Midway - Customer Case Study

Midway, a Houston-based full-service real estate investment, development, and management firm, had grown to a large investor base across hundreds of investors and 25 assets, but its data was scattered across spreadsheets, files, and multiple systems. The company needed a better way to manage investor information, streamline fundraising, and improve reporting. To solve this, Midway selected Juniper Square, an investor-focused investment management platform with CRM and investor portal capabilities.

With Juniper Square, Midway centralized investor and investment data, automated fundraising and reporting workflows, and replaced spreadsheet-based distribution calculations with a single source of truth. The results were significant: quarterly distributions dropped from one week to under a day, ad hoc reports could be created in a few clicks, and fundraising became faster and more efficient. Midway also received strong investor praise for its portal and improved overall investor experience.

Midway

Jonathan Brinsden

Chief Executive Officer