Case Study: NewcrestImage streamlines fund administration with Juniper Square

NewcrestImage simplifies fund administration across 206 hotel transactions with Juniper Square

NewcrestImage, a Dallas-based family office focused on hospitality sector investments, was challenged by its third-party fund administrator's lack of an investor portal. This made communicating with their investors inefficient and inconsistent. After implementing the Juniper Square investment management platform to solve this, they sought a fund administrator that could integrate directly with their new portal.

NewcrestImage switched their fund administration to Juniper Square, creating a synergistic solution that centralized all fund management and investor communication. The integration provided significant time savings, streamlined internal transitions, and reduced perceived risk for their investors. The Juniper Square team's supportive service and organized processes were highlighted as a major benefit.