Case Study: Northland achieves faster investor reporting and streamlined operations with Juniper Square

Northland - Customer Case Study

Northland, a $7B real-estate investment firm with 650+ employees, faced an increasingly untenable reliance on spreadsheet-based, internal-facing systems to manage investor and investment data. Their investors demanded timely, transparent access via a modern portal and Northland needed automation, reliable CRM capabilities, and a vendor who understood complex data and waterfall calculations — needs they addressed by selecting Juniper Square’s single-platform investment and investor-portal solution.

Juniper Square migrated decades of historical data, validated waterfalls, and deployed a configurable platform with portal and CRM functionality, streamlining reporting and communications. The implementation cut manual effort dramatically: investor packages that once took eight people four days now take one person a day; distribution calculations that required three people a week now take two people two days; statement production moved from a week-plus of manual review to a faster, lower‑error process. Juniper Square’s platform also enabled a mostly paperless workflow and uninterrupted investor communications during COVID-19, improving efficiency and client experience.

Northland

Michael DiBenedetto

Chief Information Officer