Case Study: Northland streamlines investor data and reporting with Juniper Square

Northland cuts investor package prep from 4 days to 1 with Juniper Square

Northland, a private equity real estate firm managing $7B in assets, faced significant challenges with its outdated, spreadsheet-based systems for managing investor and investment data. This inefficient process was not user-friendly, required extensive manual upkeep, and no longer supported the firm's growth or the sophisticated, timely information demands of its investors. To maintain its competitive edge, Northland sought a modern technology solution and selected Juniper Square's single platform to streamline operations and improve investor communications.

By implementing Juniper Square's platform, Northland achieved remarkable efficiency gains. The solution automated calculations and data management, drastically reducing the time and effort required for critical tasks. For instance, preparing and mailing investor packages, which previously took eight people four days, now takes just one person a single day. This freed the team to focus on higher-value activities and provided investors with a transparent, accessible portal. The implementation also proved invaluable during the COVID-19 pandemic, allowing for seamless remote operations and uninterrupted investor service.

Northland