Case Study: Staubach Capital streamlines investor management and growth with Juniper Square

Staubach Capital streamlines $300M+ in equity management with Juniper Square

Staubach Capital, a boutique real estate investment firm, faced a significant challenge as its small team was bogged down by tedious manual processes like tracking equity commitments and managing investor relations via spreadsheets, scans, and faxes. This inefficiency was inhibiting the firm's growth and causing them to pass on potential deals. To address this, they turned to the Juniper Square platform for a solution.

By implementing Juniper Square, Staubach Capital streamlined its operations, automating tasks like investor management, ACH distributions, and the subscription process. The results were transformative, allowing the firm to pursue more opportunities without adding corporate headcount. Measurable impacts include efficiently managing 575 active investors and over $300 million in equity. Juniper Square provided investors with a modern portal that built trust and even helped attract more capital, fundamentally changing how the business operates.

Staubach Capital