Case Study: The Reliant Group streamlines investor management with Juniper Square

The Reliant Group - Customer Case Study

The Reliant Group, a San Francisco-based multifamily discretionary fund manager, had acquired $3.7 billion in real estate and loans across 22,900+ housing units. As they prepared to raise another fund, they struggled to find a CRM that could handle private equity fundraising, reporting, storage, and communications, and their legacy investor management system was cumbersome and difficult to use.

Juniper Square provided a more flexible, easy-to-use platform that felt custom-built for Reliant’s operations, centralizing investor data and streamlining fundraising, quarterly reporting, capital calls, distributions, and communications. With Juniper Square, Reliant now manages hundreds of investor relationships, securely delivers documents like K-1s, tracks correspondence and notes, and saves staff time by reducing routine back-office work.

The Reliant Group

Joe Sherman

Founder and President