Case Study: Tricera Capital achieves 10x AUM growth with Juniper Square

Tricera Capital grows AUM 10x in two years with Juniper Square

Tricera Capital, a Miami-based real estate investment firm, was experiencing unsustainable operational strain as its rapid deal flow and growing investor base overwhelmed its manual processes reliant on Microsoft Excel. The challenge of managing fundraising, investment accounting, and investor communications was becoming unruly and threatened to hinder further growth. This led them to seek an investment management software solution from Juniper Square.

By implementing Juniper Square's end-to-end platform, which includes powerful online subscription features, Tricera Capital achieved massive time savings, increased operational efficiency, and gained greater confidence in its processes. The solution saved an estimated five hours per week and allowed the firm to avoid hiring a full-time investment analyst. Juniper Square was credited as a key factor in enabling Tricera to scale its assets under management from less than $10 million to nearly $100 million in under two years.

Tricera Capital