Case Study: Tricera Capital scales AUM 10x with Juniper Square

Tricera - Customer Case Study

Tricera Capital, a Miami-based real estate investment firm focused on valued-add urban retail and mixed-use deals, was growing quickly and closing nearly one new investment per month. As the company scaled from under $10M to nearly $100M in AUM, its Excel-based process for managing investors, assets, and transactions became increasingly unwieldy, creating risk in fundraising and subscription workflows.

Juniper Square provided Tricera Capital with an end-to-end investment management solution, including online subscription automation, investor communications, and investment accounting. With Juniper Square, Tricera saved about five hours per week, avoided hiring a full-time investment analyst, and cut the time to review investor positions from 30 minutes to 30 seconds. The platform also improved transparency, sped up closes, and gave investors a smoother experience, helping Tricera scale AUM much faster and more efficiently.

Tricera Capital

Scott Sherman

Co-founder and Managing Principal