Case Study: FD Stonewater achieves rapid onboarding and superior investor experience with Juniper Square

Virginia-based fund manager replaces legacy system to gain critical features and better meet needs of growing investor base

FD Stonewater, a Washington, D.C.–based real estate investment, development, brokerage and advisory firm, faced a growing challenge as it diversified from a few large institutional backers to as many as 100 individual investors per deal. Their initial provider failed to deliver promised real‑estate customizations and online subscription capabilities, leading to usability problems and poor investor experience. Seeking a scalable, real‑estate‑focused solution, FD Stonewater selected Juniper Square’s investment management platform and investor portal.

Juniper Square delivered an intuitive, real‑estate‑centric platform that integrated front‑ and back‑office workflows, investor communications and ACH payment management. The vendor completed data migration and configured FD Stonewater’s workspace in about a month (two weeks to gather data and two weeks to configure), versus over six months with the prior provider, improving onboarding time to value, investor satisfaction and operational efficiency. Juniper Square’s portal gave investors comprehensive access to current investments and full history, streamlined correspondence through email integration, and materially reduced administrative time for FD Stonewater.

FD Stonewater

Jeff Toporek

Principal