Case Study: Fort Capital achieves secure, scalable capital raising and a world-class investor experience with Juniper Square

With Juniper Square, Fort Capital quickly saw increased efficiency across their business, starting with the capital-raising process

Fort Capital, a Texas-based investor/operator of Class B industrial properties, struggled with a manual, email-driven fundraising process that left them unable to track who saw offering materials, relied on spreadsheets to record commitments, and risked exposing sensitive subscription documents. To fix this, they selected Juniper Square and its investor-portal/data room and CRM platform (with DocuSign integration) to provide a secure, professional experience for investors.

Juniper Square delivered customized investor portals, secure watermarked data rooms, integrated e-signature and capital-call workflows, and consolidated reporting and tax document distribution. The result: investors now log in to review, commit, and receive executed documents in one place, Fort Capital can track who opens and how often deals are viewed, and the firm gained productivity equivalent to hiring 4–5 people and the capacity to add roughly 300–400 investors without more staff — delivering strong ROI and higher investor satisfaction through Juniper Square.

Fort Capital

Chris Powers

CEO