Chase Properties

• A 50+% reduction in time spent on administrative tasks, including calculating contributions and distributions

• A "one-stop shop" for LPs

• Excellent customer support and service at every stage of the partnership

For nearly eight years, Chase Properties relied on an investment management solution that ultimately "couldn't keep up" as the company grew, remarked CFO Chad Gardner. Matt Schalmo, Manager of Fund Accounting, specifically called out how the poor user interface hindered their ability to deliver a seamless investor experience. The legacy solution also didn't provide Chase Properties with adequate customer support. Getting timely answers to technical issues was often a struggle, leaving their teams with unresolved questions and struggling to get the most value out of the platform.

Chase Properties ultimately decided to switch to Juniper Square to ease the administrative burden on their internal teams. Critical yet time-consuming operational tasks like uploading distributions and managing capital call processes now take a fraction of the time, freeing up internal resources for more strategic priorities. "I'd say that time has been more than halved for me, personally," said Schalmo. "What previously took a few hours now takes a fraction of that time," added Gardner, noting that the time saved across the fund administration and the IR teams means "There's no doubt in my mind that Juniper Square is worth the cost."

Gardner also emphasized how exceptional the Juniper Square team has been, stating, "The people are what make all the difference." From the very beginning, the Juniper Square team was responsive, knowledgeable, and committed to ensuring their ongoing success.

"Juniper Square allows us to provide more transparency to the investor than we've ever been able to," said Gardner. The platform gives LPs real-time access to their portfolios, performance metrics, and essential documents, eliminating delays and investor frustration. Investors have consistently described the platform as "best in class," appreciating its user-friendly interface and the fact that LPs have a single login for both Chase Properties and any other manager that may use Juniper Square.

"This is the first work software that I've ever been genuinely excited about, and how it affects my day-to-day work life. It's awesome," concluded Schalmo. The platform's intuitive design and comprehensive capabilities have not only improved back office efficiency but have also set a new benchmark for operational excellence. For Chase Properties, switching to Juniper Square has been more than just adopting better technology; it's been a strategic move toward driving long-term growth.