Raising the bar: The gold standard for investor relations
A best-in-class investor portal that sets the “gold standard” for the industry.
A dedicated deal administration team
A powerful platform that can accommodate unique deal structures and custom reporting needs
Jacobson Equities was struggling with a legacy vendor plagued by high staff turnover and inconsistent technical support for a lackluster investor portal. Their complex investment structures, including partnerships spanning over 50 years, required customized solutions that the existing system and "revolving door" of support couldn't provide.
After several recommendations from peers, Jacobson Equities decided to switch to Juniper Square. It quickly became clear to Owner and Principal Larry Jacobson why Juniper Square's investor portal was considered the industry's "gold standard."
"The user interface is friendly. It's intuitive, which is important to investors. We're trying to minimize headaches. We're trying to minimize friction. We want our investors to have an easy, user-friendly experience." Directly accessible through the company website, the branded investor portal provides a seamless experience for the firm's 640+ LPs by centralizing all relevant information in one location, reinforcing the team's commitment to the investor experience.
The user interface is friendly. It's intuitive, which is important to investors. We're trying to minimize headaches. We're trying to minimize friction. We want our investors to have an easy, user-friendly experience.
Larry Jacobson
In addition to best-in-class technology, Juniper Square's deal administration team took the time to understand the idiosyncratic differences of Jacobson Equities' many investments. The platform's flexibility allows the firm to easily manage the unique aspects of each investment, whether it is how the waterfalls are run or how preferred returns are calculated for each LP. "The Juniper Square team became just as knowledgeable as we are at how these investments are structured," said Max Reissing, Investor Relations.
Now, in their second year of working with the same team at Juniper Square, Jacobson emphasized the profound benefits of continuity. "They're able to take in information, learn about your business, and then apply that information and their understanding of your business to provide [better] service in the future. That's not true if there is constant turnover."
