Setting the gold standard: How Laurel Ridge proved Juniper Square outshines competitors
Demonstrates real, measurable ROI—delivering reliability, human support, and depth of features
Widely recognized as the "gold standard" in investment management software
Delivers an institutional-grade investor experience they describe as clear, professional, seamless, and intuitive
For Laurel Ridge, a real estate investment firm, managing investor relations was once a patchwork of manual spreadsheets, scattered emails, and disconnected reports. This siloed system was burdensome and could not support the cohesive and professional experience their investors deserved. Managing Partner Ozzie Mutz saw firsthand how alternatives, despite impressive demos and bold claims, failed to deliver on their promises once put to the test.
Some of the key promises that people told us about looked great in the demo environments, but once we got to the functionality, they really left a lot to be desired and didn’t have the capabilities to do everything that we expected them to do.
Ozzie Mutz
Managing Partner
Laurel Ridge
Juniper Square, on the other hand, lived up to its reputation at every step. The transition was effortless, with Juniper Square's team making it "incredibly easy" to integrate data—even without legacy software to export from. The difference was immediate and striking: investors now enjoy a portal experience that is intuitive, professional, and seamless, elevating both the brand and investor confidence.
Most importantly, the firm achieved substantial time and cost savings that cheaper platforms simply couldn't offer. "You can definitely find cheaper software out there... but just like a cheap building, you ultimately get what you pay for," says Mutz. For the firm, Juniper Square represents more than just a solution—it’s an investment in stability, efficiency, and growth. With proven reliability and exceptional support that consistently delivers on its promises, Juniper Square has cemented its position as the clear market leader, leaving competitors stuck in demo mode. "The grass can always look greener," Mutz adds, "but there is nothing else that matches Juniper Square on functionality and the final product."
