Satori Capital

Satori Capital is a Texas-based multi-strategy investment firm founded upon the principles of conscious capitalism. The firm’s purpose is to create, fund, and inspire businesses that elevate humanity. Satori expresses this philosophy through a variety of investment strategies, including a private equity business, an alternative investments platform, an acceleration business, a public equity strategy focused on the renewable energy sector, and a business focused on transformational companies developing innovative solutions for mental health.

As CFO/COO Willie Houston III pointed out, Satori wants to ensure extraordinary outcomes for all its stakeholders, including sourcing unique investment opportunities and creating customized investor experiences. VP of Finance Claire McInnis added that this approach meant Satori needed a fund administrator who could manage its complex structures and make the information accessible to investors in a modern platform, not just a document repository.

She noted how traditional fund administration can get rather “stale,” reporting just on historical information.

Satori wanted to partner with someone who had a different approach to fund administration and could help the firm maintain its unique touch for investors and provide as close to “real-time” data as possible. She concluded that in order ”To provide a world-class investor experience, we knew we needed a world-class fund administrator” who could properly manage Satori’s complex structures and get data to the right stakeholders at the right time.

Satori wanted to work with a partner that could manage its complex investment structures and customized investor portfolios while also providing LPs with clear visibility into their portfolio’s performance—both as a whole and at the individual investment level.

“We needed a partner that could facilitate what we were trying to do. We wanted a progressive administrator using technology to solve problems,” said Houston. “Our entire platform is complex, so we're looking for a partner who can help solve the problems and support us as we grow.”

Given Satori’s commitment to the entire stakeholder experience—which includes internal teams, service providers, portfolio companies, and more—Cami Miller, VP of Stakeholder Experience, was adamant the solution be user-friendly for both investors and internal partners, have built-in controls to reduce risk, and that the administration team share in Satori’s partnership mindset. “We needed a fund administrator who believed in that same approach because, ultimately, our internal teams' experience as GPs has a ripple effect on the experience of our investors,” she concluded.

Initially introduced to Juniper Square by one of their investment partners, Miller noted the sophistication of the investor dashboard solution, raising the team's curiosity about Juniper Square's administrative capabilities. After meeting the team and learning about the integrated solutions, Satori realized that Juniper Square's tech-led approach to fund administration would support its customized investor portfolios while delivering an extraordinary stakeholder experience. “When we run the technology—and it doesn't run us—we can create a streamlined user experience from the GP to the LP. Juniper Square allows us to control our environment, implement greater controls, and customize solutions internally and externally for our LPs.”

For McInnis, it was clear that the Juniper Square administration team was eager to collaborate to solve new accounting challenges, helping her team find better ways to serve investors. Equally important was the cultural alignment. “When we launch a new fund or the leadership team comes up with a new structure, it’s up to me and my team to work with the banks, the attorneys, and Juniper Square to figure out how to build it. It’s a true partnership, they are an extension of our team.”