Investor Portal
Delight your investors. Drive engagement
A beautiful, modern and secure online investor portal
Provide your investors with access to performance metrics, reports and transaction information in the cloud, anytime, from any device.
Designed to meet the needs of even the most demanding investor
Engaging performance metrics
Provide investors with an engaging portfolio dashboard where they can visualise performance across a configurable timeframe.
Detailed reporting
Provide investors with secure access to detailed reporting, including performance reports, financial statements, and valuations.
Document repository
Allow investors to view and download all their investment-related documents, including distribution statements, tax statements, and more.
Transaction history
Offer your investors a complete history of all transactions and the ability to export the data they need.
Activity tracking
Monitor investor portal logins, document downloads, and other engagement events to gain insights and shape your approach.
Manage entities, accounts and settings
Enable your investors to manage users and settings, and update key information across multiple investing entities.
For fund managers of every size and type
Effortlessly manage your investors and funds, whether you have $10M or $100B in AUM.
Real Estate
Real estate fund managers often rely on inefficient, paper-based, manual systems. Caruso provides modern software tools across your business to give you a competitive edge.
Private Credit
Private credit fund managers navigate complex fund structures and high transaction volumes. Caruso understands the nuances of private credit, automating key processes to help managers thrive.
Private Equity
Private equity fund managers face complex capital calls and require an asset first approach to reporting. Caruso offers tools for PE, ensuring efficient management and accurate reporting.
Agriculture
Agriculture managers lack software designed specifically for their needs, forcing them to repurpose tools. Caruso delivers purpose-built, cloud-based solutions that cater to Agri’s unique demands.
Smarter funds management