INVESTOR MANAGEMENT

Elevate the investor experience

Leverage Caruso's expertise for capital raises, investor management, AML/KYC and registry maintenance.

Remove friction, increase investor satisfaction

Investor Capital Raises & Applications

Capital raising support including dataroom setup, processing of investor applications and investor portal onboarding.

AML & KYC

Implementation of your AML programme, including KYC, CDD, EDD, and assistance with AML audit projects.

Investor Communications

Assistance with investor, advisor, and broker queries, and creation and distribution of bulk investor emails

Registry Maintenance

Maintain accurate registry records for all funds, holdings and investor information, including elections and compliance data.

Transaction Processing

Management of unit issues, transfers, and redemptions, including the issuance of investor notices.

Outsourcing routine tasks to us makes a lot of sense

Save time and money

Outsource routine processes to minimise inefficiencies and reduce overhead costs, freeing up your team to focus on high-value tasks that drive growth and success.

Stay lean as you scale

Scale efficiently without the need for excessive hiring. Stay agile and lean while Caruso manages the complexities as your fund grows.

Tech-enabled services

Our tech-enabled approach reduces manual effort and increase efficiency, allowing you to benefit from faster, more accurate results at a lower cost.

Reduce errors & risk

Leverage Caruso's automated processes and expert oversight to ensure accuracy, and minimise human error.

For emerging managers & established leaders

Effortlessly manage your investors and funds, whether you have $10M or $100B in AUM.

Loding...

Smarter funds management