INVESTOR RELATIONS

Delight your clients. Raise more capital

A CRM specifically for fund managers

Don’t settle for a generic CRM. Caruso is a CRM designed specifically to meet the unique needs of the fund management industry. Track investor engagement and communication, manage relationships, and find key information faster.

Seamless fundraising  for you and your investors

Manage and track your capital-raising pipeline. Help your team collaborate and focus capital-raising efforts. No more paper-based forms or frustrating experiences. Allow your investors to review opportunities and deploy capital quickly and easily.

A single source of truth  for investor data

Finally a unified source of truth for investor data, all teams working together seamlessly in one system. Search, tag, filter and sort your investor data by any criteria. Export filtered data in an easy-to-digest format.

All your fund operations. One platform

Onboard investors, complete AML/KYC, raise capital, issue distributions, and everything in-between.

Smarter funds management