Insights

The True Cost of Manual Fund Operations: The Hidden Expenses and Inefficiencies

Manual Fund Operations Hidden Cost

Explore the hidden costs and inefficiencies of manual fund operations in private markets. From data integrity challenges to regulatory compliance burdens, discover why fund managers are transitioning away from spreadsheet-based workflows and how modern platforms are transforming fund administration.

Liam McEvoy - Marketing Executive

Liam McEvoy

Marketing Executive

Insights

The Future of Real Estate and Private Credit Investment: Trends to Watch in 2025

Real Estate and Private Credit 2025 Trends

Discover key operational trends shaping real estate and private credit investment in 2025. From self-service investor portals to SMS communications, flexible investment structures, and liquidity solutions, this article provides actionable insights for fund managers to stay competitive.

Liam McEvoy - Marketing Executive

Liam McEvoy

Marketing Executive

News

Balmain Invests A$3.2M in Caruso as Platform Surpasses $15B in AUM

Caruso founders - Mark Hurley & Oliver Shaw

Caruso secures A$3.2M strategic investment from Balmain, following rapid growth to A$15B+ in assets under management. The funding will fuel expansion into North America and accelerate development of its fund management platform.

Mark Hurley - CEO of Caruso

Mark Hurley

CEO & Founder

Insights

When to Enhance Your Investor CRM with a Marketing Automation Tool

Caruso Lead Marketing Automation Integration

Discover when and how to enhance your Caruso CRM with marketing automation tools. Learn how this powerful combination can streamline lead generation, nurture potential investors, and create a seamless pipeline from initial interest to active investment.

Liam McEvoy - Marketing Executive

Liam McEvoy

Marketing Executive

Insights

A Guide for Australian Fund Managers: Adapting to the Latest AML/CTF Amendments

The Anti-Money Laundering and Counter-Terrorism Financing Amendment Bill 2024 Practical Guide

The AML/CTF Amendment Bill 2024 brings significant changes for Australian fund managers, including expanded obligations, stricter due diligence, and enhanced reporting requirements. With compliance essential to protect reputation and build trust, this blog explores what’s changing and how fund managers can prepare for the 2026 deadline.

Liam McEvoy - Marketing Executive

Liam McEvoy

Marketing Executive

Product

Just Released - Expressions of Interest

Investor relations teams can create expressions of interest on Caruso

Caruso allows fund managers to capture early-stage interest and maintain a full pipeline view without requiring a formal commitment. With flexible tracking, seamless conversion to commitment, and enhanced reporting, fund managers can manage all investor interest - from casual inquiries to formal commitments - in one place.

Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

Insights

A conversation with Sam Kitson at Quarry Capital

Sam Kitson at Quarry Capital

In this conversation, Co-CEO Mark Hurley and Sam Kitson, GM Investments at Quarry Capital, discuss the company’s active management approach in commercial real estate, focusing on adding value through hands-on management. They explore how Quarry Capital navigates the evolving New Zealand market and the strategic impact of the recent acquisition and rebranding of DABS to Quarry Auckland on the company's growth strategy.

Mark Hurley - CEO of Caruso

Mark Hurley

CEO & Founder

Product

Just Released - Bulk deposit reconciliation

Finance teams can reconcile deposits in bulk

Caruso reduces the burden on finance teams to reconcile investor deposits through bulk processing, intelligent suggestions and automated investor receipts. This frees up valuable time, allowing teams to focus on higher-value activities.

Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

Insights

Best Practice: Registry Management for Private Market Fund Managers

Managing an unlisted fund’s unit register was once a clunky, risk-prone task. Today, SaaS solutions streamline this process, enhancing efficiency and compliance. Discover the best practices for adopting SaaS registry management to improve fund operations and unitholder services.

Alexandra Cain

Finance Journalist

Save time. Impress investors. Grow AUM.