Insights
A conversation with Angela Kneeshaw at BeGroup

Insights
A conversation with Angela Kneeshaw at BeGroup
In this conversation, Co-CEO Mark Hurley sits down with Angela Kneeshaw from BeGroup to discuss retirement villages as an asset cla, revolutionising retirement living with a focus on community and care, and the future of ageing.
Read More

Mark Hurley
CEO & Founder
News
Caruso raises $3.2M Seed led by Icehouse Ventures

News
Caruso raises $3.2M Seed led by Icehouse Ventures
Caruso has closed a $3.2 million Seed round led by Icehouse Ventures, with investment from GD1, Chris Heaslip, founder of Pushpay, and Rae Capital. The capital from this round will allow Caruso to add sales and marketing capacity, invest in AI-related features and grow its footprint in Australia.
Read More

Mark Hurley
CEO & Founder
Product
Just Released - Multiple Bank Accounts Per Investing Entity

Product
Just Released - Multiple Bank Accounts Per Investing Entity
Fund managers and investors can now seamlessly add and verify multiple bank accounts against each investing entity. This includes support for nominating different bank accounts for distributions from different funds.
Read More

Lana Kamffer
Product Manager
Academic
What is investor portal software?

Academic
What is investor portal software?
Investor portal software has revolutionised communication between fund managers and investors. These secure digital platforms replace traditional quarterly PDFs with real-time access to performance data, documents, and portfolio analytics. From automated capital calls to engaging dashboards.
Read More

Liam McEvoy
Marketing Executive
Product
Just Released - Improved Investor Portal Reporting

Product
Just Released - Improved Investor Portal Reporting
In this update, we have improved the investor portal portfolio view, making it suitable for any asset class. To further improve the investor experience, all documents and transactions can now be found in the main navigation.
Read More

Lana Kamffer
Product Manager
Product
Just Released - Automatically Store Emails, Active Campaign Integration

Product
Just Released - Automatically Store Emails, Active Campaign Integration
In this update, fund managers can now automatically store emails sent via Outlook and Gmail against the appropriate investor record. We have also integrated with Active Campaign, allowing fund managers to sync lists and contact details for email marketing purposes.
Read More

Lana Kamffer
Product Manager
Product
Just Released - Connections

Product
Just Released - Connections
Fund managers can now capture informal connections between accounts. Connections help to create a richer CRM that fund managers can use to build stronger investor relationships, identify opportunities and drive leads. We have also made it easier for fund managers to create and convert leads.
Read More

Lana Kamffer
Product Manager
Academic
What are unit registry services?

Academic
What are unit registry services?
Unit registry services form the operational backbone of private fund administration, maintaining official ownership records and processing investor transactions. These services encompass capital calls, distributions, reporting, transaction management, and tax preparation.
Read More

Liam McEvoy
Marketing Executive
Product
Just Released - Manage multiple investing entities and accounts

Product
Just Released - Manage multiple investing entities and accounts
Investors can now deploy capital via multiple investing entities (trusts, companies, individuals etc) and manage all of these investing entities within the investor portal under a single login. We have also shipped the ability for multiple accounts to be added against an investing entity.
Read More

Lana Kamffer
Product Manager
Save time. Impress investors. Grow AUM.