Insights

A conversation with Angela Kneeshaw at BeGroup

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.

Mark Hurley - CEO of Caruso

Mark Hurley

CEO & Founder

News

Caruso raises $3.2M Seed led by Icehouse Ventures

Caruso founders - Mark Hurley & Oliver Shaw

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.

Mark Hurley - CEO of Caruso

Mark Hurley

CEO & Founder

Product

Just Released - Multiple Bank Accounts Per Investing Entity

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.

Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

Academic

What is investor portal software?

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.

Liam McEvoy - Marketing Executive

Liam McEvoy

Marketing Executive

Product

Just Released - Improved Investor Portal Reporting

Improved Investor 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.

Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

Product

Just Released - Automatically Store Emails, Active Campaign Integration

Automatically store emails against an investor

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.

Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

Product

Just Released - Connections

Add connections between investors

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.

Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

Academic

What are unit registry services?

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.

Liam McEvoy - Marketing Executive

Liam McEvoy

Marketing Executive

Product

Just Released - Manage multiple investing entities and accounts

Fund management user interface

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.

Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

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