Caruso Intelligence transforms fund administration with AI-powered automation. Starting with AI Summaries that synthesise complex investor data, our comprehensive AI suite enables teams to shift from manual execution to strategic oversight, improving efficiency and investor experience.

Caruso Intelligence transforms fund administration with AI-powered automation. Starting with AI Summaries that synthesise complex investor data, our comprehensive AI suite enables teams to shift from manual execution to strategic oversight, improving efficiency and investor experience.

Caruso's customisable investor portal dashboard gives fund managers unprecedented control over performance metrics, custom analytics, and reporting displays. Tailor investor experiences to build stronger relationships and improve transparency.

Caruso's customisable investor portal dashboard gives fund managers unprecedented control over performance metrics, custom analytics, and reporting displays. Tailor investor experiences to build stronger relationships and improve transparency.

In this conversation, Co-CEO Mark Hurley sits down with Michael Karabassis, Director of Investments at Net Funds, to explore the firm's distinctive three-pillar approach spanning commercial property, private credit, and private equity, and how they're reshaping New Zealand's alternative investment landscape.

In this conversation, Co-CEO Mark Hurley sits down with Michael Karabassis, Director of Investments at Net Funds, to explore the firm's distinctive three-pillar approach spanning commercial property, private credit, and private equity, and how they're reshaping New Zealand's alternative investment landscape.

Capital calls determine investment pace, cash flow timing, and investor relationships in private markets. This guide examines the six critical steps, compliance requirements, and how modern platforms transform this essential workflow.

Capital calls determine investment pace, cash flow timing, and investor relationships in private markets. This guide examines the six critical steps, compliance requirements, and how modern platforms transform this essential workflow.

Co-sourcing fund administration combines the control of in-house operations with external expertise and software. Fund managers retain data ownership while administrators work directly in their systems—eliminating siloed workflows, and maintaining real-time visibility for immediate investor responses.

Co-sourcing fund administration combines the control of in-house operations with external expertise and software. Fund managers retain data ownership while administrators work directly in their systems—eliminating siloed workflows, and maintaining real-time visibility for immediate investor responses.

Discover the blueprint on how today’s emerging private credit fund managers can launch a fund and build investor conviction through operational excellence. FundPro's James Watson shares insights on strategic outsourcing, technology integration, and the critical importance of data hygiene.

Discover the blueprint on how today’s emerging private credit fund managers can launch a fund and build investor conviction through operational excellence. FundPro's James Watson shares insights on strategic outsourcing, technology integration, and the critical importance of data hygiene.

Our new onboarding engine transforms investment applications into one seamless flow. Fund managers can share direct links to opportunities while investors enjoy a guided journey through account creation, entity setup, and subscription requests—all resulting in higher conversion rates and improved investor satisfaction.

Our new onboarding engine transforms investment applications into one seamless flow. Fund managers can share direct links to opportunities while investors enjoy a guided journey through account creation, entity setup, and subscription requests—all resulting in higher conversion rates and improved investor satisfaction.

Our new Statements Module streamlines investor reporting and communication by enabling fund managers to create, manage, and distribute investor statements with flexible templates and intuitive workflows. From ad hoc requests to tax reporting, this comprehensive solution offers flexible templates, intuitive workflows, and multiple distribution options—all while maintaining a seamless investor experience.

Our new Statements Module streamlines investor reporting and communication by enabling fund managers to create, manage, and distribute investor statements with flexible templates and intuitive workflows. From ad hoc requests to tax reporting, this comprehensive solution offers flexible templates, intuitive workflows, and multiple distribution options—all while maintaining a seamless investor experience.

The Caruso Audit Log offers fund managers comprehensive visibility into critical data changes across their platform. With powerful filtering capabilities, detailed event tracking, and flexible reporting, operations teams can efficiently monitor user activities, verify compliance, resolve issues, and maintain robust governance.

The Caruso Audit Log offers fund managers comprehensive visibility into critical data changes across their platform. With powerful filtering capabilities, detailed event tracking, and flexible reporting, operations teams can efficiently monitor user activities, verify compliance, resolve issues, and maintain robust governance.