Build stronger investor relationships
Stop stitching together CRM exports and registry spreadsheets. Everything about your investors, in one connected system.
A single source of truth
CRM and registry data in a single record for every investor and adviser. See contact details, investment history, holdings, compliance status, and communications in one view.
Search, organise, export
Search, filter, and segment investors by key criteria. Organise records with tags, notes, and documents. Export clean data instantly.
Task management, built in
Create tasks, assign owners, set due dates. Every task links to an investor record so nothing gets lost and handoffs are seamless.
See investor and adviser engagement and pipeline progress in one place. Know who's interested, what's moving, and where to focus.
Spot intent early
Track prospect, investor and adviser activity across emails, portal logins, and dataroom access. See who's engaged and prioritise follow-up.
From conversation to commitment
No more switching between CRM and capital raising tools. Manage investor relationships and capital raising progress in a single system.
Automate investor and adviser updates, run smarter campaigns, and keep a complete communications trail across your CRM.
Automated investor and adviser updates
When something happens, investors and advisers know. Automate application receipt, deposit receipt, capital call notices, distribution notices, and key updates.
Targeted campaigns
Send outbound emails and segment by prospect, investor and fund data. Track opens and clicks so you know what lands and who to follow up.
Every email, logged
Capture communications automatically via BCC or the Caruso Outlook add-on. Keep a complete history without manual admin.
Start every conversation informed
Contact Enrichment, one of our default Background Agents, turns a name and email into a researched profile. Better first conversations, stronger pipeline, no manual digging.
If you have questions, we have answers
Caruso’s CRM helps you manage investor relationships end-to-end — from initial enquiry and lead tracking through to onboarding, ongoing communications, and reporting — so your team has one place to see every interaction and next step.
Yes. It’s designed around the realities of capital raising and investor management: long sales cycles, complex entities, multiple contacts per investor, compliance touchpoints, and stakeholder visibility across the whole team.
Absolutely. You can capture leads, qualify prospects, track stages (e.g., contacted → meeting → docs sent → committed → onboarded), and keep a clear view of where commitments are coming from and what’s required to progress each investor.
Instead of your CRM living separately from onboarding, Caruso links relationship management with operational steps — so you can see what’s happening (and what’s blocking) an investor’s onboarding, and avoid chasing updates across emails, spreadsheets, and systems.
Caruso is designed to fit into your workflow. You can keep your preferred communication and reporting rhythms, while bringing relationship data, task tracking, and investor status into a single source of truth for the team.
Yes. Caruso keeps full adviser profiles, including firms and licence holders, alongside investor records. Track adviser engagement, link advisers to their clients’ investments, and manage communications from the same system.
Save time. Impress investors. Grow AUM.