Own the investor experience
Offer your investors a seamless and fully branded digital onboarding experience that builds trust and confidence from day one.
First impressions matter
Slow, manual processes delay commitments, and erode investor confidence. Caruso makes onboarding fast, intuitive, and investor-friendly.
Onboarding in minutes, not hours
Leave paper forms and manual AML behind. Give investors a seamless digital onboarding and compliance experience they can complete in minutes, not hours.
Fast repeat investment
Returning investors reuse verified details, so they can commit capital in seconds with minimal rework.
Connected to your bookbuild
One system for onboarding, compliance, and capital raising, so investor progress and data stay in sync end to end.
Own the investor experience
Offer your investors a seamless and fully branded digital onboarding experience that builds trust and confidence from day one.
Connected workflows eliminate duplicate work, automated notifications keep team members and investors aligned.
Capture data once, sync everywhere
Investor details move from onboarding into the CRM and registry automatically, eliminating re-keying and paper-based errors.
Investors stay informed, automatically
Automated notifications provide timely updates at each step, so investors always know what’s happening.
Make compliance simple for investors while your team stays in control. The correct checks applied for each investor's jurisdiction, evidenced and audit-ready.
Integrated AML / KYC
Run biometric ID, document, and address verification inside Caruso. Screen PEPs and sanctions automatically to reduce fraud risk and stay audit-ready.
Team-wide compliance visibility
Compliance data and evidence stored directly against each investor record in the CRM and registry so everyone works from the same facts.
Configurable to suit
Add custom steps and fields to match your fund structure, investor types, and compliance programme. Access all compliance data in easy to digest formats.
Every application, reviewed on arrival
Application Triage, one of our default Background Agents, spots what matters on each application, from first-time investors to expiring accreditations. Nothing slips through when volume spikes mid-raise.
FAQs
Yes—native flows capture FATCA and wholesale investor certifications with audit-ready reporting.
Yes—multiple investing entity structures are supported out-of-the-box.
Yes. We support hybrid onboarding: investors can complete steps in the portal or via secure email links; you can also push branded emails and SMS nudges for key steps.
Yes—onboarding integrates with data rooms, digital subscriptions and pipeline tracking to increase conversion.
Yes. Enhanced due diligence workflows verify beneficial owners of trusts, companies, and partnerships, with supporting documents such as trust deeds collected and approved in the same flow.
Yes. Approve bank statements and deposit slips within Caruso to confirm investor account details before payments are made.
Save time. Impress investors. Grow AUM.