Executive Teams

Scale AUM without scaling overhead

Cut costs, impress investors, and grow your business with  AI-native software and expert services.

Present like an institutional manager

Put your firm front and centre with a portal that looks great on any device and adapts to your reporting needs.

Your brand, leading the experienceCreate a polished investor experience shaped around your firm’s brand.

Anytime. Any device.A seamless experience on mobile, tablet, or desktop. Investors access their portfolio however they prefer.

Built around how you reportConfigure graphs, metrics, and tables to match your reporting style and investor expectations.

Full visibility across your raise

Spreadsheets don't scale. Get shared pipeline visibility and real-time investor engagement so nothing slips and every follow-up is focused.

Prioritise the right investors

Track investor engagement in real time. Focus your team on the prospects showing genuine intent.

Your bookbuild, fully visible

A shared pipeline that keeps your raise on track. Full visibility on application status, ownership, and next steps.

Compliance in sync

Track compliance status across your bookbuild. Distribution knows who to chase, compliance knows what's missing.

Fund admin is broken. Caruso fixed it.

Legacy fund admin is opaque, slow, and error-prone. Caruso brings modern infrastructure that improves speed, accuracy, and transparency.

Finally, a single source of truth

One platform for all your investor and fund data. Onboarding, compliance, CRM, registry and reporting. No duplication. No disconnected systems.

AI-driven automation

Remove manual work across everyday workflows. AI helps your team move faster, reduce errors, and focus on decisions that actually matter.

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Connected software and services

Software and fund admin services work as one. Fewer handoffs, fewer mistakes, and a smoother operating model that scales with you.

For fund managers of every size and type

Effortlessly manage your investors, vehicles and funds,  whether you have $10M or $100B in AUM.

Run fund admin your way

In-house, outsource, or take a hybrid approach, Caruso adapts to your needs—while always providing a single source of truth for investor data.

Fully managed, zero stress

We run implementation for you, migrating all your historical data and documents, providing you and your investors with a seamless transition to a better platform.

Your data, safe and secure

We safeguard the protection of your data, combining enterprise-grade security with regular external audits under the ISO27001 framework.

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Seamless API connectivity

Connect Caruso to your existing tech stack with modern APIs. Stay flexible as you scale, with no vendor lock-in.

Experts backed by Background Agents

Agents handle the repetitive checks, our specialists handle the decisions. Working in parallel, they deliver faster, more consistent fund admin and less of your admin spend going to routine work.

If you have questions, we have answers

Faster time-to-onboard investors, lower operational risk, improved reporting visibility, and reduced reliance on spreadsheets and email. The combination of automation and centralised data drives faster decisions and scale.

Caruso provides executive dashboards, consolidated fund performance and investor metrics, and scheduled reports to give leadership a single source of truth for operational and financial KPIs.

Yes — Caruso supports in-house, co-sourced (hybrid) and outsourced fund administration models while preserving data ownership, visibility and controls for executives.

Minimal if planned correctly: Caruso’s implementation focuses on staged onboarding, training and data migration support so teams can continue operations while migration and process optimisation take place.

Save time. Impress investors. Grow AUM.