Investor Relations Teams

Relationships, not spreadsheets

Impress investors with a modern experience. Track engagement, manage pipeline and close commitments faster.

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.

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.

Less investor queries. Lower cost to serve.

Give investors the information they need in an easy to use portal, so routine requests fall and your team stays focused.

Real-time reporting, clearly presented

Give investors consolidated portfolio and fund views with auto-calculated performance metrics and interactive charts.

Documents and transactions, in one place

Investors can self-serve every document, from distribution notices to tax statements, plus a complete transaction history with simple exports for their own reporting.

Send the right message, on time

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.

Background Agents that keep your investors compliant

Our specialists set up agents to run verification and expiry checks automatically, then step in where a decision is needed. You get expert-grade compliance without expert-grade cost on every check.

If you have questions, we have answers

Caruso provides a digital-first onboarding flow that collects investor data, verifies identity (KYC), captures e-signatures and issues account access — reducing friction and time-to-close while improving data accuracy.

Yes — the investor portal provides secure access to statements, tax forms, capital call notices and communications, reducing inbound queries to IR teams and improving investor satisfaction.

Yes. IR teams can generate investor lists by segment, fund, or ownership and send targeted communications and customised reports directly from the platform.

Caruso tracks prospective investors, documents outreach history and supports investor commitments when they convert, giving IR teams a single place to manage pipeline and capture onboarding data when commitments are made.

Save time. Impress investors. Grow AUM.

Relationships, not spreadsheets

Prioritise the right investors

Your bookbuild, fully visible

Compliance in sync

Less investor queries. Lower cost to serve.

Send the right message, on time

How does Caruso improve the investor onboarding experience?

Can investors access statements and documents themselves?

Does Caruso support segmented communications and investor reporting?

How does Caruso help with capital raising and pipeline tracking?

Prioritise the right investors

Your bookbuild, fully visible

Compliance in sync

Less investor queries. Lower cost to serve.

Send the right message, on time

How does Caruso improve the investor onboarding experience?

Can investors access statements and documents themselves?

Does Caruso support segmented communications and investor reporting?

How does Caruso help with capital raising and pipeline tracking?