Caruso

Read the full release: getcaruso.com/resources/blog…

NEW: an improved investor application flow and granular communication preferences. Managers now have more control, with custom steps, custom fields and optionality around which documents they collect and when. Investors get more freedom to jump between steps, clearer messaging, and saved information so repeat applications take seconds. On the comms side, managers control which contacts receive each type of communication. Distribution notices, holding statements, marketing comms, all configurable per contact and investing entity. Read the full release in the comments.

An investor CRM and a marketing CRM are not the same thing. One manages investors, advisers, and capital raising in the same system as your registry. A single source of truth, no exports and imports. Smooth, end-to-end fund administration. That is Caruso, and for many fund managers it is the only CRM they need. The other runs outbound marketing and lead prospecting, a discipline of its own. Larger managers keep a dedicated marketing CRM, integrated with Caruso at the contact level. Leads qualified by marketing land in Caruso's book build as expressions of interest. Distribution converts them into an application in a click. What makes the most sense for you? Learn more: bit.ly/44k9BZe

Every entity, every holding, every alert. One view. Our latest investor portal release brings everything a contact holds into a single account-wide view. Investors get clarity. Advisers get their time back. Fund managers get the credit. See what's new: bit.ly/4gLQyhK

This release sharpens the day-to-day mechanics of running a fund on Caruso. Clearer tasks, full traceability back to source, and custom order tags that bend to how your team actually works. The small things that make month-end run smoother. Read more: bit.ly/4oHVSVl

Two new capabilities for managing adviser relationships and controlling capital raises. A dedicated adviser CRM brings advisers, firms, and licensees into the system of record. Granular data room controls let you restrict a raise by country and block specific accounts. One platform. Fewer workarounds. See what's new: bit.ly/4ecBMgX

An investor calls on Monday asking why their distribution differs from their commitment schedule. The CFO emails the administrator. The administrator's analyst is on another task. The answer comes back Wednesday. By then, the investor has lost confidence twice. In the speed, and in the precision. The administrator looks invisible. The GP wears the cost. A cost GPs no longer tolerate. Read more here: hubs.ly/Q04jgNK90

Three new capabilities in Caruso's latest release: bulk redemption processing, real-time webhook notifications, and bulk document downloads on the investor portal — plus a suite of operational improvements across the platform. Faster operations at every layer. hubs.ly/Q04hBY1J0

37% of investment professionals say valuation reporting frequency is the number one problem in private market structures. The quarterly PDF still matters, but on its own it no longer meets modern investor expectations. Investors now want continuous visibility into holdings, distributions, and documents, not just at quarter-end. Read why frequency is the new fundraising signal: hubs.ly/Q04hfz0n0

Month-end close, without the month-end pain. Upload pricing in bulk, Caruso's Fund Admin Agent validates the data and applies it across the registry, flagging anomalies before they reach the ledger. bit.ly/4cdkocm

Portfolio segmentation, simplified. Caruso's latest release brings tag-based filtering to funds and unit classes. Slice by any dimension your team uses, directly inside the registry. Also live: a sensitive variant of the All Distribution Details report, AU TFN exemption codes, and auto-refresh on document uploads. See what's new: hubs.ly/Q04gknZh0

Let's revolutionise a $15T industry. We're hiring a Data Engineer to help build the data layer behind 900+ funds. 13 other roles open too, across Engineering, Fund Admin, Implementation, and Sales. hubs.ly/Q04fM6P80

Outsourcing fund admin is no longer the strategic question. How the relationship operates is. The new model is built around shared visibility, unified data, and continuous collaboration between fund manager and administrator. That's the shift defining the next generation of administration relationships. See how it works: bit.ly/4dfm7NM

Process bulk transactions in minutes, not days. Caruso's Fund Admin Agent understands private markets workflows, flags exceptions and drafts investor notices and payment files for your review. bit.ly/4tgwCan

Processing a redemption takes eight steps: read the trust deed, check the register, calculate, verify compliance, draft, post, communicate, update cash. A chatbot can advise on each step. An agent can do all of them. Why most fund admin platforms aren't ready: hubs.ly/Q04dR1T_0

This release targets the small, repeated actions that eat hours of admin each week. Bulk tagging across Investing Entities, Accounts, and Related Parties. Four new colour themes for the investor portal. Right-click context menus on the core CRM tables. Plus a Fund Summary Statement, richer audit-log tracking, and a Legal Structure filter on the Funds table. Read more: hubs.ly/Q04d8yg40

Read more: getcaruso.com/resources/blog…

What if we removed the admin from fund administration? Introducing Caruso's Fund Admin Agent, the intelligence layer on top of your registry and investor CRM. In open beta now for all Caruso platform users.

Read the announcement: getcaruso.com/resources/blog…

$26 trillion in private market assets, still managed with spreadsheets and manual processes. We raised $11.2M to build the alternative. AI agents and fund admin experts, one platform, faster and more accurate fund operations.