Fund Intelligence in Action

Summary

Oliver Shaw, Caruso Co-Founder and CTO, demonstrated the AI built into Caruso live. He showed how teams onboard investors from source documents, ask the Fund Admin Agent questions across their investor data in plain English, and use Background Agents to monitor and act on recurring fund admin processes.

What you'll learn

How AI matures inside a fund team. Oliver walked through the stages teams move through, from a chat window outside their systems to agents that do the work while the team reviews it.

From first question to Background Agent. He showed how an agent takes on more of a process one step at a time, with a control at every step.

How your team stays in control. Your team decides what each agent is allowed to do, and every change an agent makes is recorded in the Audit Log, so you can see who changed what, and when.

Where to start. A rules-heavy process your team repeats often, such as investor onboarding, makes a good first agent. Once it runs well, the same approach carries over to distributions, redemptions, and statements.

Live Q&A. Oliver answered questions from fund teams, including whether a Background Agent can tag investors automatically by criteria you set, such as wealth manager or HNWI.

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