Investor Onboarding
Convert prospects to investors, faster.
Impress investors and raise capital faster with a digital onboarding experience and automated KYC/AML tools.
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.
