INVESTOR MANAGEMENT

Elevate the investor experience

Leverage Caruso's expertise for capital raises, investor management, KYC/AML and capital account maintenance.

Remove friction, increase investor satisfaction

Investor Capital Raises & Applications

Capital raising support including dataroom setup, processing of LP applications and investor portal onboarding.

KYC & AML

Implementation of your AML program, including KYC, CDD, EDD, and assistance with AML audit projects.

Investor Communications

Assistance with LP, advisor, and broker queries, and creation and distribution of bulk investor emails.

Records Maintenance

Maintain accurate records for all funds, holdings and investor information, including elections and compliance data.

Transaction Processing

Management of new issues, transfers, and redemptions, including the issuance of investor notices.

Outsourcing routine tasks to us makes a lot of sense

Save time and money

Outsource routine processes to minimize inefficiencies and reduce overhead costs, freeing up your team to focus on high-value tasks that drive growth and success.

Stay lean as you scale

Scale efficiently without the need for excessive hiring. Stay agile and lean while Caruso manages the complexities as your fund grows.

Tech-enabled services

Our tech-enabled approach reduces manual effort and increase efficiency, allowing you to benefit from faster, more accurate results at a lower cost.

Reduce errors & risk

Leverage Caruso's automated processes and expert oversight to ensure accuracy, and minimize human error.

For emerging managers & established leaders

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

Loding...

Smarter funds management