Intelligence
Automate tedious tasks. Gain insight
Beta Access
Put artificial intelligence to work for you
Automate operations, delight your investors, and drive better decision-making.
Intelligence that transforms fund management
Investor insights
Surface insights across investor records, to help your team deliver a world-class experience.
Compliance insights
Generate summaries of orders to help compliance teams assess risk and complete compliance workflows more efficiently.
Natural language queries
Gain insights by querying your data in natural language, saving time and effort on complex reporting tasks.
Document analysis
Let AI read and evaluate documents submitted by investors, providing your team with a confidence score on acceptability to speed up operations.
Bank reconciliation
Use AI to reconcile bank transactions, enabling more advanced matching and faster processing.
Data room creation
Upload an information memorandum, and Caruso Intelligence will draft the data room contents for you, streamlining your capital raising process.
For fund managers of every size and type
Effortlessly manage your investors and funds, whether you have $10M or $100B in AUM.
Smarter funds management