TASK MANAGEMENT
Collaborate across teams. Drive results
Advanced task management, for fund managers
Collaborate across teams, streamline workflows and improve visibility.
Align your team for success, and reap the rewards
Auto task creation
Automatically create tasks based on investor actions, triage efficiently with automated workflows and comms.
Auto task assignment
Automatically assign tasks to individuals or teams based on predefined criteria, streamlining workload distribution.
Task management
Manage tasks with rich features like document attachments, notes, and prioritization.
Related tasks and approvals
Add related or sub-tasks to efficiently manage approval processes and ensure task completion.
Outlook integration
Create tasks directly from an email using our Outlook add-on, helping you triage your inbox and better response to investors.
Task reporting
Advanced reporting capabilities provide transparency and accountability across teams
For fund managers of every size and type
Effortlessly manage your investors and funds, whether you have $10M or $100B in AUM.
Real Estate
Real estate fund managers often rely on inefficient, paper-based, manual systems. Caruso provides modern software tools across your business to give you a competitive edge.
Private Credit
Private credit fund managers navigate complex fund structures and high transaction volumes. Caruso understands the nuances of private credit, automating key processes to help managers thrive.
Private Equity
Private equity fund managers face complex capital calls and require an asset first approach to reporting. Caruso offers tools for PE, ensuring efficient management and accurate reporting.
Agriculture
Agriculture managers lack software designed specifically for their needs, forcing them to repurpose tools. Caruso delivers purpose-built, cloud-based solutions that cater to Agri’s unique demands.
Smarter funds management