Keep key investor operations in-house while outsourcing the rest—flexible delivery, full visibility, one system.
For emerging managers & established leaders
Effortlessly manage your investors and funds, whether you have $10M or $100B in AUM.
Smarter funds management
Keep investor touchpoints
Own investor onboarding, communications, and strategic compliance while keeping your brand front and centre.
Specialists handle the complex
Let Caruso manage NAVs, registry transactions, and other high-effort workflows that slow down internal teams
One system, zero black boxes
Both teams operate in a shared platform with live data, audit trails, and clear hand-offs — no hidden processes.
Scale without headcount bloat
Add funds, investors, and AUM without expanding your team. You scale, we handle the back office.
Transparent governance
Maintain oversight and independence with clear workflows, role separation, and real-time access to data.
Right-sized cost profile
Only pay for expert support when needed. Keep high-value investor functions in-house, and costs in check.
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.