In-house

Own the process, run lean, move fast

Give your team the tools to run fund operations faster, more accurately, and with a better investor experience.

Full control. Modern tools. Lean operations.

Run fund operations your way with industry-leading cloud software. Add Caruso services if and when you need them.

Modern software, no legacy pain

Run onboarding, compliance, registry, and CRM on the same platform used by 500+ funds. Institutional-grade tools without the cost or complexity of outdated systems.

Full control of your operations

Own your workflows, timelines, and investor experience. Adapt processes as your funds evolve without waiting on third parties.

A partner that scales with you

Keep operations lean by adding Caruso services where you need them. Offload complexity without rebuilding your systems or losing visibility.

Software built for private markets

One platform where your data, the AI agents that act on it, and the experts who run your funds all work together.

Expert fund services

Fund administration services delivered by seasoned professionals with deep expertise in private markets.

Fund Accounting

Outsource NAV calculation, unit pricing, financial reporting, tax prep and payments.

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Registry Operations

Outsource capital calls, distributions, tax statements, and treasury services

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Investor Services

Outsource subscription documents, AML/KYC, investor comms, and registry maintenance.

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If you have questions, we have answers

Caruso automates repetitive admin tasks (registry updates, distributions, investor statements), reduces error-prone manual processes and provides a modern investor portal and reporting tools so your in-house team can operate more efficiently.

Yes. Caruso is designed to be the single source of truth for unit registry and transaction records, with secure document storage, versioning and exportable audit trails.

Caruso provides implementation support, data migration tooling and training for in-house teams so historical records and ongoing processing move across smoothly with minimal disruption.

Caruso supports enterprise security practices, role-based access and can integrate with your IT stack. Implementation teams work to align with your security and compliance requirements.

Caruso's own team in your market, Australia, New Zealand or the US, in your business hours. You can add co-sourced or outsourced services without changing platforms.

Save time. Impress investors. Grow AUM.

Own the process, run lean, move fast

Software built for private markets

Expert fund services

What benefits does Caruso provide for in-house fund administration?

Can Caruso replace our spreadsheets and paper-based registry?

How does Caruso support in-house teams during setup and data migration?

Does Caruso integrate with our internal IT and security standards?

If we need help later, who steps in?

Expert fund services

What benefits does Caruso provide for in-house fund administration?

Can Caruso replace our spreadsheets and paper-based registry?

How does Caruso support in-house teams during setup and data migration?

Does Caruso integrate with our internal IT and security standards?

If we need help later, who steps in?