CRM
Build stronger investor relationships
Finally, a CRM specifically for fund managers
Track investor engagement and communication, manage relationships, and find key information faster.
CRM software your team will actually use, and love
Relationship management
Know what you need to know for every investor. Review a history of communication, notes and docs.
Engagement tracking
Track engagement events such as investor portal logins, data room activity, and document downloads.
Pipeline tracking
Manage and track your capital-raising pipeline, provide visibility across teams and departments with fundraising dashboards.
Email and communication tracking
Integrate Caruso with your email software, such as Outlook and Mailchimp, to log email history and track email engagement.
Task management & collaboration
Utilize internal resources more effectively with a shared task system between investor relations, compliance, and finance teams.
Data management
Search, tag, filter and sort your investor data by any criteria. Export filtered data in an easy-to-digest format.
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