Caruso's new Distribution Reinvestments feature automates the reinvestment process within existing distribution workflows. Fund managers can now offer investors compounding returns while reducing administrative overhead through streamlined operations, customizable settings, and reporting capabilities.

In this conversation, Mark Hurley sits down with Bennett Klepper of Klepper Industrial to explore their strategic focus on Class B industrial properties in Texas, value-add investment strategies, and how their relationship-driven approach has delivered impressive returns.

For fund managers, data migration often evokes dread. But with Caruso's refined approach—combining industry best practices with purpose-built tools—the process transforms from risk to opportunity. Our structured methodology streamlines migrations while preserving data integrity, minimizing disruption, and enhancing operational efficiency.

Choosing the right fund management software is critical for operational success. This guide provides 8 essential questions covering functionality, integration, security, user experience, and more - helping fund managers evaluate options effectively and understand how Caruso addresses each consideration with its purpose-built platform.

Balance automated efficiency with a personal touch in investor communications. Technology excels for routine updates, while human interaction remains essential for relationship-building. Caruso enables this hybrid approach through intelligent automation and relationship mapping, creating the capacity for meaningful interactions that build investor trust.

Caruso's new Unit Issuance feature gives fund managers complete flexibility when issuing units to investors. Issue units directly from a variety of workflows on the admin application. Streamline operations, improve accuracy, and enhance the investor experience.

Today's capital raising demands technological sophistication. Fund managers implementing digital data rooms, frictionless subscription processes, and integrated CRM systems gain crucial advantages in competitive markets. Comprehensive platforms unify the investor lifecycle, eliminate data silos, and create seamless experiences that help raise more capital efficiently.

Investor portals are evolving beyond basic dashboards into sophisticated platforms with AI-driven personalization, advanced visualization, enhanced communication, ESG reporting, ecosystem integration, and next-generation security—transforming how fund managers and investors collaborate.

Technology is revolutionising private market liquidity through structured windows, digital marketplaces, and streamlined settlement processes. Learn how fund managers can implement effective liquidity solutions that enhance investor satisfaction, generate additional revenue, and contribute to more efficient markets.

AI tools are reshaping how fund managers conduct research, assess risk, and make investment decisions. From AlphaSense's market intelligence to Blooma's automated underwriting, explore practical solutions delivering measurable improvements across private market portfolios.

Fund managers can now utilise multiple unit classes within a single fund, enabling differentiated investor rights and benefits whilst maintaining streamlined administration.

The private markets industry faces a US$84 trillion wealth transfer from Baby Boomers to younger generations. Fund managers must adapt to meet next-gen investors' expectations for digital experiences, transparency, and self-service capabilities.

Caruso introduces modular distributions, giving fund managers flexibility to create and manage flexible fund distributions with customisable components, calculations, and automated processing.

Caruso introduces real-time validation for Tax File Numbers (TFNs) and Australian Business Numbers (ABNs), helping fund managers improve data accuracy at the point of capture. This seamless feature reduces administrative overhead and streamlines tax reporting processes.

Caruso introduces strategic compliance workflows with push notifications, enabling fund managers to send targeted verification requests when and where they matter most.

Fund managers can streamline operations with team-based task assignment, related tasks, priority settings, and improved document handling. These updates transform Caruso into a central operations hub for fund management teams.

Explore the hidden costs and inefficiencies of manual fund operations in private markets. From data integrity challenges to regulatory compliance burdens, discover why fund managers are transitioning away from spreadsheet-based workflows and how modern platforms are transforming fund administration.

Discover key operational trends shaping real estate and private credit investment in 2025. From self-service investor portals to SMS communications, flexible investment structures, and liquidity solutions, this article provides actionable insights for fund managers to stay competitive.

Caruso secures A$3.2M strategic investment from Balmain, following rapid growth to A$15B+ in assets under management. The funding will fuel expansion into North America and accelerate development of its fund management platform.

Discover when and how to enhance your Caruso CRM with marketing automation tools. Learn how this powerful combination can streamline lead generation, nurture potential investors, and create a seamless pipeline from initial interest to active investment.

The AML/CTF Amendment Bill 2024 brings significant changes for Australian fund managers, including expanded obligations, stricter due diligence, and enhanced reporting requirements. With compliance essential to protect reputation and build trust, this blog explores what’s changing and how fund managers can prepare for the 2026 deadline.

Caruso allows fund managers to capture early-stage interest and maintain a full pipeline view without requiring a formal commitment. With flexible tracking, seamless conversion to commitment, and enhanced reporting, fund managers can manage all investor interest - from casual inquiries to formal commitments - in one place.

In this conversation, Co-CEO Mark Hurley and Sam Kitson, GM Investments at Quarry Capital, discuss the company’s active management approach in commercial real estate, focusing on adding value through hands-on management. They explore how Quarry Capital navigates the evolving New Zealand market and the strategic impact of the recent acquisition and rebranding of DABS to Quarry Auckland on the company's growth strategy.

Caruso reduces the burden on finance teams to reconcile investor deposits through bulk processing, intelligent suggestions and automated investor receipts. This frees up valuable time, allowing teams to focus on higher-value activities.

Managing an unlisted fund’s unit register was once a clunky, risk-prone task. Today, SaaS solutions streamline this process, enhancing efficiency and compliance. Discover the best practices for adopting SaaS registry management to improve fund operations and unitholder services.

In this conversation, Co-CEO Mark Hurley sits down with Rohan Barraclough, Founding Director of Ironstate Capital Partners, to explore the vision behind launching a new fund, the state of play in Australian commercial real estate private credit, and Ironstate's plans for navigating the current market challenges and seizing future opportunities.

Caruso empowers fund managers to fully digitise and streamline the entire redemption process, reducing the operational burden of a traditionally manual, paper-based and time-consuming withdrawal process.

Enhance your fund management operations with Caruso’s platform. Streamline investor onboarding, digital subscriptions, and reporting. Simplify communication, reduce inefficiencies, and improve investor experience. Caruso offers a comprehensive solution for all firms.

In the competitive world of private market fund management, firms are constantly seeking an operational edge over their peers. This article explores the current operational landscape for most fund managers and envisions the future of fund management.

Private market fund managers using Caruso can now offer investors potential liquidity through an integrated secondary market. Maintain control by approving, editing, or cancelling orders. Keep investors informed with automated email updates. Automatically update the register and send transfer notices on transaction close. Set custom fees and generate payment files for seamless settlements.

In this conversation, Co-CEO Mark Hurley sits down with Toby Lewis of Marquette about the distinctiveness of their commercial real estate strategy, adapting to market changes, and integrating sustainability into investment decisions

PIE funds in New Zealand must submit IR854 and IR853 reports to the Inland Revenue Department (IRD). Caruso helps fund managers to meet these requirements accurately and efficiently by generating reports ready to file in the IRD’s specified format, pre-filled with accurate investor and distribution data.

Caruso streamlines capital-raising workflows with automated subscription document generation. Fund Managers can now generate pre-filled subscription forms ready to to be sent to investors for signing.

In this conversation, Co-CEO Mark Hurley sits down with Hamish Wilton CEO of Mackersy Property to explore the company's evolution, the strategic investment in Cardinal Logistics' advanced warehouse, and Mackersy's commitment to innovation and sustainability in real estate.

Caruso helps fund managers to streamline registry operations. Fund managers can now transfer units between investors, automatically updating the registry and notifying both investors.

Fund managers can now tailor the communication preferences for accounts to ensure the relevant stakeholders receive updates about their investments. We have also made it easier to designate a key account for an investing entity.

Fund managers can now download rich data about their investors and investment schemes using a set of pre-built reports designed specifically for fund management operations. We have also made it easier for fund managers to seamlessly store and share documents with investors.

In this conversation, Co-CEO Mark Hurley sits down with Jeff Dickie, Managing Director at Roger Dickie, to delve into the strategic insights and operational excellence that drive the Awatea Fund and underscore Roger Dickie's leadership in forestry investments.

In this update, we have overhauled how fund managers distribute returns to their investors. The improved distribution flow automates distribution calculations and generates branded statements and bank payment files, helping fund managers reduce errors and save time.

Caruso announces ISO27001 certification, ensuring top-tier data security in fund management. This certification highlights our commitment to protecting client data and maintaining the highest security standards.

In this conversation, Co-CEO Mark Hurley sits down with Angela Kneeshaw from BeGroup to discuss retirement villages as an asset cla, revolutionising retirement living with a focus on community and care, and the future of ageing.

Caruso has closed a $3.2 million Seed round led by Icehouse Ventures, with investment from GD1, Chris Heaslip, founder of Pushpay, and Rae Capital. The capital from this round will allow Caruso to add sales and marketing capacity, invest in AI-related features and grow its footprint in Australia.

Fund managers and investors can now seamlessly add and verify multiple bank accounts against each investing entity. This includes support for nominating different bank accounts for distributions from different funds.

In this update, we have improved the investor portal portfolio view, making it suitable for any asset class. To further improve the investor experience, all documents and transactions can now be found in the main navigation.

In this update, fund managers can now automatically store emails sent via Outlook and Gmail against the appropriate investor record. We have also integrated with Active Campaign, allowing fund managers to sync lists and contact details for email marketing purposes.

Fund managers can now capture informal connections between accounts. Connections help to create a richer CRM that fund managers can use to build stronger investor relationships, identify opportunities and drive leads. We have also made it easier for fund managers to create and convert leads.

Investors can now deploy capital via multiple investing entities (trusts, companies, individuals etc) and manage all of these investing entities within the investor portal under a single login. We have also shipped the ability for multiple accounts to be added against an investing entity.

Introducing Caruso, a new company offering modern cloud software designed specifically for fund managers. Caruso allows fund managers to manage all their fund operations effortlessly in one place - onboard investors, manage compliance, raise capital, issue distributions and everything in between.