Insights

The Future of Fund Management

The future of fund management software

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.

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Mark Hurley - Co-CEO Caruso

Mark Hurley

Co-CEO

Product

Just Released - Secondary Market

Secondary market for commercial real estate

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.

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Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

Insights

A conversation with Toby Lewis at Marquette

Toby Lewis at Marquette

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

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Mark Hurley - Co-CEO Caruso

Mark Hurley

Co-CEO

Product

Just Released - PIE Tax Filings (IR853 & IR854)

Fund managers can streamline PIE tax reporting

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.

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Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

Product

Just Released - Automated subscription documents

Digital subscriptions for fund managers

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.

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Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

Insights

A conversation with Hamish Wilton at Mackersy Property

Hamish Wilton at Mackersy Property

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.

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Mark Hurley - Co-CEO Caruso

Mark Hurley

Co-CEO

Product

Just Released - Unit Transfers

Fund managers can transfer units between investors

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

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Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

Product

Just Released - Communication Preferences

Tailor communication preferences for your 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.

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Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

Product

Just Released - New Reporting Suite & Improved Document Distribution

Improved Document Distribution

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.

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Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

Insights

A conversation with Jeff Dickie at Roger Dickie Forestry

Jeff Dickie at Roger Dickie Forestry

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.

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Mark Hurley - Co-CEO Caruso

Mark Hurley

Co-CEO

Product

Just Released - Improved Distribution Flow

Improved Distribution Flow

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.

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Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

News

Caruso's Commitment to Security: Achieving ISO27001 Certification

Caruso ISO27001 Certification

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.

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Oliver Shaw

Oliver Shaw

Co-CEO

Insights

A conversation with Angela Kneeshaw at BeGroup

Angela Kneeshaw at BeGroup

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.

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Mark Hurley - Co-CEO Caruso

Mark Hurley

Co-CEO

News

Caruso raises $3.2M Seed led by Icehouse Ventures

Caruso founders - Mark Hurley & Oliver Shaw

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.

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Mark Hurley - Co-CEO Caruso

Mark Hurley

Co-CEO

Product

Just Released - Multiple Bank Accounts Per Investing Entity

Multiple Bank Accounts Per Investing Entity

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.

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Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

Product

Just Released - Improved Investor Portal Reporting

Improved Investor Reporting

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.

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Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

Product

Just Released - Automatically Store Emails, Active Campaign Integration

Automatically store emails against an investor

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.

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Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

Product

Just Released - Connections

Add connections between investors

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.

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Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

Product

Just Released - Manage multiple investing entities and accounts

Fund management user interface

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.

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Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

News

Feature-rich, flexible & built specifically for fund managers

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.

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Mark Hurley - Co-CEO Caruso

Mark Hurley

Co-CEO

See Caruso in action

Learn how Caruso can help you effortlessly manage your investors and funds, whether you have $10M or $100B in AUM.