Just Released - Connections
At Caruso, we constantly ship new features to help fund managers delight their investors, build stronger capital relationships, improve operating efficiency, and reduce risk.
With that in mind, below is a quick overview of our latest features and improvements...
Fund managers can now seamlessly map informal connections between accounts, whether they be familial ties or business partnerships. For instance, effortlessly linking a syndicate with its individual members or mapping the intricate network of an extended family.
This capability not only fosters stronger, more insightful investor relationships but also arms your investor relations team with a deeper understanding of relationship dynamics. This understanding is pivotal in identifying new opportunities and driving leads.
Creating and converting prospects
Caruso has simplified the prospect creation and management process for fund managers. With just the individual's name and email, a fund manager can initiate a prospect profile. Additional details can be conveniently added as the relationship evolves, ensuring a flexible and dynamic approach to investor engagement within the CRM.
When appropriate, transitioning a prospect into a fully-fledged account is straightforward. The fund manager can set up the account and any associated investing entities, streamlining the investment process. The investor is then invited to activate their account by setting a password for the secure investor portal. This seamless integration not only improves operation efficiency but also enriches the investor experience. Learn more about how this feature facilitates a more dynamic fund management experience.
- We have introduced a refined navigation system, designed to expedite workflows and task completion for fund managers. The new navigation is intuitively designed, allowing users to collapse it for a full-screen view of detailed data, such as large format tables.
- We've enhanced the headers across key views, by surfacing the most relevant items in the header, fund managers can quickly gain context wherever they are on the admin app. For example, within a fund, fund managers can quickly and easily understand the total units available, largest unit holder, number of investors.
- For investing entities and accounts fund managers can now easily add documents and notes directly from the header, accelerating a common workflow.
If you want to see some of these features, simply email [email protected] and we can organise a product demonstration.