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.
Real Estate
Real estate fund managers often rely on inefficient, paper-based, manual systems. Caruso provides modern software tools across your business to give you a competitive edge.
Private Credit
Private credit fund managers navigate complex fund structures and high transaction volumes. Caruso understands the nuances of private credit, automating key processes to help managers thrive.
Private Equity
Private equity fund managers face complex capital calls and require an asset first approach to reporting. Caruso offers tools for PE, ensuring efficient management and accurate reporting.
Agriculture
Agriculture managers lack software designed specifically for their needs, forcing them to repurpose tools. Caruso delivers purpose-built, cloud-based solutions that cater to Agri’s unique demands.
Smarter funds management