Finally, a CRM specifically for fund managers
Track investor engagement and communications, manage relationships, manage tasks, and find information faster.
For emerging managers & established leaders
Effortlessly manage your investors and funds, whether you have $10M or $100B in AUM.
Smarter funds management
Relationship Management
Access comprehensive investor profiles, including communication history, notes, and documents.
Investor Communications
Seamlessly distribute updates, reports and statements to investors with automated notifications.
Engagement Tracking
Monitor investor interactions, such as portal logins and document downloads, for deeper insights.
Pipeline Tracking
Oversee your capital-raising pipeline with dashboards that enhance team visibility and coordination.
Task Management
Utilise shared task systems to improve collaboration among investor relations, compliance, and finance teams.
Outlook Integration
Store emails and create tasks in Caruso directly from emails using the Outlook add-on.
Data Management
Search, tag, filter, and sort investor data by any criteria; export filtered data in an easy-to-digest format.