Know what you need to know for every investor, and review a full history of communication, investments, notes and docs.
Track engagement events such as investor portal logins, data room activity, and document downloads so you can focus capital-raising efforts where they will be the most effective.
Manage and track your capital-raising pipeline, provide visibility across teams and departments with reports..
Email and communication tracking
Integrate Caruso with your email software, such as Outlook and Active Campaign, to log email history and track email engagement.
Task management & collaboration
Utilise internal resources more effectively with a shared task system between investor relations and compliance teams.
Search, tag, filter and sort your investor data by any criteria. Export data in an easy-to-digest format to help target outreach more effectively.