Investor Portal

Impress investors. Reduce the noise

Give your investors a modern, white-labelled portal for reporting, documents, and account management.

Present like an institutional manager

Put your firm front and centre with a portal that looks great on any device and adapts to your reporting needs.

Your brand, front and centrePut your firm front and centre with a polished portal that looks and feels like you.

Anytime. Any device.A seamless experience on mobile, tablet, or desktop. Investors access their portfolio however they prefer.

Built around how you reportConfigure graphs, metrics, and tables to match your reporting style and investor expectations.

Less investor queries. Lower cost to serve.

Give investors the information they need in an easy to use portal, so routine requests fall and your team stays focused.

Real-time reporting, clearly presented

Give investors consolidated portfolio and fund views with auto-calculated performance metrics and interactive charts.

Documents and transactions, in one place

Investors can self-serve every document, from distribution notices to tax statements, plus a complete transaction history with simple exports for their own reporting.

More than just reporting

One connected investor experience across onboarding,  capital raising, and reporting,

Onboard investors and raise capital

Let investors onboard and complete digital subscriptions through the investor portal. Deliver a seamless end-to-end journey from first access to commitment.

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Activity tracking and CRM integration 

Track logins, data room access and downloads, automatically surfaced in Caruso’s CRM. Understand engagement, prioritise follow-up, and support investors proactively.

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Advisor-friendly access

Built for advisers managing multiple clients and investing entities. Give them bulk workflows (beta) for applications and reporting, with control over access, fees, and dealer group settings (coming soon).

If you have questions, we have answers

Save time. Impress investors. Grow AUM.

Impress investors. Reduce the noise

Less investor queries. Lower cost to serve.

What do LPs see in the portal?

Do you distribute tax forms and statements via the portal?

Can we monitor usage and downloads?

Can advisors or accountants access and track an investor’s fund on their behalf?

What do LPs see in the portal?

Do you distribute tax forms and statements via the portal?

Can we monitor usage and downloads?

Can advisors or accountants access and track an investor’s fund on their behalf?