Caruso

Caruso Status

Go to Caruso

Lana Kamffer

Fahim Kaidawala

Cyran Castelino

Use your fund manager's investor portal, powered by Caruso. View holdings, access documents, update details and complete investment applications.

The Investor Portal

Manage investing entities, accounts, beneficial owners and tasks in Caruso. Guides for onboarding investors and keeping their records current.

Managing Investors

Manage funds, data rooms and assets in the Caruso Manager Console. Guides covering fund setup, unit classes, documents and investor access.

Managing Schemes

Learn how to manage allocations, capital calls, and distributions

Managing Transactions

Rupin Kulkarni

Learn how to manage team mates, roles and other settings

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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