An Expression of Interest (EOI) in Caruso allows you to capture soft commitments from prospective investors without requiring a fully established investing entity.
How to Create an Expression of Interest
In the navigation pane, select Capital Raises.
Navigate to the relevant offer and select the Interested tab.
Click Create Expression of Interest.
In the slide-out panel on the right side of the screen search for the relevant account or prospect you want to allocate units to.
Enter their investment details and click confirm.
Managing EOIs
All created EOIs are visible in the Interested tab.
Unlike allocation requests, EOIs are only visible in the Admin app.
EOIs can be converted into allocation requests once the investor is ready to commit to the investment.
If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.