Caruso enables fund managers to collect fund-specific information by adding custom steps to the digital application process. These custom questions are configured per capital raise and appear seamlessly within the standard investor journey, removing the need for manual follow-ups or separate forms.
How to Set Up Custom Questions
Custom application steps are currently configured by the Caruso team on your behalf. To add custom questions to a capital raise, prepare your required question set or custom section details and contact the Caruso team via live chat. Our team will then configure the questions to appear specifically for that capital raise.
Caruso supports a range of custom question types, allowing you to collect exactly the information you need from investors, including:
Drop-down selections for predefined options such as countries, entity types, or classifications.
Yes / No options (radio buttons) for compliance checks, eligibility questions, or declarations.
Checkboxes for confirmations and certifications, such as agreeing to terms or verifying information.
Free text fields that allow investors to enter their own responses, including entity names, tax identification numbers, or additional required details.
This flexibility enables you to design the investor application journey to suit your fund’s specific requirements, while ensuring all necessary information is captured seamlessly during the application process. If you would like to customise the question types, layout, or structure, simply include your preferences when submitting your request to the Caruso team.
The Investor Experience
Custom sections appear seamlessly within the Investor Portal allocation flow. Investors will:
Complete the standard allocation request.
Answer your custom questions as part of the same process.
Submit their allocation request once all required sections are completed.
Viewing Investor Responses
All responses to custom application steps are available in the admin view, alongside standard onboarding information. You can review responses in two ways:
Individual Allocation Requests
Navigate to the relevant Capital Raise.
Click the Orders tab.
Open an individual Allocation Request.
Review the custom responses in the overview tab.
Book Build Reporting
Download the Book Build Report for the capital raise.
Navigate to the relevant Capital Raise.
Click the Export book build.
Review and filter custom field responses in bulk.
Use this report to assess suitability and eligibility across all applicants.
If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.