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Creating an account on the investor portal

Simple and easy onboarding for all investors

Mark Hurley avatar
Written by Mark Hurley
Updated over 8 months ago

Creating an account with your fund manager, using the Caruso platform is simple and easy.

If your fund manager uses Caruso, look for an "Investor Portal" or a similar option on their website to begin the process. If you don’t see it, reach out to your fund manager directly. They can provide guidance or send you a link to set up your account.

Once you locate the "create account" page, all you need to do is enter some basic information such as name, email, and password. The page should look something like this but styled to match your fund manager's brand identity:

You'll need to complete your account setup by providing your residential address and phone number.

That's it, you should now have access to your fund manager's investor portal, where you can set up an investing entity, review data rooms and invest in new opportunities.

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