Getting Started
Accessing Your Investment Opportunity
You'll receive a direct application link from your fund manager that takes you straight to the data room and digital application form. Simply click this link to begin your application process.
If you already have portal access, you can also discover and apply for available opportunities directly through the investor portal.
Application Process Overview
The application process follows a logical flow from account setup to final submission. Here's what to expect:
Step 1: Log In or Create Account
If this is your first time using Caruso, you'll need to create an account. The guided interface will walk you through this process step-by-step, showing your progress along the way.
Step 2: Set Up Your Investing Entity
You'll establish the legal entity that will be making the investment. This includes:
Creating an investing entity with required information including legal name, address, tax details.
Setting up a bank account which will be used to reconcile deposits, or for future distributions or redemptions.
This information will be saved for future applications to streamline the process.
If you already have investing entity's set up, you can simply select who you are applying on behalf of.
Step 3: Investment Application
Complete your subscription request by providing the required investment details.
Tips for a Smooth Application
Have Your Documents Ready: Gather any required identification and entity documentation before starting
Double-Check Your Investment Amount: Verify whether you're entering a dollar amount or number of units
Monitor Your Application: After submitting your request, you can monitor the status of your request in the Orders view.
Your fund manager will promptly review your application to either confirm or request further information. Look out for emails to guide you through any additional steps, including a capital call to deposit funds.
Need Help?
If you encounter any issues during the application process or have questions about specific requirements, contact your fund manager directly. They can provide guidance tailored to your particular investment opportunity.