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Creating a Fund

How to setup a new fund

Fahim Kaidawala avatar
Written by Fahim Kaidawala
Updated over 2 weeks ago

Follow the steps below to view existing funds or create a new one in Caruso.


Step 1: View Existing Funds

  • In the navigation pane, select Funds.

  • This will open the Funds list page, displaying all existing funds.

  • On the Funds list page, click Create Fund to set up a new fund, or select an existing fund you wish to view.


Step 2: Create a New Fund

  • Complete all required details in the Create Fund form

  • Click Save to finish.

Your newly created fund will now appear in the Funds list.

Note: Certain details, such as unit precision and regulatory fields, cannot be changed once the fund has been created. Review all information carefully before saving.


Next Step: Create a Capital Raise

After creating a fund, the next step is to create a capital raise. To do this, follow the guide here: How to Create an Offer.


If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.

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