With Caruso, fund managers can create data rooms to showcase open investment opportunities to potential investors.
To create a data room, navigate to the relevant offer and click on the Data Room tab.
In the data room tab, you will be able to add offer details, upload offer documents and also control the visibility of the offer.
Visibility Settings
To show a data room on the investor portal, you must have the subtitle, overview and a primary offer document uploaded. Once uploaded, you can control the display by using the visibility toggle.
Overview
Within the Overview section, you can use various edit tools such as the option to add hyperlinks and bullet points resulting a descriptive data room.
Primary Offer Document
The information memorandum uploaded here will be available for potential investors to download and review through the portal.
Media
In this section you can upload an offer specific image or default to using the fund image. You also have the option to link a video URL to further enrich your data room.
Documents
In this section you can upload additional documents for potential investors to review
Additional content
This section gives you the ability to add text or table blocks through which you can provide additional offer information such as investment highlights, key metrics or disclaimers.
Pro tip
Caruso also helps fund managers to promote a new offer by making the data room available to investors without portal access. To generate this unauthenticated data room URL please reach out to Caruso support via live chat