With Caruso, fund managers can create data rooms to showcase open investment opportunities to potential investors.
Content
To create a data room, navigate to the relevant offer and click on the Content tab.
In the content tab, you will be able to add offer details, upload offer documents and also control the visibility of the offer. You must add a subtitle, overview and primary offer document. All other details are optional.
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.
Access
You can manage the access and visibility of the data room in the offer's Access tab.
Shareable link - Share a direct link to the data room and application process. Please note, the recipient must have access based on the visibility settings below.
See the investor help article How to complete an investment application
Visibility - Customise who has access to the data room via the Investor Portal.
Below is a summary of how each setting provides or restricts access to the data room.
Setting | A new investor who does not have access to the investor portal | An account, logged in to the investor portal | An admin user, impersonating an account |
Hidden | No access | No access | ✔️ |
Visible to all | ✔️ | ✔️ | ✔️ |
Visible to existing investors in the fund | No access | No access, unless the account has access to an investing entity with a holding in this fund | No access, unless impersonating an account linked to an investing entity with a holding in this fund |
Visible to selected accounts | No access | No access, unless the account has been granted access | No access, unless impersonating an account that has been granted access |
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