Caruso simplifies creating and editing capital raises, as well as managing data rooms to attract potential investors and promote your products.
Creating a Capital Raise
In the navigation pane, select Capital Raises
This opens the Capital Raise list page, where you can track all capital raises across funds and review their current status
Click Create Capital Raise at the top-right
Complete the required fields:
Fund – Choose the fund the raise will be associated with.
Name – Use a clear, descriptive title (for example, Centaur Property Fund – Series B – Q1 2025).
Unit Class (optional) – Select a unit class if the raise applies to one.
Digital Subscriptions – Enable to allow investors to apply and invest online.
When disabled, investors will see a Contact Us button instead.Payment Due Date – Set the final date for investors to submit funds.
Settlement Date – Enter the date when units will be officially issued.
Available Units – Specify the total number of units available.
Price per Unit – Enter the price of each unit.
Minimum/Maximum Units – Define investment limits per investor if applicable.
Click Save to confirm
Alternative Option to Create a Capital Raise
Alternative Option to Create a Capital Raise
In the navigation pane, select Fund.
Choose the relevant fund.
Click the Capital Raise tab.
Click + Create Capital Raise.
From there, create a new offer.
Manage Your Capital Raise
After saving, a draft version of the capital raise is created, you must set up a Data Room to make the investment opportunity visible to investors. For detailed steps, see How to Create a Data Room.
Important Note: At no stage do we notify investors when a new investment opportunity is live. Updates of this nature are managed by the fund manager.
If you have any questions or need assistance, please contact our Caruso Support team either by email or live chat.