Caruso simplifies creating and editing capital raises, as well as managing data rooms to attract potential investors and promote your products.
Access the Capital Raise List and Create 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
On the creation page, enter the required details
Click Save to confirm
Alternative Capital Raise Creation
Alternative Capital Raise Creation
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 and you will be taken to the drafted fund view. From here, you can:
Go into Settings to edit the capital raise.
Next step: Set up a data room to showcase investment opportunities. For detailed instructions, see How to Create a Data Room.
If you have any questions or need assistance, please contact our Caruso Support team either by email or live chat.