Caruso

Add or edit notes on allocation requests in Caruso, either during allocation creation or from an investor’s orders tab.

Adding Notes to Allocation Request

How to create, manage, and confirm allocation requests in the Caruso Admin App

Create and Manage Allocation Requests via the Admin App

Fund managers can import bank transactions and reconcile deposits to investor allocation requests

How to reconcile deposits

Issue units in Caruso from allocation requests or deposit reconciliations

How to Issue Units

Add custom application questions to capital raises in Caruso to collect fund-specific investor information

TMD - Custom Fields Implementation

Rukhsar Keshwani

Fahim Kaidawala

Learn how to manage allocations and allocation requests

Allocations

Caruso Status

Go to Caruso

Find answers and get help from Intercom Support and Community Experts

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