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About

Caruso is an AI-native cloud fund administration and investor management platform built for private market fund managers to centralize, automate, and modernize core operational workflows across the fund lifecycle. It supports investor onboarding and digital subscriptions, enabling managers to capture AML/KYC information, subscription documents, and accredited investor status in a secure, streamlined process. It includes an integrated investor registry and CRM to maintain investor data, track commitments, manage capital accounts, and run personalized communications, while capital raising tools help funds present offerings, manage pipeline activity, and keep investor engagement in one place. Caruso also provides real-time reporting and dashboards to monitor fund performance, allocations, commitments, capital calls, and distributions, reducing the need for manual spreadsheets and disparate systems.

About

Our cloud-based platform allows you to collect, analyze and report ESG data from your portfolio with a few clicks of a button. Send out data collection requests with auto-reminder notifications. Simplified tools to help measure greenhouse gas (carbon) emissions. Analyze trends through visualizations, insights, and scorecards. Compare specific indicators to industry datasets to assess performance. Industry-specific indicators based on the most material issues. Send highlights of your portfolio’s ESG performance through email. We work with a range of financial institutions such as impact investors, private equity (PE) and venture capital (VC) firms, pension funds, development finance institutions (DFIs), banks, and more. Contact us today to learn more about our customer references. Designed to cater to the growing ESG needs of private investors. Tailored by industry experts to manage large spreads of data, and enable in-depth analytics, and meaningful insights for reporting.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Private market fund managers who need to handle investor onboarding, compliance, capital operations, and reporting while delivering a superior investor experience

Audience

Investors seeking a tool to accelerate ESG reporting while creating value for portfolio companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Caruso
Founded: 2023
Australia
www.getcaruso.com

Company Information

ESGTree
Canada
www.esgtree.com

Alternatives

Alternatives

Backstop

Backstop

Backstop Solutions Group

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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