Caruso

AI-native fund administration services and software, purpose-built for private markets. Trusted by 900+ funds.

[Caruso @getcaruso]

A new trust means a deed to read and trustees to verify. You no longer need to do the work by hand.

Our Trust Onboarding Agent can read the deed, record the related parties and starts identity checks.

Less onboarding friction, happier investors.

[Caruso @getcaruso]

Dashboards in Caruso.

How much you manage, how each raise is tracking, which investors haven’t heard from you in a while, and what your team did this month. All drawn from the data in Caruso, filterable by raise, period or teammate, and ready to export as a PDF for your next board or investment committee.

Faster answers, fewer missed follow-ups, and one set of numbers for your whole team.

[Caruso @getcaruso]

The Redemption Triage Agent.

It reviews every redemption request the moment it lands, against the fund’s terms and the rules you set. Your team only steps in where a decision is needed.

Fast and accurate redemption processing, and less work for your team.

[Caruso @getcaruso]

Read the full release here: https://t.co/8nloiDh9Eh

[Caruso @getcaruso]

Introducing the Caruso MCP server. If your team already works in ChatGPT, Claude or Microsoft 365 Copilot, they can now use your live Caruso data there.

Ask it to:
- Summarize last quarter’s distributions
- Prep you for an investor meeting
- Report on the current capital raise

[Caruso @getcaruso]

Introducing the Automations tab, a comprehensive view of the work your Background Agents are doing across your fund operations.

Watch every run progress live, see what triggered each agent and when it last ran, and look back over a week-by-week record of everything they've handled for you.

Read the full release here: https://t.co/JJafHfJXJQ

[Caruso @getcaruso]

Some investors will always prefer paper applications. That no longer means manual data entry.

The Fund Admin Agent ingests a scanned application, creates the digital records and helps you process the application and call the capital.

Fewer errors and faster closes.

[Caruso @getcaruso]

Introducing two new dashboards.

Overview shows the size of your book, from equity under management to how it splits across your funds. Business Activity shows the work behind it: every email, call and meeting your team has undertaken. All dashboards are ready to export as a PDF for internal circulation.

Read the full release here: https://t.co/kN7Zkbnyu2

[Caruso @getcaruso]

The Application Triage Agent.

It picks up every new application as it arrives and runs it through your own process, under rules you set. Your team only handles what needs their judgment.

Faster approvals, fewer manual checks, and less rework for your team.

[Caruso @getcaruso]

Caruso has grown rapidly to administer more than US$75 billion across Australia and New Zealand. Now we’re bringing AI-native fund administration to US GPs 🇺🇸

We are happy to announce Dallas as our North American hub and introduce a US-based leadership team with deep private market experience.

Read the full release here: https://t.co/Ix6NwUE33g

[Caruso @getcaruso]

Can an agent tag your investors automatically by criteria you set, like Wealth manager or HNWI?”

Learn from our CTO Ollie Shaw how a Background Agent handles investor segmentation and tagging.

[Caruso @getcaruso]

Caruso has passed US$75 billion in assets under administration, up from US$20 billion a year ago.

Vendor lock in is disappearing. The LP experience matters more than ever. AI native fund services are transforming the market.

This is the very beginning of an industry wide shift.

[Caruso @getcaruso]

Read the full release: https://t.co/sFaTZY8FeM

[Caruso @getcaruso]

Introducing Checklists, built for your fund admin team and our AI agents to run fund operations together, faster and more accurately.

A checklist is a control all good fund administrators apply to each workflow. Teams follow set steps for every application, distribution and redemption, and a second person signs each one off. Today, almost all of it is still done by hand.

With checklists in Caruso, AI agents do the work, humans review. It’s one of the biggest steps we’ve taken toward removing the admin from fund administration.

[Caruso @getcaruso]

For the last two decades, managers stayed with fund administrators who didn’t meet their needs. Not because the service was good, but because a migration looked worse than staying.

That trade-off is gone.

Our new guide, ‘The end of fund administrator lock-in’, sets out what changed, how a migration runs now that agents do the heavy lifting, and how Centuria Capital Group made the switch.

Download the guide: https://t.co/xa6WLkCE62

[Caruso @getcaruso]

The full picture of a fund's fees and costs, now in one place.

Performance fees and fund costs sit alongside management fees in Caruso, so your team tracks each one against the class it applies to. Investors see the full fees and costs figure on their periodic and exit statements, and every fee's rate, period and who added it is on record for audit.

Clearer for investors, and simpler at audit time.

Read the full release: https://t.co/AmJSFhoo3O

[Caruso @getcaruso]

Charter Hall Direct is live on Caruso.

One of Australia's leading fully integrated property investment and funds management groups, Charter Hall manages more than $90 billion across office, industrial, retail and social infrastructure.

"The successful transition to Caruso is focused on delivering a better experience for our investors." Anastasia Clarke, CFO, Charter Hall

[Caruso @getcaruso]

For the admins in Caruso all day, search just got a lot more powerful.

Open the search bar with a keyboard shortcut, start typing, and records from investing entities, accounts and holdings to funds, capital raises and adviser firms come straight up, grouped by type.

Every lookup in a few keystrokes. Less time hunting for records.

Read the full release: https://t.co/LnCwxc1bxm

[Caruso @getcaruso]

A smoother adviser experience, from beginning to end.

Advisers can apply for clients through the portal, manage applications in bulk and view every client portfolio in one place.

Fund managers can manage advisers, firms and licensees in one CRM, configure upfront or ongoing fees, pay advisers in bulk, and target communications and statements as required.

Less admin. Fewer disconnected records. One connected adviser workflow.

Read the full release: https://t.co/lHuIPNIxOJ

[Caruso @getcaruso]

Every investor touchpoint is a small judgement on a manager: is this firm capable, smart, and careful with the details?

A clunky portal sows doubt. So how do you know if yours is good? Investors tell you.

"What a relief to not have to negotiate that old portal to get my documents."

"The new investor portal is extremely user friendly. I should have waited to download all the statements!"

"I like this new portal, very handy."