Connect Caruso to HubSpot

Fund managers running Caruso have a comprehensive dataset on every investor, entity, holding, and transaction in their portfolio. But that data lives inside a system built for compliance, unit pricing, and distributions. It was never designed for relationship management, marketing, or pipeline visibility.

The result is two disconnected worlds. Your operations team works in Caruso. Your capital raising and investor relations teams work in HubSpot — or spreadsheets, or both. Nobody has a single view of the investor relationship, and every reporting request turns into a manual reconciliation exercise.

Your investor data is comprehensive. It’s just locked in the wrong system for the teams that need it most.