Seven engines. One connected commercial system.
The core loop runs each stage from first lead to renewal or a return purchase. The enabling layers run across all of them. Start with the ones you need.
The GTM Outcome Engine50+ integrations. The systems your business runs on.
Not just the ones with a native connector. Every integration is governed and monitored as part of the engine.
All integrationsFund administration meets CRM. Investors and holdings, in one view.
Investor, entity and holding data flows from Caruso into HubSpot, so your capital raising and investor relations teams see what the registry sees.
A custom-built integration designed around your business logic, not a plug-and-play connector.
Your investor data sits in fund administration. Your relationships sit in your CRM.
Caruso holds every investor, entity, holding and transaction across your funds. It is built for registry, unit pricing and distributions. It is not built for marketing, pipeline or relationship management.
Your operations team works in Caruso. Your capital raising and investor relations teams work in HubSpot or in spreadsheets. Nobody has one view of the investor, and each reporting request becomes a manual reconciliation.
If your CRM cannot see who holds what, every campaign and every capital raise starts with an export.
Investor records and holdings where your teams work.
Before we build, we agree which system owns each record. Caruso stays the source of truth for investors, entities, holdings and funds. HubSpot owns prospects, campaigns and the capital raising pipeline.
We support two shapes. A full sync brings Caruso data into HubSpot for one view of the investor. A Caruso-led design keeps HubSpot for marketing and pipeline, with a smaller set of fields synced across.
Investors and Entities
Each Caruso investor syncs to a HubSpot contact. Each holding entity, such as a trust, company or super fund, syncs to its own record, linked to the people behind it.
Holdings and Funds
Holdings per fund roll up to the investor and entity, so your team can see total holdings and which funds each investor is in.
Applications and Activity
Applications, redemptions and distributions arrive in HubSpot as they settle in Caruso. Workflows use them to move investors through their lifecycle.
Prospects back to Caruso
Where the design calls for it, prospects and investor details captured in HubSpot can be written back to Caruso, so the two systems stay in step.
Fund managers and property trusts running Caruso.
If you use Caruso for fund administration or registry and HubSpot for investor relations, this integration connects them. It also suits managers moving their registry to Caruso, where the HubSpot build needs to go live in step with the registry change.
Custom objects for entities and holdings need an Enterprise subscription on at least one HubSpot hub. We confirm this during scoping.