D
Pindara Hub See things differently
Good morning, Daniel.
Your investor relationships, campaigns and social — consolidated into one workspace, built on top of Caruso.
Contacts
1,284
+38 this month
892 synced from Caruso
Active campaigns
3
2 scheduled
Investor update · Q2 distribution
Avg. open rate
61.4%
+4.2% vs Mailchimp avg
Across last 6 sends
Scheduled posts
5
LinkedIn · this fortnight
Next: Thu 9:00am
Everything in one place
A
Connected hub
P
Now: Contacts
M
Now: Campaigns
in
Now: Social
Recent activity
View all↳
14 new investors imported from Caruso and matched to existing contacts
4 min ago
✦
Q2 Distribution Notice scheduled to 612 investors
1 hr ago
in
"Supporting ambition…" post published to LinkedIn — 2,140 impressions
Yesterday
✉
Investor Update — May opened by 61% (374 reads)
2 days ago
＋
Aravon Capital added to pipeline — Mezzanine, $18m
3 days ago
Raise in progress
Open Raise ModeAravon Mezzanine — $18m facility
18-month · Industrial, QLD · Wholesale-eligible only
$11.5m hard · 64%$4.2m soft$2.3m gap
Needs your attention
!
14 wholesale certificates expire within 60 days — renew before the next offer
Review
~
James Renwick is soft-yes on Aravon — nudge to firm up $2.5m
Open
~
5 committed LPs not contacted in 30+ days — relationships going cold
View
✕
Marcus Oyelaran's certificate expired — auto-excluded from offers
Fix
Relationships Replaces Pipedrive
Contacts & Pipeline
Every investor, sponsor and developer in one list — phone, email and deal stage — kept in step with Caruso.
Investors
892
Sponsors / Developers
214
In pipeline
37
Capital in motion
$214m
| Contact | Type | Phone | Stage | Source | Tags |
|---|---|---|---|---|---|
JR James Renwick j.renwick@meridianfo.com | Investor | +61 412 884 220 | ● Committed | Caruso | Wholesale |
AC Aravon Capital deals@aravon.com.au | Sponsor | +61 7 3012 4480 | ● Underwriting | Manual | Mezzanine |
PL Priya Laghari priya@laghariwealth.com | Investor | +61 438 110 902 | ● Committed | Caruso | SMSF |
HD Harcourt Devco finance@harcourtdevco.com | Developer | +61 2 9221 7745 | ● Qualifying | Manual | Construction |
MO Marcus Oyelaran m.oyelaran@northpoint.com | Investor | +61 401 556 318 | ● Reviewing IM | Caruso | Family office |
SB Stellar Bay Group jv@stellarbay.com.au | Sponsor | +61 8 6102 3390 | ● JV Term Sheet | Manual | Pref equity |
EV Evelyn Tan evelyn.tan@cassowary.co | Investor | +61 423 778 145 | ● Nurture | Caruso | Wholesale |
How it works: contacts flow both ways with Caruso — new investors onboarded in Caruso appear here automatically, and pipeline contacts you add here can be promoted into Caruso when they commit. No more re-keying numbers between Pipedrive and the portal.
Outbound Replaces Mailchimp
Email Campaigns
Investor updates, distribution notices and capital raises — on Pindara letterhead, sent to segments drawn straight from your contacts.
✉
Audience
612
Status
Scheduled · Thu
✦
Opened
61%
Clicked
28%
Status
Sent
◷
Audience
318
Status
Draft
✉
Opened
67%
Clicked
31%
Status
Sent
Compose
TemplatesPreview
Source of truth Connected
Caruso Sync
Caruso stays the system of record for investors, fundraising and the portal. Pindara Hub layers outreach on top — and keeps both in step.
System of record
Caruso
GraphQL API + webhooks
Pindara Hub
Outbound
Email · Social
Note for today: Caruso publishes a modern GraphQL Admin API with webhooks, so this is a true two-way integration — no copy-paste, no spreadsheets. Investor & transaction data reads directly from Caruso; tags and engagement flow back. This prototype shows the destination; wiring the live API is the first build item after sign-off (we'll need a Caruso API key from your account).
Flowing in from Caruso
● Investor records & contacts
● Commitment & KYC status
● Distribution events
● Portal activity
Managed in the Hub
● Pipeline & sponsor contacts
● Email campaigns & segments
● LinkedIn posts & scheduling
● Engagement & open/click data
Sync health
Contacts matched892 / 892
Last full sync4 min ago
Conflicts0
Capital raising Wholesale-eligible only
Raise Mode
Turn your contacts into capital. Match the right investors to a live deal — by ticket size, mandate and what they've actually backed in Caruso.
Aravon Mezzanine — 18-month facility
MezzanineIndustrial · QLD
$18.0m
Target
$11.5m
Hard commitments
$4.2m
Soft commitments
$2.3m
Gap to close
24
Investors engaged
Hard 64%Soft 23%Gap 13%
| Investor | Fit | Ticket range | Why this match | Status | Amount |
|---|---|---|---|---|---|
JR James Renwick Meridian Family Office | 96 | $1–3m | Backed 2 mezzWholesale ✓Industrial | Committed | $2.5m |
PL Priya Laghari Laghari Wealth (SMSF) | 91 | $500k–1m | Prior Pindara LPWholesale ✓ | Committed | $1.0m |
MO Marcus Oyelaran Northpoint Family Office | 78 | $2–5m | Debt mandateReviewing IM | Soft commit | $3.0m |
EV Evelyn Tan Cassowary Capital | 72 | $250–750k | Wholesale ✓Industrial interest | Contacted | — |
NS Northstar Super Suggested by Caruso history | 88 | $3–5m | Mandate fitNot yet contacted | Suggested | — |
DV Devon Asset Partners Suggested by Caruso history | 75 | $1–2m | Backed last raiseWholesale ✓ | Suggested | — |
How matching works: fit scores draw on each investor's actual participation history in Caruso (sectors, ticket size, debt vs equity) plus engagement here. Only investors with a current wholesale (s708) certificate are surfaced — eligibility is enforced from Compliance, so an offer can never reach someone it shouldn't.
Deal teaser page
LiveA private, branded one-pager — share the link, capture interest, and soft-commitments land straight in this pipeline. No PDFs flying around.
pindara.deals/aravon-mezzanine
9 registered interest3 soft-committed$4.2m indicated
Relationships 360° view
Investor 360
Every email, call, distribution and commitment for a relationship — stitched from Caruso and the Hub into one timeline.
JR
James Renwick
Meridian Family Office · j.renwick@meridianfo.com
InvestorWholesale ✓Family officeEngagement: High
Committed capital$4.5m across 3 deals
Average ticket$1.8m
Preferred sectorsIndustrial · Residential
Wholesale cert (s708)Valid → 14 Mar 2027
AML / KYCCleared (Caruso)
Last contact2 days ago
✦ Pre-call brief — AI
James is a committed LP ($4.5m / 3 deals), strongest on industrial mezzanine — he's backed the last two mezz raises within a week of receiving the IM. He's currently soft-yes on Aravon at $2.5m; a brief nudge should firm it up. A $38,200 distribution landed last week, so it's a natural moment to raise reinvestment. Keep it short — he prefers numbers over narrative.
Timeline
FilterSoft-committed $2.5m — Aravon Mezzanine
Via Raise Mode · awaiting signed application
2 days ago
Email — "Re: Aravon allocation"
"Happy to firm up our $2.5m once I've seen the security package…"
2 days ago
Distribution $38,200 received
Q2 FY26 · synced from Caruso
6 days ago
LinkedIn — reacted to "Supporting ambition…"
Company page post
8 days ago
Email opened — Investor Update May
Opened 3× · clicked portfolio link
12 days ago
Call — 14 min
"Interested in more industrial debt exposure"
18 days ago
Committed $1.0m — Q3 Industrial Fund
Synced from Caruso
Mar 2026
Relationships Replaces Pipedrive
Inbox & Calls
Investor and sponsor email and calls, threaded onto each contact — so the "emails and numbers" finally live in one place, beside the deal.
Inbox
All threadsJR
James Renwick · Re: Aravon mezzanine allocation
Happy to firm up our $2.5m once I've seen the security package…
2h
HD
Harcourt Devco · Construction facility — revised LVR
Please find the updated feasibility and our response on LVR…
5h
PL
Priya Laghari · Distribution received — thank you
Received, much appreciated. Keen to hear about the next industrial deal.
1d
SB
Stellar Bay Group · JV term sheet — comments
A couple of points on the waterfall and the buy-out mechanism…
1d
Quick call
+61 ___ ___ ___
Calls are logged to the contact automatically, with a space for notes.
Recent calls
☎
Marcus Oyelaran · 12 min
Wants debt exposure — send Aravon IM, soft $3m.
Today
☎
Aravon Capital · 8 min
Underwriting Qs on residual stock cover.
Yest.
☎
James Renwick · 14 min
Keen on more industrial debt — flagged for Aravon.
3d
Governance Risk & audit
Compliance
Wholesale eligibility, AML/KYC and a defensible record of who received what — enforced automatically before a single offer goes out.
Wholesale certs valid
812
Expiring < 60 days
14
Expired
6
AML / KYC cleared
99.2%
| Investor | Certificate | Issued | Expires | Status |
|---|---|---|---|---|
JR James Renwick | s708 — accountant certified | 14 Mar 2025 | 14 Mar 2027 | Valid |
PL Priya Laghari | s708 — SMSF | 10 May 2025 | 10 May 2027 | Valid |
EV Evelyn Tan | s708 — accountant certified | 02 Aug 2024 | 02 Aug 2026 | Expiring · 41d |
MO Marcus Oyelaran | Sophisticated — s708 | 19 Jan 2024 | 19 Jan 2026 | Expired |
Campaign gating is automatic: when you target a wholesale-only offer (e.g. Aravon Mezzanine), the Hub excludes anyone without a current certificate — 6 investors were withheld from the last raise send. This is the protection you can't get when contacts live in Mailchimp and eligibility lives in a spreadsheet.
Audit trail
Full log📄
Aravon Mezzanine IM sent to 318 wholesale-eligible investors — 6 excluded (cert lapsed)
1 hr ago
✉
Q2 Distribution Notice → 612 committed investors
2 days ago
⚑
Marcus Oyelaran certificate flagged expired — auto-excluded from offers
3 days ago
✓
3 new investors cleared AML/KYC in Caruso — eligibility synced
4 days ago
Social Posting
Compose a post
Audience overlap: 41% of your LinkedIn engagers are also investors in your contacts — Pindara Hub flags them so social and outreach stay joined up.