As of 14 Oct 2026, CAIS has raised $170M across 1 verified round on record; latest: $170 million Series D led by Vista Equity Partners, announced 30 Jul 2026.
CAIS offers a platform for independent financial advisors to access alternative investments and structured notes.
1 source
The source states the round's total funding separately as nearly $600 million; this is not the amount raised in the Series D. Sources agree.
Published by hand (valueaddvc.com): "CAIS raised $170 million in Series D funding led by Vista Equity Partners at a valuation above $2 billion.": biggest-rounds completeness (K): hand-checked, the cited page states $170 million
| Round | Amount | Announced | Lead | Buzz |
|---|---|---|---|---|
| Series D [ HISTORY ]: An earlier round, from the company's own announcement, found while researching the company. Checked like any round, but not new, so it stays out of the daily feed and alerts; a date range shows it. | $170M $600M to date at $2 billion+ valuation | 2026-07-30 | Vista Equity Partners | No recent discussion |
1 source [ VERIFIED ] read against 1 source The source states the round's total funding separately as nearly $600 million; this is not the amount raised in the Series D. Sources agree. Published by hand (valueaddvc.com): "CAIS raised $170 million in Series D funding led by Vista Equity Partners at a valuation above $2 billion.": biggest-rounds completeness (K): hand-checked, the cited page states $170 million | ||||