CAIS valuation, funding and investors
CAIS works in alternative investment platform development, based in New York, United States. Founded in 2009, it has about 544 employees.
VALUATION · TODAY
$2.11B +18% after Series D
Range $1.74B – $2.90B · Grade ATODAY
+12 MO
$1.00B
$2.00B
$3.00B
$4.00B
2010
2012
2014
2016
2018
2020
2022
2024
2026
Series B $20.0M
Series C $225M
Series D $170M
ValuationBefore first round12-month outlook: where it points, how wide it fansHover the past: the outlook shows what was predicted then
HEADCOUNT · TODAY544 employees
−1%6m growth
−5%1y growth
+21%2y growth
250
500
750
Data from Jan 2021
Predicted in 1 yr $2.50B +18% vs today
Predicted next raise $285M if a round comes
Winding-down probability 11%
- Last round
- Series D · $170M · Jul 2026
- Valuation at last round
- $2.00B
- Headcount
- 544 · flat
- Grade
- A
- Founded
- 2009
CAIS valuation today
VCMC values CAIS at $2.1B today, with a range of $1.7B to $2.9B and a grade of A. The valuation starts from its last funding round, a Series D round in Jul 2026.
Valuation by date (218 rows)
Each point is what the model would have shown on that date, using only what was known then; before its first round, a company is valued as a startup because it later raised.
| Date | Valuation | Range | Predicted in 1 yr | Phase | Headcount | Trend | Grade | Winding-down probability |
|---|---|---|---|---|---|---|---|---|
| 1 Jan 2009 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Feb 2009 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Mar 2009 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Apr 2009 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 May 2009 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Jun 2009 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Jul 2009 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Aug 2009 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Sep 2009 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Oct 2009 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Nov 2009 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Dec 2009 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Jan 2010 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Feb 2010 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Mar 2010 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Apr 2010 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 May 2010 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Jun 2010 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Jul 2010 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Aug 2010 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Sep 2010 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Oct 2010 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Nov 2010 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Dec 2010 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Jan 2011 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Feb 2011 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Mar 2011 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Apr 2011 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 May 2011 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Jun 2011 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Jul 2011 | $5.93M | $2.16M – $16.3M | $5.93M (0%) | before first round | – | unknown | D | 0% |
| 1 Aug 2011 | $5.93M | $2.16M – $16.3M | $5.95M (0%) | before first round | – | unknown | D | 0% |
| 1 Sep 2011 | $5.93M | $2.16M – $16.3M | $5.97M (+1%) | before first round | – | unknown | D | 0% |
| 1 Oct 2011 | $5.93M | $2.16M – $16.3M | $6.00M (+1%) | before first round | – | unknown | D | 0% |
| 1 Nov 2011 | $5.93M | $2.16M – $16.3M | $6.02M (+2%) | before first round | – | unknown | D | 0% |
| 1 Dec 2011 | $5.93M | $2.16M – $16.3M | $6.04M (+2%) | before first round | – | unknown | D | 0% |
| 1 Jan 2012 | $5.93M | $2.16M – $16.3M | $6.07M (+2%) | before first round | – | unknown | D | 0% |
| 1 Feb 2012 | $5.93M | $2.16M – $16.3M | $6.09M (+3%) | before first round | – | unknown | D | 0% |
| 1 Mar 2012 | $5.93M | $2.16M – $16.3M | $6.12M (+3%) | before first round | – | unknown | D | 0% |
| 1 Apr 2012 | $5.93M | $2.16M – $16.3M | $6.14M (+4%) | before first round | – | unknown | D | 0% |
| 1 May 2012 | $5.93M | $2.16M – $16.3M | $6.16M (+4%) | before first round | – | unknown | D | 0% |
| 1 Jun 2012 | $5.93M | $2.16M – $16.3M | $6.19M (+4%) | before first round | – | unknown | D | 0% |
| 1 Jul 2012 | $5.93M | $2.16M – $16.3M | $6.21M (+5%) | before first round | – | unknown | D | 0% |
| 1 Aug 2012 | $5.95M | $2.17M – $16.3M | $6.24M (+5%) | before first round | – | unknown | D | 0% |
| 1 Sep 2012 | $5.98M | $2.18M – $16.4M | $6.26M (+5%) | before first round | – | unknown | D | 0% |
| 1 Oct 2012 | $6.00M | $2.18M – $16.5M | $6.29M (+5%) | before first round | – | unknown | D | 0% |
| 1 Nov 2012 | $6.02M | $2.19M – $16.5M | $6.31M (+5%) | before first round | – | unknown | D | 0% |
| 1 Dec 2012 | $6.05M | $2.20M – $16.6M | $6.34M (+5%) | before first round | – | unknown | D | 0% |
| 1 Jan 2013 | $6.07M | $2.21M – $16.7M | $6.36M (+5%) | before first round | – | unknown | D | 0% |
| 1 Feb 2013 | $6.09M | $2.22M – $16.7M | $6.39M (+5%) | before first round | – | unknown | D | 0% |
| 1 Mar 2013 | $6.12M | $2.23M – $16.8M | $6.41M (+5%) | before first round | – | unknown | D | 0% |
| 1 Apr 2013 | $6.14M | $2.24M – $16.9M | $6.43M (+5%) | before first round | – | unknown | D | 0% |
| 1 May 2013 | $6.16M | $2.24M – $16.9M | $6.46M (+5%) | before first round | – | unknown | D | 0% |
| 1 Jun 2013 | $6.19M | $2.25M – $17.0M | $6.48M (+5%) | before first round | – | unknown | D | 0% |
| 1 Jul 2013 | $6.21M | $2.26M – $17.1M | $6.51M (+5%) | before first round | – | unknown | D | 0% |
| 1 Aug 2013 | $6.24M | $2.27M – $17.1M | $6.54M (+5%) | before first round | – | unknown | D | 0% |
| 1 Sep 2013 | $6.26M | $2.28M – $17.2M | $6.56M (+5%) | before first round | – | unknown | D | 0% |
| 1 Oct 2013 | $6.29M | $2.29M – $17.3M | $6.59M (+5%) | before first round | – | unknown | D | 0% |
| 1 Nov 2013 | $6.31M | $2.30M – $17.3M | $6.61M (+5%) | before first round | – | unknown | D | 0% |
| 1 Dec 2013 | $6.33M | $2.31M – $17.4M | $6.64M (+5%) | before first round | – | unknown | D | 0% |
| 1 Jan 2014 | $6.36M | $2.32M – $17.5M | $6.67M (+5%) | before first round | – | unknown | D | 0% |
| 1 Feb 2014 | $6.39M | $2.32M – $17.5M | $6.69M (+5%) | before first round | – | unknown | D | 0% |
| 1 Mar 2014 | $6.41M | $2.33M – $17.6M | $6.72M (+5%) | before first round | – | unknown | D | 0% |
| 1 Apr 2014 | $6.43M | $2.34M – $17.7M | $6.74M (+5%) | before first round | – | unknown | D | 0% |
| 1 May 2014 | $6.46M | $2.35M – $17.7M | $6.77M (+5%) | before first round | – | unknown | D | 0% |
| 1 Jun 2014 | $6.48M | $2.36M – $17.8M | $6.80M (+5%) | before first round | – | unknown | D | 0% |
| 1 Jul 2014 | $6.51M | $2.37M – $17.9M | $6.82M (+5%) | before first round | – | unknown | D | 0% |
| 1 Aug 2014 | $6.54M | $2.38M – $18.0M | $6.85M (+5%) | before first round | – | unknown | D | 0% |
| 1 Sep 2014 | $6.56M | $2.39M – $18.0M | $6.88M (+5%) | before first round | – | unknown | D | 0% |
| 1 Oct 2014 | $6.59M | $2.40M – $18.1M | $6.90M (+5%) | before first round | – | unknown | D | 0% |
| 1 Nov 2014 | $6.61M | $2.41M – $18.2M | $6.93M (+5%) | before first round | – | unknown | D | 0% |
| 1 Dec 2014 | $6.64M | $2.42M – $18.2M | $6.96M (+5%) | before first round | – | unknown | D | 0% |
| 1 Jan 2015 | $6.67M | $2.43M – $18.3M | $6.98M (+5%) | before first round | – | unknown | D | 0% |
| 1 Feb 2015 | $6.69M | $2.44M – $18.4M | $7.01M (+5%) | before first round | – | unknown | D | 0% |
| 1 Mar 2015 | $6.72M | $2.44M – $18.4M | $7.04M (+5%) | before first round | – | unknown | D | 0% |
| 1 Apr 2015 | $6.74M | $2.45M – $18.5M | $7.07M (+5%) | before first round | – | unknown | D | 0% |
| 1 May 2015 | $6.77M | $2.46M – $18.6M | $7.09M (+5%) | before first round | – | unknown | D | 0% |
| 1 Jun 2015 | $6.80M | $2.47M – $18.7M | $7.12M (+5%) | before first round | – | unknown | D | 0% |
| 1 Jul 2015 | $6.82M | $2.48M – $18.7M | $7.15M (+5%) | before first round | – | unknown | D | 0% |
| 1 Aug 2015 | $6.85M | $2.49M – $18.8M | $7.33M (+7%) | before first round | – | unknown | D | 0% |
| 1 Sep 2015 | $6.88M | $2.50M – $18.9M | $7.53M (+10%) | before first round | – | unknown | D | 0% |
| 1 Oct 2015 | $6.90M | $2.51M – $19.0M | $7.73M (+12%) | before first round | – | unknown | D | 0% |
| 1 Nov 2015 | $6.93M | $2.52M – $19.0M | $7.94M (+15%) | before first round | – | unknown | D | 0% |
| 1 Dec 2015 | $6.96M | $2.53M – $19.1M | $8.15M (+17%) | before first round | – | unknown | D | 0% |
| 1 Jan 2016 | $6.98M | $2.54M – $19.2M | $8.37M (+20%) | before first round | – | unknown | D | 0% |
| 1 Feb 2016 | $7.01M | $2.55M – $19.3M | $8.60M (+23%) | before first round | – | unknown | D | 0% |
| 1 Mar 2016 | $7.04M | $2.56M – $19.3M | $8.82M (+25%) | before first round | – | unknown | D | 0% |
| 1 Apr 2016 | $7.07M | $2.57M – $19.4M | $9.06M (+28%) | before first round | – | unknown | D | 0% |
| 1 May 2016 | $7.09M | $2.58M – $19.5M | $9.29M (+31%) | before first round | – | unknown | D | 0% |
| 1 Jun 2016 | $7.12M | $2.59M – $19.6M | $9.55M (+34%) | before first round | – | unknown | D | 0% |
| 1 Jul 2016 | $7.15M | $2.60M – $19.6M | $9.80M (+37%) | before first round | – | unknown | D | 0% |
| 1 Aug 2016 | $7.34M | $2.67M – $20.2M | $10.1M (+37%) | before first round | – | unknown | D | 0% |
| 1 Sep 2016 | $7.54M | $2.74M – $20.7M | $10.3M (+37%) | before first round | – | unknown | D | 0% |
| 1 Oct 2016 | $7.74M | $2.82M – $21.3M | $10.6M (+37%) | before first round | – | unknown | D | 0% |
| 1 Nov 2016 | $7.95M | $2.89M – $21.8M | $10.9M (+37%) | before first round | – | unknown | D | 0% |
| 1 Dec 2016 | $8.16M | $2.97M – $22.4M | $11.2M (+37%) | before first round | – | unknown | D | 0% |
| 1 Jan 2017 | $8.37M | $3.05M – $23.0M | $11.5M (+37%) | before first round | – | unknown | D | 0% |
| 1 Feb 2017 | $8.60M | $3.13M – $23.6M | $11.8M (+37%) | before first round | – | unknown | D | 0% |
| 1 Mar 2017 | $8.81M | $3.21M – $24.2M | $12.1M (+37%) | before first round | – | unknown | D | 0% |
| 1 Apr 2017 | $9.05M | $3.29M – $24.9M | $12.4M (+37%) | before first round | – | unknown | D | 0% |
| 1 May 2017 | $9.29M | $3.38M – $25.5M | $12.7M (+37%) | before first round | – | unknown | D | 0% |
| 1 Jun 2017 | $9.54M | $3.47M – $26.2M | $13.1M (+37%) | before first round | – | unknown | D | 0% |
| 1 Jul 2017 | $9.79M | $3.56M – $26.9M | $13.4M (+37%) | before first round | – | unknown | D | 0% |
| 1 Aug 2017 | $10.1M | $3.66M – $27.6M | $13.8M (+37%) | before first round | – | unknown | D | 0% |
| 1 Sep 2017 | $10.3M | $3.76M – $28.4M | $14.2M (+37%) | before first round | – | unknown | D | 0% |
| 1 Oct 2017 | $10.6M | $3.86M – $29.1M | $14.5M (+37%) | before first round | – | unknown | D | 0% |
| 1 Nov 2017 | $10.9M | $3.96M – $29.9M | $14.9M (+37%) | before first round | – | unknown | D | 0% |
| 1 Dec 2017 | $11.2M | $4.07M – $30.7M | $15.3M (+37%) | before first round | – | unknown | D | 0% |
| 1 Jan 2018 | $11.5M | $4.18M – $31.5M | $15.7M (+37%) | before first round | – | unknown | D | 0% |
| 1 Feb 2018 | $11.8M | $4.29M – $32.4M | $16.2M (+37%) | before first round | – | unknown | D | 0% |
| 1 Mar 2018 | $12.1M | $4.40M – $33.2M | $16.6M (+37%) | before first round | – | unknown | D | 0% |
| 1 Apr 2018 | $12.4M | $4.52M – $34.1M | $17.0M (+37%) | before first round | – | unknown | D | 0% |
| 1 May 2018 | $12.7M | $4.64M – $35.0M | $17.5M (+37%) | before first round | – | unknown | D | 0% |
| 1 Jun 2018 | $13.1M | $4.76M – $35.9M | $17.9M (+37%) | before first round | – | unknown | D | 0% |
| 1 Jul 2018 | $13.4M | $4.89M – $36.9M | $18.4M (+37%) | before first round | – | unknown | D | 0% |
| 1 Aug 2018 | $13.8M | $5.02M – $37.9M | $18.6M (+35%) | before first round | – | unknown | D | 0% |
| 1 Sep 2018 | $14.2M | $5.15M – $38.9M | $18.8M (+32%) | before first round | – | unknown | D | 0% |
| 1 Oct 2018 | $14.5M | $5.29M – $39.9M | $18.9M (+30%) | before first round | – | unknown | D | 0% |
| 1 Nov 2018 | $14.9M | $5.43M – $41.0M | $19.1M (+28%) | before first round | – | unknown | D | 0% |
| 1 Dec 2018 | $15.3M | $5.58M – $42.1M | $19.3M (+26%) | before first round | – | unknown | D | 0% |
| 1 Jan 2019 | $15.7M | $5.73M – $43.2M | $19.4M (+24%) | before first round | – | unknown | D | 0% |
| 1 Feb 2019 | $16.2M | $5.88M – $44.4M | $19.6M (+21%) | before first round | – | unknown | D | 0% |
| 1 Mar 2019 | $16.6M | $6.03M – $45.5M | $19.8M (+19%) | before first round | – | unknown | D | 0% |
| 1 Apr 2019 | $17.0M | $6.19M – $46.7M | $20.0M (+17%) | before first round | – | unknown | D | 0% |
| 1 May 2019 | $17.5M | $6.35M – $47.9M | $20.1M (+15%) | before first round | – | unknown | D | 0% |
| 1 Jun 2019 | $17.9M | $6.53M – $49.3M | $20.3M (+13%) | before first round | – | unknown | D | 0% |
| 1 Jul 2019 | $18.4M | $6.70M – $50.5M | $20.5M (+11%) | before first round | – | unknown | D | 0% |
| 1 Aug 2019 | $18.6M | $6.77M – $51.1M | $20.7M (+11%) | before first round | – | unknown | D | 0% |
| 1 Sep 2019 | $18.8M | $6.83M – $51.5M | $20.9M (+11%) | before first round | – | unknown | D | 0% |
| 1 Oct 2019 | $18.9M | $6.89M – $52.0M | $21.1M (+11%) | before first round | – | unknown | D | 0% |
| 1 Nov 2019 | $19.1M | $6.95M – $52.5M | $21.3M (+11%) | before first round | – | unknown | D | 0% |
| 1 Dec 2019 | $19.3M | $7.01M – $52.9M | $21.5M (+11%) | before first round | – | unknown | D | 0% |
| 1 Jan 2020 | $143M | $93.9M – $326M | $214M (+50%) | after a round | – | unknown | C | 0% |
| 2 Jan 2020 | $143M | $93.9M – $326M | $214M (+50%) | after a round | – | unknown | C | 0% |
| 1 Feb 2020 | $148M | $93.9M – $326M | $214M (+45%) | after a round | – | unknown | C | 0% |
| 1 Mar 2020 | $153M | $93.9M – $326M | $214M (+40%) | after a round | – | unknown | C | 0% |
| 1 Apr 2020 | $158M | $93.9M – $326M | $214M (+36%) | after a round | – | unknown | C | 0% |
| 1 May 2020 | $163M | $93.9M – $326M | $214M (+31%) | after a round | – | unknown | C | 0% |
| 1 Jun 2020 | $169M | $93.9M – $326M | $214M (+27%) | after a round | – | unknown | C | 0% |
| 1 Jul 2020 | $175M | $93.9M – $326M | $214M (+23%) | after a round | – | unknown | C | 0% |
| 1 Aug 2020 | $181M | $93.9M – $326M | $214M (+18%) | after a round | – | unknown | C | 0% |
| 1 Sep 2020 | $187M | $93.9M – $326M | $214M (+14%) | after a round | – | unknown | C | 0% |
| 1 Oct 2020 | $194M | $93.9M – $326M | $214M (+11%) | after a round | – | unknown | C | 0% |
| 1 Nov 2020 | $200M | $93.9M – $326M | $214M (+7%) | after a round | – | unknown | C | 0% |
| 1 Dec 2020 | $207M | $93.9M – $326M | $214M (+3%) | after a round | – | unknown | C | 0% |
| 1 Jan 2021 | $214M | $93.8M – $326M | $214M (0%) | after a round | 78 | unknown | C | 0% |
| 1 Feb 2021 | $214M | $89.7M – $326M | $214M (0%) | after a round | 78 | unknown | C | 0% |
| 1 Mar 2021 | $214M | $86.2M – $326M | $214M (0%) | after a round | 78 | unknown | C | 0% |
| 1 Apr 2021 | $214M | $82.5M – $326M | $214M (0%) | after a round | 78 | flat | C | 0% |
| 1 May 2021 | $214M | $79.0M – $326M | $214M (0%) | after a round | 78 | flat | C | 0% |
| 1 Jun 2021 | $214M | $75.6M – $326M | $214M (0%) | after a round | 78 | flat | C | 0% |
| 1 Jul 2021 | $214M | $72.4M – $326M | $214M (0%) | after a round | 78 | flat | C | 0% |
| 1 Aug 2021 | $214M | $69.3M – $326M | $214M (0%) | after a round | 78 | flat | C | 0% |
| 1 Sep 2021 | $214M | $66.3M – $326M | $214M (0%) | after a round | 78 | flat | C | 0% |
| 1 Oct 2021 | $214M | $63.5M – $326M | $214M (0%) | after a round | 78 | flat | C | 0% |
| 1 Nov 2021 | $214M | $60.8M – $326M | $214M (0%) | after a round | 78 | flat | C | 0% |
| 1 Dec 2021 | $214M | $58.2M – $326M | $214M (0%) | after a round | 78 | flat | C | 0% |
| 1 Jan 2022 | $214M | $51.5M – $326M | $214M (0%) | after a round | 78 | flat | C | 0% |
| 12 Jan 2022 | $1.0B | $869M – $1.5B | $1.3B (+30%) | after a round | 78 | flat | A | 0% |
| 1 Feb 2022 | $1.0B | $869M – $1.5B | $1.3B (+28%) | after a round | 78 | flat | A | 0% |
| 1 Mar 2022 | $1.0B | $869M – $1.5B | $1.3B (+26%) | after a round | 78 | flat | A | 0% |
| 1 Apr 2022 | $1.1B | $869M – $1.5B | $1.3B (+23%) | after a round | 260 | growing | A | 0% |
| 1 May 2022 | $1.1B | $869M – $1.5B | $1.3B (+20%) | after a round | 260 | growing | A | 0% |
| 1 Jun 2022 | $1.1B | $869M – $1.5B | $1.3B (+17%) | after a round | 260 | growing | A | 0% |
| 1 Jul 2022 | $1.1B | $869M – $1.5B | $1.3B (+15%) | after a round | 260 | growing | A | 0% |
| 1 Aug 2022 | $1.2B | $869M – $1.5B | $1.3B (+12%) | after a round | 260 | growing | A | 0% |
| 1 Sep 2022 | $1.2B | $869M – $1.5B | $1.3B (+10%) | after a round | 260 | growing | A | 0% |
| 1 Oct 2022 | $1.2B | $869M – $1.5B | $1.3B (+8%) | after a round | 260 | growing | A | 0% |
| 1 Nov 2022 | $1.2B | $869M – $1.5B | $1.3B (+5%) | after a round | 260 | unknown | A | 0% |
| 1 Dec 2022 | $1.3B | $869M – $1.5B | $1.3B (+3%) | after a round | 260 | unknown | A | 0% |
| 1 Jan 2023 | $1.3B | $869M – $1.5B | $1.3B (+1%) | after a round | 300 | up | A | 0% |
| 1 Feb 2023 | $1.3B | $864M – $1.5B | $1.3B (0%) | after a round | 300 | up | A | 0% |
| 1 Mar 2023 | $1.3B | $858M – $1.5B | $1.3B (0%) | after a round | 300 | up | A | 0% |
| 1 Apr 2023 | $1.3B | $850M – $1.5B | $1.3B (0%) | after a round | 300 | up | A | 0% |
| 1 May 2023 | $1.3B | $843M – $1.5B | $1.3B (0%) | after a round | 300 | up | B | 0% |
| 1 Jun 2023 | $1.3B | $836M – $1.5B | $1.3B (0%) | after a round | 300 | up | B | 0% |
| 1 Jul 2023 | $1.3B | $829M – $1.5B | $1.3B (0%) | after a round | 300 | up | B | 0% |
| 1 Aug 2023 | $1.3B | $822M – $1.5B | $1.3B (0%) | after a round | 300 | up | B | 0% |
| 1 Sep 2023 | $1.3B | $815M – $1.5B | $1.3B (0%) | after a round | 300 | up | B | 0% |
| 1 Oct 2023 | $1.4B | $976M – $1.6B | $1.4B (0%) | after a round | 400 | growing | A | 0% |
| 1 Nov 2023 | $1.4B | $843M – $1.6B | $1.4B (0%) | after a round | 400 | up | B | 0% |
| 1 Dec 2023 | $1.4B | $840M – $1.6B | $1.4B (0%) | after a round | 400 | up | B | 0% |
| 1 Jan 2024 | $1.4B | $838M – $1.6B | $1.4B (0%) | after a round | 400 | up | B | 0% |
| 1 Feb 2024 | $1.4B | $982M – $1.7B | $1.4B (0%) | after a round | 420 | growing | A | 0% |
| 1 Mar 2024 | $1.4B | $978M – $1.7B | $1.4B (0%) | after a round | 410 | growing | A | 0% |
| 1 Apr 2024 | $1.4B | $979M – $1.7B | $1.4B (0%) | after a round | 410 | growing | A | 0% |
| 1 May 2024 | $1.4B | $980M – $1.7B | $1.4B (0%) | after a round | 410 | growing | A | 0% |
| 1 Jun 2024 | $1.4B | $981M – $1.7B | $1.4B (0%) | after a round | 410 | growing | A | 0% |
| 1 Jul 2024 | $1.4B | $983M – $1.7B | $1.4B (0%) | after a round | 410 | growing | A | 0% |
| 1 Aug 2024 | $1.5B | $693M – $1.7B | $1.4B (-3%) | after a round | 450 | up | B | 0% |
| 1 Sep 2024 | $1.5B | $680M – $1.7B | $1.4B (-4%) | after a round | 450 | up | B | 0% |
| 1 Oct 2024 | $1.5B | $667M – $1.7B | $1.4B (-4%) | after a round | 450 | up | B | 0% |
| 1 Nov 2024 | $1.5B | $661M – $1.7B | $1.4B (-4%) | after a round | 470 | up | B | 0% |
| 1 Dec 2024 | $1.5B | $649M – $1.7B | $1.4B (-4%) | after a round | 470 | up | B | 0% |
| 1 Jan 2025 | $1.5B | $637M – $1.7B | $1.4B (-4%) | after a round | 470 | up | B | 0% |
| 1 Feb 2025 | $1.5B | $491M – $1.7B | $1.4B (-4%) | after a round | 470 | up | C | 0% |
| 1 Mar 2025 | $1.5B | $477M – $1.7B | $1.4B (-4%) | after a round | 470 | up | C | 0% |
| 1 Apr 2025 | $1.5B | $462M – $1.7B | $1.4B (-4%) | after a round | 470 | up | C | 0% |
| 1 May 2025 | $1.5B | $447M – $1.7B | $1.4B (-6%) | after a round | 470 | up | C | 0% |
| 1 Jun 2025 | $1.4B | $433M – $1.7B | $1.4B (-6%) | after a round | 470 | up | C | 0% |
| 1 Jul 2025 | $1.4B | $419M – $1.7B | $1.4B (-6%) | after a round | 470 | up | C | 0% |
| 1 Aug 2025 | $1.5B | $856M – $1.8B | $1.5B (0%) | after a round | 570 | growing | B | 0% |
| 1 Sep 2025 | $1.5B | $846M – $1.8B | $1.5B (0%) | after a round | 570 | growing | B | 0% |
| 1 Oct 2025 | $1.5B | $397M – $1.8B | $1.5B (-2%) | after a round | 570 | up | C | 0% |
| 1 Nov 2025 | $1.5B | $380M – $1.7B | $1.5B (-3%) | after a round | 540 | up | C | 0% |
| 1 Dec 2025 | $1.5B | $370M – $1.7B | $1.5B (-3%) | after a round | 551 | up | C | 0% |
| 1 Jan 2026 | $1.5B | $358M – $1.7B | $1.4B (-3%) | after a round | 551 | up | C | 0% |
| 1 Feb 2026 | $1.5B | $285M – $1.7B | $1.4B (-3%) | after a round | 551 | up | C | 0% |
| 1 Mar 2026 | $1.5B | $275M – $1.7B | $1.4B (-5%) | after a round | 551 | up | C | 0% |
| 1 Apr 2026 | $1.4B | $265M – $1.7B | $1.4B (-5%) | after a round | 551 | up | C | 0% |
| 1 May 2026 | $1.4B | $256M – $1.7B | $1.4B (-5%) | after a round | 551 | up | C | 0% |
| 1 Jun 2026 | $1.1B | $134M – $1.6B | $995M (-11%) | after a round | 551 | flat | D | 12% |
| 1 Jul 2026 | $1.1B | $128M – $1.6B | $988M (-10%) | after a round | 551 | flat | D | 12% |
| 30 Jul 2026 | $2.0B | $1.7B – $2.9B | $2.5B (+27%) | after a round | 553 | flat | A | 8% |
| 1 Aug 2026 | $2.0B | $1.7B – $2.9B | $2.5B (+27%) | after a round | 553 | flat | A | 8% |
| 1 Sep 2026 | $2.0B | $1.7B – $2.9B | $2.5B (+24%) | after a round | 553 | flat | A | 8% |
| 1 Oct 2026 | $2.1B | $1.7B – $2.9B | $2.5B (+20%) | after a round | 544 | flat | A | 11% |
| 24 Oct 2026 | $2.1B | $1.7B – $2.9B | $2.5B (+18%) | after a round | 544 | flat | A | 11% |
Key facts about CAIS
- Founded
- 2009
- Headquarters
- New York, United States
- Employees
- about 544 -5% in a year
- Total raised
- $415M
- Funding rounds
- 3
- Last round
- Series D Jul 2026
CAIS was founded in 2009 by Matt Brown.
CAIS funding history
CAIS has 3 funding rounds on record, from Jan 2020 to Jul 2026, $415M in total. The latest disclosed valuation is $2.00B post-money (Series D, Jul 2026).
Series D 29 Jul 2026
Led by Vista Equity Partners; with AllianceBernstein, Blue Owl Capital, Carlyle, Fortress Investment Group, Golub Capital, Lord Abbett, Royal Bank of Canada.
Sources: caisgroup.com, superbcrew.com, pomegra.io and 2 more
$170M
$2.00B post-money
Series C 11 Jan 2022
Led by Apollo, Motive Partners; with Franklin Templeton.
Sources: ftpartners.com, caisgroup.com, wealthbriefingasia.com and 3 more
$225M
$1.00B post-money
$20M
CAIS investors
11 investors have backed CAIS; Apollo, Motive Partners and Vista Equity Partners led at least one round.
- Apollo lead
- Vista Equity Partners lead
- AllianceBernstein
- Blue Owl Capital
- Carlyle
- Franklin Templeton
- Golub Capital
- Lord Abbett
- Royal Bank of Canada
What CAIS does
CAIS works in investment consultants & financial advisors, with 15 recorded offerings and customers in financial services.
CAIS Capital LLC is an American fintech company that operates an alternative investment platform connecting independent financial advisors with alternative asset managers and structured note issuers. The company provides a SaaS technology platform, educational resources, and AI-driven solutions to support financial advisors in accessing private equity, hedge funds, and structured notes. CAIS also offers support services and guidance to financial advisors and wealth management firms, and is certified by FINRA BrokerCheck and SIPC.
Description from Veridion's company data.
Products and services
- Alternative Investment Platform Development
- Structured Note Platform Development
- SaaS Investment Solutions Delivery
- Alternative Investment Lifecycle Management
- Capital Markets Strategy Enablement
- Financial Advisor Network Expansion Services
- AI-Driven Investment Solutions Development
- Investment Compliance and Regulatory Support
- Financial Advisor Education Services
- Investment Product Distribution
- Alternative Investment Technology Integration
- Wealth Management Platform Solutions
- Private Market Investment Access Services
- Structured Note Issuance Services
- Alternative Investment Advisory Services
Markets
- Financial Services
Technology
- AI Solutions for Alternative Investment Streamlining
Business model
- Business-to-Business
- Service Provider
- Software-as-a-Service
- Enterprise
Industry codes (NAICS)
- 513210 Software Publishers 50% match
- 523999 Miscellaneous Financial Investment Activities 35% match
- 611430 Professional and Management Development Training 15% match
Questions about CAIS
What is CAIS worth?
Valuation $2.1B (range $1.7B to $2.9B), as of 24 Oct 2026. The last disclosed valuation was $2.00B (Series D, Jul 2026).
Has CAIS raised money?
CAIS has 3 funding rounds on record, from Jan 2020 to Jul 2026, $415M in total. The latest disclosed valuation is $2.00B post-money (Series D, Jul 2026).
Who has invested in CAIS?
Apollo, Motive Partners, Vista Equity Partners, AllianceBernstein, Blue Owl Capital and Carlyle, and 5 more. Lead investors include Apollo, Motive Partners and Vista Equity Partners.
How many people work at CAIS?
About 544, down 5% over the last year. Headcount grew from 78 in Jan 2021 to 544 in Sep 2026.
What does CAIS do?
CAIS works in investment consultants & financial advisors, with 15 recorded offerings and customers in financial services. Its main offerings are alternative investment platform development, structured note platform development and saas investment solutions delivery.
When was CAIS founded, and where is it based?
CAIS was founded in 2009 and is based in New York, United States. It has about 544 employees, down 5% over the last year.