Funding round
CAIS Series D
CAIS, which works in alternative investment platform development in New York, raised $170M in a Series D round announced on 29 Jul 2026, led by Vista Equity Partners, at a $2.00B post-money valuation. 8 firms took part. It is CAIS' third venture round on record; the one before was a Series C in Jan 2022.
$170M
Amount raised
$2.00B
Post-money valuation
$1.83B pre-money
8
Investors
1 lead
2.0x
Step-up from the Series C
$1.00B in Jan 2022
8.5%
Stake sold
new money over the post-money
Valuation
What this round says about the price
This round priced CAIS at $2.00B after the new money, 2.0 times the $1.00B of its Series C (Jan 2022). The $170M bought investors about 8.5% of the company. It came 54 months after CAIS' Series C. It is 41% of the $415M CAIS has raised in the venture rounds on record. No later venture round is on record for CAIS.
Investors
Who put money in
Vista Equity Partners led the round with 7 other firms.
Lead investor
- Vista Equity Partners backs 43 venture-backed companies new investor
Also in the round
- AllianceBernstein new investor
- Blue Owl Capital backs 36 venture-backed companies new investor
- Carlyle backs 22 venture-backed companies new investor
- backs 15 venture-backed companies new investor
- Golub Capital new investor
- Lord Abbett new investor
- Royal Bank of Canada new investor
Joined the board: David Breach (Vista Equity Partners), Blue Owl (Blue Owl Capital), Lord Abbett (Lord Abbett), Fortress (Fortress Investment Group) and Carlyle (Carlyle).
Use of proceeds
What the money is for
According to the announcement, the money goes to product development, sales and marketing, scaling operations and working capital.
- Product development
- Sales and marketing
- Scaling operations
- Working capital
Comparable rounds
How it compares
The closest in time, other companies' Series D rounds in Investment Consultants & Financial Advisors:
| Company | Announced | Amount | Post-money | Led by |
|---|---|---|---|---|
| Investment Consultants & Financial Advisors | 21 May 2026 | $150M | $1.00B | General Atlantic |
| Investment Consultants & Financial Advisors | 10 Oct 2025 | $12M | $432M | not named |
| Investment Consultants & Financial Advisors | 22 Jul 2025 | $77M | not disclosed | Tarsadia |
Sources
Where this comes from
Reported by 5 sources.
Questions
Frequently asked
How much did CAIS raise in its Series D round?
CAIS raised $170M in its Series D round, announced in Jul 2026.
Who led CAIS' Series D round?
Vista Equity Partners led it, with AllianceBernstein, Blue Owl Capital, Carlyle, Fortress Investment Group and Golub Capital and 2 more.
What was CAIS' valuation at the Series D round?
$2.00B post-money ($1.83B pre-money).