Private Valuation & Funding Round Tracker · CAIS

CAIS funding rounds & valuation history

Name: CAIS Funding Rounds & Valuation History
Creator: growthnavigatefunding.net

CAIS (CAIS Group), the New York alternative-investment platform for independent financial advisors. Funding from the Series B (Nov 2020) to the Series D (Jul 2026), sourced to CAIS.

Last updated: 13 Nov 2026 (IST). Every figure re-checked against the linked sources that day. Rows: 4 Currency: US$, nominal

⬇ Download CSV Cite this dataset Methodology & status definitions

Last closed round Closed

Over $2B

$170M Series D, Jul 2026

Raised in rounds listed

$545M

Sum of 4 closed rounds with a disclosed amount (GNF calc.)

Largest round

$225M

Series C, Jan 2022

Closed rounds listed

Nov 2020 to Jul 2026

Round history

Newest first. Dashed badges and striped rows are not closed transactions. “—” means the source does not disclose the figure or it cannot be computed on the same basis; see the note in each row.

CAIS funding rounds, Nov 2020 to Jul 2026
Date	Status	Round	Amount	Lead / buyer	Valuation	Val. ÷ run-rate	Source
29 Jul 2026	Closed round	Series D	$170M	Vista Equity PartnersWith: AllianceBernstein, Blue Owl Capital funds, Carlyle, Fortress, Golub Capital, Lord Abbett, RBC	Over $2BLower bound stated by CAIS (“values CAIS at over $2 billion”)	—Not disclosedNo run-rate stated in the announcement	CAIS, 29 Jul 2026
6 Apr 2022	Closed round	Series C continuation (Reverence)	$100M	Reverence Capital Partners	Not disclosedNo company valuation stated by the source	—Not disclosedNo run-rate stated in the announcement	CAIS, 6 Apr 2022
11 Jan 2022	Closed round	Series C	$225M	Apollo, Motive PartnersWith: Franklin Templeton	Over $1BLower bound stated by CAIS (“Exceeds $1 Billion Valuation”; enterprise valuation)	—Not disclosedNo run-rate stated in the announcement	CAIS, 11 Jan 2022Also: CAIS, 6 Apr 2022
19 Nov 2020	Closed round	Series B	$50M	Eldridge	Not disclosedNo company valuation stated by the source	—Not disclosedNo run-rate stated in the announcement	CAIS, 19 Nov 2020

Step-up = valuation ÷ the prior closed valuation (GNF calc.), shown only where both figures were stated or reported and neither is a lower bound.

Valuation at each closed round

Both valuations are lower bounds stated by CAIS (“over $1 billion”, “over $2 billion”); no step-up is computed.

Series CJan 2022Over $1B
Series DJul 2026Over $2B

Sources: CAIS. US$ billions, linear scale.

Timeline

Each round and share sale, oldest first.

19 Nov 2020 · Closed
Series B: $50M led by Eldridge.
11 Jan 2022 · Closed
Series C: $225M at Over $1B led by Apollo, Motive Partners.
6 Apr 2022 · Closed
Series C continuation (Reverence): $100M led by Reverence Capital Partners.
29 Jul 2026 · Closed
Series D: $170M at Over $2B led by Vista Equity Partners.

Still private: CAIS has not filed for an IPO and is not owned by a listed company. Several listed firms (Apollo, AllianceBernstein, Blue Owl, Carlyle) and Franklin Templeton hold minority stakes as strategic investors.

Cite this dataset

Free to quote with a link back. Copy this citation:

CAIS Funding Rounds & Valuation History. Private Valuation & Funding Round Tracker, GrowthNavigateFunding.net, updated 13 Nov 2026. https://growthnavigatefunding.net/funding/cais/

Download the data

The same 4 rows as the table: numeric US$ columns, empty cells where a figure is not disclosed, and a source URL for every row.

File: cais-rounds.csv (UTF-8, comma-separated)
Stable URL: https://growthnavigatefunding.net/wp-content/uploads/2026/11/cais-rounds.csv
Columns: id, date, date_precision, status, transaction_type, round, amount_usd_low, amount_usd_high, lead_or_buyer, co_leads, valuation_usd_low, valuation_usd_high, valuation_basis, valuation_to_run_rate_multiple, multiple_bound, multiple_basis, step_up_vs_prior_closed, price_per_share_usd_low, price_per_share_usd_high, shares, source, source_url, other_source_urls, notes, last_updated
Updated: 13 Nov 2026 (IST)

⬇ Download CSV

Methodology & status definitions

How each row is labelled and calculated.

Closed round

A primary round announced by the company or confirmed in the press, bringing new money to the company.

Valuation ÷ run-rate

Post-money valuation ÷ the run-rate the company stated in that announcement (GNF calc.). Where the run-rate is “crossed” or “over” a figure, the multiple is shown as “under X×”. No row qualifies here unless shown, so no multiple is invented.

What is not a separate row

Series A and earlier private capital (not verified from an authority source in this pass); debt.

Updates & corrections

This page stays at one address and is updated in place; the “Last updated” date above drives the citation and the dataset metadata. Corrections: hello@growthnavigatefunding.net. Informational only; not investment advice.

Changelog

13 Nov 2026: Dataset first compiled (batch 4, not yet published).

CAIS Funding Rounds & Valuation History (2020–2026)