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
series-d-2026-07-29,2026-07-29,day,Closed round,primary_equity,Series D,170000000,170000000,Vista Equity Partners,"With: AllianceBernstein, Blue Owl Capital funds, Carlyle, Fortress, Golub Capital, Lord Abbett, RBC",2000000000,2000000000,Lower bound stated by CAIS (“values CAIS at over $2 billion”),,,,,,,,"CAIS, 29 Jul 2026",https://www.caisgroup.com/our-company/press/cais-welcomes-new-strategic-investors-valuing-the-company-at-over-2-billion,,,2026-11-13
series-c-reverence-2022-04-06,2022-04-06,day,Closed round,primary_equity,Series C continuation (Reverence),100000000,100000000,Reverence Capital Partners,,,,,,,,,,,,"CAIS, 6 Apr 2022",https://www.caisgroup.com/our-company/press/cais-announces-usd100-million-investment-from-reverence-capital-partners,,,2026-11-13
series-c-2022-01-11,2022-01-11,day,Closed round,primary_equity,Series C,225000000,225000000,"Apollo, Motive Partners",With: Franklin Templeton,1000000000,1000000000,Lower bound stated by CAIS (“Exceeds $1 Billion Valuation”; enterprise valuation),,,,,,,,"CAIS, 11 Jan 2022",https://www.caisgroup.com/our-company/press/cais-announces-usd225-million-financing-round-led,https://www.caisgroup.com/our-company/press/cais-announces-usd100-million-investment-from-reverence-capital-partners,,2026-11-13
series-b-2020-11-19,2020-11-19,day,Closed round,primary_equity,Series B,50000000,50000000,Eldridge,,,,,,,,,,,,"CAIS, 19 Nov 2020",https://www.caisgroup.com/our-company/press/cais-announces-usd50m-equity-investment,,,2026-11-13