CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers with a single operating system for scale and efficiency.

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Funding Events

Date	Amount	Type	Investors	Valuation
08/03/26	$170,000,000	Series D	AllianceBernstein Blue Owl Carlyle Group Fortress Investment Group Golub Capital Lord Abbett Royal Bank of Canada Vista Equity Partners	$2,000,000,000