Fundz

Cais Announces $100 Million Investment From Reverence Capital Partners

PRIVATEApr 06, 2022

Amount Raised

$100 Million

Round Type

Venture

New YorkSustainabilityFinancial ServicesSoftwareArtificial IntelligenceLending And InvestmentsFinanceFintech

Description

CAIS, the leading alternative investment platform, today announced a $100 million investment from Reverence Capital Partners. The raise is a continuation of the Company’s $225 million round in January, led by Apollo, Motive Partners, and Franklin Templeton which resulted in CAIS’ enterprise valuation exceeding $1 billion. Milton Berlinski, Managing Partner at Reverence Capital Partners, also joins CAIS’ Board of Directors, effective immediately.

Quick answer

CAIS raised $100 Million in a funding round, dated April 6, 2022. CAIS is based in New York, New York, United States.

How much did CAIS raise?
CAIS raised $100 Million in a funding round on April 6, 2022.
What does CAIS do?
CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale.
Where is CAIS based and how big is it?
CAIS is based in New York, New York, United States. Fundz records about 436 employees.
Who are the decision-makers at CAIS?
Fundz holds 1 contact at CAIS. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Sustainability and Financial Services around the same time

Companies in the same sectors as CAIS that raised within 45 days of this round, from Fundz verified event records.

  • Beeline Holdings raised an undisclosed amount (Corporate Round) on May 3, 2022.
  • Glacier Bancorp raised $4.5M (Seed) on April 19, 2022.
  • Leap Technologies raised $12M on May 6, 2022.
  • Circle Internet Group, Inc. raised $400M (Funding Round) on April 12, 2022.
  • Grain raised $16M (Funding Round) on April 12, 2022.
  • ClearBank raised $230M (Funding Round) on March 18, 2022.

Who to call at CAIS, and when

A new round usually means CAIS is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day CAIS raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at CAIS, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at CAIS. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

CAIS

Location

New York, New York, United States

About

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale. CAIS delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS provides advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets. CAIS also helps advisors create custom fund vehicles around ideas they source.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment CAIS raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

1 contact
Predictive Intelligence
Strategic

ML-powered predictions for CAIS's next move

See what Strategic adds

CAIS raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.