Fundz

Who to call at CAIS, and when

Fundz watches for the moments CAIS starts buying, and tells you who to reach.

  • 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

LaunchCAIS Launches CAIS Advisors to Provide Customizable Model Portfolios and Portfolio Construction Tools for Financial Advisors

Oct 15, 2024
New YorkSustainabilityFinancial ServicesSoftwareArtificial IntelligenceLending And InvestmentsFinanceFintech

Product Description

CAIS has announced the launch of CAIS Advisors, a new division aimed at assisting financial advisors with portfolio construction through customizable alternative investment model portfolios and multi-manager registered solutions. The offering includes a portfolio construction tool called Compass, designed to help advisors create and analyze asset allocations.

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 ships something new, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

Kan hidden

hidden
hidden
Create an account to reveal verified emails
Predictive Intelligence
Strategic

ML-powered predictions for CAIS's next move

Learn about Strategic plan

Product Launch Insights

What this usually means
Market expansion signals
New product launches often coincide with market expansion initiatives

CAIS shipped something new. Fundz reads product launches, trademark filings and hiring together.

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.