United States · Series D startup

Who invested in CAIS

4 rounds we have observed, with the 10 investors named in them. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Asset ManagementFintech

Raised 3 months agoValuation: $1.1B, Mar 2026

Funding summaryUpdated 5 Nov 2026

$174Mraised across 4 rounds since 2011, from 6 sources

$4.0MSeries A$170MSeries D
Latest round
Series D, $170MAug 2026
Led by
Vista Equity Partners
Step-upi
42.5×
Investors
10 (1 led)
See who backed them

The funding story

Each circle is a round, placed by date and sized by amount. The line above is the running total.

20112013201520172019202120232025
$4.0MSeries A?Seed?Series A$170MSeries D
First round
Series A, $4.0M
Feb 2011
Biggest round
$170M
Series D · Aug 2026
Usual gap between rounds
18 months
the median of 3

The rounds

  1. Aug 2026
  2. Oct 2013
    Series AAmount undisclosed1 new

    From a historical funding record

  3. Apr 2012
    SeedAmount undisclosed1 new

    From a historical funding record

  4. Feb 2011
    Series A$4.0M

    No investor was named in the report.

    Reported by sec.gov

Founders and team

From CAIS's own website: 10 on the team.

  • Alex CavalieriCompany: CAIS | Position: Chief Marketing Officer
  • Chris ZuczekCompany: CAIS | Position: Chief Product Officer
  • Kan KotechaCompany: CAIS | Position: Chief Technology Officer
  • Meghan GaultCompany: CAIS | Position: Chief People Officer
  • Michael CollinsCompany: CAIS | Position: Chief Compliance Officer
  • Neil BlundellCompany: CAIS Advisors | Position: Chief Investment Officer
  • Terrence McCarthyCompany: CAIS Advisors | Position: Chief Financial Officer
  • Kristin ZaehbCompany: CAIS | Position: Director, Fund Operations
  • Sarah JiangCompany: CAIS Advisors | Position: Portfolio Manager
  • Sean MeehanCompany: CAIS | Position: Director, Strategic Partnerships

Who was in which round

The busiest backers across the latest rounds. A filled square is a round they joined; a dark one, a round they led.

Everyone who backed them

Vista Equity PartnersPrivate equity1round, led 1
The Carlyle GroupPrivate equity1round
Square Peg CapitalVC firm1round
Fortress InvestmentPrivate equity1round
Royal Bank of CanadaGrowth equity1round
AllianceBernsteinVC firm1round
Conversion CapitalVC firm1round
Golub CapitalVC firm1round
Blue Owl CapitalPrivate equity1round
Lord AbbettGrowth equity1round

Missing a round, or an investor who was in one? Tell us.

Also claim to have backed them

These 2 firms list CAIS as a portfolio company on their own websites, but no report of a round names them. They are the firms' own claims, kept apart from the rounds above.

SenaHill PartnersVC firmPer its own site
Constant InnovationVC firmPer its own site

Quick answers about CAIS

Who invested in CAIS?

CAIS's investors include Vista Equity Partners, The Carlyle Group, Square Peg Capital, Fortress Investment and Royal Bank of Canada, and 5 more on record. Vista Equity Partners led its latest round.

How much has CAIS raised?

CAIS has raised $174M across 4 rounds since 2011. 2 rounds did not disclose an amount, so the total is a floor.

When did CAIS last raise?

CAIS's most recent round was a Series D of $170M in Aug 2026, led by Vista Equity Partners.

What was CAIS's biggest round?

Its most recent round, $170M in Aug 2026, is also its largest on record.

Who backed CAIS first?

CAIS's first round on record, in Apr 2012, was backed by Conversion Capital.

What stage is CAIS at?

CAIS's latest named round is a Series D, in Aug 2026.

Where is CAIS based?

CAIS is based in the United States.

Who led CAIS's rounds?

Vista Equity Partners led the Series D in 2026.

Companies like CAIS

In the same sector, and raised in the last eighteen months.

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