# CAIS funding: rounds and investors > CAIS has raised $174M across 4 rounds since 2011. Investors include Vista Equity Partners, The Carlyle Group and Square Peg Capital. Source: https://millionrounds.com/company/cais (Millionrounds; every figure on the page links to its filing or article) United States · [Series D startup](https://millionrounds.com/companies) # 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 Management Fintech Raised 3 months ago Valuation: $1.1B, Mar 2026 Follow CAIS and see its new rounds in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Fcompany%2Fcais) Funding summary Updated 5 Nov 2026 **$174M** raised across 4 rounds since 2011, from 6 sources **$4.0M** Series A **$170M** Series D - **Latest round:** Series D, $170M Aug 2026 - **Led by:** Vista Equity Partners - **Step-up i:** 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. 2011 2013 2015 2017 2019 2021 2023 2025 **$4.0M** Series A **?** Seed **?** Series A **$170M** Series D - **First round:** Series A, $4.0M - **Biggest round:** $170M - **Usual gap between rounds:** 18 months ## The rounds - **Aug 2026** Series D **$170M** *8 new* [Vista Equity Partners](https://millionrounds.com/fund/vista-equity-partners) Lead [The Carlyle Group](https://millionrounds.com/fund/the-carlyle-group) [Fortress Investment](https://millionrounds.com/fund/fortress-investment-group) [Royal Bank of Canada](https://millionrounds.com/fund/royal-bank-of-canada) [AllianceBernstein](https://millionrounds.com/fund/alliancebernstein) [Golub Capital](https://millionrounds.com/fund/golub-capital) [Blue Owl Capital](https://millionrounds.com/fund/blue-owl-capital) [Lord Abbett](https://millionrounds.com/fund/lord-abbett) Reported by Fintech Global and 2 others - **Oct 2013** Series A **Amount undisclosed** *1 new* [Square Peg Capital](https://millionrounds.com/fund/square-peg-capital) From a historical funding record - **Apr 2012** Seed **Amount undisclosed** *1 new* [Conversion Capital](https://millionrounds.com/fund/conversion-capital) From a historical funding record - **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 Cavalieri** Company: CAIS | Position: Chief Marketing Officer - **Chris Zuczek** Company: CAIS | Position: Chief Product Officer - **Kan Kotecha** Company: CAIS | Position: Chief Technology Officer - **Meghan Gault** Company: CAIS | Position: Chief People Officer - **Michael Collins** Company: CAIS | Position: Chief Compliance Officer - **Neil Blundell** Company: CAIS Advisors | Position: Chief Investment Officer - **Terrence McCarthy** Company: CAIS Advisors | Position: Chief Financial Officer - **Kristin Zaehb** Company: CAIS | Position: Director, Fund Operations - **Sarah Jiang** Company: CAIS Advisors | Position: Portfolio Manager - **Sean Meehan** Company: 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. **Series A** 2011 **Seed** 2012 **Series A** 2013 **Series D** 2026 [Vista Equity Partners](https://millionrounds.com/fund/vista-equity-partners) L [The Carlyle Group](https://millionrounds.com/fund/the-carlyle-group) [Square Peg Capital](https://millionrounds.com/fund/square-peg-capital) [Fortress Investment](https://millionrounds.com/fund/fortress-investment-group) [Royal Bank of Canada](https://millionrounds.com/fund/royal-bank-of-canada) [AllianceBernstein](https://millionrounds.com/fund/alliancebernstein) [Conversion Capital](https://millionrounds.com/fund/conversion-capital) [Golub Capital](https://millionrounds.com/fund/golub-capital) [Blue Owl Capital](https://millionrounds.com/fund/blue-owl-capital) [Lord Abbett](https://millionrounds.com/fund/lord-abbett) ## Everyone who backed them [Vista Equity Partners](https://millionrounds.com/fund/vista-equity-partners) Private equity **1** round, led 1 [The Carlyle Group](https://millionrounds.com/fund/the-carlyle-group) Private equity **1** round [Square Peg Capital](https://millionrounds.com/fund/square-peg-capital) VC firm **1** round [Fortress Investment](https://millionrounds.com/fund/fortress-investment-group) Private equity **1** round [Royal Bank of Canada](https://millionrounds.com/fund/royal-bank-of-canada) Growth equity **1** round [AllianceBernstein](https://millionrounds.com/fund/alliancebernstein) VC firm **1** round [Conversion Capital](https://millionrounds.com/fund/conversion-capital) VC firm **1** round [Golub Capital](https://millionrounds.com/fund/golub-capital) VC firm **1** round [Blue Owl Capital](https://millionrounds.com/fund/blue-owl-capital) Private equity **1** round [Lord Abbett](https://millionrounds.com/fund/lord-abbett) Growth equity **1** round Missing a round, or an investor who was in one? [Tell us](https://millionrounds.com/corrections?slug=cais). ## 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 Partners](https://millionrounds.com/fund/senahill-partners) VC firm Per its own site [Constant Innovation](https://millionrounds.com/fund/constant-innovation) VC firm Per 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. [**Pathfinder** $13M · Nov 2026](https://millionrounds.com/company/pathfinder)[**Clark** $11M · Nov 2026](https://millionrounds.com/company/clark)[**Settle** $103M · Oct 2026](https://millionrounds.com/company/settle)[**Midstream Health** $27M · Oct 2026](https://millionrounds.com/company/midstream-health)[**SpendRule** $6.0M · Oct 2026](https://millionrounds.com/company/spendrule)[**Collective** $219M · Oct 2026](https://millionrounds.com/company/collective) ## Find investors like these Search every investor by what they have actually funded, then narrow to your stage and market. Free. Open the investor searchOr these rounds in the app