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Wednesday, August 19, 2026The Morning Brief →Sign in
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CAIS

NEW YORK, NY
CRD: 317466
In PWD coverage since August 14, 2026 · 8 stories
$225MRegulatory AUMSEC Form ADV · Aug 15
32EmployeesForm ADV
1Deals on our tracker
Deal recordFull tracker →
Aug 14, 26Deal announcedVista Equity — coverage
PWD coverage
portfolio

CAIS doubles to $2 billion, and the cap table becomes diligence

A $170 million round at double the last valuation makes the platform's own investor roster part of private-market due diligence.
Deals & PE · Aug 16Goldman's Neos deal puts a price on the race to own product factories
Data · Aug 16Wealth Managers Are Launching Funds as Fast as They're Buying Firms
Data · Aug 16Family offices bought the assets. They left out the heirs.
Features · Aug 15The $2B Tollbooth and the Fund That Raised Nothing
The Close · Aug 15The Private-Market Risk Family Offices Haven't Prepared Their Heirs For
RIA · Aug 14CAIS doubles valuation to $2B with $170M Vista Equity raise
RIA · Aug 14Advisor Alts Demand Stays Strong; Analytics Top Tech Priority
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