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Wednesday, August 19, 2026The Morning Brief →Sign in
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ATLANTA, GA
CRD: 317336
In PWD coverage since August 14, 2026 · 2 stories
$332MRegulatory AUMSEC Form ADV · Aug 15
24EmployeesForm ADV
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.
RIA · Aug 14CAIS doubles valuation to $2B with $170M Vista Equity raise
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