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As a part of the tranche, Blythe Masters of Motive Capital Management, LLC and Andrew Gosden of Apollo Global Management, Inc. will join company’s board of directors. The company amended its terms of transaction and announced that it has raised $340,000,000 from 6 investors in the transaction. All funds listed on the CAIS Marketplace undergo an independent review by Mercer,2 a leader in institutional investment and operational due diligence. Read our press releases or watch our latest media appearances to learn more about how we’re transforming the alternative investment ecosystem. Access effective, reliable, and comparable fund performance data and place your firm or portfolio within the context of the alternative assets market. In the age of digital transformation, organizations are no longer just enhancing processes; they are rethinking them from the ground up.
In 2009, CAIS set its sights on leveling the playing field by making alternative investments available to financial advisors everywhere. We built trusted relationships with financial advisors, asset managers, bank issuers, and a broad spectrum of service providers across the wealth management ecosystem. Through CAIS Marketplace, financial advisors can gain free, turnkey access to a variety of products available to a spectrum of eligible investors. Browse our private markets and hedge fund product menus, structured note offerings, educational materials, and Mercer due diligence reports, while learning about alternative strategies via our on-demand online learning experience, CAIS IQ. Founded in 2009, CAIS, a fintech leader, is transforming the world of alternative investing.
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Embedded payment and compliance platforms are another critical component of integration. These solutions streamline processes like vendor payments, tax compliance and fraud prevention by embedding these functions directly into workflows. By eliminating the need for manual intervention, embedded platforms not only save time but also reduce the risk of errors.
Alternative Asset Classes
Modern ERP systems offer advanced features like API-driven integrations and cloud-based architectures, enabling connectivity with other platforms. By investing in these upgrades, CFOs can create a solid foundation for further integration efforts. At the same time, as the scope of finance evolves to encompass strategic decision-making, data-driven insights and risk management, the need for real-time visibility across the organization becomes paramount.
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The company has issued securities pursuant to exemption provided under Regulation D. The transaction was raised at post money valuation of more than $1,000,000,000. PYMNTS Intelligence has found that treasurers with high levels of influence are far more likely to report that their companies have predictable cash flows, expect revenue to increase and are agile in responding to shifting marking conditions. Ultimately, today’s finance leaders are not only managing balance sheets but are also designing the connective tissue that enables an enterprise to operate cohesively. Innovation isn’t just about new products or technologies; it’s about challenging old ways of thinking and improving every part of the business. With data and benchmarks that track back more than 40 years, Preqin Pro is the most trusted data provider in the industry.
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A new era of access is underway—we’ve combined world-class technology with an industry-leading client experience to deliver alternative investments and structured notes more efficiently than ever before. Our platform connects independent financial advisors with leading alternative asset managers, empowering them to engage and transact on a massive scale. CAIS brings together experienced leaders from the alternative investment industry and the independent wealth management community to create a better way for independent financial advisors to access and transact in alternative investments.
- Organizations looking to grow need to unlock operational data within the business and establish a single source of truth.
- Embedded payment and compliance platforms are another critical component of integration.
- For asset managers, CAIS can help build their distribution network, capture new business, and cultivate relationships with independent financial advisors.
- For independent financial advisors, CAIS provides access, education, and operational efficiency they can use to transact at scale and capture more wallet share.
- If you work in the home office of a broker-dealer, a large RIA aggregator, or a bank and trust company with multiple advisor teams, branches, and offices, you may recognize the complexity of scaling alternative investing.
- With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
CAIS partners with you to capital integration systems make it easier for your advisors to access alternatives and for you to monitor their investments. Collaborate with our team to define the alternative investing experience you desire for your network—one that complements your business strategy, investment philosophy, risk controls, technology, and operations. Offer your advisors access to the CAIS platform—customized exclusively for them—to overcome barriers to entry in alternative investing. Financial advisors and larger independent wealth management firms can leverage the features of either our turnkey CAIS Marketplace or our customizable SaaS technology, CAIS Solutions, throughout the pre-trade, trade, and post-trade experience.
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Use time-saving features—such as automated customer profiles, digitized documentation, AML/KYC smart logic, CAIS DocuSign, and integrations with custodians and third-party reporting providers—for all your alternative investment funds. We believe access to alternatives comes with a greater responsibility to learn about the potential risks and benefits of these investments. Through CAIS IQ, we provide educational materials designed to help financial advisors gain confidence and make informed decisions with their clients. Our industry-leading technology and the support of our dedicated team empower you to define your advisors’ alternative investing experience.
- CFOs and treasurers are uniquely positioned to advocate for systems that offer smoother data flows and actionable insights, enabling them to optimize working capital.
- CAIS brings together experienced leaders from the alternative investment industry and the independent wealth management community to create a better way for independent financial advisors to access and transact in alternative investments.
- In 2009, CAIS set its sights on leveling the playing field by making alternative investments available to financial advisors everywhere.
- These solutions streamline processes like vendor payments, tax compliance and fraud prevention by embedding these functions directly into workflows.
- Read our press releases or watch our latest media appearances to learn more about how we’re transforming the alternative investment ecosystem.
- Explore a customized alternative investment and structured note platform that can meet your unique needs.
- Gain market insights and improve your alternative investment knowledge through articles, videos, and other educational resources from the CAIS team.
We believe financial advisors should have the ability to access alternative investment products. Finance is often the nexus of disparate business functions, providing a unique vantage point for identifying inefficiencies and potential synergies. From procurement and sales to logistics and compliance, most processes eventually tie back to the finance team. This centrality gives CFOs and treasurers the authority — and often the mandate — to drive enterprise-wide integration efforts. Through CAIS Solutions, our software-as-a-service (SaaS) offering, RIAs and independent broker-dealers can centralize and scale all their alternative investment operations in one place.
Expand your advisors’ investment options with products from globally recognized asset managers and bank issuers. Your advisors can select from products already offered on our turnkey CAIS Marketplace, leverage CAIS Solutions technology to offer funds you sourced elsewhere, or get our help building your own custom fund. Our mission is to democratize access for independent financial advisors by breaking down barriers that prevent them from connecting with experienced alternative asset managers.