CAIS, a New York-based alternative investment platform, is in talks with potential targets to add technology stacks, said CEO Matt Brown. CAIS would look at both bolt-on opportunities that are sub-USD 100m and transformational deals that are up to USD 500m in enterprise value, Brown said. It could use equity or debt to finance deals, depending on the profile of targets, he added.
It welcomes approaches from potential investors in future rounds, he noted. Ideal targets would bring tech that automates the workflow in the front, middle and back offices, for investment advisors and managers, Brown explained. CAIS is also interested in developers of new technology infrastructure such as those leveraging blockchain or tokenization, he added. Targets can also operate outside of the traditional alternative investment verticals, Brown said. A new area of interest, for instance, is private placement for private companies that are at a pre-IPO or earlier stage, he added.
CAIS also plans to expand its presence in the Asia Pacific through its base in Sydney and would further grow in the Middle East, Europe and Latin America, he added.
CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale. CAIS delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience.
CAIS provides advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets. CAIS also helps advisors create custom fund vehicles around ideas they source
As an extension of the platform, CAIS delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help advisors deepen their knowledge and increase their confidence in alternative investment strategies.
Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which makes investing in alternatives simpler.
Founded in 2009, CAIS, a fintech leader, supports over 32,000 advisors who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $25 billion in transaction volume. CAIS has offices in New York, Los Angeles, Austin, and London. For more information about CAIS, please visit www.caisgroup.com.
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