CAIS Launches ‘CAISey’ AI Tool to Streamline Alts Research for Advisers

Alternative investment platform CAIS concluded its annual summit last week, unveiling CAISey, a new AI-powered solution designed to help speed up fund discovery and analysis.

The launch, one of several recent developments for the firm, introduces an advanced tool directly embedded in the CAIS platform that uses conversational intelligence to simplify the complex workflow of researching alternative funds.

CAISey is positioned as a new interface for information, moving beyond traditional database searches. By leveraging advanced language models and vast data intelligence, the tool allows advisers to pose natural-language questions and receive instant, data-driven responses.

“CAISey is more than a tool; it is a new interface for information across the alternative investment ecosystem,” said Brad Walker, co-president of CAIS. “By fusing data with conversational intelligence, CAISey delivers a new interface for information – empowering advisers to deliver greater impact.”

The solution aims to convert hours of manual research into minutes of actionable insight. Advisers can now ask CAISey specific questions like, “What are the liquidity terms for these private credit funds?” or “Which real estate funds on the platform have these investment objectives?” and receive what the company said are clear, data-driven responses in seconds.

CAISey builds on CAIS’s existing strengths in digitizing due diligence by centralizing complex information. Key features of the new tool include:

• Comprehensive fund intelligence: It aggregates and analyzes data from hundreds of thousands of fund documents, offering a single point of access for product evaluation across the entire CAIS platform.
• Integrated learning: The solution is supported by CAIS IQ, connecting raw fund data with educational resources. This allows advisers to learn about complex strategies and apply those insights within one streamlined ecosystem.

Kan Kotecha, chief technology officer at CAIS, highlighted the company’s mission regarding the latest AI tech. “By seeking to reduce time around product research and discovery and streamlining complex workflows, CAISey can deliver a faster, more intuitive experience that enables advisers to serve their clients with confidence.”

Last week, CAIS announced a unique partnership with LODAS Markets to launch a new secondary marketplace aimed at expanding liquidity options for investors in private funds. The collaboration integrates LODAS’ secondary trading technology directly into the CAIS platform, providing financial advisers and their clients access to alts’ secondary market liquidity.

Also this month, CAIS and Schwab Advisor Services expanded their technology integration to streamline how registered investment advisers access and manage private funds and other alternatives. The core of that partnership is the ability for advisers to manage both subscription-based private funds and ticker-traded alternative investment products through the CAIS platform.

Founded in 2009, CAIS serves more than 62,000 independent financial advisers who oversee approximately $7 trillion in client assets. Providing access to hedge funds, private equity, private debt, real estate, digital assets, and structured notes, the CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments and capital market strategies. The company has offices in New York, Los Angeles, Austin, and London.

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