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Monday, October 5, 2026The Morning Brief →Sign in
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Opto Investments

In PWD coverage since August 14, 2026 · 3 stories
PWD coverage
RIA

RIAs trade the stacked SPV for a seat on the cap table

The wrapper that made marquee deals reachable also kept the advisor off the cap table; the firms now counting layers are pricing what that distance cost.
portfolio · Aug 19CAIS doubles to $2 billion, and the cap table becomes diligence
RIA · Aug 14CAIS doubles valuation to $2B with $170M Vista Equity raise
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