Why Castle?

Investor
Relationships

Extensive and personal relationships with private equity, venture capital, strategic, family office, pension fund, foundation, endowment, sovereign wealth fund, hedge fund investors and lenders across all stages and sectors

Investment
Banking Experts

Over 30 senior investment bankers with 25+ years of experience from either bulge bracket investment banks, asset managers and/or C Suite industry executives

Capital Raising Data,
Technology, and AI

Granular investment criteria for over 65,000 institutional investors combined with proprietary matching algorithms and artificial intelligence

Get Funding

Contact Us

What Our Clients And Investors Are Saying:

Invest In 100+ Current Transactions

Technology   |   VIEW ALL

Energy and Natural Resources  |   VIEW ALL

Real Estate   |   VIEW ALL

Financial Services   |   VIEW ALL

Healthcare   |   VIEW ALL

Products and Services   |   VIEW ALL

Private Equity/Venture Funds   |   VIEW ALL

Closed Deals   |   VIEW ALL

Castle Placement
Capital RaisedTM

Looking to obtain the right business capital?

We can help.

  • Raise capital or find loans for your middle market company
  • $1 million to $1 billion in all industries/geographies
  • Growth, Early Stage, Seed / Reg 506c, Reg A, Reg CF
  • Artificial intelligence/machine learning accurately matches investors with companies
  • CPGO – proprietary app connects companies with investors in real time
  • Robust, data-driven, deal flow technology facilitates information flow, negotiations, documentation, and closing
  • Experienced investment bankers: extensive relationships and structuring experience
  • Over 65,000 institutional investors and 600,000 accredited investors – private equity, venture capital, high net worth, strategic, family offices, pension funds, foundations, endowments, sovereign wealth funds, hedge funds and lenders

We are Experts in Capital Raising

REG D 506(C)

 

No Size Limitations on Capital Raise

 

✔Accredited and Institutional Investors Only
✔ Launch as fast as 1 week
✔ 3rd party upfront costs: Minimal

REG A+

 

Raise up to $75 million each year.

 

✔ Non-Accredited, Accredited and Institutional Investors
✔ Launch in approx. 6 months
✔ 3rd party upfront costs: $100,000 to $150,000

REG CF

 

Raise up to $5 million per year

 

✔ All Investors (Focus on Non-Accredited Investors)
✔ Launch in approx. 4 to 6 weeks
✔ 3rd party costs: Low

 

CPGO AppSM

Cutting Edge App

Matches private companies raising debt and equity capital with targeted institutional lenders and investors

 

  • Best matching technology
  • Granular investment criteria
  • Over 600,000 accredited investors and 65,000 institutional investors
  • Investor contact information
  • Automated emailing

 

Refer a Company

 

Earn Up to $5,000

 

Castle Placement has raised billions of dollars for our clients.

CPGO Competition (23 to Date)

Capital raising competitions sponsored by Castle Placement and partners

 

  • Participants pitch their business ideas (real or fictitious)
  • Online voting and Castle Placement discretion to select the final four competitors
  • Entry prizes: free listing on castleplacement.com
  • Champion prize: free access to CPGOapp.com – Castle Placement’s capital raising app
  • Judges: prominent institutional investors (PE firms, VC firms, etc.), CEOs

 

There are no costs. and it’s really simple

 

A fun learning experience for all (including judges, who always love it).

Prior Participants/Judges: Amazon, Babson College, Columbia University, Barcelona School of Economics, Benjamin Talks, Brandeis University, Columbia University, CUNY Startups, Dartmouth College, Georgetown University, Indiana University, LinkedIn, New York University, Princeton University, Rutgers University, StartUp Club, Tuck School of Business, UCLA, University of Barcelona, University of Chicago, University of Michigan, University of Texas at Austin, University of Kansas School of Business, University of Wisconsin, Vanderbilt University, WeWork

Featured Transaction

 

MovoCash® – Virtual Cards

Payments Platform

 

MovoCash®, a financial services company that specializes in P2P payments, mobile banking, fintech, and finserv, is seeking $50 million to restart and continue to hyperscale its market proven and successful virtual card payments platform.

CONTACT US

Hi. We're not around right now. But you can send us an email and we'll get back to you, asap.

Thanks, Ken

Ken Margolis | Managing Partner Castle Placement, LLC
1460 Broadway Street, Rte 400
New York, New York 10036
(212) 418-1188 | C: (516) 712-7784
kmargolis@castleplacement.com

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