The Premier Private Capital Investment Bank™

Castle Placement has raised over $1 billion for our clients.

Get Funding. Contact Us.

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$6.2 Billion






Our Current Offerings

Helping Great Companies Grow

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 / 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 64,500 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
Helping Great Companies Grow

Castle’s Capital Raising Services

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 – $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

Helping Great Companies Grow

Castle Placement Referral Program

Castle Placement has raised billions of dollars for our clients.

Refer a Company. Earn Up to $5,000.

Join Our Community.

Helping Great Companies Grow

Webinar: FinTech and Investment Banking Technology – Castle Placement/Debevoise Plimpton

Topics focus on:

  • FinTech disruption and what the legal impact might be for financial services companies
  • how the financial services landscape is being transformed by the widespread adoption of financial technology
  • how to structure transactions in response to an evolving regulatory framework

CPGO Competition

  • CPGO Competition I – WeWork
  • CPGO Competition II – CUNY Startups and Amazon
  • CPGO Competition III – LinkedIn
  • CPGO Competition IV, V , VII, IX, XI, XIII, XV, XXIV, and XXV – University of Michigan
  • CPGO Competition VI – Columbia University
  • CPGO Competition VIII – StartUp Club
  • CPGO Competition X – Dartmouth College, Tuck School of Business
  • CPGO Competition XII – University of Barcelona
  • CPGO XIV – University of Texas at Austin, Babson College, Rutgers University, New York University
  • CPGO XVI – Georgetown University, Vanderbilt University, University of Chicago, Indiana University, Rutgers University
  • CPGO XVII – Barcelona School of Economics
  • CPGO XVIII and XXVI- Benjamin Talks
  • CPGO XIX – Vanderbilt University, Brandeis University
  • CPGO XX – University of Kansas School of Business
  • CPGO XXI – Vanderbilt University, New York University, Princeton University, University of Wisconsin, University of California, Los Angeles
  • CPGO XXII – Columbia University
  • CPGO XXIII – Vanderbilty University, New York University, Columbia University

CPGOappSM – 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 64,500 institutional investors
  • investor contact information
  • automated emailing
Helping Great Companies Grow

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.


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