The Premier Private Capital Investment Bank®¹
and Largest Investor Network
PRIVATE EQUITY • VENTURE CAPITAL • CREDIT • STRUCTURED CAPITAL
Our 40+ senior investment bankers, powered by an AI-driven network of 110,000+ institutional investors, raise $5M-$1B for private companies and funds.

BILLIONS RAISED™

Client and Investor Testimonials²

2. No compensation was received; may not represent the experience of others; does not guarantee future success; are advertisements of Castle Placement.

HOW IT WORKS

We Help You Raise Capital

01
Capital Raise Strategy & Positioning
We analyze your company, financials, sector, and objectives to define the optimal structure, investor profile, and positioning.

The foundation for a successful raise starts here.
02
AI-Driven Investor Targeting + Banker-Led Execution
Our proprietary AI platform, CPGO®, identifies, ranks, and matches your deal with the most relevant institutional investors from our network of 110,000+.

Senior bankers refine the list, lead outreach, and manage investor engagement.
03
Investor Discussions Through Closing
We run the process end-to-end — investor conversations, Q&A, materials, pricing guidance, and deal management to maximize execution probability and speed.

Raise Capital With Castle Placement®

Talk with our senior investment banking team and see how our AI + data platform delivers best-execution capital raises

Schedule Capital Strategy Call

100+ CURRENT PRIVATE CAPITAL TRANSACTIONS

Energy and Natural Resources

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Private Equity/Venture Funds

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WHY COMPANIES CHOOSE CASTLE PLACEMENT

Results and Best Execution

Unmatched Investor Coverage

110,000+ institutional investors across private equity, venture, credit, real estate, and strategic capital.

True Best Execution

Targeted, data-backed outreach engineered by experienced bankers-never mass blasts.

SEC Registered FINRA Licensed Broker-Dealer

Full regulatory compliance and institutional-grade transaction execution.

Senior Bankers Only

No junior handoffs. Your deal is led end-to-end by senior professionals.

AI + Human Judgment

Proprietary AI accelerates targeting. Bankers drive outcomes.

CPGO®

The Most Advanced Private Capital Investor-Matching Platform

Precision Investor Matching

110,000+ institutional investors ranked by sector, stage, check size, and historical transactions.

Every match is based on real data-not guesswork.

Proprietary Deal Intelligence

500,000+ private company transactions indexed for pattern recognition, comparable analysis, and investor fit scoring.

Amplified by Senior Banker Judgment

AI narrows the field.

Our senior bankers select, refine, and execute with discipline and experience.

The Result

More relevant investors.

Better conversations.

Faster, higher-probability closes.

Institutional-grade capital raising

Raise smarter. Move faster. Get better terms.

Senior bankers + proprietary investor intelligence-built to match how institutions evaluate deals, not how founders “hope” they do.

  • Pinpoint investors by sector, stage, and check size
  • Run a disciplined, banker-led process with clear positioning
  • Stay confidential while moving fast with best execution
Banker-led execution Data-driven matching Confidential + secure

Tell us about your capital raise

Share a few details-we’ll route you to the right senior banker.

FAQ

Private Capital Raising – Frequently Asked Questions

We help established companies and funds raise approximately $5 million to $1 billion across private equity and private credit.
CPGO® uses proprietary matching and artificial-intelligence analytics to identify and prioritize likely investors and track engagement in real time.

Castle Placement executes all three major deal structures. We will help you select the optimal path based on your capital needs, timeline, and budget.

Feature Reg D 506(c) Reg A+ Reg CF
Raise Limit Unlimited $75M / year $5M / year
Investors Accredited Only Everyone Everyone
Speed to Market ~1 Week ~6 Months 4–6 Weeks
Upfront Cost Minimal $100k – $150k Low

Note: Timelines and costs vary depending on complexity and readiness.

110,000+ institutions including private equity, venture capital and strategic investors, family offices, pensions, foundations, endowments, sovereign wealth funds, hedge funds and lenders.
Timing varies by sector and structure; a disciplined process with prepared materials can shorten outreach and negotiation cycles materially.
We combine senior investment bankers that provide full-service from engagement to closing with a proprietary data and technology platform that actively matches issuers with the right investors, and have a long, successful track record, having raised $billions for our clients.

Stay Current

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Monthly/Quarterly updates on all closed private capital transactions in your sector.

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CASTLE BRIEFINGS

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Castle’s Referral Program

Introduce a Company Evaluating a Capital Raise
Referral Fee: 20% of Castle's upfront engagement fee

Make an Introduction

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
1460 Broadway Street
New York, New York 10036
(212) 418-1180
kmargolis@castleplacement.com

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