What does Castle Placement do?

Castle Placement is a FINRA/SIPC-registered boutique investment bank that raises capital and finds loans for middle-market companies and alternative asset managers, ranging from $5 million to $1 billion.

What sectors does Castle Placement cover?

Castle Placement covers real estate, specialty finance, technology, fintech, life sciences, healthcare, consumer, retail, energy, infrastructure, manufacturing, artificial intelligence, e-commerce, ad-tech, ag-tech, gaming, esports, digital health, and pet care.

How large is Castle Placement's investor network?

Castle Placement maintains a network of over 110,000 institutional investors and 600,000 accredited investors including private equity, venture capital, family offices, pension funds, endowments, sovereign wealth funds, hedge funds, and lenders.

CPGO is Castle Placement's proprietary AI-powered platform that identifies, ranks, and matches deals with the most relevant institutional investors from their network of 110,000+.

What is Castle Placement's typical deal size?

Castle Placement works on capital raises ranging from $5 million to $1 billion for middle-market companies and alternative asset managers.

Is Castle Placement a registered broker-dealer?

Yes. Castle Placement, LLC is a registered broker-dealer and member of FINRA and SIPC, headquartered at 1460 Broadway, Suite 400, New York, NY 10036.

Who are the Managing Partners of Castle Placement?

Castle Placement's Managing Partners are Ken Margolis and Richard Luftig, both experienced investment bankers with backgrounds at top-tier global financial institutions.

Where is Castle Placement located?

Castle Placement is headquartered in New York City with offices in Boston, Dallas, Detroit, Houston, Los Angeles, Miami, and Washington DC.

How is Castle Placement different from other placement agents?

Castle Placement combines 40+ senior investment bankers with a proprietary AI platform (CPGO) that actively matches issuers with the right investors from a network of 110,000+. Every deal is led end-to-end by senior bankers with no junior handoffs.

What types of capital does Castle Placement raise?

Castle Placement raises equity, debt, mezzanine, and structured capital via Reg D, Reg A+, and Regulation Crowdfunding for private companies and funds.

How long does a capital raise take with Castle Placement?

Timing varies by sector and structure. A Reg D raise can go to market in approximately 3 weeks, while Reg A+ takes around 6 months. Castle's disciplined process and prepared materials help shorten outreach and negotiation cycles.

Does Castle Placement work with early stage companies?

Yes. Castle Placement works with companies at various stages including early stage, growth stage, and established middle-market companies across all sectors.

How does Castle Placement find the right investors for a deal?

Castle uses its proprietary CPGO AI platform to identify and rank investors by sector, stage, check size, and historical transactions. Senior bankers then refine the list, lead outreach, and manage investor engagement through closing.

When was Castle Placement founded?

Castle Placement was founded in 2009, formerly known as StoneCastle Placement, and has since completed over 169 transactions across all sectors.

Artificial Intelligence Capital Raises and Investors in the U.S.

Artificial Intelligence Capital Raises and Investors in the U.S. – October 16th to November 15th, 2025

Several interesting transactions closed in the Artificial Intelligence sector over the past month. If you would like more info or would like to discuss the capital raising market for your company, please contact me.

PE Growth/Expansion

dataland, museum and web3 platform for data visualization and artificial intelligence arts, received development capital from Anaïs Ventures.
Labelbox, software and services that help organizations operate, build, or staff modern artificial intelligence data factories, serving artificial intelligence model developers, received development capital from One Madison Group.

Merger/Acquisition

studyOS, AI-enabled clinical data management platform that identifies and relates risks between endpoint data, safety data, and overall reliability, was acquired by Sitero.
Tyms, finance and accounting automation software designed for financial officers, accountants, bookkeepers, and business owners, was acquired by Moni.

Later Stage VC

SenseNet, artificial intelligence-driven wildfire detection system for early identification and response to fire hazards, raised $14 million of Series A venture funding in a deal led by Stormbreaker Ventures Tavus, AI-based human computing technology that bridges the gap between humans and machines through natural, real-time interaction, raised $39.12 million of Series B venture funding in a deal led by CRV, putting the company’s pre-money valuation at $216.88 million.

Early Stage VC

Streetbeat, artificial intelligence-powered investment platform that unifies customer relationship management, email, and portfolio management, raised $23.29 million through a combination of Series A venture funding in a deal led by CDP Venture Capital, putting the company’s pre-money valuation at $15.72 million.
WisdomAI, artificial intelligence (AI)-driven data analytics platform that make data insights accessible to all employees, raised $50 million of Series A1 venture funding in a deal led by Kleiner Perkins, putting the company’s pre-money valuation at $210 million.

Seed Round

BluePill, AI-powered customer analytics platform that support data-driven marketing strategy and reduce go-to-market risk, raised $6 million of Seed-1 and Seed-2 Series funding in a deal led by Ubiquity Ventures, putting the company’s pre-money valuation at $17.5 million.
Theo Ai, AI-based legal prediction engine that forecasts the outcome of legal disputes, raised $3.37 million of Seed Plus funding in a deal led by Run Ventures, putting the company’s pre-money valuation at $21 million.

#castleplacement #capitalraising #privateequity #venturecapital #investment #AI #ArtificialIntelligence

Tamara Williams

Managing Director

Please contact me if you have any questions or would like to discuss your capital raise:

Email: twilliams@castleplacement.com

(C) (385) 600-1871

Send us a message:

Sources: Information on this page was derived from a variety of sources including Bloomberg, Company Websites, Crunchbase, PitchBook and other news outlets. Castle Placement™ does not warrant or guarantee this information, nor makes any representations as to the accuracy of the information. For more Risks, see CPGO Risks and Disclaimers.