The Premier Private Capital Investment Bank
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
Castle Placement provides sophisticated technology and bulge bracket investment banking expertise with a personalized touch
Castle Placement has raised billions of dollars for our clients.
Get Funding. Contact Us.
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CURRENT TRANSACTIONS
$5.4 Billion
CURRENT CAPITAL RAISES
64,500
INSTITUTIONAL INVESTORS/LENDERS
600,000+
ACCREDITED INVESTORS
Capital Raising Process
We become your capital raising team
- Involved throughout the entire process, from initial strategic and financial review, to successful close
- Transaction process is carefully orchestrated to create and maintain a competitive environment, minimize demands on management, assist in negotiating with the investor(s), and ultimately secure capital that best fits clients’ needs and objectives
- Provide you with objective advice, guidance, and realistic expectations for terms and deal timing
- You have access to CPGO – cutting edge app
- monitor all phases of your capital raise
- proprietary AI investor matching technology
- message investors and track their interest
- access investor profiles and contact information
Strategic and Financial Review
- Review preliminary marketing materials, business plans and financial models
- Perform detailed due diligence to understand and develop the investment thesis for the business
- Identify and address any company-specific issues and weaknesses
- Evaluate potential business models in tandem with investment thesis and potential investors
- Plan processes and timing of Pre-Market Preparation, Marketing, and Execution phases
Marketing Plan
- Create and/or modify marketing materials, business plans and financial models
- Systematically screen the universe of investors to a focused set of lead, non-lead, strategic and/or crowd investor
- Create email, LinkedIn, Facebook and other Digital Media campaigns
- Recommend other professional service providers, industry experts, strategic partners and company personnel
Marketing
Institutional and Accredited Investors
- Send teaser and call targeted lead, non-lead and strategic investors to foster initial investor interest
- Identify and have serious investors sign a non-disclosure agreement
- Arrange investor calls with management
- Send business plan and financial model to investors or grant access to online data room
- Arrange face-to-face investor/management meetings
- Drive competitive process to ensure best terms for Company
- Breakdown quantitative and qualitative terms to optimize investor selection
- Negotiate term sheet with lead investor
Non-Accredited Crowd Investors
- Provide a team to help you launch your offering
- Form C (Reg CF)
- Campaign Page Build, Perks, Strategy
- Help run your advertising campaigns
- Home Crowd Advantage
Execution
- Negotiate and structure final definitive agreement
- Facilitate and monitor investor due diligence*
- Review final offering materials (offering memorandums, subscription agreements, etc.)
- Assist with closing/funding
Offering Preparation and Compliance
- Broker Dealer: Member | FINRA, SIPC
- Licensed in all 50 states
- Document Reviews
- SEC Filings & Communication Support
- Investor KYC-AML*
- Facilitate and Monitor Investor Due Diligence*
* Institutional and Accredited Investors
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