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: Low

Reg A+


Raise up to $70 million each year.


Non-Accredited, Accredited and Institutional Investors


Launch in approx. 6 months


3rd party costs: $50,000 – $75,000

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: Minimal

Helping Great Companies Grow

Castle Placement provides sophisticated technology and bulge bracket investment banking expertise with a personalized touch

Helping Great Companies Grow

Castle Placement has raised billions of dollars for our clients.


Get Funding. Contact Us.

Join Our Community.

55

CURRENT TRANSACTIONS

$5.4 Billion

CURRENT CAPITAL RAISES

64,500

INSTITUTIONAL INVESTORS/LENDERS

100,000+

ACCREDITED INVESTORS

Helping Great Companies Grow

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

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


Helping Great Companies Grow

Want to demo the CPGO app?

https://cpgoapp.com

UserID: john@demo.com

Password: JD123

Click:

Access My Capital Raise

Helping Great Companies Grow

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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