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.

What types of capital does Castle Placement raise?

Castle Placement raises equity, debt, mezzanine, and structured capital for private companies and funds.

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 firms, venture capital firms, family offices, pension funds, endowments, sovereign wealth funds, hedge funds, and lenders.

CPGO is Castle Placement's proprietary AI-powered platform that helps identify, rank, and match deals with relevant institutional investors.

Is Castle Placement a registered broker-dealer?

Yes. Castle Placement, LLC is a registered broker-dealer and member of FINRA and SIPC.

What sectors does Castle Placement cover?

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

How is Castle Placement different from other placement agents?

Castle Placement combines senior investment banking expertise with its proprietary CPGO AI platform to match issuers with relevant investors and manage investor engagement through closing.

Where is Castle Placement located?

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

Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. - October 1st

Top 10 Insurance/InsurTech Capital Raises and Investors in the U.S. – October 1st – 15th, 2025

Several interesting transactions closed in the Insurance/InsurTech sector over the past two weeks. If you would like more info on these deals or would like to discuss the capital raising market for your company, please contact me.

PIPE

1. Roadzen, insurance technology company on a mission to transform auto insurance powered by AI, received $7 million of development capital from Team India Guaranty, Valentis Advisors Pvt, Quant AMC, and Prime Securities Group, and marquee investors including Utpal Sheth and Anand Jain, among others, through a private placement.

Merger/Acquisition

1. SquareRisk, integrated distribution gateway platform for retail brokers to discover, quote, and bind specialty insurance products, was acquired by Bold Penguin, a subsidiary of American Family Insurance.

Early Stage VC

1. FurtherAI, artificial intelligence-powered workflow automation tools that optimizes commercial insurance operations, raised $25 million of Series A venture funding in a deal led by Andreessen Horowitz.
2. Liberate Innovations, SaaS-based insurance platform that delivers a digital and voice claims experience, raised $50 million of Series B venture funding in a deal led by Battery Ventures.
3. Meanwhile, life insurance platform for long-term wealth planning purposes, raised $82 million of venture funding in a deal led by Bain Capital, Haun Ventures Management and Pantera Capital.
4. QuoteWell, data-driven platform for the insurance industry, raised an estimate $10 million of venture funding in a deal led by New Enterprise Associates.

Seed

1. IRYS Insurtech, insurance management software that leverages technology to enhance human connections, raised $12.5 million of seed funding in a deal led by Markd.
2. Start With Level, insurance technology platform that brings fairness and transparency to the claims process, raised $3.09 million of seed funding from Better Tomorrow Ventures and 81 Collection.

Accelerator/Incubator

1. Casey (Financial Software), insurance platform that automates submission preparation and streamlines workflows for hard-to-place lines, joined Y Combinator as a part of its Fall 2025 batch and received $500,000 in funding in the form of SAFE notes.
2. Fernstone, AI-based insurance brokerage platform that helps businesses manage risk, stay compliant, and get support, joined Y Combinator as a part of its Fall 2025 batch and received $500,000 in funding in the form of SAFE.

#castleplacement #capitalraising #privateequity #venturecapital #investment #insurance #insurtech

Axel Reijmers

Managing Director

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

Email: areijmers@castleplacement.com

(C) (201) 747-4718

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.