Castle Placement

Growth Stage

The Premier Private Capital Investment Bank

Overview

Platform

Self Managed

Start Date

09/27/2022

Close Date

09/27/2023

Min. Goal

$250

Max. Goal

$75,000,000

Min. Investment

$250

Security Type

Equity - Common

Series

Seed

Funding Type

RegA+

Price Per Share

$5.00

Pre-Money Valuation

$75,000,000

Location

New York, New York

Industry

Financial & Insurance Products & Services

Tech Sector

Fintech

Distribution Model

B2B

Margin

Medium

Capital Intensity

Low

Business Type

Growth

Castle Placement is raising funds independently through Reg A+ crowdfunding. The company offers a platform for private companies to raise equity and debt as capital. The data-driven technology platform of Castle Placement is led by an experienced investment banking team and has access to over 600,000 accredited investors and 64,500 private equity, venture capital, pension funds, hedge funds, and lenders. Castle Placement facilitates Reg A, Reg CF, and Reg D 506(c) offerings. Ken Margolis and Richard Luftig founded Castle Placement in 2009. The current crowdfunding campaign has a maximum target of $75 million. The campaign proceeds will be used for data and technology, marketing, business development, hiring, and working capital.

Balance Sheet

Cash and Cash Equivalents

$1,328,654

Accounts and Notes Receivable

$971

Property, Plant and Equipment (PP&E)

$145

Total Assets

$1,329,760

Accounts Payable & Accrued Liabilities

$75,305

Long Term Debt

$0

Total Liabilities

$75,305

Total Stockholders' Equity

$1,254,455

Total Liabilities and Equity

$1,329,760

Statement of Comprehensive Income Information

Total Revenues

$2,921,430

Costs & Expenses Applicable to Rev

$149,500

Depreciation and Amortization

$135,063

Net Income

$2,646,867

Earnings Per Share - Basic

$0.17

Earnings Per Share - Diluted

$0.08

Auditor: Rubio CPA PC
Financials as of: 09/27/2022
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Castle Placement on Self Managed 2022
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Platform: Self Managed
Security Type: Equity - Common
Valuation: $75,000,000

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