Castle Placement
About this raise: 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.
Investment Overview
Deal Terms
- Platform
- Self Managed
- Start Date
- 09/27/2022
- Close Date
- Not Provided
$250
$75,000,000
$250
Equity - Common
Seed
RegA+
$5.00
$75,000,000
Company & Team
Company
- Year Founded
- 2009
- Industry
- Financial & Insurance Products & Services
- Tech Sector
- Distribution Model
- B2B
- Margin
- Medium
- Capital Intensity
- Low
Financials
- Revenue +147% YoY
- $2,921,430
- Monthly Burn
- Profitable
- Cash on Hand
- $1,328,654
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Company Funding & Growth
Funding history
- Total Prior Capital Raised
- $0
- VC Backed?
- No
| Close Date | Platform | Valuation | Total Raised | Security Type | Status | Reg Type |
|---|---|---|---|---|---|---|
| 09/27/2023 | Self Managed | $75,000,000 | - | Equity - Common | Funded | RegA+ |