five pillars of success
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We have unique structural advantages that allow us to take a truly long-term approach most financing partners cannot offer. We further leverage these advantages to be able to provide capital across all stages of the business lifecycle, from pre-seed venture capital to private equity exits for mature businesses. While our focus is on equity investments, we are open to considering debt and mezzanine securities if the risk-adjusted returns are attractive. We are also open to Qualified Opportunity Zone investments.
investment strategies & advisory
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Continuous Learning
Create cutting edge solutions as the world changes
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Integrity
Candidly advising only what is in your best interest
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Compatibility
Ensuring a long-term partnership
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Accountability
Fee alignment and rigorous outcome measurement
______
Transparency
Processes and operations are fully visible
Private Investments & Oversight
We have unique structural advantages that allow us to take a truly long-term approach most financing partners cannot offer. We further leverage these advantages to be able to provide capital across all stages of the business lifecycle, from pre-seed venture capital to private equity exits for mature businesses. While our focus is on equity investments, we are open to considering debt and mezzanine securities if the risk-adjusted returns are attractive. We are also open to Qualified Opportunity Zone investments.
tax strategies & estate planning
Castellan is an independent registered investment advisor wholly owned by perpetual trust with all income annually donated to charitable organizations. If Castellan is ever sold, 100% of the proceeds of the sale will pass on to charities through the trust. Castellan is designed to serve your family for generations.
______
Continuous Learning
Create cutting edge solutions as the world changes
______
Integrity
Candidly advising only what is in your best interest
______
Compatibility
Ensuring a long-term partnership
______
Accountability
Fee alignment and rigorous outcome measurement
______
Transparency
Processes and operations are fully visible
PHILANTHROPY & LEGACY PLANNING
Castellan is an independent registered investment advisor wholly owned by perpetual trust with all income annually donated to charitable organizations. If Castellan is ever sold, 100% of the proceeds of the sale will pass on to charities through the trust. Castellan is designed to serve your family for generations.
______
Continuous Learning
Create cutting edge solutions as the world changes
______
Integrity
Candidly advising only what is in your best interest
______
Compatibility
Ensuring a long-term partnership
______
Accountability
Fee alignment and rigorous outcome measurement
______
Transparency
Processes and operations are fully visible
Castellan is an independent registered investment advisor wholly owned by perpetual trust with all income annually donated to charitable organizations. If Castellan is ever sold, 100% of the proceeds of the sale will pass on to charities through the trust. Castellan is designed to serve your family for generations.
Venture Capital | Growth Equity | Mature Company Buyouts |
Industries | Industries | Industries |
Healthcare | Healthcare | Healthcare |
Enterprise Software | Enterprise Software | Waste Management |
Financial Technology | Financial Technology | Businesses with qualities below |
Information Technology | Information Technology | |
Branded Products | ||
Size | Size | Size |
Potential to invest more than $1 mm | Greater than $2 mm | Greater than $5 mm |
Considerations | Considerations | Considerations |
Pre-Product (up to $250k) | Acquisition Capital | Industry Segment Roll-up |
Product Development (up to $250k) | Growth Capital | Acquirer of Choice |
Product Full Launch (up to $500k) | 3-Year Revenue CAGR of > 20% | |
Series A ($250k or more) | ||
Series B ($250k or more) | ||
Qualities | Qualities | Qualities |
Offering saves users time | Sustainable economic moat | Low cyclicality or counter-cyclical |
Offering makes/saves users money | Industry volatility is tolerable | Strong cash flow |
Solves a problem or serves a passion | The business has built a brand | Highly fragmented industry |
The market is ready for the offering | Management is conscious about pace | Ability to leverage best practices |
TAM can support a $100 mm business | Clear path to profitability exists | Low debt |
TAM can support a $100 mm business | Pricing power | |
Viable payback period of 3-5 years | Management in place |