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Private Investments

Our Private Investment team is comprised of successful entrepreneurs and leading industry experts.

Castellan seeks to partner with entrepreneurs that are building the next generation of industry-leading companies. We invest in businesses that can benefit from the hands-on operational expertise that we bring to the table.

Castellan brings a unique value proposition as a financial partner. We strive to leverage our generation of unique entrepreneurial experiences and proprietary Best Practices Database.

Overall Strategy

Min $1 mm check size, $2-5 mm preference but will go higher under the right circumstances 
Look for situations where Castellan can contribute actively through application of best practices, strategy, and business development
Minimum revenue run-rate of $1 mm with 30-50% year-over-year growth rate
Commercial stage businesses with strong management teams
Target big markets with powerful tailwinds driving them – visibility to $100 mm enterprise value
Preference to be lead investor
Willing to be flexible on capital structure
Invest for the long-term and across all stages from Seed to Pre-IPO

Healthcare Enterprise Technology

Partner with operators and entrepreneurs by leveraging our deep domain expertise and network in the healthcare space. We invest in both mature businesses and startups of all stages.

  • Healthcare Analytics and Big Data
  • Member Engagement Technology
  • Marketplace & Benefits Platforms
  • Operations Technology
  • Governance, Regulation, and Compliance Technology (“GRC”)

We do not invest in biotechnology, medical technology, or care facilities.

Financial Technology

Partner with entrepreneurs building disruptive technologies that increase financial inclusion.

  • Advisortech
  • Investment Tools
  • Alternative Capital
  • Market Data and Analytics
  • Payments
  • Platforms and APIs

Green Technology

Partner with entrepreneurs building world-changing companies with an ESG theme.

  • Waste Management
  • Materials
  • Information Management

Emerging Consumer Brands

Partner with entrepreneurs building powerful brands.

Opportunistic Technology

Partner with entrepreneurs building and marketing disruptive technologies when opportunities arise.

Get In Touch

We can be your modern-day castellan. Contact us today for the best management and protection of your castle’s assets.

Main Office
2011 Lake Point Way,
Suite 001
Louisville, KY 40223

South Florida Office
1061 E Indiantown Rd
Suite 309
Jupiter, Florida 33477

Mailing Address
P.O. Box 43847,
Louisville, KY 40253

Castellan Group