Companies · Other

Castle A M & Co

OAK BROOK · Other

Diligence memoA one-page analyst read on Castle A M & Co — recommendation, valuation, rhythm, risks.
$120.3M
Total raised · real
3
Rounds
0.8×
Latest step-up
Top 4%
Sector rank · raised
Series D+
Latest stage · inferred · Thu Aug 31 2017 00:00:00 GMT+0000 (Coordinated Universal Time)

Castle A M & Co looks under-valued against its niche peers and is dormant on financing cadence.

Synthesized from the figures below est. — every claim rests on a number shown on this page.

Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.

Under-valued
  • Modeled value is 0.02× the median modeled value of Series D+ Other companies in 2016–2018 (88 peers) — value vs value, same stage and era.
  • Issuer reports $100M+ revenue while modeled below niche peers.
Dormant
  • Last raise 8.8 yr ago; this sector typically re-raises about every 11 months.
  • Silent for over 3× the sector's normal cadence.
Leadership

No named principal in this company's public records yet — see all operators below.

Explore how these operators interlock with other companies in the operator network.

Where it sits in Other

Castle A M & Co is one of 25015 Other companies tracked from OAK BROOK. By capital raised it ranks among the largest (ahead of 97% of sector peers), and in the upper tier by modeled valuation est..

Ranking is computed against this company's own sector cohort — reported capital is fact; valuation tiers are modeled.

As reported in public records reported — not modeled.

US
Jurisdiction
$100M+
Issuer revenue
Rule 506(b)
Reg D exemption
7
Investors (latest)
2017-08-31
First sale
Amount raised vs valuation, by round

Solid bars are reported offering amounts reported; hatched bars are the modeled post-money valuation est. — both on one shared scale so you can read raise-vs-worth at each round directly. Use the toggles to overlay data labels and the niche-peer / market average value lines.

Amount raised · realModeled valuation · estCumulative funded · real
$0$500M$1.0B$1.5B$2.0BSeries D+ · 2017-07-01 Raised $115M (real) Modeled valuation $2.0B (est)$115M$2.0BSeries D+2017Series D+ · 2017-08-31 Raised $2.9M (real) Modeled valuation $50M (est)$2.9M$50MSeries D+2017Series D+ · 2017-08-31 Raised $2.4M (real) Modeled valuation $41M (est)$2.4M$41MSeries D+2017+$2.9M+$2.4MCumulative $120M

The line shows cumulative reported funding over the period; + labels show new capital added between points when there is room. Toggle on-bar figures, plus the niche-peer and market averages, to read this company against its cohort. Benchmarks are modeled medians.

Financing ladder & sequence gaps
Series D+$115.0M · 2017
Series D+ extension$2.9M · 2017
Series D+ extension$2.4M · 2017

Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed, Seed, Series A, Series B, Series C — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 17%.

Modeled valuation trajectory
$50.5M
Base estimate est.
$16.6M
Conservative case
$110.6M
Upside case
$24.4M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Series D+a $100M–$400M round). Valuation is modeled from stage benchmarks. Directional, not a quoted figure.

Series D+ · modeled $2.0B · 2017-07-012017Series D+ · modeled $50.5M · 2017-08-31Series D+ · modeled $41.4M · 2017-08-312017
Model inputs · modeled:benchmark-stage-stepup-v1
12%
Dilution assumption
Implied ownership sold in the financing.
85%
Survival probability
68% low · 94% high
1.16×/yr
Annual markup
1.30×/yr upside case
6.0 yr
Elapsed time used
8.8 yr actual, capped for stale marks
general
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
1 mo
Avg between rounds
Capital velocity
9.0 yr
On record since
2017
First round
3
Rounds on file
How it compares to the market

Benchmarked against 25015 companies in Other. Each bar is a median (the middle company, not an average — outliers don't skew it). Two yardsticks: real money raised (reported on Form D) and modeled value (our estimate est.). These are whole-sector medians across all stages, except the per-stage row.

Total raised — vs sector median (real $, all stages) 59× above median
This company$120.3M
Sector median$2.0M
Latest round — vs other Series D+ rounds in sector (real $, this stage) 0.0× of median
This company$2.4M
Sector median$125.1M
Modeled value — vs sector median (estimate, all stages) 2.9× above median
This company$50.5M
Sector median$17.7M

Raised more than 97% of sector peers (real $). Modeled value above 72% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Series D+) that last raised in the same ~3-year era, ranked by modeled value est. (not money raised). This is the exact set the analyst read compares against, so a like-for-like cohort is what makes "over/under-valued" meaningful. This company ranks #83 of 88.

This companyCohort peer
$10.0M$100.0M$1.0B$10.0B$100.0B$100.0M$1.0BCapital raised (log)Beacon Roofing Supply Inc · Series D+ Raised $696.1M · modeled $6.9B (est)BIB Merchant Voucher Receivables Ltd · Series D+ Raised $750.0M · modeled $6.9B (est)Marlin9 Holdings, Inc. · Series D+ Raised $389.5M · modeled $6.7B (est)Crackle Holdings, L.P. · Series D+ Raised $387.2M · modeled $6.7B (est)Optimize Topco, Inc. · Series D+ Raised $372.0M · modeled $6.4B (est)Transportation Insight Topco, L.P. · Series D+ Raised $369.9M · modeled $6.4B (est)PT Holdings, LLC · Series D+ Raised $358.1M · modeled $6.2B (est)Blue Star Parent, L.P. · Series D+ Raised $326.2M · modeled $5.6B (est)Elo Investors, L.P. · Series D+ Raised $317.4M · modeled $5.5B (est)Alera Group Holdings, Inc. · Series D+ Raised $282.5M · modeled $4.9B (est)Panda Holdco Llc · Series D+ Raised $281.1M · modeled $4.9B (est)Millennium Park Topco, LLC · Series D+ Raised $604.4M · modeled $4.4B (est)Castle A M & Co (this company) Raised $120.3M · modeled $50.5M (est)Castle A M & Co
CompanyStageRaised · realValue · estvs peer med.
Beacon Roofing Supply IncSeries D+$696.1M$6.9B3.18×
BIB Merchant Voucher Receivables LtdSeries D+$750.0M$6.9B3.18×
Marlin9 Holdings, Inc.Series D+$389.5M$6.7B3.09×
Crackle Holdings, L.P.Series D+$387.2M$6.7B3.07×
Optimize Topco, Inc.Series D+$372.0M$6.4B2.95×
Transportation Insight Topco, L.P.Series D+$369.9M$6.4B2.94×
PT Holdings, LLCSeries D+$358.1M$6.2B2.84×
Blue Star Parent, L.P.Series D+$326.2M$5.6B2.59×
Elo Investors, L.P.Series D+$317.4M$5.5B2.52×
Alera Group Holdings, Inc.Series D+$282.5M$4.9B2.24×
Panda Holdco LlcSeries D+$281.1M$4.9B2.23×
Millennium Park Topco, LLCSeries D+$604.4M$4.4B2.04×
Castle A M & Co this companySeries D+$120.3M$50.5M0.02×
Full financing history

Stage is inferred from round size est., not reported on the filing — a round's dollar size maps to a bucket: Pre-Seed <$1.0M · Seed $1.0M–$4.0M · Series A $4.0M–$15M · Series B $15M–$40M · Series C $40M–$100M · Series D+ $100M–$400M · Growth/Late >$400M.

StageAmount · realAnnouncedPost-money · estValue · estConf.
Series D+$115.0M2017-07-01$958.3M$2.0B90%
Series D+$2.9M2017-08-31$24.4M$50.5M90%
Series D+$2.4M2017-08-31$20.0M$41.4M90%
What happened at each round

Step-up, pace versus the sector's normal cadence, and revenue/exemption moves — read straight from the reported round facts reported.

  1. Series D+$115.0M2017-07-01
    • First recorded raise — entered as Series D+.
  2. Series D+$2.9M2017-08-31
    • Came back fast: 2 mo vs the ~11 mo sector norm.
    • Round 39.3× smaller than the prior — bridge or down round.
    • Switched to Rule 506(b) (was Rule 506(c)).
    • 7 investors on this round.
  3. Series D+$2.4M2017-08-31
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round roughly the size of the prior one.
    • 7 investors on this round.
Intelligence
2017 ~Q3
Modeled next raise · ~1mo cadence
$2.4M
Modeled next size est.range $2.4M$3.8M
0.8×
Last step-up
Capital velocity

Predictive signals are modeled est. from this company's own cadence and step-up, plus sector benchmarks — directional, not advice. Peer set and a CSV export live in your analyst workspace.

Key people & operators

Officers, directors and promoters named in this company's public recordsreported — the people who run it (not its investors). "Also runs" counts come from name-matching across all records, so verify before acting.

PersonRoleAlso runsTied since
Michael J. Sheehan1 other2017-07
Pamela Forbes Lieberman1 other2017-07
Howard Brod Brownstein2017-07
Jacob B. Mercer2017-08
Jacob E. Mercer2017-08
Jeffrey A. Brodsky2017-08
Jonathan B. Mellin2017-07
Jonathan B. Segal2017-08
Jonathan E. Segal2017-08
Marec E. Edgar2017-07
Patrick R. Anderson2017-07
Ronald E. Knopp2017-07
Steven W. Scheinkman2017-07
Registry & provenance

Castle A M & Co is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.

United States
Country of record
US
Jurisdiction
18172
SEC CIK
Similar companies

Nearest neighbours across the whole database — matched on sector, stage and capital scale, and on shared operators (officers or directors named at both companies in public filings). A discovery shortlist, not a valuation cohort — verify before acting, the same way modeled figures are directional.

CompanySectorStageRaised · realValue · estWhy similar
Penta Parent Holdings, LPOtherSeries D+$136.5M$50.7Msame sector · same stage
Cinedigm Corp.OtherSeries C$130.8M$48.9Msame sector
ILY Holdings, LLCOtherSeries C$105.6M$48.7Msame sector
Varietal Distribution Holdings, LLCOtherGrowth/Late$10.0B$25.4Bnetwork1 shared operator · same sector
Stuffed Puffs, LLCOtherSeries C$151.7M$49.9Msame sector
Elroy Air, Inc.OtherSeries C$94.1M$48.1Msame sector
AiFi Inc.OtherSeries C$74.7M$51.2Msame sector
Lemon Perfect CoOtherSeries B$73.7M$47.8Msame sector
Semantically similar

Matched by meaning, not labels — a local language model reads each company's name, sector and description and ranks the closest in that learned space. This catches look-alikes that cross sector boundaries; the structured list above explains its matches, this one trusts the text. Directional, like every modeled signal here.

CompanySectorStageValue · estMatch
CODE CASTLE CorpOtherSeries A$81.0M82%
Castle Island Brewing Company, LLCFood & BeveragePre-Seed$6.1M81%
Stone Castle Investment LLCOtherSeries D+$1.8B79%
Sand Castle Investment LLCOtherSeries D+$1.8B78%
Highclere Castle Spirits Investments LLCFood & BeverageSeed$10.8M78%
Mary & Pip Co.OtherPre-Seed$1.3M77%
INSIDE THESE CASTLE WALLS DEVELOPMENT Ltd LIABILITY CoOtherSeed$74.4M77%
Broderick & CoOtherPre-Seed$4.1M76%
Frequently asked
How much funding has Castle A M & Co raised?
Castle A M & Co has raised approximately $120.3M in disclosed capital across 3 recorded financing rounds, aggregated from public filings.
What is Castle A M & Co's estimated valuation?
Provath's modeled valuation for Castle A M & Co is approximately $50.5M (modeled range $16.6M–$110.6M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Castle A M & Co at?
Castle A M & Co's latest modeled financing stage is Series D+. Its most recent recorded round closed around Thu Aug 31.
What does Castle A M & Co do and where is it based?
Castle A M & Co operates in the Other sector, based in OAK BROOK.
Explore related

See where Castle A M & Co sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.

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