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Castellan Group

2011 Lake Point Way, Suite 001, Louisville, Kentucky, 40223, United States

Overview

Investment advisor and multi-family office for ultra-high net worth familie

Founded

2018

Deals · 12mo

1

Links

WebsiteLinkedIn

Stage focus

Seed
Series A

Geographic focus

United States

Sector focus

—

Investment portfolio

5rounds
NAMEDATESIZE
Kalogon
Jun 2026Participated
$6 MOther Equity
Segmed
Sep 2024Participated
$10 MSeries A
DUOS
Jun 2023Led
$10 MOther Equity
Levatas
May 2022Led
$6 MSeed
Medxoom
Apr 2021Led
$8 MOther Equity
Kalogon
Jun 2026Participated
$6 MOther Equity
Segmed
Sep 2024Participated
$10 MSeries A
DUOS
Jun 2023Led
$10 MOther Equity
Levatas
May 2022Led
$6 MSeed
Medxoom
Apr 2021Led
$8 MOther Equity
5
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Insights

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Deal Distribution

Castellan Group: 5 funding rounds are recorded in the selected participation categories.All available history.
Castellan Group: 5 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed10
Series A01
Other Equity21

Monthly Deal Activity

Castellan Group: 5 deals are recorded across 67 months.All available history.
Castellan Group: 5 deals are recorded across 67 months. All available history
MonthDeals
Apr '211
May '210
Jun '210
Jul '210
Aug '210
Sep '210
Oct '210
Nov '210
Dec '210
Jan '220
Feb '220
Mar '220
Apr '220
May '221
Jun '220
Jul '220
Aug '220
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '231
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '241
Oct '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '250
Sep '250
Oct '250
Nov '250
Dec '250
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '261
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Castellan Group: Health & Life Sciences is the largest displayed sector by deal count (4 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Castellan Group: Health & Life Sciences is the largest displayed sector by deal count (4 deals). All available history
SectorDeals
Health & Life Sciences4
Networks, Cloud & Communication2
AI & Machine Learning2
Fintech1
Enterprise Software1
Manufacturing1
Professional Services1
Consumer & Lifestyle1

Deal Size Distribution

Castellan Group: 5 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Castellan Group: 5 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M3
$10M-$25M2
$25M-$50M0
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Castellan Group: United States has the largest recorded deal count among the displayed regions (5 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

Castellan Group: United States has the largest recorded deal count among the displayed regions (5 deals). All available history
RegionDeals
United States5
Castellan Group: 18 co-investors are shown, with Advocate Health sharing 1 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

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Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Castellan Group: 18 co-investors are shown, with Advocate Health sharing 1 recorded deals. All available history
Co-investorShared deals
Advocate Health1
Black Opal Ventures1
Blumberg Capital1
Bold Brain Ventures1
DeepWork Capital1
Enable Ventures1
Engine Health Capital1
Expeditions Fund1
Florida Opportunity Fund1
Fox Chase Cancer Center1
iGan Partners1
Las Olas Venture Capital1
Nina Capital1
Nova Capital1
Primetime Partners1
SJF Ventures1
TTV Capital1
Y Combinator1

Investment Strategy

Castellan Group: Led accounts for 60% and participating for 40% of round participation.All available history.
Castellan Group: Led accounts for 60% and participating for 40% of round participation. All available history
CategoryDeals (count)Share (%)
Led360%
Participating240%
Castellan Group: Single-lead accounts for 67% and co-led for 33% of lead dynamics.All available history.
Castellan Group: Single-lead accounts for 67% and co-led for 33% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead267%
Co-led133%

Team

No team members found for this fund.