Castle Roads

Customer Acquisition Financing

Programmatic growth capital

Castle Roads provides non-dilutive, founder-aligned capital to high-growth recurring revenue businesses — purpose-built for the $30M–$300M revenue segment.

$10–100M+

Facility Size

12–16%

Target Cost of Capital

$30M+

Minimum Revenue

Why Castle Roads

Flexible Capital & Structuring Expertise

From revenue-based financing to fixed prepayment structures and term debt, we tailor capital solutions to your business. We can also refinance existing term loans and work with our network of banking partners on revolving credit facilities.

Data & Analytics

We share our underwriting model directly with borrowers, so you walk away knowing more about your own business. Our cohort analysis gives you a clearer picture of unit economics, payback periods, and growth levers than most internal finance teams have access to.

Growth Marketing Expertise

Our team has scaled 100+ brands and managed $500M+ in customer acquisition spend. We don't just provide capital — we understand the channels, the metrics, and the decisions that drive efficient growth.

Who We Finance

$30M+ Recurring Revenue

Proven revenue base with scale

20%+ YoY Growth

Demonstrable upward trajectory

Breakeven or Clear Path

Profitable or on path to breakeven within 12 months

Recurring / Re-occurring Revenue

Predictable, contractual, or habitual customer payments

Diversified Customer Base

No single-customer concentration risk

<24 Month CAC Payback

Efficient unit economics

How We Structure Capital

Core Product

Customer Acquisition Financing

Cost of Capital

14–18%

Use of Proceeds

Sales & Marketing

Funding

Monthly / Quarterly

Repayment

% of Gross Profit (or Fixed)

Repayment Schedule

Performance-Linked

Payback Period

6–24 Months

Security

Unsecured

Also Available

Senior Debt

Cost of Capital

12–16%

Use of Proceeds

General Purpose

Funding

Lump Sum

Repayment

Fixed Schedule

Repayment Schedule

Monthly Amortization

Payback Period

24–36 Months

Security

Senior Secured

Explore Financing

Tell us about your business and we'll be in touch. Or book a 30-minute intro call directly.

Send us a note

Castle Roads · Customer Acquisition Financing · New York · 2026

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