Turn a chaotic raise into one clean workflow.
Deal Box gives you one link for investor onboarding, accreditation, docs, and tracking—so your team spends less time in spreadsheets and more time closing capital.
Built for late-Seed to Series B companies, funds, and tokenized offerings.
Issuer-direct; Deal Box is not a broker-dealer.
How Deal Box Works
Deal Box is a capital formation platform with five building blocks. Start where you are—or use them together.
The Box
Your investor portal. One link for docs, accreditation, status, and wiring—LITE, PRO, and white-label options for 506(b), 506(c), funds, and SPVs.
Raise
Full-service capital formation. We structure your round, build your materials, and launch your Deal Box portal for Reg D, Reg A/A+, Reg S, funds, and SPVs.
Tokenize
Tokenization overlays on top of traditional raises—tokenized equity, revenue notes, and yield instruments that create programmable, compliant liquidity.
Mint
Exchange-ready token launches. Institutional tokenomics and listings support for Web3 teams preparing for TGE or Tier-1/Tier-2 exchanges.
The Network
A secure access environment for verified participants—education, verification, and issuer-direct 506(c) offering access. No lead-brokering, no solicitation.
Why most raises feel like spreadsheet hell.
Investor updates, NDAs, sub docs, and wires scattered across email threads and DocuSign links.
No live view of who's "interested", "reviewing docs", or "ready to wire"—just your team chasing status.
Outside vendors charging like bankers without giving you banker-grade structure or analytics.
Deal Box exists to fix the mechanics of raising—not replace your investors or your counsel.
Before Deal Box
12 tools: shared drives, DocuSign, cap table spreadsheets, KYC vendors, ad-hoc dashboards.
3–6 months to get your round investor-ready.
No clear funnel from "interested" to "funded".
After Deal Box
One portal: docs, accreditation, status, and wiring in one link.
4–6 weeks to structure, package, and launch your raise.
Live analytics across the investor journey.
Hundreds of private offerings since 2006.
Deal Box has packaged and supported hundreds of Reg D, Reg A, and Reg S offerings—across software, funds, and tokenized structures.
Complete Infrastructure for Private Markets
From capital formation to tokenization to exchange listings—Deal Box provides the platform and advisory backbone.
Your entire raise, in one link.
Share one place for docs, accreditation, status, and wiring—whether you're running 506(b), 506(c), fund vehicles, or SPVs.
Start your raise the right way.
Get your structure, docs, and diligence done correctly from day one—so investors take you seriously and your round actually closes.
Add liquidity to any round.
Layer in tokenized equity, revenue notes, or yield instruments to create programmable, compliant liquidity pathways.
Launch your token with confidence.
Institutional tokenomics, TGE planning, and Tier-1/Tier-2 exchange readiness for Web3 teams preparing to list.
Verification and access—on autopilot.
A secure environment for accredited participants to verify once and access issuer-direct 506(c) opportunities without fees or intermediaries.
Automation You Can Measure
Platform-wide proof points from hundreds of issuers and thousands of investor workflows.
Automated workflows guide investors through verification to final subscription
Down from 30+ days with manual processes and disconnected systems
Eliminate redundant verification, document chasing, and status tracking
Tokenization That Complements Your Raise
Not hype—real liquidity pathways, revenue instruments, and programmable compliance. Deal Box designs frameworks that connect traditional securities with digital assets.
Enable structured secondary sales tied to revenue milestones—founders take liquidity while retaining control.
Digital securities with automated transfer restrictions, accreditation checks, and compliance logic built-in.
Secondary market infrastructure and digital buyback mechanisms—no full exit events required.
Real-time visibility into every investor.
See exactly where investors are in your funnel—from initial interest to final wire—with live analytics built into The Box.
Deal Flow Dynamics
Real-time insights into investor portal engagement
Investor Status Distribution
Breakdown of 278 total investors by current stage
Investment Journey Funnel
Three-stage conversion path from portal visit to final investment
Sample portal analytics from a real issuer workflow. Track conversion rates, identify bottlenecks, and optimize investor experience.
Ready to Build?
Schedule a 30-minute demo and see how Deal Box can streamline your capital formation, investor onboarding, and tokenization strategy.
Get a Demo