Regulation D
Institutional private offerings for U.S. accredited investors. Deal Box structures Reg D raises and powers investor onboarding through Deal Box.
Who This Is For
Use Reg D when you're raising from U.S. accredited investors and need institutional structure without going public. Ideal for venture-backed companies, growth-stage startups, and operating businesses running private placements.
- Late-seed to Series B companies raising from accredited investors
- Founders who want a full data room, documents, and investor portal handled for them
- Issuers who need 506(b) or 506(c) readiness and clean compliance
Core Deliverables
Financial model, ownership structure, and round dynamics tailored to this exemption.
PPM or offering circular, subscription agreements, operating or shareholder agreement, and required filings drafted for counsel review.
Executive summary, investor deck, and brief that explain the opportunity in institutional language.
Organized repository of financials, contracts, and compliance documents formatted for investor review.
Subscription workflows, onboarding, and compliance checks configured for this raise type.
Timeline
Most mandates follow a two-phase schedule: packaging first, then portal launch.
Weeks 1–2
Discovery & Architecture
Deep-dive working sessions, data intake, and capital structure design.
Weeks 3–6
Documentation & Data Room
We build the model, draft materials, assemble the data room, and iterate with your counsel.
Weeks 7–8
Deal Box Portal Launch
Your investor portal goes live with subscription workflows, KYC/AML, and progress analytics.
Investment Packaging Fee
$50,000 cash + $50,000 equity option, with $25,000 of the cash component deferred to first close.
- Delivered in 6–8 weeks, including documentation, modeling, data room, and portal configuration.
- Includes nine (9) months of Deal Box PRO for this raise (a $17,550 value).
- Legal counsel and third-party vendor costs are separate and issuer-controlled.
Capital Formation Cost Profile
| Line Item | Typical Market vs Deal Box |
|---|---|
| Capital Advisory | Market: $75K–$150K retainers. Deal Box: included in the $100K mandate. |
| Investor Verification (506(c) / KYC / AML) | Market: per-investor fees plus coordination overhead. Deal Box: integrated into Deal Box workflows; you only pay pass-through vendor fees. |
| Document Preparation & Legal Review | Market: $25K–$75K+ for PPM and related docs. Deal Box: we draft first-pass materials so your counsel can review instead of start from scratch. |
| Data Room & Analytics | Market: separate tools for data rooms and investor tracking. Deal Box: data room and investor funnel analytics included. |
| Investor Relations Admin | Market: months of founder and staff time. Deal Box: structured updates, reminders, and portal-based communications. |
| Time-to-Market | Market: 3–6 months of fragmented work. Deal Box: 6–8 weeks from kickoff to portal launch. |
How We Compare to Other Platforms
| Other Platforms | Deal Box |
|---|---|
| Transaction portals focused on e-sign and subscription. | End-to-end capital orchestration from structure to investor onboarding. |
| Purely transactional software; compliance left to issuers. | Built around Reg D/A/S workflows with clear roles for counsel and vendors. |
| Focus on closing documents. | Covers modeling, documents, data room, portal, and post-raise reporting. |
| Platform-centric data ownership. | Issuer-as-controller architecture; investors and instruments stay under issuer control. |
| Basic KYC/AML integrations. | Coordinated onboarding, verification, and audit-grade records via Deal Box. |
| Limited post-close tooling. | Ongoing portals for updates, analytics, and structured communications. |
Real results from founders who turned structure into capital.
Any early stage company looking to raise funds is going to want to use Deal Box. It will save them a lot of time and energy.
Deal Box was the most important partner for completing our raise and understanding how to best position our company for the future.
Deal Box's Investment Packaging brought structure and clarity to ONVI's raise — helping us communicate our value to investors with one organized, credible platform.
Ready to Structure Your Raise?
Schedule a working session to map your raise into a fully packaged offering with a launch-ready portal.