Simple Pricing. Powerful Infrastructure.
Choose the platform tier that fits your raise—scale from automated workflows to full-service capital formation.
LITE
Essential investor portal and automation for founders running their first raise
PRO
White-label portal with advanced analytics for professional fundraising teams
Detailed Feature Comparison
See exactly what's included in each tier to choose the right fit for your fundraising needs.
| Feature | LITE | PRO |
|---|---|---|
| Investor Portal (Web-Based) | ||
| Investor Cases per Month | 20 | 40 |
| Admin Updates per Month | 2 | 10 |
| Response Time SLA | 3-5 days | 24-48 hours |
| White-Label Branding | ||
| Document Management & Data Room | ||
| KYC/AML Verification Workflow | ||
| Automated Milestone Updates | ||
| Investor Funnel Dashboard | ||
| Basic Engagement Tracking | ||
| Advanced Analytics (Opens, Clicks, Time on Page) | ||
| AI-Powered Engagement Scoring | ||
| Monthly KPI Pack & Founder Check-In | ||
| NDA Administration & Routing |
Bespoke Services
Specialized engagements for complex capital structures and hands-on execution support.
Investment Packaging
Full-service capital formation with legal structure, compliance, and advisory
Tokenomics Foundations
Token architecture design, compliance framework, and tokenization partner handoff
Fractional CFO Program
Hands-on execution support from Deal Box Atrium members with authority to implement, not just advise
Frequently Asked Questions
What's the difference between the platform tiers and full-service offerings?
LITE and PRO are software subscriptions—you get the portal and automation tools, but you handle your own legal structure and compliance. Investment Packaging is a full-service offering: we build your entire raise or tokenization architecture from the ground up, including legal docs, regulatory filings, valuation support, and advisory.
Can I upgrade from LITE to PRO mid-raise?
Yes. You can upgrade anytime and we'll prorate your billing. All your data, investor portal links, and configurations transfer seamlessly.
What does "white-label" mean in PRO?
Your investor portal runs on your own domain (e.g., invest.yourcompany.com) with your logo, colors, and branding. It looks like you built the platform yourself—no Deal Box branding visible to investors.
Is Investment Packaging only for large raises?
No. We've packaged raises from $500K to $50M+. The $100K one-time fee covers structure, docs, and compliance strategy—appropriate for any founder who wants institutional-grade capital formation from day one.
Do I need my own securities counsel?
For LITE and PRO: Yes, you'll need your own counsel to draft offering docs. For Investment Packaging: We coordinate with our legal network to provide full documentation—you can use your own counsel or work with ours.
Ready to Choose Your Plan?
Schedule a 30-minute consultation and we'll help you determine the right tier for your raise—whether you need automation tools, full-service packaging, or specialized tokenization architecture.