One link for your entire raise.
Deal Box LITE and PRO replace scattered tools with a single investor portal—docs, accreditation, KYC/AML, wiring instructions, and real-time funnel analytics in one place.
For founders, funds, and SPVs who already have materials and need capital orchestration, not another point solution.
If this sounds like your raise, you need The Box.
Investors are asking, "Can you resend the docs?" for the third time.
You're tracking interest, NDAs, and wires in a color-coded spreadsheet.
Accreditation and KYC/AML live in a separate system no one checks.
Your team can't answer, in one click, who's committed and who's stuck.
Every raise feels like rebuilding the same workflows from scratch.
The Box turns that mess into a single, sharable portal.
The Box in one sentence
It's your investor command center—one link you send to every investor, from first interest to final wire.
Onboard
Collect interest, NDAs, and investor details without endless email threads.
Verify
Handle accreditation, KYC/AML, and compliance tasks inside the same workflow.
Close & Track
Move investors through docs, signatures, and wiring, with live funnel analytics.
See your entire funnel in one dashboard.
The Box gives you live visibility into every investor's progress—no more spreadsheet guesswork about who's close to wiring.
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
Example analytics from a live issuer portal. Track status changes, conversion bottlenecks, and completion rates in real time.
Choose the Box that fits your raise.
| Feature | Deal Box LITE | Deal Box PRO |
|---|---|---|
| Typical use | Founder-led raises up to ~20 active investors/month | Larger raises, funds, or teams with dedicated IR |
| Included workflows | Investor onboarding, NDAs, sub docs, basic analytics | Everything in LITE plus CRM sync, advanced analytics, and IR automation |
| Compliance | 506(b) or 506(c) portals; integrated accreditation + KYC/AML | Multi-raise support, fund/SPV portals, deeper compliance workflows |
| Support | Standard support and templated portal setup | White-glove onboarding, portal customization, priority support |
Need a fully branded experience? White-label The Box with your own domain, branding, and investor 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.
Teams that live in their Box don't go back.
Founders and fund managers tell us the same thing: once investors have one portal and one link, going back to the old way isn't an option.
Want one link for your next raise?
See how Deal Box LITE or PRO would map to your current process in a 30-minute walkthrough.
Get a Demo