Four steps, and nobody in the middle.
Private offerings, direct from the company. The company confirms you qualify, you read its own records, and you sign and wire without a broker in the middle.
Every offering, on one board.
Every Rule 506(c) offering Deal Box lists, read straight from the platform. Open the one you want.
- The listing is the issuer's ownTheir words, their terms, their minimum. Deal Box publishes it, it does not write it.
- One buttonRequest access. That is the whole ask.
The company confirms you qualify.
Rule 506(c) requires each company to confirm you are accredited before its materials open. That step runs inside the portal, for each offering.
- A letter is enoughFrom your CPA, attorney or adviser. No tax return, no statements, no Social Security number.
- Deal Box never holds itYour proof goes to the company. Deal Box does not collect, store or read it.
- Approved by a personThe company's team clears the request and its records open.
The whole record, not a deck.
Every company here prepared its data room the same way before it listed, in twelve sections, A through L. You read the company's own records.
- Formation to offering documentsCorporate records, capitalization, financials, material agreements, IP, the PPM and the subscription agreement.
- On your own termsRead it, download it, come back to it. Nothing times out.
Sign, wire, done.
The subscription agreement is signed on any device and the wire goes to the issuer. Not through Deal Box, not through a broker.
- $0 to youNo platform fee, no transaction fee, no carry. Deal Box earns from issuers for software and advisory work.
- Your record staysExecuted documents live in your account for as long as you hold the position.
See every deal, and what it needs from you.
Five steps take an investment from first look to funded. One screen shows which step you are on, and the one thing that needs you next.
- Signed where you readThe confidentiality agreement and the subscription documents are signed inside the portal.
- Wired to the companyWire details come from the company's own documents. Deal Box will never ask you to send it money.
Three ways to qualify. You need one.
The SEC sets the tests. 24.3 million US households meet one of them, about one in five. Most of them have never been shown a private deal.
$200K
Earned in each of the last two years, with a reasonable expectation of the same this year. $300K with a spouse or partner.
$1M
Alone or with a spouse or partner, not counting your primary residence.
Series 7, 65 or 82
Held in good standing. The licence alone qualifies you.
Entities qualify too: trusts and companies with more than $5M in assets, family offices, registered advisers and broker-dealers, and any entity whose owners are all accredited. The full definition is the SEC’s, at sec.gov. The household count is from the SEC staff’s December 2023 review of the definition, on 2022 data.
Every dollar you invest reaches the company.
$0
Platform fees
No fee on the amount you invest. You allocate, the issuer receives it.
0%
Carried interest
Deal Box takes no share of what your investment earns.
Not a
Broker-dealer
Deal Box earns fixed technology and advisory fees from issuers only.
Deal Box operates under Section 4(b) of the Securities Act of 1933 and Section 201(c) of the JOBS Act as an online matchmaking platform for Rule 506(c) offerings. It is not a broker-dealer, investment adviser or fiduciary, charges no transaction fees, and receives no transaction-based compensation. Securities are offered by issuers under Rule 506(c) to verified accredited investors only.
The answers, before you ask.
Anything else, read the issuer’s own documents and the general risk factors.
Read the records. Sign with the company.
Deal Box is not a broker-dealer. We earn from issuers, never from investors.