What does Deal Box charge investors?
Nothing. No platform fee, no transaction fee, no carry. Deal Box earns from issuers for technology and advisory services, and that is the entire business model.
Who can invest, verification, the company's records, the money, and the risks.
Nothing. No platform fee, no transaction fee, no carry. Deal Box earns from issuers for technology and advisory services, and that is the entire business model.
Accredited investors. In plain terms: about $200K a year in income ($300K with a spouse), or $1M in net worth not counting your home, or certain licenses. These offerings run under Rule 506(c) of Regulation D, which lets companies advertise as long as every buyer is a verified accredited investor.
At the issuer level, inside the portal, before that issuer's materials open. The simplest path is a confirmation letter from your CPA, attorney or investment adviser. Deal Box does not collect or store your financial documents.
Yes. Verification is the company's step under Rule 506(c), so each company confirms your status for its own offering. A current letter from your adviser covers it each time.
The company itself. You sign its documents and your money goes to it. Deal Box is not a broker-dealer: it does not recommend investments, give investment advice, or take a cut of the deal.
It completes Investment Packaging with Deal Box. Its records are gathered into one data room in a fixed order, sections A through L: how it is formed, who owns what, its financial statements, its major contracts, its intellectual property, and the offering documents. You can read all of it before you invest. Packaging is preparation by the company, not a recommendation.
To the issuer, under the subscription agreement you sign. Deal Box never touches investor funds.
Real ones. Private companies can fail, and you can lose everything you put in. Your money can be locked up for years, and later rounds can shrink your share. An organized record makes a company easier to read, and it does not make the investment safer. Read each company's offering documents and risk factors before you invest.
Book twenty minutes on the real product, or write to us.
Deal Box is not a broker-dealer. We earn from issuers, never from investors.