The portal

One link. Your whole raise.

Send investors one link. Behind it: your story, your deck, your terms, and the papers they sign. Built from the deck you already have.

The portal, as an investor lands on it
The old way

Your raise lives in five tools that don't talk.

The deck goes by email. DocSend counts who opened it, and nothing else. The data room is a Drive folder on a public link. The signatures are in DocuSign. Who is serious is a spreadsheet. None of them know about the others.

Rebuilding the portal from a deck.
The start

Upload your deck. Get the whole raise back.

Drop in the PDF you already pitch with. Out comes a portal with your story written, a data room behind it, every visit tracked, and the papers ready to sign. You fix what it got wrong and go live.

  • Upload the deckThe one you already have. The portal writes your story, market, terms and team from it.
  • Read it overEvery section is a draft with your name on it. Put your files in the data room.
  • Go liveOne link. Every visit, download and signature lands in the same place. Same day.
The editor

Change it like a document.

Click any line and type. Investors see the new version the moment you save.

The field01 / 04
The link

Everything behind the link.

Send the same address to every investor. It carries the deck, the financials, the data room and how to wire. You see who opened it.

  • An access keyA short code for the investors you invite yourself. A QR code puts it on a phone from a slide.
  • Who cameHow many opened it, how many signed up, how many links are out. Next to the link itself.
  • Public, or privateListed for verified investors to find, or only for the people you sent it to. One switch.
The share card and the editor toolbar.
The signature

They sign where they read.

The NDA, the subscription agreement, the receipt. Sent, signed and filed inside the portal. No DocuSign, no PDF going back and forth by email.

The document hub.
The gate

Investors ask. You say yes.

Nobody sees your numbers until you let them in. The portal keeps the door, the queue and the record.

  • Request Access, one clickAn investor asks from your portal. The request lands in your queue with their name and their accreditation letter.
  • Cleared once, open everywhereApprove them and every document opens for them, and only them. The portal remembers who is in.
  • Nothing by emailNo letters in your inbox, no PDFs forwarded. The record shows who was cleared, and when.

Accreditation is verified at the issuer level. Deal Box does not verify investors and is not a broker-dealer.

Next featureCRM

Founders who built their offering on it, in their words.

The close

Close your round. Not your email.

Deal Box is not a broker-dealer. We earn from issuers, never from investors.