Roll out the
red carpet
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CEOs love Investment Packaging™

Here are a few stories from founders and leaders who shortened the length of their round by prioritizing investors deep in the due diligence funnel.

Frequently Asked Questions

Q: What makes Deal Box’s Investment Packaging so critical for raising capital?

A: Raising capital is more than just creating a pitch deck—it’s about being fully prepared to meet the scrutiny of investors. Deal Box doesn’t just help you prepare; we become your partner in defending your company’s valuation, managing compliance, and ensuring your business is ready for a successful capital raise. Our team brings decades of experience, trusted by over 500 companies, to streamline your process and eliminate costly errors that can waste both time and money.

Q: Why should I use Deal Box instead of handling fundraising myself?

A: The costs of mismanaging a capital raise are enormous. From inaccurate valuations to poor cap table management and wasted time dealing with unqualified investors, founders can lose hundreds of thousands of dollars. Deal Box helps you outsmart these hidden costs by delivering a comprehensive, third-party solution—everything from valuation and deal structure to compliance and investor onboarding—ensuring your company is positioned to succeed.

Q: What does Deal Box do that my internal team or other advisors can’t?

A: Having a trusted third party like Deal Box to validate and defend your company’s valuation is crucial when presenting to investors. Our team conducts thorough valuation analysis and sets up financial models that give investors confidence, ensuring you avoid the common pitfalls of over- or under-valuation that can cost you millions in equity or capital.

Q: How much time and money can Deal Box save my business?

A: Fundraising without the right tools can lead to costly mistakes—valuation errors, legal risks, and wasted productivity dealing with indecisive investors. Deal Box minimizes these risks by providing you with a bulletproof framework that covers every aspect of the capital raising process. Our investment packaging solution ensures your financials are current, your cap table is accurate, and your offering is presented in a way that meets investor expectations, saving you from costly errors and delays.

Q: What is Investment Packaging and how long does it take?

A: Investment Packaging is the complete end-to-end process Deal Box uses to prepare your company for a successful capital raise. This includes everything from valuation analysis and financial modeling to creating your investor materials and ensuring regulatory compliance. It’s not something that can be done effectively by internal teams or simple tools—this requires the expertise of a seasoned third party who understands the nuances of capital markets. Our team works with you to set up an institutional-grade data room, dynamic investor portal, and blockchain-powered cap tables, all of which streamline your interactions with investors. The entire process takes around 6-8 weeks, depending on the complexity of your business, ensuring you’re fully prepared to meet investor expectations and avoid costly mistakes.

Q: What are Digital Assets and how do they fit into capital raising?

A: Digital assets are tokenized representations of real-world assets, like equity in your company, that are securely stored on a blockchain. These tokens allow for fractional ownership, making it easier for investors to buy smaller stakes in your business. Digital assets offer several advantages in the fundraising process: they increase transparency through real-time cap tables, simplify investor onboarding, and can even unlock secondary market liquidity through regulated Alternative Trading Systems (ATS). Unlike cryptocurrencies, which are more speculative, digital assets are backed by real-world assets and comply with SEC regulations, making them a reliable and secure tool for raising capital. Through Deal Box, digital assets become an integral part of your capital structure, allowing for a more modern, efficient, and transparent fundraising experience.