ONVI III
A Series A raise needed more than a deck. ONVI needed a single, organized platform that investors could trust from the first touchpoint through the close.
Craig Kohler had a strong company with a real story to tell. But telling that story to investors, in the format a Series A requires, across data room reviews, investor meetings, and the compliance checkpoints that come with a serious raise, is its own discipline. ONVI came to Deal Box for the full institutional package: not just materials, but the organized, credible platform that holds a raise together.
The Challenge
A Series A is a different level of scrutiny than a Seed round. Investors are doing real diligence. They want the financial model built properly. They want the data room organized in a way that answers their questions before they ask them. They want the disclosure document to be clean and legally sound. And they want all of it to be accessible in one place, consistently presented, from the first meeting through the signature.
ONVI had the company. They needed the platform that would make the company's quality visible to investors who had not yet met the team.
What Deal Box Built
Deal Box delivered the complete Phase 1 and Phase 2 scope for ONVI's Series A. The data room was built to institutional standards: bank-level encryption, dynamic watermarking, granular access controls, and click trails so the team could see exactly which investors were engaging with which materials. The five-year financial model was built iteratively with Craig's team, grounded in the company's actual operating data.
The investor deck, investment brief, and Private Placement Memorandum gave investors a clear, consistent picture of ONVI from every angle. The subscription book completed the document set.
Phase 2 extended the package into the market. Deal Box launched a company-branded offering page, disseminated a press release to industry media journalists and editors, issued a Deal Box database announcement to the firm's investor community, and handled the full compliance stack: AML/KYC onboarding, cap table setup and management, and investor workflow from first touchpoint through close.
Deliverables
- Due diligence data room (bank-level encryption, dynamic watermarking, click trails, granular access controls)
- 5-year pro forma financial model (built iteratively with C-suite)
- Structure and valuation analysis
- Investor deck
- Investment brief
- Private Placement Memorandum
- Subscription book
- Company-branded web offering page
- Press release disseminated to industry media
- Deal Box database / Issuer Spotlight announcement
- AML/KYC onboarding and investor workflow management
- Cap table setup and management
- SEC Form D filing assistance
The Outcome
Every investor conversation ONVI had after Deal Box built the package started from the same organized foundation. One platform. One data room. One story, told consistently across every touchpoint.
That is what the quote is describing. The word platform is precise. Deal Box does not just produce documents. It creates the organized infrastructure that makes a company's investment opportunity credible to investors who are evaluating dozens of deals.
Raise Details
- Round
- Series A
- Target
- Series A
- Regulation
- Reg D
Engagement
- Date
- May 2025
- Industry
- Technology
Services
Deal Box is an investment packaging professional services firm. We are not a broker-dealer and do not receive transaction-based compensation. Investor portals are provided for issuer-managed onboarding.
“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.”
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