Deal Box
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How investing works

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.

Create investor accountSee the board
A kitchen counter at dusk: a tablet showing a long document, a cup of tea, keys and mail, the window going lavender.
Find the deal

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.
Request Access, on the live portal.
Verification

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.
A passport and a pair of reading glasses on a linen tablecloth in morning light, beside a cup of coffee.
Read everything

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.
The data room, as the investor reads it.
Close direct

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.
On a commuter train at sunset, a passenger works on a laptop by the window, backpack on the seat beside him.
Your deals

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.
Your deals, step by step.
Who qualifies

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.

Income

$200K

Earned in each of the last two years, with a reasonable expectation of the same this year. $300K with a spouse or partner.

Net worth

$1M

Alone or with a spouse or partner, not counting your primary residence.

Licence

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.

What you pay

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.

Questions

The answers, before you ask.

Anything else, read the issuer’s own documents and the general risk factors.

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.
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.
No. Deal Box operates as an online matchmaking platform under Section 4(b) of the Securities Act and Section 201(c) of the JOBS Act. It does not recommend investments, give investment advice, or take transaction-based compensation.
It completes Investment Packaging with Deal Box. Its records are gathered into one data room in a fixed order, sections A through L: formation, capitalization, financials, material agreements, IP, and the offering documents. You read it yourself. Packaging is preparation by the company, not a recommendation.
To the issuer, under the subscription agreement you sign. Deal Box never touches investor funds.
Private investments carry a high degree of risk, including illiquidity, dilution, and complete loss of capital. An organized record makes a company easier to read; it does not make the investment safer. Read every issuer's offering documents and risk factors before subscribing.
The close

Read the records. Sign with the company.

Create investor accountSee the board

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