FoundersInvestors
Deal Box

The Investor
Black Hole

Founders rarely know who's actually engaged.
Follow-up is guesswork.

Issuer-direct; Deal Box is not a broker-dealer.

The Problem

This is how most founders raise.

Send a deck. Cross fingers. No tracking. No visibility. Just hope someone opens it.

  • ✕
    No idea who opened your email
  • ✕
    Investors asking "can you resend the deck?"
  • ✕
    Files scattered across email threads
To:
Cc:
Subject:Nova Ventures Series A
PDF

PitchDeck.pdf

Attachment18 MB

The Deal Box Way

One link. Full portal.

With Deal Box, outreach includes your full investor portal—deck, financials, data room, and wiring instructions. All in one branded link.

  • Branded company portal
  • Unique access codes per investor
  • All materials in one place
  • Built-in compliance flow
To:
Cc:
Subject:Nova Ventures Series A

NOVA

D4BX3

Your Access Code

Deal BoxJoe Smith has viewed your Nova Deal Portal
10:24 AM
10:24 AM
Real-Time Notifications

Know who's serious.

You're always in the loop. Get instant notifications when investors view your portal, download docs, or start their verification.

  • Instant alerts on portal views
  • See which documents they downloaded
  • Track accreditation progress
Automated Communication

Stay connected. Automatically.

Keep investors engaged without lifting a finger. Auto-notices, updates, and perfectly timed nudges.

Auto-notices on file uploads

When you add new documents to your data room, investors automatically get notified. No manual emails required.

  • New deck versions trigger alerts
  • Financial updates sent automatically
  • Choose which uploads trigger notices

New Document Alert

Sent to 24 investors

Q4 Financials.xlsxJust added
Updated Deck v3.pdfJust added
Cap Table.xlsxJust added
Analytics Dashboard

See your entire funnel.

Know exactly who's interested, who's verified, and who's ready to wire. Complete visibility into your raise.

Most Engaged Investors

1

Sarah Chen

12 portal views

98

Ready to wire

2

Michael Park

8 portal views

87

Verified

3

Jennifer Wu

6 portal views

76

Reviewing docs

4

David Kim

4 portal views

65

Viewed portal

dealbox.io

NOVA

Investor Portal

ContactStatusStageContact
Configure Your Close

Set up your Invest Now flow.

The right legal docs, automated triggers, and tiered access levels. Everything configured to your raise.

Legal Documents

SAFE, subscription agreements, PPMs—we handle the docs so you can focus on closing.

  • E-signature ready
  • Version control
  • Compliance tracking

Automated Triggers

Set up workflows that fire based on investor actions. No manual follow-up needed.

  • Verification complete → Send docs
  • Docs signed → Send wiring
  • Custom trigger rules

Permission Levels

Control what each investor sees based on their verification status and engagement.

GuestBasic access
QualifiedFull docs
AuthorizedInvest ready
CASE STUDIES

Real results from founders who turned structure into capital.

Any early stage company looking to raise funds is going to want to use Deal Box. It will save them a lot of time and energy.

Joshua Pendrick
Joshua Pendrick
Rypplzz, Co-Founder and CEO

Deal Box was the most important partner for completing our raise and understanding how to best position our company for the future.

Bob Kramich
Bob Kramich
BEASY, Founder and CEO

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.

Craig Kohler
Craig Kohler
CEO of ONVI

Ready to close faster?

Join founders who've raised millions using Deal Box. Get started with a free demo.

Issuer-direct; Deal Box is not a broker-dealer.