Simple Pricing. Powerful Infrastructure.
Choose the platform tier that fits your raise—scale from automated workflows to full-service capital formation.
FREE
Get started with basic portal access for company-branded 506(b) or 506(c) offerings
LITE
Enhanced portal with visual funnel analytics and dedicated onboarding support
PRO
Everything in LITE plus fully managed setup, AI recommendations, and white-glove support
Detailed Feature Comparison
See exactly what's included in each tier to choose the right fit for your fundraising needs.
| Feature | FREE | LITE | PRO |
|---|---|---|---|
| Strategy Coverage | Solo 506(b) OR 506(c) Company branded only | Solo 506(b)/506(c) OR platform.dealbox.io 506(c) | LITE + Fully Managed Setup & Updates |
| Analytics | Page views, visits Top 3 leads leaderboard | FREE + Visual Funnel Time-stamp lead scoring | LITE + Weekly Reporting Strategic review |
| Data Room | Limited Foundation GB | Expanded Mid-Tier GB | Institutional Max-Tier GB |
| CRM Power | Lead tracking only No email, AI, or scoring | Lead Scoring + Email functionality | Lead Scoring + AI Recommendations |
| Accreditation | $25/investor | 50 included/mo Then $25 each | 100 included/mo Then $25 each |
| KYC / AML | $1/investor | 50 included/mo Then $2 each | 100 included/mo Then $1 each |
| Onboarding | Self-Service | Dedicated Specialist Deck & Room buildout | Dedicated Specialist White-Glove buildout |
| Support | Chat only | Chat + 2 Zoom calls/mo 30 min each | Chat + 4 Zoom calls/mo 30 min each |
Bespoke Services
Specialized engagements for complex capital structures and hands-on execution support.
Investment Packaging
$50K cash + $50K equity—with $25K deferred until first funds close.
Full-service capital formation with legal structure, compliance, and advisory
Tokenomics Foundations
$50K cash + $50K tokens—with $25K deferred until token listing.
Token architecture design, compliance framework, and tokenization partner handoff
DaaS
Digital Asset Treasury as a Service
Scoped per engagement based on treasury size, governance needs, and allocation strategy.
Frequently Asked Questions
What's the difference between the platform tiers and full-service offerings?
LITE and PRO are software subscriptions—you get the portal and automation tools, but you handle your own legal structure and compliance. Investment Packaging is a full-service offering: we build your entire raise or tokenization architecture from the ground up, including legal docs, regulatory filings, valuation support, and advisory.
Can I upgrade from LITE to PRO mid-raise?
Yes. You can upgrade anytime and we'll prorate your billing. All your data, investor portal links, and configurations transfer seamlessly.
What does "white-label" mean in PRO?
Your investor portal runs on your own domain (e.g., invest.yourcompany.com) with your logo, colors, and branding. It looks like you built the platform yourself—no Deal Box branding visible to investors.
Is Investment Packaging only for large raises?
No. We've packaged raises from $500K to $50M+. Starting at $25K ($50K cash + $50K equity, with half deferred until first funds close), you get full structure, docs, and compliance strategy—appropriate for any founder who wants institutional-grade capital formation from day one.
Do I need my own securities counsel?
For LITE and PRO: Yes, you'll need your own counsel to draft offering docs. For Investment Packaging: We coordinate with our legal network to provide full documentation—you can use your own counsel or work with ours.
Ready to Choose Your Plan?
Schedule a 30-minute consultation and we'll help you determine the right tier for your raise—whether you need automation tools, full-service packaging, or specialized tokenization architecture.