Data room

Your files, and who opened them.

Financials, contracts and the cap table, in folders you name. Open to any investor with the link, or only after they sign your NDA. You see who opened what.

The data room
The old way

A Drive folder is not a data room.

Three versions of the financials on a public link, a cap table anyone can download, and no record of who opened any of it.

The files

Folders you name. Files you control.

Put the financials, the contracts and the cap table where investors expect them. Each file decides on its own who can see it.

  • Folders you nameFinancials, legal, customers, product. Whatever your raise needs.
  • File by fileThe deck can be open to everyone while the cap table waits for your approval.
  • In and outDrop files in, pull the whole room out, search it.
The data room.
Investor access and the mode that governs it.
Access

Open to all, or by approval.

Make the whole room public to anyone with the link, or make investors ask first. Either way, you see who got in.

  • PublicAnyone with the link can read the room.
  • QualifiedInvestors ask first. You say yes or no from one list.
  • CountedEither way, you see how many got in and who they were.
The gate

The NDA is the door.

Qualified means one thing: the investor signed your NDA and you signed it back. Until then, nothing opens.

  • The signed NDA is the key. No separate permissions to manage.
  • Requests wait in one list, with the days each has waited
  • Public or qualified: one switch for the whole room
The document hub, where the executed NDA files itself.
The record

Nothing gets asked twice.

Before an offering goes live on Deal Box, its room already holds the full record. An investor looks where they expect, and the file is there.

  • 121 folders, A through LCorporate, financials, legal, customers, product, in one order for every raise. An investor who has read one Deal Box room can read them all.
  • Built with you, before the listingPackaging fills the room with you. You bring the files; the standard says where each one goes.
  • The same room, all the way to the closeThe record sits behind the listing on the platform, so what an investor reads is what you approved.

An offering lists on Deal Box only after its record is complete. Source: Deal Box Packaging Standard.

Next featureThe portal

Founders who built their offering on it, in their words.

The close

Close your round. Not your email.

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