Deal Box

The Packaging Standard for Private Markets

2173 Salk Ave, Suite 250
Carlsbad, California 92008, US

Deal Box, Inc. is not a broker-dealer, placement agent, investment adviser, or custodian. All offerings are issuer-direct and issuer-approved. Deal Box receives fixed advisory or technology fees only and no transaction-based compensation.

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Fee Calculator: Fee savings calculations are simulated based on typical private placement fee structures (2% placement fees, 2% annual management fees, 20% carried interest). Actual fees charged by other platforms vary. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.

Portfolio Projections: Historical returns and projections are for illustrative purposes only and do not guarantee future results. Portfolio allocations shown are based on generalized models and may not be suitable for all investors.

Sources

  1. 1."2-and-20" refers to the traditional fee structure for private funds: 2% annual management fee plus 20% of profits (carried interest).
  2. 2.Harvard Business School (2021). Approximately 75% of venture-backed startups fail to return investor capital. Shikhar Ghosh, Senior Lecturer.
  3. 3.Yale Investments Office guidance for individual investors suggests 3-5% allocation to venture capital for portfolios with appropriate risk tolerance and liquidity.
  4. 4.Cambridge Associates (2024). U.S. Venture Capital Index: Top-quartile funds showed median TVPI of 2.5x over 10-year horizon. Past performance does not predict future results.

© 2026 Deal Box, Inc. All rights reserved.

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    For Accredited Investors

    How It Works

    Browse institutional-quality private placements directly from issuers—no middlemen, no carried interest. When you engage a deal, the issuer verifies your accredited status directly.

    Get StartedBrowse Offerings

    Why Accreditation Matters

    Under SEC Rule 506(c), issuers can publicly offer securities—but only to investors whose accredited status the issuer has verified. This protects everyone.

    Regulatory Compliance

    506(c) offerings require the issuer to take reasonable steps to verify accreditation. The issuer handles this directly when you engage their deal.

    Full Access to Data Rooms

    Once an issuer verifies you, their complete offering materials open up: pitch deck, financial model, PPM, subscription agreement, and indexed due diligence.

    The Easiest Way to Qualify

    A short letter from your CPA, attorney, or financial adviser confirms your status—no financial documents or SSN needed, and nothing uploaded to Deal Box.

    Ways to Qualify as Accredited

    The SEC defines multiple pathways for individuals and entities. Choose the one that applies to you.

    Individual Investors

    Income Test

    Earned income exceeding the threshold in each of the prior two years, with reasonable expectation of the same this year.

    $200,000+ individual income
    $300,000+ joint income with spouse/partner

    Net Worth Test

    Net worth exceeding $1 million, individually or with spouse/partner.

    $1,000,000+ net worth
    Excludes primary residence value

    Professional Credentials

    Hold a current, valid securities license in good standing.

    Series 7 (General Securities)
    Series 65 (Investment Adviser Rep)
    Series 82 (Private Securities)

    Other Qualifications

    Additional pathways recognized by the SEC.

    Knowledgeable employees of private funds
    Directors/officers of the issuer
    Family clients of qualified family offices

    Entity Investors

    By Assets or Investments

    Entities with $5M+ in investments
    Trusts with $5M+ in assets (not formed to invest)
    Family offices with $5M+ AUM

    By Structure

    LLCs, corporations, or partnerships where all equity owners are accredited
    SEC-registered investment advisers and broker-dealers
    Banks, insurance companies, registered investment companies

    The Verification Process

    Simple and direct. You send your accreditation proof straight to the issuer—Deal Box never collects or stores it.

    01

    Create Account

    Sign up with email. Basic profile information only.

    02

    Browse & Engage

    Explore live offerings. When one fits, start the process on that deal.

    03

    Issuer Verifies You

    Send a confirmation letter (or documentation) directly to the issuer. The simplest path is a letter from your CPA, attorney, or adviser.

    04

    Access Granted

    Once the issuer confirms, their data room unlocks and you can review, save, and subscribe.

    Deal Box Never Holds Your Financial Documents

    Accreditation is handled directly between you and each issuer. Deal Box does not collect, store, or process your financial documents or Social Security number. The simplest way to verify is a professional confirmation letter—no sensitive documents required.

    What You Get Access To

    Once verified, the entire platform opens up. Browse by sector, save deals, and access institutional-quality materials.

    Full Data Rooms

    Professionally indexed documents for technical, legal, financial, commercial, and operational due diligence.

    Investment Materials

    Pitch deck, investment brief, financial model with stress-tested assumptions, PPM, and subscription agreement.

    Save & Organize

    Like offerings, save them to your watchlist, and return anytime to continue your research.

    Browse by Sector

    Filter offerings by industry: fintech, blockchain, real estate, healthcare, agro, and more.

    Direct Issuer Contact

    When you're ready, connect directly with founders to ask questions or express interest.

    One-Click Subscribe

    Complete subscription documents digitally. Everything signed and stored in one place.

    What You Pay

    Most platforms take a percentage of what you invest, a carry on your upside, or both. Deal Box does not.

    $0
    Transaction fees

    No fee on the amount you invest. You allocate, the issuer receives it.

    0%
    Carried interest

    No carry on your returns. Your upside stays yours.

    Not a
    Broker-dealer

    Deal Box earns fixed technology and advisory fees from issuers only.

    Deal Box operates a Title II matchmaking platform under the broker-dealer registration exemption established in Section 201(c) of the JOBS Act of 2012. The platform charges zero transaction fees and receives no transaction-based compensation. Deal Box earns revenue exclusively through technology licensing and advisory services to issuers. We are not a broker-dealer, registered investment adviser, or fiduciary. Securities offered on the platform under Rule 506(c) are available only to accredited investors after completion of accreditation verification.

    Institutional-Grade Preparation

    Every offering on the 506(c) platform goes through Deal Box's Investment Packaging process—prepared by analysts and industry experts, including former institutional PE investors and successful founders.

    What's Included

    Executive pitch deck
    Comprehensive investment brief
    Financial model with stress-tested assumptions
    Private Placement Memorandum (PPM)
    Subscription agreement
    Professionally indexed data room

    Due Diligence Areas

    Technical due diligence
    Legal due diligence
    Financial due diligence
    Commercial due diligence
    Operational due diligence

    Keep Learning

    Plain-English guides to accreditation and 506(c) private markets.

    What You Actually Pay to Invest in Private Markets

    Carry, management fees, and deal costs, and when a fee is worth paying versus when you are paying for nothing.

    Accredited Investor Guide

    Who qualifies, how verification works, and what changes once you are accredited.

    Rule 506(c) Explained

    How general solicitation and accredited-only private offerings actually work.

    506(b) vs 506(c)

    The exemption differences that decide which offerings you can access.

    Ready to Get Started?

    Create your account in minutes and start browsing institutional-quality private placements today. Get verified by each issuer as you engage.

    Get Started

    Regulatory Sources

    SEC: Accredited Investors Definition17 CFR § 230.501 (Rule 501 of Regulation D)

    Important Disclaimers

    Deal Box, Inc. is not a broker-dealer, placement agent, investment adviser, or funding portal. Deal Box operates as a technology and infrastructure provider for issuer-direct 506(c) offerings. Deal Box receives fixed advisory or technology fees only—no transaction-based compensation, placement fees, or carried interest.

    All offerings are issuer-led and issuer-approved. Issuers control all content on their offering portals, including pitch decks, financial projections, and subscription materials. Deal Box is not responsible for the accuracy, completeness, or reliability of any issuer-provided information. Investors are solely responsible for conducting their own due diligence.

    Investing in private securities involves significant risk. Private placements are illiquid, speculative, and suitable only for investors who can afford to lose their entire investment. Past performance is not indicative of future results. Securities offered through the Deal Box platform are not registered under the Securities Act of 1933 and are offered in reliance on Rule 506(c) of Regulation D.

    Deal Box does not provide investment advice or recommendations. Nothing on this platform constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Deal Box does not endorse, recommend, or express any opinion regarding any offering or issuer on the platform.