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    How It Works

    Verify once. Access everything. Browse institutional-quality private placements directly from issuers—no middlemen, no carried interest.

    Get VerifiedBrowse Offerings

    Why Verification Matters

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

    Regulatory Compliance

    506(c) offerings require reasonable steps to verify accreditation. Your verification unlocks access to the full platform.

    Full Access to Data Rooms

    View complete offering materials: pitch decks, financial models, PPMs, subscription agreements, and professionally indexed due diligence documents.

    Valid for 6–12 Months

    Once verified, browse all offerings on Deal Box until your next verification cycle. No repeated paperwork per deal.

    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, secure, and completed in minutes. Your documents are encrypted and never shared with issuers.

    01

    Create Account

    Sign up with email. Basic profile information only.

    02

    Identity Check

    Quick KYC/AML verification via Veriff—takes under 2 minutes.

    03

    Accreditation

    Upload supporting docs or connect to a third-party verification provider.

    04

    Access Granted

    Browse all offerings, access data rooms, save favorites.

    Your Documents Are Secure

    All verification documents are encrypted at rest and in transit using AES-256 encryption. Documents are stored on Vercel's secure infrastructure with SOC 2 Type II compliance. Issuers never see your personal financial documents—only your verified status.

    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.

    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

    Ready to Get Started?

    Verification takes minutes. Access lasts months. Start browsing institutional-quality private placements today.

    Get Verified Now

    Regulatory Sources

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

    Third-Party Verification

    Veriff provides KYC/AML identity verification services. Veriff is a global identity verification provider that uses AI-powered biometric analysis and document verification to confirm user identities. Veriff processes are compliant with GDPR, SOC 2 Type II, and ISO 27001 standards. When you verify your identity on Deal Box, Veriff securely processes your government-issued ID and biometric data to confirm your identity. Deal Box does not store raw identity documents—only the verified status result.

    Veriff Privacy Policy

    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.

    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.

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