Published on Jul 09, 2021 by Jon Alvarado
Startups seeking capitalization will need to hone their investment package — a skill Deal Box is highly adept at.
An investment package is a set of presentation materials and documents that are part of a dynamic financial model and that help startups establish comprehensive details about their business that can be used to support capitalization efforts and subsequent operational execution.
At Deal Box, investment packaging is a focused, repetitive, broad-spectrum process built with industry-leading technology, rigorous analysis, and a wide range of services and resources that help our clients expand the reach and capabilities of their in-house teams while also providing advice about the most efficient ways to pursue their goals.
The Deal Box investment packaging process includes four steps:
1. Offering construction: Funding structure selection, offering document preparation, and regulatory filing management.
2. Institutional data room: We offer enhanced due diligence for a broad range of deals and can create a secure central repository for company financials and corporate records.
3. Investor portal: We create a deal room, which is basically an investor portal, where a startup’s offerings are transformed into a consumable product for potential investors. Deal Box can also compliantly market your offering online and automate investor onboarding.
4. Investor management: This final step involves getting a startup’s cap table off of complex spreadsheets and into a blockchain-based cap table. The Deal Box portfolio management interface helps startups enhance the post-investment experience.
Based on any particular situation, startups may need investment briefs, convertible notes, a revenue participation agreement, a business plan and business overview, an investor presentation, nondisclosure agreements and a business valuation report, a private placement memorandum, and more.
Ready to get started? Let the pros at Deal Box help you today.