What is Deal Box?
Deal Box is frictionless, intelligent venture investing for the digital age. A specialty consulting firm focused on capital markets strategy, Deal Box utilizes both traditional and digital securities to enhance capital formation for early ventures and growth-stage companies. Through an industry leading Investment Packaging diligence process, Deal Box digitizes highly-vetted securities in private companies to redefine the ownership experience for retail and professional investors.
Founded in 2016, Deal Box was created to democratize venture capital. Through an institutional level approach to capital formation and best-in-class technology, Deal Box has packaged hundreds of early-to-mid stage companies, generating millions in both direct and syndicated investments over the last four years.
What is Investment Packaging
Investment Packaging is an innovative capital fundraising process trusted by over 500 private companies that consists of four turnkey solutions for issuers: offering construction, institutional data room, dynamic investor portal, and cap table management.
What is ATS Readiness?
ATS Readiness exists to help issuers create and trade digital securities with confidence. Deal Box helps issuers who are preparing to list shares on an ATS with funding structure selection, offering document preparation, and regulatory filing management.
What is Vertalo?
Vertalo connects and enables the digital security ecosystem by utilizing blockchain technology to bring cap tables and investor management into the 21st century. Veratlo is where the digital securities are stored and they make blockchain easy for investors. They provide keyless wallets and KYC/AML for all investors. Their on-chain secured cap tables give companies and investors more power and flexibility in managing assets.
What is an Alternative Trading System (ATS)?
An alternative trading system is a US and Canadian regulatory term for a non-exchange trading venue that matches buyers and sellers to find counterparties for transactions. Alternative trading systems are typically regulated as broker-dealers rather than as exchanges. An ATS must be approved by the SEC and is an alternative to a traditional stock exchange.
What are Digital Securities?
A digital security is a type of traditional security, such as equity or bonds. The purpose of this is to utilize a blockchain virtual ledger system to store and validate security transactions.
What is Blockchain?
Blockchain is a system of recording information in a way that makes it difficult or impossible to change, hack, or cheat the system. It is essentially a digital ledger of transactions that are duplicated and distributed across the entire network of computer systems.
Through the Vertalo platform, Deal Box utilizes the Blockchain to issue digital securities to accredited investors who participate in any of the Deal Box Marketplace offerings.
Are Digital Securities the same as Cryptocurrencies?
No. Digital securities are regulated by the SEC, FINRA, and state securities regulators. They are backed by assets or companies. Cryptocurrency is a means of transferring monetary value similar to money.
Why Digital Securities?
Many companies and their investors do not have confidence in the accuracy of their cap table and recorded positions, respectively. Digital securities solves this. When purchasing digital securities, both the issuer of the securities and the investor are granted real-time access to view the securities; on the cap table for the issuer and in the investment account at Deal Box for the investor. This eliminates any question as to who owns what.
Another function is their ability to trade in new age liquidity venues, such as SEC Regulated Alternative Trading Systems (ATS). As a client of Deal Box’s capital advisory and Vertalo’s technology products, we are lightyears ahead of other private companies when figuring out how to access liquidity for our shareholders. Additionally, digital securities cuts out the “middle man” that current securities have by allowing investors to directly trade with one another.