Investment Packaging

Say Goodbye to Gruelingly Long, Inefficient Rounds.

Raising capital and offering liquidity to investors shouldn’t be a long, painful process. Get the tools you need to successfully accomplish your goals at any stage of your business.


UBI

Let's face it... Raising money is hard because issuers make it hard

Let’s face it, it’s tough keeping this current. No matter where you’re at in the process, our Packaging Team will help you update and centralize your most recent financials and key documents.

Investment Packaging Benefits

You no longer have to worry about outdated financials and bank statements, inadequate diligence, and poor corporate governance/housekeeping. You will now have current financial statements (GAAP), diligence accessible in a data room, as well as best practices in governance and compliance.


Offering Construction

Get everything you need for your private placement from valuation, deal structure analysis, offering documents, financial models, & investor materials.

UBI

Institutional Data Room

Create an enhanced central repository and due diligence experience for prospective investors, fully equipped with click trails & advanced analytics.

UBI

Dynamic Investor Portal

Point capital raise leads to a fully-compliant investor portal that allows them to participate in your offering from their computer or mobile device.


UBI

Cap Table Management

Automate investor onboarding while delivering the highest levels of transparency to current and future shareholders using blockchain-powered cap tables.

UBI

Digital Securities Issuance

Deal Box exists to prepare todays private companies for the capital markets infrastructure of tomorrow through digital securities issuance. Onboard investors compliantly and create digital securities using Vertalo's acclaimed blockchain technology and expert protocol selection.

UBI

Raising capital? Need access to liquidity?

Our team is ready to help.