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.
The 4 Critical Steps in Investment Packaging
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.