Give every investor a clear next step.
Bring your materials, investor reviews, and closing workflow into one considered experience. Less coordination. More forward motion.
Private by invitation. Directed by your team.
YOUR RAISE, IN FOCUS
THE SPACE BETWEEN INTRODUCTION AND INVESTMENT
The deck is just the beginning. What follows is a sequence of questions, materials, approvals, and documents, often spread across inboxes and spreadsheets.
DeckToClose brings that work together, so investors know what comes next and your team knows exactly where things stand.
ONE CONNECTED WORKSPACE
One view for your team. A focused path for each investor. The context stays with the relationship from the first invitation onward.
Your private data room
The closing checklist
A private place for the documents that tell your story and support the process.
Access, review notes, and progress remain connected to each investor.
A shared view of what is complete, what is outstanding, and who moves next.
A THOUGHTFUL INVESTOR EXPERIENCE
From the first invitation to the closing record, the process is easy to follow. Explore each step below.
STEP 01 / PRIVATE ACCESS
Create an individual invitation, record your relationship, and approve access before an investor enters the room. Every participant has a named, authenticated account.
THOUGHTFUL CONTROL. AT EVERY STEP.
Software should make the process easier to manage. Your team and advisers remain responsible for access, investor review, documents, and acceptance.
Understand the workflowNamed accounts and issuer-controlled access keep private offering materials within an approved relationship.
Built around an accredited-investor-only, Rule 506(b) workflow, with issuer review and recorded rationale.
Keep material versions, participant progress, and issuer actions connected in your workspace history.
BUILT FOR THE PEOPLE BEHIND THE RAISE
Build a considered investor experience without rebuilding the process for every introduction.
See who needs attention, keep relationship context close, and coordinate the next move with confidence.
Find the materials, complete your information, and understand the steps ahead in one focused place.
ONE PLAN. A CLEAR PATH FORWARD.
Give your raise a home, your investors a clear journey, and your team a connected record of the process.
Your plan covers the issuer account and its workspaces. Investors do not need a paid subscription to participate.
Per issuer account. Billed monthly when activated.
Your private fundraising workflow, together.
Have a discount code? Apply it in your signed-in account.
Workspace, document, and file-size limits apply.
DeckToClose is a private fundraising workflow platform for issuers and their invited investors. It brings materials, participant information, review steps, document workflows, and closing records into one workspace.
DeckToClose is $100 USD per month per issuer account, billed monthly when activated. The plan includes the workspaces in that account, subject to current platform limits. Invited investors participate free. You can view activation options and apply an optional discount code in your signed-in account.
DeckToClose organizes issuer-controlled private workflows. There is no public investment marketplace or opportunity directory. Investors enter a specific workspace through an individual invitation and the issuer’s approval process.
An issuer creates an invitation for a named investor. The investor signs in, the invitation is matched to that account, and the issuer’s access controls determine when private materials become available.
No. The questionnaire collects information for the issuer’s review. Your team records its review and rationale before approving participation. The workflow is designed for Rule 506(b) offerings with an accredited-investor-only policy.
Prepare your current offering materials, counsel-reviewed subscription documents and disclosures, an approved investor access process, and the responsible people for review and closing. Your workspace helps organize these steps.
No. DeckToClose records workflow progress and issuer-reported funding status. It does not hold investor funds, execute bank transfers, or replace the issuer’s counsel, financial institution, or advisers.
A calmer, clearer way to move from first look to close.