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DealStack is built for exactly you: successful, capable, and newer to private deals. Every metric, term, and document is translated into plain English and linked back to its source, so you're never nodding along to something you don't actually follow. You still make your own decisions; we just give you instruments that make those decisions less blind.

No. DealStack doesn't give personalized investment advice, manage your money, or recommend specific deals. We help you build a simple plan, then show you deals and data in a consistent format so you can decide what fits. Think of us as an X-ray and dashboard for deals you're already considering, not an advisor telling you what to buy.

Those platforms manufacture or curate a small set of deals and raise capital directly into them, usually taking fees and/or carry on the investments. DealStack is not a fund. We're a marketplace and toolset. We aggregate real estate and credit deals from many firms, standardize the data and documents, and give you tools to judge fit against your plan. Investors are free; we charge firms a flat fee for distribution instead of taking a cut of your returns.

Investors are free because our business model is on the other side. Firms list deals for free and pay a flat monthly fee for priority distribution and tools once they're active. We don't charge investors, we don't mark up deals, and we don't take carry on your investments.

Every deal page pulls together what you'd want to check anyway: SEC filings, Form D, offering docs, operator background, and more, all linked back to the original sources. We also apply basic criteria before listing a deal and surface inconsistency flags where something doesn't match across filings and marketing materials. You still decide what you trust; we just make it easier to see what's behind the story.

You review deals and build your plan on DealStack, then invest directly with the firm offering the deal. That means they handle documents, funding, reporting, and distributions. We don't custody assets or hold client funds.

No. We don't run a curated shortlist or model portfolio. We show you deals that meet our basic criteria, score them against your plan based on the inputs you give us, and keep the scoring logic transparent so you can agree or disagree. You're always the one making the call.

Primarily U.S. private real estate and credit offerings that file with the SEC or otherwise meet our documentation criteria: funds, syndications, private credit, and other income-focused vehicles. Over time, we add more issuers and strategies, but the bar is consistent: there must be enough real data and documents to analyze.

No. You can build a plan, browse deals, and dig into the details without talking to anyone. If you want help using the tools, you can reach out, but there's no required sales call to get started.

Yes. DealStack is built for accredited U.S. investors. In practice, that typically means meeting certain income or net-worth thresholds under U.S. securities rules. If you're not sure whether you qualify, your advisor or CPA can help you confirm.