--- title: DealMaker Point of Contact - Customer Success Manager description: Your Customer Success Manager (CSM) will be your main point of contact throughout your deal, supporting your team to maximize your raise experience. They will guide you through the onboarding process, --- [Skip to content](https://help.dealmaker.tech/account-manager#main-content) English Show submenu for translations [![DealMaker Logo](https://help.dealmaker.tech/hubfs/DealMakerLogo2025.svg)](https://dealmaker.tech/) Open main navigation Close main navigation - English Show submenu for translations - [Go to DealMaker](https://dealmaker.tech/) [Go to DealMaker](https://dealmaker.tech/) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Center](https://help.dealmaker.tech/?hsLang=en) 2. [Step 2: Launching A Deal](https://help.dealmaker.tech/step-2-launching-a-deal?hsLang=en) 3. [FAQ](https://help.dealmaker.tech/step-2-launching-a-deal?hsLang=en#faq) # DealMaker Point of Contact - Customer Success Manager Your Customer Success Manager (CSM) will be your main point of contact throughout your deal, supporting your team to maximize your raise experience. They will guide you through the onboarding process, connect you to the appropriate person for all your inquiries, and track deliverables to ensure we hit the proposed launch date. To optimize your timeline, the DealMaker services engaged will begin onboarding at different times, based on how long it takes and prioritized accordingly. You will be supported with a workback schedule to track your deliverables and due dates. DealMaker wants to ensure you are in control of your own deal and strives to get you are equipped and comfortable with all platform features. Your CSM will be able to provide training, demonstrations and access to DealMaker’s Knowledge Centre as a means to answer a wide range of questions. You are encouraged to utilize your CSM to address situations not found in the Knowledge Centre, further discuss features found within the platform and plan the most efficient ways to engage investors. - [Step 1: Getting Set up on DealMaker](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#main-content) - [Agreements](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#agreements) - [Payments](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#payments) - [Self-Serve](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#self-serve) - [Integrating with DealMaker](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#integrating-with-dealmaker) - [FAQ](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#faq) - [Step 2: Launching A Deal](https://help.dealmaker.tech/step-2-launching-a-deal?hsLang=en#main-content) - [Issuer and Investor](https://help.dealmaker.tech/step-2-launching-a-deal?hsLang=en#issuer-and-investor) - [FAQ](https://help.dealmaker.tech/step-2-launching-a-deal?hsLang=en#faq) - [Step 3: Deal In Progress](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#main-content) - [Investor Management](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#investor-management) - [Managing Transactions](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#managing-transactions) - [Payouts/Reporting](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#payouts-reporting) - [Regulatory/Compliance/Legal](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#regulatory-compliance-legal) - [Brokers/Agents/Finders](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#brokers-agents-finders) - [Managing Your Raise](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#managing-your-raise) - [Step 4: Closing A Deal](https://help.dealmaker.tech/step-4-closing-a-deal?hsLang=en#main-content) - [Closing FAQs](https://help.dealmaker.tech/step-4-closing-a-deal?hsLang=en#closing-faqs) - [Regulation CF](https://help.dealmaker.tech/regulation-cf?hsLang=en#main-content) - [FAQs](https://help.dealmaker.tech/regulation-cf?hsLang=en#faqs) - [Regulation D 506(c)](https://help.dealmaker.tech/regulation-d-506c?hsLang=en#main-content) - [FAQs](https://help.dealmaker.tech/regulation-d-506c?hsLang=en#faqs) - [Developers](https://help.dealmaker.tech/developers?hsLang=en#main-content) - [Developer](https://help.dealmaker.tech/developers?hsLang=en#developer) - [Regulation A+](https://help.dealmaker.tech/regulation-a?hsLang=en#main-content) - [FAQs](https://help.dealmaker.tech/regulation-a?hsLang=en#faqs) - [Investor FAQ](https://help.dealmaker.tech/investor-faq?hsLang=en#main-content) - [Investor FAQ](https://help.dealmaker.tech/investor-faq?hsLang=en#investor-faq) - [DealMaker Engage](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#main-content) - [Setup](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#setup) - [Community Building](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#community-building) - [Transfer Agent Actions](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#transfer-agent-actions) - [Member Views](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#member-views) - [DealMaker Shareholder Services](https://help.dealmaker.tech/dealmaker-shareholder-services?hsLang=en#main-content) - [DealMaker Transfer Agent FAQ](https://help.dealmaker.tech/dealmaker-shareholder-services?hsLang=en#dealmaker-transfer-agent-faq) - [General Transfer Agent FAQ](https://help.dealmaker.tech/dealmaker-shareholder-services?hsLang=en#general-transfer-agent-faq) - [Canadian Private Placements](https://help.dealmaker.tech/canadian-private-placements?hsLang=en) - [Enterprise](https://help.dealmaker.tech/enterprise?hsLang=en#main-content) - [Developer](https://help.dealmaker.tech/enterprise?hsLang=en#developer) - [DealMaker Engage](https://help.dealmaker.tech/enterprise?hsLang=en#dealmaker-engage) - [Deal Setup](https://help.dealmaker.tech/enterprise?hsLang=en#deal-setup) - [Payments](https://help.dealmaker.tech/enterprise?hsLang=en#payments) - [Reservations](https://help.dealmaker.tech/reservations?hsLang=en) [![Chill listening crop-3](https://help.dealmaker.tech/hubfs/DealMakerLogo2025.svg "Chill listening crop-3")](https://www.dealmaker.tech/) Copyright © 2026, DealMaker ![](https://px.ads.linkedin.com/collect/?pid=3262572&fmt=gif)