--- title: Automated Emails on DealMaker description: Leveraging DealMaker for your capital raise not only ensures your investors have a clean and more efficient process to complete their subscription agreement, but also ensures companies do not need to --- [Skip to content](https://help.dealmaker.tech/automated-emails-on-dealmaker#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 3: Deal In Progress](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en) 3. [Investor Management](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#investor-management) # Automated Emails on DealMaker Leveraging DealMaker for your capital raise not only ensures your investors have a clean and more efficient process to complete their subscription agreement, but also ensures companies do not need to manually follow up with investors to assist in this process. DealMaker has identified key stages within the investor journey that can be benefitted by automated prompts to move investors through the funnel. The following automated emails can be found for any deal on DealMaker:  - **Invitation to portal**  ![Screen Shot 2023-11-09 at 1.44.56 PM](https://help.dealmaker.tech/hs-fs/hubfs/Screen%20Shot%202023-11-09%20at%201.44.56%20PM.png?width=688&height=619&name=Screen%20Shot%202023-11-09%20at%201.44.56%20PM.png) - **Complete questionnaire reminder** - **Allocation change** ![Screen Shot 2023-11-09 at 1.57.44 PM](https://help.dealmaker.tech/hs-fs/hubfs/Screen%20Shot%202023-11-09%20at%201.57.44%20PM.png?width=688&height=619&name=Screen%20Shot%202023-11-09%20at%201.57.44%20PM.png) - **Request to re-sign** - ![Screen Shot 2023-11-09 at 1.55.03 PM](https://help.dealmaker.tech/hs-fs/hubfs/Screen%20Shot%202023-11-09%20at%201.55.03%20PM.png?width=688&height=585&name=Screen%20Shot%202023-11-09%20at%201.55.03%20PM.png) - **Payment method** - **Credit card payment confirmation** ![Screen Shot 2023-11-09 at 1.45.26 PM](https://help.dealmaker.tech/hs-fs/hubfs/Screen%20Shot%202023-11-09%20at%201.45.26%20PM.png?width=688&height=772&name=Screen%20Shot%202023-11-09%20at%201.45.26%20PM.png) - **Fund status change** ![Screen Shot 2023-11-09 at 2.01.48 PM](https://help.dealmaker.tech/hs-fs/hubfs/Screen%20Shot%202023-11-09%20at%202.01.48%20PM.png?width=688&height=567&name=Screen%20Shot%202023-11-09%20at%202.01.48%20PM.png) - **Payment instructions (wire)** ![Screen Shot 2023-11-09 at 1.56.35 PM](https://help.dealmaker.tech/hs-fs/hubfs/Screen%20Shot%202023-11-09%20at%201.56.35%20PM.png?width=688&height=890&name=Screen%20Shot%202023-11-09%20at%201.56.35%20PM.png) - **Documents requested (506c)** - **Agreement review** - ![Screen Shot 2023-11-09 at 1.45.06 PM](https://help.dealmaker.tech/hs-fs/hubfs/Screen%20Shot%202023-11-09%20at%201.45.06%20PM.png?width=688&height=578&name=Screen%20Shot%202023-11-09%20at%201.45.06%20PM.png) - **Crowdfunding Closing or Material Change notification** - **Countersign agreement** ![Screen Shot 2023-11-09 at 2.02.59 PM](https://help.dealmaker.tech/hs-fs/hubfs/Screen%20Shot%202023-11-09%20at%202.02.59%20PM.png?width=688&height=619&name=Screen%20Shot%202023-11-09%20at%202.02.59%20PM.png) - **Agreement accepted** ![Screen Shot 2023-11-09 at 2.01.58 PM](https://help.dealmaker.tech/hs-fs/hubfs/Screen%20Shot%202023-11-09%20at%202.01.58%20PM.png?width=688&height=563&name=Screen%20Shot%202023-11-09%20at%202.01.58%20PM.png) - **Shareholder notifications (DealMaker Engage) - announcements, document uploads, invites ![Screen Shot 2023-11-09 at 2.16.47 PM](https://help.dealmaker.tech/hs-fs/hubfs/Screen%20Shot%202023-11-09%20at%202.16.47%20PM.png?width=688&height=594&name=Screen%20Shot%202023-11-09%20at%202.16.47%20PM.png)** - **Export notification** **![Screen Shot 2023-11-09 at 2.05.41 PM](https://help.dealmaker.tech/hs-fs/hubfs/Screen%20Shot%202023-11-09%20at%202.05.41%20PM.png?width=688&height=554&name=Screen%20Shot%202023-11-09%20at%202.05.41%20PM.png)** Additional automated emails are also set to assist on other specific types of deal, for example, those that require investor verification and those that require an opt in or opt out option (Reg CF).  As such, if you are using one of these deal types, additional automated emails will be activated when your deal goes live.  - [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) - [Regulatory & Compliance](https://help.dealmaker.tech/regulatory-compliance?hsLang=en#main-content) - [Onboarding](https://help.dealmaker.tech/regulatory-compliance?hsLang=en#onboarding) [![Chill listening crop-3](https://help.dealmaker.tech/hubfs/DealMakerLogo2025.svg "Chill listening crop-3")](https://www.dealmaker.tech/) Copyright © 2026, DealMaker