The path below sets out how Deal Maker can set you up to close financings faster, with greater control.
Path to Going Live
STEP 1 - Get Started
ISSUER
To get started Deal Maker will require:
1.Complete checklist
2.Setup fee
3.Deal documentation
STEP 2 - Digitize Agreement
DEALMAKER
1. Agreement digitization.
2. DealMaker templates: Utilize the most efficient forms
STEP 3 - Document Review
ISSUER
Review and approve digitized agreement, often done with counsel.
The extent of revisions and comments will determine the time between document approval and portal creation.
STEP 4 - Portal Creation
DEALMAKER
Portal creation.
1. Deal documentation matched to the investor question flow.
2. Issuer portal customizations; company logo and url.
STEP 5 - Provide Access
ISSUER
Provide read-only access to your funding account to DealMaker for accurate reconciliation. Speak with your customer success manager for help with this.
STEP 6-Training
DEALMAKER
DealMaker will provide your team a one hour training session.
YOU'RE ALL SET!
The portal is setup and you're ready to invite investors. You will have the ability to see where each investor is in terms of completing their investment and continue to see yourself get closer to your target deal amount.
HOW ISSUERS BENEFIT
Technology
Deal Maker enables issuers to take control of their raise and optimize management of their investor funnel by delivering the back-end technology required to power a successful raise.
Own Your Brand
Issuers establish a professional image by delivering investors a consistently streamlined investing experience.
Expertise
The DealMaker team and partners are trusted by the industry and are experts in the field who take pride in going above and beyond for our clients.
Risk Reduction
DealMaker and partners eliminate the risk of document errors, mismanagement of investors, compliance errors in marketing materials, and more. Issuers who use DealMaker know that it is the safest way to raise.