Knowledge Center
Go to DealMaker
DealMaker Engage
Step 1: Getting Set up on DealMaker
Agreements
Payments
Self-Serve
Integrating with DealMaker
FAQ
Step 2: Launching A Deal
Issuer and Investor
FAQ
Step 3: Deal In Progress
Investor Management
Managing Transactions
Payouts/Reporting
Regulatory/Compliance/Legal
Brokers/Agents/Finders
Managing Your Raise
Step 4: Closing A Deal
Closing FAQs
Regulation CF
FAQs
Regulation D 506(c)
FAQs
Developers
Developer
Regulation A+
FAQs
Investor FAQ
Investor FAQ
DealMaker Engage
Setup
Community Building
Transfer Agent Actions
Member Views
DealMaker Shareholder Services
DealMaker Transfer Agent FAQ
General Transfer Agent FAQ
Canadian Private Placements
Enterprise
Developer
DealMaker Engage
Deal Setup
Payments
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Knowledge Center
DealMaker Engage
Step 1: Getting Set up on DealMaker
Agreements
Payments
Self-Serve
Integrating with DealMaker
FAQ
Step 2: Launching A Deal
Issuer and Investor
FAQ
Step 3: Deal In Progress
Investor Management
Managing Transactions
Payouts/Reporting
Regulatory/Compliance/Legal
Brokers/Agents/Finders
Managing Your Raise
Step 4: Closing A Deal
Closing FAQs
Regulation CF
FAQs
Regulation D 506(c)
FAQs
Developers
Developer
Regulation A+
FAQs
Investor FAQ
Investor FAQ
DealMaker Engage
Setup
Community Building
Transfer Agent Actions
Member Views
DealMaker Shareholder Services
DealMaker Transfer Agent FAQ
General Transfer Agent FAQ
Canadian Private Placements
Enterprise
Developer
DealMaker Engage
Deal Setup
Payments
DealMaker Engage
In these articles, we will teach you the know-how of utilizing DealMaker Engage.
Overview of DealMaker Engage
Setup
What is the feature 'Updates' under Communications? How do I customize them?
How do I link News Releases to active deals?
How do I update company information within DealMaker Engage?
How can I access my Deals through Engage?
How to add FAQ in Engage?
See more
Community Building
Send Emails using DealMaker Engage
Managing Members with DealMaker Engage
Bulk Document Upload
What Documents Can I Upload?
How to Access and Begin Using the Engage Email Editor
Content Blocks, Rows & Settings
Saving and Sending an Email or Newsfeed Post
See more
Transfer Agent Actions
How can I add Members to my DealMaker Engage portal?
What is my Shareholder Report? How can I download my company’s shareholder report?
What is my Members' table? What is the difference between Followers and Investors I see on Engage?
Member Views
How different members see your DealMaker Engage frontend?
What do my securityholders see when I upload a document to their profile?
How do I control the content my audience can see on DealMaker Engage?
