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Knowledge Center
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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
  • Reservations
      Back to home
      1. Knowledge Center
      2. 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
      • Reservations

      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?
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