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DealMaker Engage Premium
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 Engage Premium
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 Premium
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 Engage Premium
DealMaker Transfer Agent FAQ
General Transfer Agent FAQ
Canadian Private Placements
Enterprise
Developer
DealMaker Engage
Deal Setup
Payments
DealMaker Engage Premium
In these articles, we will help you familiarize yourself with how DealMaker Engage Premium (Transfer Agent) can assist your company.
DealMaker Transfer Agent FAQ
What is DealMaker Shareholder Services?
What are some of the advantages of using DealMaker Shareholder Services?
How do I start issuing shares to my shareholders?
How long will it take to issue shares after notifying DealMaker Transfer Agent?
How can DealMaker Shareholder Services support bonus shares?
How does DealMaker Shareholder Services use DealMaker Engage?
What does DealMaker Shareholder Services do with your historical shareholder data?
What information do I need to provide on my historical shareholder spreadsheet?
How to navigate when your historical shareholder data is complex
How do I consolidate my shareholder registers from another transfer agent to DealMaker Shareholder Services?
Can DealMaker Shareholder Services assist with our corporate action?
Does DealMaker Shareholder Services provide “cap table management”?
What is the difference between what DealMaker Shareholder Services does and “cap table management”?
What’s the process for onboarding with DealMaker Shareholder Services?
What information can I access through DealMaker Shareholder Services?
Can I have another transfer agent handle my previous shareholders, but have DealMaker Transfer Agent handle shareholders raised through the DealMaker platform?
How should I manage K-1 tax forms?
What should be added in the [State Law Section] and [State Legislation] of the board resolution document in the Onboarding form?
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General Transfer Agent FAQ
What is a transfer agent?
Why would a private issuer need a transfer agent?
How does a having a transfer agent benefit investors?
How do I select the right transfer agent for my company?
Should I have more than one Transfer Agent?
What type of stock do transfer agents maintain the records for?
How are transfer agents regulated?
Book-Entry vs Ledger System
What are bonus shares?
Is a transfer agent a bank?
What is the Direct Registration System (DRS)?
What is Restricted Stock?
Why do transfer agents require complete data sets?
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