Knowledge Center
Go to DealMaker
Enterprise
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
Enterprise
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
Enterprise
Help Articles for Enterprise Portals
Developer
Embed your deal's investor flow with a script tag
Magic Links and URL Parameters
Inviting Team Members
Roles and Permissions
Enterprise Tutorial: How to connect your front end to DealMaker's API
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DealMaker Engage
DealMaker Engage Guide
Deal Setup
Set up your deal’s Invitation Page
Email Domain White-Labeling
Logo white-labeling
Create and configure a new Deal
How does setting up my own deal work?
How do I access my deal?
How do I get my subscription agreement?
How do I pay?
Offering securities priced at less than two decimal places
Does DealMaker offer any customizations to the portal?
Obtaining an Employer Identification Number (EIN) confirmation letter
See more
Payments
Do I need an escrow agent for my deal?
Payouts
