How do I duplicate a subscription?

Often there are times when an investor wishes to subscribe for further shares in the same deal or an individual wishes to complete a subscription with the same details on behalf of another person. DealMaker provides functionality to duplicate a subscription agreement to avoid repeating the same task.

Company users can do so by selecting the investor profile they wish to duplicate, entering their profile and selecting the ‘Duplicate Subscription’ button found on the bottom left hand corner. 

You will find a new draft investor profile within the investor tab, you may amend as necessary and then send the invite to the individual signing the subscription agreement. 

If you are duplicating in order to have two signatories as part of a joint account, please see further details here.