Self-Serve
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      1. Knowledge Center
      2. Step 1: Getting Set up on DealMaker
      3. Self-Serve

      How do I access my deal?

      New customers

      Once the questionnaire has been completed, a DealMaker account manager is notified, and will reach out to confirm the last details of setting up your deal.

      As you complete the questionnaire, you will be presented with a preview of your agreement for review and a payments tab to complete the setup fee. Once your review and payment is complete, full access to the portal will be granted allowing you to invite colleagues and investors.

      Existing customers

      Existing customers can expect to receive communications from their contact from previous deals. Contact your previous account manager if you have payment details on file, and please confirm that this method may be charged for your upcoming deal.