Please keep in mind that this process applies exclusively to issuers who are using DealMaker Shareholder Services and are using DealMaker.tech platform to facilitate their capital raise.
The steps to begin issuing shares is as follows:
- Please notify your DealMaker Shareholder Services Account Manager via email of your intent to initiate an issuance.
- Notice of intent to issue shares must contain the following:
- Date range for the issuance (if your team intends on issuing shares in tranches) or instruction to issue shares for all accepted investors.
- Any bonus share equations and/or structure (if applicable)
- DealMaker Shareholder Services will export the correct information from the DealMaker.Tech platform and will audit the data.
- Your DealMaker Shareholder Services Account Manager will send the final issuance direction to your company for official approval.
- Please complete a signed letter of instruction (see here) and send it back to your DealMaker Shareholder Services Account Manager.
- DealMaker Shareholder Services will then process the issuance and will deliver book-entry statements to your shareholders via DealMaker Engage (see here for standard issuance timeline)
If you have any questions about the steps to initiate a share issuance, please contact your DealMaker Shareholder Services Account Manager.