---
title: How do I mark my Offline investors as funded?
description: If we are collecting funds for your deal, there is no need to think about fund tracking. If you are collecting funds directly, read on.  Managing Funding for Individual Investors To manage a specific
---

[Skip to content](https://help.dealmaker.tech/managing-an-investors-funding-status#main-content)

English

Show submenu for translations

[![DealMaker Logo](https://help.dealmaker.tech/hubfs/DealMakerLogo2025.svg)](https://dealmaker.tech/)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Go to DealMaker](https://dealmaker.tech/)

[Go to DealMaker](https://dealmaker.tech/)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Knowledge Center](https://help.dealmaker.tech/?hsLang=en)
2. [Step 3: Deal In Progress](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en)
3. [Managing Transactions](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#managing-transactions)

# How do I mark my Offline investors as funded?

If we are collecting funds for your deal, there is no need to think about fund tracking. If you are collecting funds directly, read on.

 **Managing Funding for Individual Investors**

To manage a specific investor's funding status, you must first click on that investor's name from the Investor Table. 

Then, so long as the investor has either (1) indicated how much they would like to invest or (2) has had an allocation set, you will see their funding status (unfunded, underfunded, funded, or over funded). 

![](https://help.dealmaker.tech/hubfs/Knowledge%20Base%20Import/support.dealmaker.techhcarticle_attachments360043935091mceclip0-3.png)

If you would like to quickly mark an investor as funded, you can click on 'Funding Complete.'

If you would like to manage their transaction in more detail, please click on 'Manage Transactions.'

![](https://help.dealmaker.tech/hubfs/Knowledge%20Base%20Import/support.dealmaker.techhcarticle_attachments360043876452mceclip1-3.png)

Once you have entered in all of the information for the specific transaction, please click on 'Record Transaction.' 

**Bulk Managing of Investors' Funding Status**

If you would like to mark multiple investors as funded, you can do so through bulk actions. For more information on bulk actions, [please click here.](https://help.dealmaker.tech/bulk-actions?hsLang=en)

 

 

 

 

 

 

 

 

- [Step 1: Getting Set up on DealMaker](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#main-content)
  
  
  
  
  
    - [Agreements](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#agreements)
    - [Payments](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#payments)
    - [Self-Serve](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#self-serve)
    - [Integrating with DealMaker](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#integrating-with-dealmaker)
    - [FAQ](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#faq)
- [Step 2: Launching A Deal](https://help.dealmaker.tech/step-2-launching-a-deal?hsLang=en#main-content)
  
  
  
  
  
    - [Issuer and Investor](https://help.dealmaker.tech/step-2-launching-a-deal?hsLang=en#issuer-and-investor)
    - [FAQ](https://help.dealmaker.tech/step-2-launching-a-deal?hsLang=en#faq)
- [Step 3: Deal In Progress](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#main-content)
  
  
  
  
  
    - [Investor Management](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#investor-management)
    - [Managing Transactions](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#managing-transactions)
    - [Payouts/Reporting](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#payouts-reporting)
    - [Regulatory/Compliance/Legal](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#regulatory-compliance-legal)
    - [Brokers/Agents/Finders](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#brokers-agents-finders)
    - [Managing Your Raise](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#managing-your-raise)
- [Step 4: Closing A Deal](https://help.dealmaker.tech/step-4-closing-a-deal?hsLang=en#main-content)
  
  
  
  
  
    - [Closing FAQs](https://help.dealmaker.tech/step-4-closing-a-deal?hsLang=en#closing-faqs)
- [Regulation CF](https://help.dealmaker.tech/regulation-cf?hsLang=en#main-content)
  
  
  
  
  
    - [FAQs](https://help.dealmaker.tech/regulation-cf?hsLang=en#faqs)
- [Regulation D 506(c)](https://help.dealmaker.tech/regulation-d-506c?hsLang=en#main-content)
  
  
  
  
  
    - [FAQs](https://help.dealmaker.tech/regulation-d-506c?hsLang=en#faqs)
- [Developers](https://help.dealmaker.tech/developers?hsLang=en#main-content)
  
  
  
  
  
    - [Developer](https://help.dealmaker.tech/developers?hsLang=en#developer)
- [Regulation A+](https://help.dealmaker.tech/regulation-a?hsLang=en#main-content)
  
  
  
  
  
    - [FAQs](https://help.dealmaker.tech/regulation-a?hsLang=en#faqs)
- [Investor FAQ](https://help.dealmaker.tech/investor-faq?hsLang=en#main-content)
  
  
  
  
  
    - [Investor FAQ](https://help.dealmaker.tech/investor-faq?hsLang=en#investor-faq)
- [DealMaker Engage](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#main-content)
  
  
  
  
  
    - [Setup](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#setup)
    - [Community Building](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#community-building)
    - [Transfer Agent Actions](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#transfer-agent-actions)
    - [Member Views](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#member-views)
- [DealMaker Shareholder Services](https://help.dealmaker.tech/dealmaker-shareholder-services?hsLang=en#main-content)
  
  
  
  
  
    - [DealMaker Transfer Agent FAQ](https://help.dealmaker.tech/dealmaker-shareholder-services?hsLang=en#dealmaker-transfer-agent-faq)
    - [General Transfer Agent FAQ](https://help.dealmaker.tech/dealmaker-shareholder-services?hsLang=en#general-transfer-agent-faq)
- [Canadian Private Placements](https://help.dealmaker.tech/canadian-private-placements?hsLang=en)
- [Enterprise](https://help.dealmaker.tech/enterprise?hsLang=en#main-content)
  
  
  
  
  
    - [Developer](https://help.dealmaker.tech/enterprise?hsLang=en#developer)
    - [DealMaker Engage](https://help.dealmaker.tech/enterprise?hsLang=en#dealmaker-engage)
    - [Deal Setup](https://help.dealmaker.tech/enterprise?hsLang=en#deal-setup)
    - [Payments](https://help.dealmaker.tech/enterprise?hsLang=en#payments)
- [Reservations](https://help.dealmaker.tech/reservations?hsLang=en)

[![Chill listening crop-3](https://help.dealmaker.tech/hubfs/DealMakerLogo2025.svg "Chill listening crop-3")](https://www.dealmaker.tech/)

Copyright © 2026, DealMaker

![](https://px.ads.linkedin.com/collect/?pid=3262572&fmt=gif)