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Step 1: Getting Set up on DealMaker
In these articles, we will help you get set up on the DealMaker platform.
Agreements
- Starter Subscription Agreements
- Digitized Agreement and Blackline
- Digitization of Specific Documents
- The Friends and Family Certificate (F12 or F5 Risk Acknowledgement Forms)
- The Accredited Investor Certificate (F9 Risk Acknowledgement Form)
- American investors completing Canadian exemption forms
- European investors completing Canadian exemption forms
- Investors Subscribing with Joint Accounts
- Why does DealMaker's digitized US AI Certificate not provide an option to select a specific category at (I)?
Payments
Self-Serve
- 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 pay?
- How do I get my subscription agreement?
- 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
Integrating with DealMaker
FAQ
- Where do I upload the Terms and Conditions to the portal?
- Who is responsible for what during a deal on DealMaker?
- How can I pay my DealMaker Invoice?
- Why does my digitized agreement no longer have page numbers?
- Can DealMaker support a deal with multiple subscription agreements?
- How do I attach supporting documents like a pitch deck to my deal?
- Can I get a list of the questions the investors will be asked?
- Do I need an escrow agent for my deal?
- How do I change my notifications settings?
- How is a Community Round different from Kickstarter?
- Setting Up Time Based Discount Pricing for Your Offering