![DealMakerLogo2025.svg]](https://help.dealmaker.tech/hubfs/DealMakerLogo2025.svg){kind=small}
Step 3: Deal In Progress
These articles will help you manage live deals on the DealMaker platform.
Investor Management
- Managing an Investor (Overview)
- Automated Emails on DealMaker
- Bulk Actions for Investors
- An investor wishes to reinvest in the same deal, is this possible?
- One Time Passcode
- Investor Stages in the Portal
- How many signatories can sign for an investor?
- Setting an Investor to Inactive
- An investor has indicated that they are a ‘Registrant’ what does this mean?
Managing Transactions
- Processing Refunds via DealMaker
- Does DealMaker handle investor funds?
- How do I mark my Offline investors as funded?
- Can the transactional fee for a particular investor be waived on a deal?
- What is a dispute and what is a chargeback?
- Why You Should Handle Disputes Swiftly
- How DealMaker will help you navigate the dispute management process
- What options do I have for overfunded investors?
Payouts/Reporting
Regulatory/Compliance/Legal
- Resetting Investor Signature and Agreement
- Using Tags to Track and Resolve Deficiencies on DealMaker
- How do e-signatures work on DealMaker?
- Resolving Deficiencies
- Automated Background Checks on DealMaker
- Why does an agreement automatically download rather than load within my browser?
- Verifying my investor’s identity
- Why do some investors have multiple AML searches associated with their account?
- I’ve amended my subscription agreement during a live deal, will my investors have to re-sign?
- Can I switch the company signatory of the deal once live?
- I am the signatory for a deal and I have a subscription agreement to sign, how do I sign both?