--- title: Create and configure a new Deal description: With a few pieces of information on-hand, here’s how you publish a new Deal to start inviting investors. --- [Skip to content](https://help.dealmaker.tech/new-deal#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 1: Getting Set up on DealMaker](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en) 3. [Self-Serve](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#self-serve) # Create and configure a new Deal ## With a few pieces of information on-hand, here’s how you publish a new Deal to start inviting investors. ### Before you get started Before you publish your deal, you’ll need: - Confirmation your invoice is paid. [Learn more](https://help.dealmaker.tech/how-can-i-pay-my-dealmaker-invoice?hsLang=en) - The name and email of your Signatory - The name and email of your Payment Administrator - A .pdf of your Terms and Conditions document ([here is a vetted, compliant, and recommended template](https://help.dealmaker.tech/hubfs/Subscription%20Agreement%20Template%20-%20T%26C-2.docx?hsLang=en)) - .pdf files of other required documents for the kind of deal you’re starting The Signatory and Payment Admin can be the same person. To save time, if you are a company administrator, you can even set yourself as both The Payment Admin can be set in two ways using the Deal’s backend: see below for Teams and Billing. ### Get started On your Dashboard, click **New Portal**.    ![](https://lh6.googleusercontent.com/O_UEIMNJqoM8VXPXXakOEWREcPpaR4pLoy3u2J0PVvLWD7j8Gal2RILYzNUBS51iNyclGOlvUQuuptetXZ_Qi5IC77v88hvYGFPWmNjTfp_dvENg4HmsucoQZ8R4rKqEmaTKXVwv=s0) Don’t see the button? Contact your account manager with any payment information related to your invoice. [Learn more](https://help.dealmaker.tech/how-can-i-pay-my-dealmaker-invoice?hsLang=en) ### Enter new Deal’s details Here’s some of the required information you’ll enter: - Jurisdiction - Jurisdiction of your Deal’s investors - Security type - Currency, or currencies.  - The sector your company operates in #### Upload a Terms & Conditions document, and other required documents for your Deal [Here is our recommended Terms & Conditions document template](https://help.dealmaker.tech/hubfs/Subscription%20Agreement%20Template%20-%20T%26C-2.docx?hsLang=en). If you make your own document, please ensure the font is Arial, size 11, to be consistent with our templates.  The document upload page also lets you upload other required documents for your type of Deal (Common examples: Shareholder Agreement, Declaration for Removal of Legends.) Don't have your Terms & Conditions or required documents yet? Click **Next** to complete the rest of the information, and upload your required documents later on in your Agreements page (see below), but please note that a Terms & Conditions document is required to publish your deal and start inviting investors. ### Your new Deal’s backend After your Deal’s details are entered, you can access your new Deal’s backend for the first time!  A Deal’s backend has 6 sections: - Agreement - Teams - Billing - Payments - Investors - Review - This page appears as Review when your deal’s state is in Draft or Amending. - This page will appear as Progress while your deal’s state is in Active and Close. See [our article on Deal Lifecycle](https://help.dealmaker.tech/deal-lifecycle?hsLang=en) #### Agreement Click **Agreement** to edit the Deal’s security details, to enter a maximum or minimum purchase amount, and to compose your Deal’s subscription agreement document. #### Teams Click **Teams** to invite Team members by email.  Once they’ve accepted your invitation, and appear as collaborators, click their associated **Actions**, then click **Edit Permissions** to assign them as a Signatory or Payment Admin.  ![Screen Shot 2023-10-25 at 4.06.05 PM](https://help.dealmaker.tech/hs-fs/hubfs/Screen%20Shot%202023-10-25%20at%204.06.05%20PM.png?width=688&height=314&name=Screen%20Shot%202023-10-25%20at%204.06.05%20PM.png)  #### Billing Click **Billing** to enter email addresses to receive invoices, and to add a Payment Admin. #### Payments This section is only available to Payment Admins. If you are a Payment Admin, click **Payments** to set up your deal’s payment methods. Note that your deal may need to be manually reviewed by DealMaker. #### Investors Click **Investors** to see your deal’s test investor.  Click on the test investor’s name to see what it’s like managing investors on your Deal’s backend, and click **Edit Responses** to preview the investor’s questionnaire and purchase flow.  ![Screen Shot 2023-10-25 at 4.07.43 PM](https://help.dealmaker.tech/hs-fs/hubfs/Screen%20Shot%202023-10-25%20at%204.07.43%20PM.png?width=459&height=194&name=Screen%20Shot%202023-10-25%20at%204.07.43%20PM.png) #### Review If your invoice is paid, you can click **Publish Deal** and start inviting investors!  Click **Investors** to start inviting investors by email or Magic Link. On the Investors section, click **Add investors via link** to access your deal’s Magic Link for easy sharing, and to optionally tag and set allocations for investors. See [our article on Inviting investors](https://help.dealmaker.tech/how-to-invite-investors?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)