How can I set up my own deal?

To set up your own deal you can do so without having to reach out to your account manager at DealMaker. To do so, you must login to DealMaker and select “+ New Portal”. If you do not see this button, please reach out to your account manager or our sales team at info@dealmaker.tech.

 

 

This will lead you to the deal setup questionnaire. You will be asked a series of questions about your company and your deal, so it is best to have these details on hand to ensure a smooth setup. 


Once you have completed the questionnaire your account manager will be notified and will reach out to you to finalize the portal creation. Finalizing will require a signed order form alongside payment for the portal. You can utilize this communication to confirm any additional features you wish to implement on your upcoming raise.  

Once you have completed the questionnaire, you will move to a page that provides a copy of the digitized subscription agreement and the deal portal. Here, you will also need to add the terms and conditions applicable to your offering (a template form of this can be found here). Finalizing this process will require a signed order form alongside payment for the portal, after which you will have full access to the portal and be able to put the finishing touches on the portal to go live. 

DealMaker uses industry standard certificates and documentation to put together a subscription agreement that simply requires the company to provide the terms and conditions of their deal.