Overview of DealMaker Engage

The CRM, CMS, and mailing list built around the world's best capital-raising platform

Build an investor community around your deals

Included in DM Plus deals, and for a limited time in Basic deals, DealMaker Engage is a CRM, CMS, and mailing list built around the world's best capital raising platform. Instead of fiddling with spreadsheets and copy-pasting email addresses to market your deals, Engage lets you communicate directly with your investors on the same platform as your deals, and gather real investor data.

Control your message and communications by tracking, tagging, and targeting your followers and existing shareholders. Or make content public and use DealMaker Engage as your company's dedicated investor relations tool.

Set up in a few steps

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  • On your DealMaker Dashboard, find the header that reads "Show me Entities I:" 
  • Under "Show me Entities I:", click Manage to reveal your Engage portals
  • Select a company’s card to launch its Engage backend, which opens to the Members page

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When Engage launches, click Settings to see a list of tasks to get started, including:

  • Share a news release
  • Add Engage team members
  • Add a FAQ about your company or deals
  • Add your company logo
  • Add an email address for investors to reach you