https://help.dealmaker.tech/financial-disclosures2026-01-07https://help.dealmaker.tech/managing-an-investor-overview2026-01-07https://help.dealmaker.tech/investor-question-flow2026-01-07https://help.dealmaker.tech/kb-search-resultshttps://7493765.fs1.hubspotusercontent-na1.net/hubfs/7493765/DealMakerLogo2025.svgDealMakerLogo2025DealMakerLogo2025https://7493765.fs1.hubspotusercontent-na1.net/hubfs/7493765/private-placements-and-funds.jpgprivateplacementsandfundsprivateplacementsandfunds2026-01-07https://help.dealmaker.tech/logo-white-labeling2026-01-07https://help.dealmaker.tech/new-deal2026-01-07https://help.dealmaker.tech/how-to-navigate-when-your-historical-shareholder-data-is-complex2026-01-07https://help.dealmaker.tech/what-is-required-for-s.5-of-the-f9-to-be-populated2026-01-07https://help.dealmaker.tech/supporting-documents2026-01-07https://help.dealmaker.tech/how-the-question-flow-works2026-01-07https://help.dealmaker.tech/automated-background-checks-on-dealmaker2026-01-07https://help.dealmaker.tech/facebook-linkedin-pixel-integration-through-gtm2026-01-07https://help.dealmaker.tech/how-do-i-get-my-subscription-agreement2026-01-07https://help.dealmaker.tech/international-investor-rules2026-01-07https://help.dealmaker.tech/how-to-use-a-gtm-driven-chatbot-on-your-deal2026-01-07https://help.dealmaker.tech/how-is-a-community-round-different-from-kickstarter2026-01-07https://help.dealmaker.tech/who-will-require-a-bad-actor-check-and-what-will-be-asked-of-them2026-01-07https://help.dealmaker.tech/working-with-a-broker-dealer-on-your-reg-a-deal2026-01-07https://help.dealmaker.tech/testing-your-tag2026-01-07https://help.dealmaker.tech/what-is-testing-the-waters-ttw2026-01-07https://help.dealmaker.tech/installing-disqus-on-your-reg-cf-landing-page2026-01-07https://help.dealmaker.tech/how-do-i-select-the-right-transfer-agent-for-my-company2026-01-07https://help.dealmaker.tech/magic-links-url-parameters2026-01-07https://help.dealmaker.tech/what-is-dealmaker-shareholder-services2026-01-07https://help.dealmaker.tech/enabling-company-acceptance2026-01-07https://help.dealmaker.tech/adding-brokers-to-your-deal2026-01-07https://help.dealmaker.tech/tags-overview2026-01-07https://help.dealmaker.tech/roles-and-permissions-12026-01-07https://help.dealmaker.tech/payouts2026-01-07https://help.dealmaker.tech/who-can-see-broker-clients-can-i-see-who-the-brokers-have-added2026-01-07https://help.dealmaker.tech/what-is-regulation-a2026-01-07https://help.dealmaker.tech/company-ownership-canadian-accredited-investor2026-01-07https://help.dealmaker.tech/how-does-dealmaker-determine-an-investors-status2026-01-07https://help.dealmaker.tech/how-soon-will-my-investors-be-notified-of-an-update-in-their-status2026-01-07https://help.dealmaker.tech/dealmaker-portal-customizations2026-01-07https://help.dealmaker.tech/what-information-do-i-need-to-provide-on-my-historical-shareholder-spreadsheet2026-01-07https://help.dealmaker.tech/can-i-have-access-to-my-online-payment-processor-account2026-01-07https://help.dealmaker.tech/cusip2026-01-07https://help.dealmaker.tech/what-should-be-added-in-the-state-law-section-and-state-legistation-in-the2026-01-07https://help.dealmaker.tech/changing-reminder-frequency2026-01-07https://help.dealmaker.tech/create-and-configure-a-new-deal2026-01-07https://help.dealmaker.tech/what-is-a-45-106-filing2026-01-07https://help.dealmaker.tech/how-do-i-update-company-information-within-dmengage2026-01-07https://help.dealmaker.tech/what-are-the-financials-requirements-for-a-regulation-cf-cap-124k-vs.-618k-vs.-1.235m-vs.-5m2026-01-07https://help.dealmaker.tech/investors-allocation2026-01-07https://help.dealmaker.tech/for-a-regulation-crowdfunding-cf-or-regulation-a-offering-what-can-i-say-or-not-say-when-im-speaking-at-a-panel-or-on-a-webinar-12026-01-07https://help.dealmaker.tech/investors-subscribing-with-joint-accounts2026-01-07https://help.dealmaker.tech/do-i-need-an-escrow-agent-for-my-deal2026-01-07https://help.dealmaker.tech/configuring-webhooks-on-dealmaker2026-01-07https://help.dealmaker.tech/ira-support2026-01-07https://help.dealmaker.tech/the-friends-and-family-certificate-f12-or-f5-risk-acknowledgement-forms2026-01-07https://help.dealmaker.tech/deal-lifecycle2026-01-07https://help.dealmaker.tech/dealmaker-engage-members-views2026-01-07https://help.dealmaker.tech/exporting-documents2026-01-07https://help.dealmaker.tech/what-is-a-transfer-agent2026-01-07https://help.dealmaker.tech/is-a-transfer-agent-a-bank2026-01-07https://help.dealmaker.tech/verifying-my-investors-identity2026-01-07https://help.dealmaker.tech/security-holders-document-upload2026-01-07https://help.dealmaker.tech/obtaining-an-employer-identification-number-ein-confirmation-letter2026-01-07https://help.dealmaker.tech/what-is-a-material-change2026-01-07https://help.dealmaker.tech/how-do-i-get-access-to-my-deal2026-01-07https://help.dealmaker.tech/offering-securities-priced-at-less-than-two-decimal-places-12026-01-07https://help.dealmaker.tech/how-to-get-a-tax-identification-number-us2026-01-07https://help.dealmaker.tech/how-do-i-start-issuing-shares-to-my-shareholders2026-01-07https://help.dealmaker.tech/obtaining-an-employer-identification-number-ein-confirmation-letter-12026-01-07https://help.dealmaker.tech/what-are-some-of-the-advantages-of-using-dealmaker-shareholder-services2026-01-07https://help.dealmaker.tech/email-domain-white-labeling-12026-01-07https://help.dealmaker.tech/ai-generated-newsfeed-posts2026-01-07https://help.dealmaker.tech/how-do-i-control-the-content-my-audience-sees-on-dealmaker-engage2026-01-07https://help.dealmaker.tech/am-i-limited-to-running-just-one-regulation-cf-raise-in-a-calendar-year2026-01-07https://help.dealmaker.tech/what-is-registration-and-delivery2026-01-07https://help.dealmaker.tech/whats-the-process-for-onboarding-with-dealmaker-shareholder-services2026-01-07https://help.dealmaker.tech/escrow-account-opening2026-01-07https://help.dealmaker.tech/dealmaker-and-blue-sky-filings2026-01-07https://help.dealmaker.tech/transfer-agent-needs-additional-info2026-01-07https://help.dealmaker.tech/agreement-automatically-download2026-01-07https://help.dealmaker.tech/set-up-your-deals-invitation-page2026-01-07https://help.dealmaker.tech/how-can-i-download-my-companys-shareholder-register2026-01-07https://help.dealmaker.tech/international-investors-no-us-tax-id-506c2026-01-07https://help.dealmaker.tech/waiving-the-transactional-fee2026-01-07https://help.dealmaker.tech/how-do-i-get-my-subscription-agreement-12026-01-07https://help.dealmaker.tech/send-emails-using-dealmaker-engage2026-01-07https://help.dealmaker.tech/embed-your-deals-investor-flow-with-a-script-tag2026-01-07https://help.dealmaker.tech/how-do-i-set-up-my-dealmaker-landing-page2026-01-07https://help.dealmaker.tech/can-i-have-access-to-funds-on-a-subscription-by-subscription-basis2026-01-07https://help.dealmaker.tech/what-us-states-require-the-use-of-a-broker-dealer-regulation-a-offering2026-01-07https://help.dealmaker.tech/what-is-the-difference-between-what-dealmaker-transfer-agent-does-and-cap-table-management2026-01-07https://help.dealmaker.tech/what-is-a-special-purpose-vehicle-spv-and-why-should-i-use-one2026-01-07https://help.dealmaker.tech/what-is-the-difference-between-followers-and-investors-i-see-on-engage2026-01-07https://help.dealmaker.tech/resetting-investor-signature-agreement2026-01-07https://help.dealmaker.tech/signing-as-signatory-and-investor2026-01-07https://help.dealmaker.tech/how-do-i-customize-news-releases2026-01-07https://help.dealmaker.tech/how-does-setting-up-my-own-deal-work-12026-01-07https://help.dealmaker.tech/how-to-setup-and-customize-automated-emails-for-your-offering2026-01-07https://help.dealmaker.tech/how-does-my-company-determine-what-securities-to-offer2026-01-07https://help.dealmaker.tech/why-do-transfer-agents-require-complete-data-sets2026-01-07https://help.dealmaker.tech/inviting-team-members2026-01-07https://help.dealmaker.tech/what-should-i-put-as-my-target-minimum-target-offering-on-a-regulation-crowdfunding-cf2026-01-07https://help.dealmaker.tech/managing-an-investors-funding-status2026-01-07https://help.dealmaker.tech/what-type-of-stock-do-transfer-agents-maintain-the-records-for2026-01-07https://help.dealmaker.tech/saving-and-sending-an-email-or-newsfeed-post2026-01-07https://help.dealmaker.tech/will-my-cap-table-be-a-mess-after-doing-a-crowdfunding-campaign2026-01-07https://help.dealmaker.tech/what-are-bonus-shares2026-01-07https://help.dealmaker.tech/how-can-i-access-my-deals-through-engage2026-01-07https://help.dealmaker.tech/book-entry-vs-ledger-system2026-01-07https://help.dealmaker.tech/why-add-brokers-to-your-deal2026-01-07https://help.dealmaker.tech/how-to-access-and-begin-using-the-engage-email-editor2026-01-07https://help.dealmaker.tech/external-analytics-tags-on-dealmaker2026-01-07https://help.dealmaker.tech/what-is-a-certificate-of-designation2026-01-07https://help.dealmaker.tech/setting-an-investor-to-inactive2026-01-07https://help.dealmaker.tech/how-does-a-material-change-work-in-a-regulation-crowdfunding-cf-offering2026-01-07https://help.dealmaker.tech/can-the-ancillary-fee-set-for-digital-payments-differ-between-payment-types2026-01-07https://help.dealmaker.tech/how-can-i-pay-my-dealmaker-invoice2026-01-07https://help.dealmaker.tech/how-can-i-add-shareholders-to-my-dm-engage-portal2026-01-07https://help.dealmaker.tech/investor-status-report-finra-going-public2026-01-07https://help.dealmaker.tech/setting-up-an-ancillary-fee-on-dealmaker2026-01-07https://help.dealmaker.tech/resolving-deficiencies2026-01-07https://help.dealmaker.tech/payouts-v22026-01-07https://help.dealmaker.tech/can-i-switch-the-company-signatory-of-the-deal-once-live2026-01-07https://help.dealmaker.tech/bulk-document-upload2026-01-07https://help.dealmaker.tech/funding-options2026-01-07https://help.dealmaker.tech/how-long-will-it-take-to-issue-shares-after-notifying-dealmaker-transfer-agent2026-01-07https://help.dealmaker.tech/processing-refunds2026-01-07https://help.dealmaker.tech/an-overview-of-closing-on-dealmaker2026-01-07https://help.dealmaker.tech/is-there-a-limit-to-how-much-i-can-raise-via-crowdfunding2026-01-07https://help.dealmaker.tech/digitization-of-specific-documents2026-01-07https://help.dealmaker.tech/notifications-settings2026-01-07https://help.dealmaker.tech/set-up-your-deals-invitation-page-12026-01-07https://help.dealmaker.tech/the-dealmaker-digitized-us-ai-certificate-does-not-provide-an-option-to-select-a-specific-category-at-i-why-is-this2026-01-07https://help.dealmaker.tech/continuous-closings-through-my-506c-deal2026-01-07https://help.dealmaker.tech/my-digitized-agreement-no-longer-has-page-numbers-why-is-that2026-01-07https://help.dealmaker.tech/deal-setup-timeline2026-01-07https://help.dealmaker.tech/how-many-signatories-can-sign-for-an-investor2026-01-07https://help.dealmaker.tech/why-would-a-private-issuer-need-a-transfer-agent2026-01-07https://help.dealmaker.tech/what-is-regulation-crowdfunding2026-01-07https://help.dealmaker.tech/what-is-the-direct-registration-system-drs2026-01-07https://help.dealmaker.tech/what-information-can-i-access-through-dealmaker-shareholder-services2026-01-07https://help.dealmaker.tech/account-manager2026-01-07https://help.dealmaker.tech/how-do-i-link-news-releases-to-active-deals2026-01-07https://help.dealmaker.tech/manual-verification2026-01-07https://help.dealmaker.tech/how-do-i-pay2026-01-07https://help.dealmaker.tech/do-i-need-escrow-for-my-regulation-a-deal2026-01-07https://help.dealmaker.tech/roles-and-permissions2026-01-07https://help.dealmaker.tech/investor-profiles2026-01-07https://help.dealmaker.tech/one-time-pin-usage2026-01-07https://help.dealmaker.tech/how-does-dealmaker-shareholder-services-use-dealmaker-engage2026-01-07https://help.dealmaker.tech/privacy-security-policy2026-01-07https://help.dealmaker.tech/inviting-team-members-12026-01-07https://help.dealmaker.tech/do-i-have-to-be-based-in-the-us-to-use-reg-a2026-01-07https://help.dealmaker.tech/automated-emails-on-dealmaker2026-01-07https://help.dealmaker.tech/for-a-regulation-crowdfunding-cf-when-do-i-receive-my-holdback-funds2026-01-07https://help.dealmaker.tech/create-a-google-tag-manager-account2026-01-07https://help.dealmaker.tech/does-dealmaker-handle-investor-funds2026-01-07https://help.dealmaker.tech/overfunded-investors2026-01-07https://help.dealmaker.tech/using-tags-to-track-and-resolve-deficiencies-on-dealmaker2026-01-07https://help.dealmaker.tech/benefits-of-using-google-tag-manager2026-01-07https://help.dealmaker.tech/an-investor-wishes-to-reinvest-in-the-same-deal-is-this-possible2026-01-07https://help.dealmaker.tech/multiple-subscription-agreements2026-01-07https://help.dealmaker.tech/why-you-should-handle-chargebacks-swiftly2026-01-07https://help.dealmaker.tech/my-deal-is-archived-do-i-still-have-access-to-the-platform2026-01-07https://help.dealmaker.tech/principal-place-of-business2026-01-07https://help.dealmaker.tech/how-does-a-transfer-agent-benefit-investors2026-01-07https://help.dealmaker.tech/how-do-i-access-my-deal2026-01-07https://help.dealmaker.tech/managing-members-with-dealmaker-engage2026-01-07https://help.dealmaker.tech/payments-overview2026-01-07https://help.dealmaker.tech/counsel-training2026-01-07https://help.dealmaker.tech/what-alternatives-do-i-have-if-i-do-not-want-to-use-a-broker-dealer-12026-01-07https://help.dealmaker.tech/what-is-the-process-for-changing-the-price-of-my-shares-regulation-crowdfunding-cf-vs.-regulation-a2026-01-07https://help.dealmaker.tech/understanding-reservation-campaigns2026-01-07https://help.dealmaker.tech/deal-pricing-controls2026-01-07https://help.dealmaker.tech/what-continuing-reporting-obligations-must-i-consider-following-my-reg-a-deal2026-01-07https://help.dealmaker.tech/does-regulation-d-506-apply-to-foreign-investors2026-01-07https://help.dealmaker.tech/how-are-investors-notified-of-changes-in-my-business2026-01-07https://help.dealmaker.tech/do-i-need-to-have-my-funds-in-my-bank-account-before-being-able-to-close2026-01-07https://help.dealmaker.tech/how-should-i-manage-k-1-tax-forms2026-01-07https://help.dealmaker.tech/logo-white-labeling-12026-01-07https://help.dealmaker.tech/marketing-partners2026-01-07https://help.dealmaker.tech/for-a-regulation-crowdfunding-cf-offering-does-my-company-have-to-be-a-us-corporation2026-01-07https://help.dealmaker.tech/offering-securities-priced-at-less-than-two-decimal-places-22026-01-07https://help.dealmaker.tech/overview-of-dealmaker-engage2026-01-07https://help.dealmaker.tech/google-tag-manager-overview2026-01-07https://help.dealmaker.tech/investor-stages2026-01-07https://help.dealmaker.tech/what-is-restricted-stock2026-01-07https://help.dealmaker.tech/how-to-add-your-clients-and-pre-fill-their-subscription-agreement2026-01-07https://help.dealmaker.tech/offering-securities-priced-at-less-than-two-decimal-places2026-01-07https://help.dealmaker.tech/magic-links-and-url-parameters2026-01-07https://help.dealmaker.tech/working-with-an-investor-relations-team-on-your-marketed-raise-reg-a-506c2026-01-07https://help.dealmaker.tech/european-investors-completing-canadian-exemption-forms2026-01-07https://help.dealmaker.tech/issuing-securities2026-01-07https://help.dealmaker.tech/when-should-i-add-an-investor-to-dealmaker-for-example-can-i-upload-my-entire-mailing-list-to-dealmaker2026-01-07https://help.dealmaker.tech/what-does-the-506c-accreditation-process-look-like-on-dealmaker2026-01-07https://help.dealmaker.tech/what-documents-will-my-investors-have-to-upload-to-verify-their-accreditation-status-under-the-reg-d-506c-offering2026-01-07https://help.dealmaker.tech/how-to-generate-a-list-of-accepted-investors2026-01-07https://help.dealmaker.tech/api-zapier2026-01-07https://help.dealmaker.tech/reg-cf2026-01-07https://help.dealmaker.tech/how-do-i-pay-12026-01-07https://help.dealmaker.tech/how-does-my-company-determine-a-valuation2026-01-07https://help.dealmaker.tech/minimum-investment-amount2026-01-07https://help.dealmaker.tech/who-is-responsible-for-what-during-a-deal-on-dealmaker2026-01-07https://help.dealmaker.tech/what-does-section-12-g-mean-and-how-can-it-affect-my-deal2026-01-07https://help.dealmaker.tech/can-i-have-another-transfer-agent-handle-my-previous-shareholders-but-have-dealmaker-transfer-agent-handle-shareholders-raised-through-the-dealmaker-platform2026-01-07https://help.dealmaker.tech/multiple-aml-searches2026-01-07https://help.dealmaker.tech/content-blocks-rows-settings2026-01-07https://help.dealmaker.tech/apple-pay/google-pay-faq2026-01-07https://help.dealmaker.tech/gtm-events-on-dealmaker2026-01-07https://help.dealmaker.techhttps://7493765.fs1.hubspotusercontent-na1.net/hubfs/7493765/DealMakerLogo2025.svgDealMakerLogo2025DealMakerLogo2025https://7493765.fs1.hubspotusercontent-na1.net/hubfs/7493765/private-placements-and-funds.jpgprivateplacementsandfundsprivateplacementsandfunds2026-01-07https://help.dealmaker.tech/dealmaker-engage-guide2026-01-07https://help.dealmaker.tech/where-do-i-upload-the-terms-and-conditions-to-the-portal2026-01-07https://help.dealmaker.tech/embed-your-deals-investor-flow2026-01-07https://help.dealmaker.tech/how-are-transfer-agents-regulated2026-01-07https://help.dealmaker.tech/will-my-investors-still-have-to-verify-again-if-they-have-already-been-verified-as-an-accredited-investor2026-01-07https://help.dealmaker.tech/how-do-i-consolidate-my-shareholder-registers-from-another-transfer-agent-to-dealmaker-shareholder-services2026-01-07https://help.dealmaker.tech/should-i-have-more-than-one-transfer-agent2026-01-07https://help.dealmaker.tech/email-domain-white-labeling2026-01-07https://help.dealmaker.tech/what-does-dealmaker-shareholder-services-do-with-your-historical-shareholder-data2026-01-07https://help.dealmaker.tech/registrant2026-01-07https://help.dealmaker.tech/f9-risk-acknowledge-form2026-01-07https://help.dealmaker.tech/upload-document2026-01-07https://help.dealmaker.tech/bulk-actions2026-01-07https://help.dealmaker.tech/can-i-include-international-investors-in-my-506b-deal-on-dealmaker2026-01-07https://help.dealmaker.tech/does-dealmaker-transfer-agent-provide-cap-table-management2026-01-07https://help.dealmaker.tech/dedicated-domain-setup2026-01-07https://help.dealmaker.tech/how-can-dealmaker-shareholder-services-support-bonus-shares2026-01-07https://help.dealmaker.tech/ive-amended-my-subscription-agreement-during-a-live-deal-will-my-investors-have-to-re-sign2026-01-07https://help.dealmaker.tech/e-signatures2026-01-07https://help.dealmaker.tech/for-a-regulation-crowdfunding-cf-offering-how-long-can-i-raise-money-for-how-many-times-can-i-do-a-crowdfunding-campaign-in-a-year2026-01-07https://help.dealmaker.tech/add2026-01-07https://help.dealmaker.tech/investor-communications2026-01-07https://help.dealmaker.tech/do-i-need-an-escrow-agent-for-my-deal-12026-01-07https://help.dealmaker.tech/updates-to-the-reg-d-506c-investor-experience2026-01-07https://help.dealmaker.tech/how-to-invite-investors2026-01-07https://help.dealmaker.tech/how-to-get-a-business-number-canada2026-01-07https://help.dealmaker.tech/investor-faq-12026-01-07https://help.dealmaker.tech/how-does-setting-up-my-own-deal-work2026-01-07https://help.dealmaker.tech/disclosure-requirements-to-investors-post-raise2026-01-07https://help.dealmaker.tech/dispute-management2026-01-07https://help.dealmaker.tech/setting-up-time-based-discount-pricing-for-your-offering2026-01-07https://help.dealmaker.tech/what-is-a-dispute2026-01-07https://help.dealmaker.tech/kb-404https://7493765.fs1.hubspotusercontent-na1.net/hubfs/7493765/private-placements-and-funds.jpgprivateplacementsandfundsprivateplacementsandfundshttps://7493765.fs1.hubspotusercontent-na1.net/hubfs/7493765/DealMakerLogo2025.svgDealMakerLogo2025DealMakerLogo20252026-01-07https://help.dealmaker.tech/digitized-documentation-and-blackline2026-01-07https://help.dealmaker.tech/whats-the-difference-between-exporting-45-106f1-and-45-106f1-all-accepted-investors2026-01-07https://help.dealmaker.tech/integrating-online-payments-to-your-deal2026-01-07https://help.dealmaker.tech/canadian-exemption-forms2026-01-07https://help.dealmaker.tech/can-dealmaker-transfer-agent-assist-with-our-corporate-action2026-01-07https://help.dealmaker.tech/for-a-regulation-crowdfunding-cf-or-regulation-a-offering-what-can-i-say-or-not-say-when-im-speaking-at-a-panel-or-on-a-webinar2026-01-07https://help.dealmaker.tech/countersigning-investors2026-01-07https://help.dealmaker.tech/how-to-add-faq-in-engage2026-01-07https://help.dealmaker.tech/form-4c-tsxv2026-01-07https://help.dealmaker.tech/starter-subscription-agreements2026-01-07