---
title: "Step 1: Getting Set up on DealMaker | Knowledge Center"
description: In these articles, we will help you get set up on the DealMaker platform.
---

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1. [Knowledge Center](https://help.dealmaker.tech/)
2. [Step 1: Getting Set up on DealMaker](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker)

# Step 1: Getting Set up on DealMaker

 In these articles, we will help you get set up on the DealMaker platform.

## Agreements

- [Starter Subscription Agreements](https://help.dealmaker.tech/starter-subscription-agreements)
- [Digitized Agreement and Blackline](https://help.dealmaker.tech/digitized-documentation-and-blackline)
- [Digitization of Specific Documents](https://help.dealmaker.tech/digitization-of-specific-documents)
- [The Friends and Family Certificate (F12 or F5 Risk Acknowledgement Forms)](https://help.dealmaker.tech/the-friends-and-family-certificate-f12-or-f5-risk-acknowledgement-forms)
- [The Accredited Investor Certificate (F9 Risk Acknowledgement Form)](https://help.dealmaker.tech/f9-risk-acknowledge-form)
- [American investors completing Canadian exemption forms](https://help.dealmaker.tech/canadian-exemption-forms)
- [European investors completing Canadian exemption forms](https://help.dealmaker.tech/european-investors-completing-canadian-exemption-forms)
- [Investors Subscribing with Joint Accounts](https://help.dealmaker.tech/investors-subscribing-with-joint-accounts)
- [Why does DealMaker's digitized US AI Certificate not provide an option to select a specific category at (I)?](https://help.dealmaker.tech/the-dealmaker-digitized-us-ai-certificate-does-not-provide-an-option-to-select-a-specific-category-at-i-why-is-this)

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## Payments

- [Payments Overview](https://help.dealmaker.tech/payments-overview)
- [Payment Options](https://help.dealmaker.tech/funding-options)
- [Setting Up Online Payments](https://help.dealmaker.tech/integrating-online-payments-to-your-deal)
- [Can the Ancillary Fee set for digital payments differ between payment types?](https://help.dealmaker.tech/can-the-ancillary-fee-set-for-digital-payments-differ-between-payment-types)
- [How to get a US Tax Identification Number (TIN)](https://help.dealmaker.tech/how-to-get-a-tax-identification-number-us)
- [How to get a Tax Identification Number - Canada](https://help.dealmaker.tech/how-to-get-a-business-number-canada)
- [Setting Up an Ancillary Fee on DealMaker](https://help.dealmaker.tech/setting-up-an-ancillary-fee-on-dealmaker)

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## Self-Serve

- [Set up your deal’s Invitation Page](https://help.dealmaker.tech/set-up-your-deals-invitation-page)
- [Email Domain White-Labeling](https://help.dealmaker.tech/email-domain-white-labeling)
- [Logo white-labeling](https://help.dealmaker.tech/logo-white-labeling)
- [Create and configure a new Deal](https://help.dealmaker.tech/new-deal)
- [How does setting up my own deal work?](https://help.dealmaker.tech/how-does-setting-up-my-own-deal-work)
- [How do I access my deal?](https://help.dealmaker.tech/how-do-i-get-access-to-my-deal)
- [How do I pay?](https://help.dealmaker.tech/how-do-i-pay)
- [How do I get my subscription agreement?](https://help.dealmaker.tech/how-do-i-get-my-subscription-agreement)
- [Offering securities priced at less than two decimal places](https://help.dealmaker.tech/offering-securities-priced-at-less-than-two-decimal-places)
- [Does DealMaker offer any customizations to the portal?](https://help.dealmaker.tech/dealmaker-portal-customizations)
- [Obtaining an Employer Identification Number (EIN) confirmation letter](https://help.dealmaker.tech/obtaining-an-employer-identification-number-ein-confirmation-letter)

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## Integrating with DealMaker

- [Configuring Webhooks](https://help.dealmaker.tech/configuring-webhooks-on-dealmaker)
- [Magic Links and URL Parameters](https://help.dealmaker.tech/magic-links-url-parameters)
- [Google Tag Manager Overview](https://help.dealmaker.tech/google-tag-manager-overview)
- [Create a Google Tag Manager account](https://help.dealmaker.tech/create-a-google-tag-manager-account)
- [Tags Overview](https://help.dealmaker.tech/tags-overview)
- [Testing your Tag](https://help.dealmaker.tech/testing-your-tag)
- [Benefits of Using Google Tag Manager](https://help.dealmaker.tech/benefits-of-using-google-tag-manager)
- [External analytics tags on DealMaker](https://help.dealmaker.tech/external-analytics-tags-on-dealmaker)

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## FAQ

- [Where do I upload the Terms and Conditions to the portal?](https://help.dealmaker.tech/where-do-i-upload-the-terms-and-conditions-to-the-portal)
- [Who is responsible for what during a deal on DealMaker?](https://help.dealmaker.tech/who-is-responsible-for-what-during-a-deal-on-dealmaker)
- [How can I pay my DealMaker Invoice?](https://help.dealmaker.tech/how-can-i-pay-my-dealmaker-invoice)
- [Why does my digitized agreement no longer have page numbers?](https://help.dealmaker.tech/my-digitized-agreement-no-longer-has-page-numbers-why-is-that)
- [Can DealMaker support a deal with multiple subscription agreements?](https://help.dealmaker.tech/multiple-subscription-agreements)
- [How do I attach supporting documents like a pitch deck to my deal?](https://help.dealmaker.tech/supporting-documents)
- [Can I get a list of the questions the investors will be asked?](https://help.dealmaker.tech/investor-question-flow)
- [How do I change my notifications settings?](https://help.dealmaker.tech/notifications-settings)
- [How is a Community Round different from Kickstarter?](https://help.dealmaker.tech/how-is-a-community-round-different-from-kickstarter)
- [Setting Up Time Based Discount Pricing for Your Offering](https://help.dealmaker.tech/setting-up-time-based-discount-pricing-for-your-offering)

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- [Step 1: Getting Set up on DealMaker](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker#main-content)

    - [Agreements](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker#agreements)
    - [Payments](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker#payments)
    - [Self-Serve](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker#self-serve)
    - [Integrating with DealMaker](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker#integrating-with-dealmaker)
    - [FAQ](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker#faq)
- [Step 2: Launching A Deal](https://help.dealmaker.tech/step-2-launching-a-deal#main-content)

    - [Issuer and Investor](https://help.dealmaker.tech/step-2-launching-a-deal#issuer-and-investor)
    - [FAQ](https://help.dealmaker.tech/step-2-launching-a-deal#faq)
- [Step 3: Deal In Progress](https://help.dealmaker.tech/step-3-deal-in-progress#main-content)

    - [Investor Management](https://help.dealmaker.tech/step-3-deal-in-progress#investor-management)
    - [Managing Transactions](https://help.dealmaker.tech/step-3-deal-in-progress#managing-transactions)
    - [Payouts/Reporting](https://help.dealmaker.tech/step-3-deal-in-progress#payouts-reporting)
    - [Regulatory/Compliance/Legal](https://help.dealmaker.tech/step-3-deal-in-progress#regulatory-compliance-legal)
    - [Brokers/Agents/Finders](https://help.dealmaker.tech/step-3-deal-in-progress#brokers-agents-finders)
    - [Managing Your Raise](https://help.dealmaker.tech/step-3-deal-in-progress#managing-your-raise)
- [Step 4: Closing A Deal](https://help.dealmaker.tech/step-4-closing-a-deal#main-content)

    - [Closing FAQs](https://help.dealmaker.tech/step-4-closing-a-deal#closing-faqs)
- [Regulation CF](https://help.dealmaker.tech/regulation-cf#main-content)

    - [FAQs](https://help.dealmaker.tech/regulation-cf#faqs)
- [Regulation D 506(c)](https://help.dealmaker.tech/regulation-d-506c#main-content)

    - [FAQs](https://help.dealmaker.tech/regulation-d-506c#faqs)
- [Developers](https://help.dealmaker.tech/developers#main-content)

    - [Developer](https://help.dealmaker.tech/developers#developer)
- [Regulation A+](https://help.dealmaker.tech/regulation-a#main-content)

    - [FAQs](https://help.dealmaker.tech/regulation-a#faqs)
- [Investor FAQ](https://help.dealmaker.tech/investor-faq#main-content)

    - [Investor FAQ](https://help.dealmaker.tech/investor-faq#investor-faq)
- [DealMaker Engage](https://help.dealmaker.tech/dealmaker-engage#main-content)

    - [Setup](https://help.dealmaker.tech/dealmaker-engage#setup)
    - [Community Building](https://help.dealmaker.tech/dealmaker-engage#community-building)
    - [Transfer Agent Actions](https://help.dealmaker.tech/dealmaker-engage#transfer-agent-actions)
    - [Member Views](https://help.dealmaker.tech/dealmaker-engage#member-views)
- [DealMaker Shareholder Services](https://help.dealmaker.tech/dealmaker-shareholder-services#main-content)

    - [DealMaker Transfer Agent FAQ](https://help.dealmaker.tech/dealmaker-shareholder-services#dealmaker-transfer-agent-faq)
    - [General Transfer Agent FAQ](https://help.dealmaker.tech/dealmaker-shareholder-services#general-transfer-agent-faq)
- [Canadian Private Placements](https://help.dealmaker.tech/canadian-private-placements)
- [Enterprise](https://help.dealmaker.tech/enterprise#main-content)

    - [Developer](https://help.dealmaker.tech/enterprise#developer)
    - [DealMaker Engage](https://help.dealmaker.tech/enterprise#dealmaker-engage)
    - [Deal Setup](https://help.dealmaker.tech/enterprise#deal-setup)
    - [Payments](https://help.dealmaker.tech/enterprise#payments)
- [Reservations](https://help.dealmaker.tech/reservations)
- [Regulatory & Compliance](https://help.dealmaker.tech/regulatory-compliance#main-content)

    - [Onboarding](https://help.dealmaker.tech/regulatory-compliance#onboarding)

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