Knowledge Center
Go to DealMaker
Step 1: Getting Set up on DealMaker
Step 1: Getting Set up on DealMaker
Agreements
Payments
Self-Serve
Integrating with DealMaker
FAQ
Step 2: Launching A Deal
Issuer and Investor
FAQ
Step 3: Deal In Progress
Investor Management
Managing Transactions
Payouts/Reporting
Regulatory/Compliance/Legal
Brokers/Agents/Finders
Managing Your Raise
Step 4: Closing A Deal
Closing FAQs
Regulation CF
FAQs
Regulation D 506(c)
FAQs
Developers
Developer
Regulation A+
FAQs
Investor FAQ
Investor FAQ
DealMaker Engage
Setup
Community Building
Transfer Agent Actions
Member Views
DealMaker Shareholder Services
DealMaker Transfer Agent FAQ
General Transfer Agent FAQ
Canadian Private Placements
Enterprise
Developer
DealMaker Engage
Deal Setup
Payments
Reservations
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Knowledge Center
Step 1: Getting Set up on DealMaker
Step 1: Getting Set up on DealMaker
Agreements
Payments
Self-Serve
Integrating with DealMaker
FAQ
Step 2: Launching A Deal
Issuer and Investor
FAQ
Step 3: Deal In Progress
Investor Management
Managing Transactions
Payouts/Reporting
Regulatory/Compliance/Legal
Brokers/Agents/Finders
Managing Your Raise
Step 4: Closing A Deal
Closing FAQs
Regulation CF
FAQs
Regulation D 506(c)
FAQs
Developers
Developer
Regulation A+
FAQs
Investor FAQ
Investor FAQ
DealMaker Engage
Setup
Community Building
Transfer Agent Actions
Member Views
DealMaker Shareholder Services
DealMaker Transfer Agent FAQ
General Transfer Agent FAQ
Canadian Private Placements
Enterprise
Developer
DealMaker Engage
Deal Setup
Payments
Reservations
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
Digitized Agreement and Blackline
Digitization of Specific Documents
The Friends and Family Certificate (F12 or F5 Risk Acknowledgement Forms)
The Accredited Investor Certificate (F9 Risk Acknowledgement Form)
American investors completing Canadian exemption forms
European investors completing Canadian exemption forms
Investors Subscribing with Joint Accounts
Why does DealMaker's digitized US AI Certificate not provide an option to select a specific category at (I)?
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Payments
Payments Overview
Payment Options
Setting Up Online Payments
Can the Ancillary Fee set for digital payments differ between payment types?
How to get a US Tax Identification Number (TIN)
How to get a Tax Identification Number - Canada
Setting Up an Ancillary Fee on DealMaker
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Self-Serve
Set up your deal’s Invitation Page
Email Domain White-Labeling
Logo white-labeling
Create and configure a new Deal
How does setting up my own deal work?
How do I access my deal?
How do I pay?
How do I get my subscription agreement?
Offering securities priced at less than two decimal places
Does DealMaker offer any customizations to the portal?
Obtaining an Employer Identification Number (EIN) confirmation letter
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Integrating with DealMaker
Configuring Webhooks
Magic Links and URL Parameters
Google Tag Manager Overview
Create a Google Tag Manager account
Tags Overview
Testing your Tag
Benefits of Using Google Tag Manager
External analytics tags on DealMaker
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FAQ
Where do I upload the Terms and Conditions to the portal?
Who is responsible for what during a deal on DealMaker?
How can I pay my DealMaker Invoice?
Why does my digitized agreement no longer have page numbers?
Can DealMaker support a deal with multiple subscription agreements?
How do I attach supporting documents like a pitch deck to my deal?
Can I get a list of the questions the investors will be asked?
Do I need an escrow agent for my deal?
How do I change my notifications settings?
How is a Community Round different from Kickstarter?
Setting Up Time Based Discount Pricing for Your Offering
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