Knowledge Center
Go to DealMaker
Step 1: Getting Set up on DealMaker
Step 1: Getting Set up on DealMaker
Agreements and DealMaker
Payments
Self-Serve
Integrating with DealMaker
FAQ
Step 2: Launching A Deal
Issuer and Investor
FAQ
Step 3: Deal In Progress
Issuer and Investor
Regulatory/Compliance/Legal
Brokers/Agents/Finders
FAQs
Step 4: Closing A Deal
Closing FAQs
Regulation CF
FAQs
Regulation D 506(c)
FAQs
Training Centre
FAQ
Developer
Regulation A+
FAQs
DM Engage
Investor FAQ
Investor FAQ
DealMaker Engage
FAQs
DealMaker Transfer Agent
DealMaker Transfer Agent FAQ
General Transfer Agent FAQ
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Knowledge Center
Step 1: Getting Set up on DealMaker
Step 1: Getting Set up on DealMaker
Agreements and DealMaker
Payments
Self-Serve
Integrating with DealMaker
FAQ
Step 2: Launching A Deal
Issuer and Investor
FAQ
Step 3: Deal In Progress
Issuer and Investor
Regulatory/Compliance/Legal
Brokers/Agents/Finders
FAQs
Step 4: Closing A Deal
Closing FAQs
Regulation CF
FAQs
Regulation D 506(c)
FAQs
Training Centre
FAQ
Developer
Regulation A+
FAQs
DM Engage
Investor FAQ
Investor FAQ
DealMaker Engage
FAQs
DealMaker Transfer Agent
DealMaker Transfer Agent FAQ
General Transfer Agent FAQ
Step 1: Getting Set up on DealMaker
In these articles, we will help you get set up on the DealMaker platform.
Roles and Permissions
Agreements and DealMaker
Starter Subscription Agreements
Digitized Agreement and Blackline
Digitization of Specific Documents
Signing a Shareholder Agreement
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
Why does DealMaker's digitized US AI Certificate not provide an option to select a specific category at (I)?
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Payments
Payment Options
Payments
Payouts on DealMaker
Use Online Payments on your Deal
What fees or holdback percentages apply to digital payments?
How do I set up read-only access for DealMaker?
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
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Self-Serve
Email Domain White-Labeling
Set up your deal’s Invitation Page
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?
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Integrating with DealMaker
Webhooks
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
Special Situations Concierge Package
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FAQ
Where do I upload the Terms and Conditions to the portal?
How do I duplicate a subscription?
Who is responsible for what during a deal on DealMaker?
How can I pay my DealMaker Invoice?
Can I use DealMaker for transactions without payments such as KYC forms, shareholder votes or testing the waters?
Why does my digitized agreement no longer have page numbers?
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