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Go to DealMaker
Step 2: Launching A Deal
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 2: Launching A Deal
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 2: Launching A Deal
In these articles, we will help you launch deals on the DealMaker platform.
Issuer and Investor
How To Invite Investors
Assigning a Signatory to the Deal
Inviting Team Members
Changing Reminder Frequency
Privacy & Security Policy
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FAQ
When should I add an investor to DealMaker? For example, can I upload my entire mailing list to DealMaker?
Can I include international investors in my 506(b) deal on DealMaker?
How to use your Account Manager
How do I set an investor’s allocation?
Does DealMaker offer any customizations to the portal?
Should I get a CUSIP? What are the benefits?
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?
Can I have access to my online payment processor account?
See more