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Step 2: Launching A Deal

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?

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