Knowledge Center
Go to DealMaker
Step 2: Launching A Deal
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 2: Launching A Deal
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 2: Launching A Deal
In these articles, we will help you launch deals on the DealMaker platform.
Escrow Account Opening
Issuer and Investor
How To Invite Investors
Inviting Team Members
Changing Reminder Frequency
Privacy & Security Policy
Roles and Permissions
Counsel Training
Installing Disqus on your Reg CF Landing Page
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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(c) deal on DealMaker?
DealMaker Point of Contact - Customer Success Manager
How do I set an investor’s allocation?
Should I get a CUSIP? What are the benefits?
How the Question Flow Works
Deal Setup Timeline (Basic)
Deal Lifecycle
Minimum Investment Amount
What is a Special Purpose Vehicle (SPV) and why should I use one?
What is Testing The Waters (TTW)?
How to Setup and Customize Automated Emails for Your Offering
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