Knowledge Center
Go to DealMaker
Step 3: Deal In Progress
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 3: Deal In Progress
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 3: Deal In Progress
These articles will help you manage live deals on the DealMaker platform.
Investor Management
Managing an Investor (Overview)
Automated Emails on DealMaker
Bulk Actions for Investors
An investor wishes to reinvest in the same deal, is this possible?
One Time Passcode
Investor Stages in the Portal
How many signatories can sign for an investor?
Setting an Investor to Inactive
An investor has indicated that they are a ‘Registrant’ what does this mean?
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Managing Transactions
Processing Refunds via DealMaker
Does DealMaker handle investor funds?
How do I mark my Offline investors as funded?
Can the transactional fee for a particular investor be waived on a deal?
What is a dispute and what is a chargeback?
Why You Should Handle Disputes Swiftly
How DealMaker will help you navigate the dispute management process
What options do I have for overfunded investors?
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Payouts/Reporting
Payouts
Can I have access to my online payment processor account?
Regulatory/Compliance/Legal
Automated Background Checks on DealMaker
Resetting Investor Signature and Agreement
Using Tags to Track and Resolve Deficiencies on DealMaker
How do e-signatures work on DealMaker?
Resolving Deficiencies
Why does an agreement automatically download rather than load within my browser?
Verifying my investor’s identity
Why do some investors have multiple AML searches associated with their account?
I’ve amended my subscription agreement during a live deal, will my investors have to re-sign?
Can I switch the company signatory of the deal once live?
I am the signatory for a deal and I have a subscription agreement to sign, how do I sign both?
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Brokers/Agents/Finders
Adding Brokers/Agents/Finders to your Deal
Who can see Broker/Agent/Finder's Clients?
Why add Brokers/Agents/Finders to your Deal?
How to add your Clients and Pre-fill their Subscription Agreement.
Managing Your Raise
Deal Pricing Controls
Investor Communications
Marketing Partners
