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Step 3: Deal In Progress
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 3: Deal In Progress
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 3: Deal In Progress
These articles will help you manage live deals on the DealMaker platform.
Issuer and Investor
Deal Pricing Controls
Managing an Investor (Overview)
Investor Communications
Automated Emails on DealMaker
Bulk Actions for Investors
Pre-filling/editing an Investor's Responses (and Testing the Question Flow)
How do I remove an investor?
How do I upload agreements for offline investors?
An investor wishes to reinvest in the same deal, is this possible?
One Time Pin Usage
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Regulatory/Compliance/Legal
Automated Background Checks on DealMaker
When will a background check be run on my investors?
An Overview of the Review Process 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
How can an investor indicate they have previously filed a Form 4C with the TSXV?
What is Registration/Delivery?
Why does an agreement automatically download rather than load within my browser?
Verifying my investor’s identity.
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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?
What is required for S.5 of the F9 to be populated?
How to add your Clients and Pre-fill their Subscription Agreement.
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FAQs
What stages does an investor go through before completing their investment?
Why do some investors have multiple AML searches associated with their account?
How many signatories can sign for an investor?
Does DealMaker handle investor funds?
I have opted out of DealMaker Payments, how do I mark my investors as funded?
I’ve amended my subscription agreement during a live deal, will my investors have to re-sign?
Can the transactional fee for a particular investor be waived on a deal?
Can I switch the company signatory of the deal once live?
I want to refund an investor, what do I do?
A holding company has completed a subscription however, the investors wish to send payments from their personal accounts. Is this possible to do?
Where can I find a detailed list of investors and/or a breakdown of each online payment made and whether it has been paid out?
I am the signatory for a deal and I have a subscription agreement to sign, how do I sign both?
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
How do I change my notifications settings?
How do I reconcile online payments on my deal?
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