---
title: "Step 3: Deal In Progress | Knowledge Center"
description: These articles will help you manage live deals on the DealMaker platform.
---

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1. [Knowledge Center](https://help.dealmaker.tech/)
2. [Step 3: Deal In Progress](https://help.dealmaker.tech/step-3-deal-in-progress)

# Step 3: Deal In Progress

 These articles will help you manage live deals on the DealMaker platform.

## Investor Management

- [Managing an Investor (Overview)](https://help.dealmaker.tech/managing-an-investor-overview)
- [Automated Emails on DealMaker](https://help.dealmaker.tech/automated-emails-on-dealmaker)
- [Bulk Actions for Investors](https://help.dealmaker.tech/bulk-actions)
- [An investor wishes to reinvest in the same deal, is this possible?](https://help.dealmaker.tech/an-investor-wishes-to-reinvest-in-the-same-deal-is-this-possible)
- [One Time Passcode](https://help.dealmaker.tech/one-time-pin-usage)
- [Investor Stages in the Portal](https://help.dealmaker.tech/investor-stages)
- [How many signatories can sign for an investor?](https://help.dealmaker.tech/how-many-signatories-can-sign-for-an-investor)
- [Setting an Investor to Inactive](https://help.dealmaker.tech/setting-an-investor-to-inactive)
- [An investor has indicated that they are a ‘Registrant’ what does this mean?](https://help.dealmaker.tech/registrant)

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## Managing Transactions

- [Processing Refunds via DealMaker](https://help.dealmaker.tech/processing-refunds)
- [Does DealMaker handle investor funds?](https://help.dealmaker.tech/does-dealmaker-handle-investor-funds)
- [How do I mark my Offline investors as funded?](https://help.dealmaker.tech/managing-an-investors-funding-status)
- [Can the transactional fee for a particular investor be waived on a deal?](https://help.dealmaker.tech/waiving-the-transactional-fee)
- [What is a dispute and what is a chargeback?](https://help.dealmaker.tech/what-is-a-dispute)
- [Why You Should Handle Disputes Swiftly](https://help.dealmaker.tech/why-you-should-handle-chargebacks-swiftly)
- [How DealMaker will help you navigate the dispute management process](https://help.dealmaker.tech/dispute-management)
- [What options do I have for overfunded investors?](https://help.dealmaker.tech/overfunded-investors)

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## Payouts/Reporting

- [Payouts](https://help.dealmaker.tech/payouts-v2)
- [Can I have access to my online payment processor account?](https://help.dealmaker.tech/can-i-have-access-to-my-online-payment-processor-account)

## Regulatory/Compliance/Legal

- [Resetting Investor Signature and Agreement](https://help.dealmaker.tech/resetting-investor-signature-agreement)
- [Using Tags to Track and Resolve Deficiencies on DealMaker](https://help.dealmaker.tech/using-tags-to-track-and-resolve-deficiencies-on-dealmaker)
- [How do e-signatures work on DealMaker?](https://help.dealmaker.tech/e-signatures)
- [Resolving Deficiencies](https://help.dealmaker.tech/resolving-deficiencies)
- [Automated Background Checks on DealMaker](https://help.dealmaker.tech/automated-background-checks-on-dealmaker)
- [Why does an agreement automatically download rather than load within my browser?](https://help.dealmaker.tech/agreement-automatically-download)
- [Verifying my investor’s identity](https://help.dealmaker.tech/verifying-my-investors-identity)
- [Why do some investors have multiple AML searches associated with their account?](https://help.dealmaker.tech/multiple-aml-searches)
- [I’ve amended my subscription agreement during a live deal, will my investors have to re-sign?](https://help.dealmaker.tech/ive-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?](https://help.dealmaker.tech/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?](https://help.dealmaker.tech/signing-as-signatory-and-investor)

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## Brokers/Agents/Finders

- [Adding Brokers/Agents/Finders to your Deal](https://help.dealmaker.tech/adding-brokers-to-your-deal)
- [Who can see Broker/Agent/Finder's Clients?](https://help.dealmaker.tech/who-can-see-broker-clients-can-i-see-who-the-brokers-have-added)
- [Why add Brokers/Agents/Finders to your Deal?](https://help.dealmaker.tech/why-add-brokers-to-your-deal)
- [How to add your Clients and Pre-fill their Subscription Agreement.](https://help.dealmaker.tech/how-to-add-your-clients-and-pre-fill-their-subscription-agreement)

## Managing Your Raise

- [Deal Pricing Controls](https://help.dealmaker.tech/deal-pricing-controls)
- [Investor Communications](https://help.dealmaker.tech/investor-communications)
- [Marketing Partners](https://help.dealmaker.tech/marketing-partners)

- [Step 1: Getting Set up on DealMaker](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker#main-content)

    - [Agreements](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker#agreements)
    - [Payments](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker#payments)
    - [Self-Serve](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker#self-serve)
    - [Integrating with DealMaker](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker#integrating-with-dealmaker)
    - [FAQ](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker#faq)
- [Step 2: Launching A Deal](https://help.dealmaker.tech/step-2-launching-a-deal#main-content)

    - [Issuer and Investor](https://help.dealmaker.tech/step-2-launching-a-deal#issuer-and-investor)
    - [FAQ](https://help.dealmaker.tech/step-2-launching-a-deal#faq)
- [Step 3: Deal In Progress](https://help.dealmaker.tech/step-3-deal-in-progress#main-content)

    - [Investor Management](https://help.dealmaker.tech/step-3-deal-in-progress#investor-management)
    - [Managing Transactions](https://help.dealmaker.tech/step-3-deal-in-progress#managing-transactions)
    - [Payouts/Reporting](https://help.dealmaker.tech/step-3-deal-in-progress#payouts-reporting)
    - [Regulatory/Compliance/Legal](https://help.dealmaker.tech/step-3-deal-in-progress#regulatory-compliance-legal)
    - [Brokers/Agents/Finders](https://help.dealmaker.tech/step-3-deal-in-progress#brokers-agents-finders)
    - [Managing Your Raise](https://help.dealmaker.tech/step-3-deal-in-progress#managing-your-raise)
- [Step 4: Closing A Deal](https://help.dealmaker.tech/step-4-closing-a-deal#main-content)

    - [Closing FAQs](https://help.dealmaker.tech/step-4-closing-a-deal#closing-faqs)
- [Regulation CF](https://help.dealmaker.tech/regulation-cf#main-content)

    - [FAQs](https://help.dealmaker.tech/regulation-cf#faqs)
- [Regulation D 506(c)](https://help.dealmaker.tech/regulation-d-506c#main-content)

    - [FAQs](https://help.dealmaker.tech/regulation-d-506c#faqs)
- [Developers](https://help.dealmaker.tech/developers#main-content)

    - [Developer](https://help.dealmaker.tech/developers#developer)
- [Regulation A+](https://help.dealmaker.tech/regulation-a#main-content)

    - [FAQs](https://help.dealmaker.tech/regulation-a#faqs)
- [Investor FAQ](https://help.dealmaker.tech/investor-faq#main-content)

    - [Investor FAQ](https://help.dealmaker.tech/investor-faq#investor-faq)
- [DealMaker Engage](https://help.dealmaker.tech/dealmaker-engage#main-content)

    - [Setup](https://help.dealmaker.tech/dealmaker-engage#setup)
    - [Community Building](https://help.dealmaker.tech/dealmaker-engage#community-building)
    - [Transfer Agent Actions](https://help.dealmaker.tech/dealmaker-engage#transfer-agent-actions)
    - [Member Views](https://help.dealmaker.tech/dealmaker-engage#member-views)
- [DealMaker Shareholder Services](https://help.dealmaker.tech/dealmaker-shareholder-services#main-content)

    - [DealMaker Transfer Agent FAQ](https://help.dealmaker.tech/dealmaker-shareholder-services#dealmaker-transfer-agent-faq)
    - [General Transfer Agent FAQ](https://help.dealmaker.tech/dealmaker-shareholder-services#general-transfer-agent-faq)
- [Canadian Private Placements](https://help.dealmaker.tech/canadian-private-placements)
- [Enterprise](https://help.dealmaker.tech/enterprise#main-content)

    - [Developer](https://help.dealmaker.tech/enterprise#developer)
    - [DealMaker Engage](https://help.dealmaker.tech/enterprise#dealmaker-engage)
    - [Deal Setup](https://help.dealmaker.tech/enterprise#deal-setup)
    - [Payments](https://help.dealmaker.tech/enterprise#payments)
- [Reservations](https://help.dealmaker.tech/reservations)
- [Regulatory & Compliance](https://help.dealmaker.tech/regulatory-compliance#main-content)

    - [Onboarding](https://help.dealmaker.tech/regulatory-compliance#onboarding)

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