Knowledge Center
Go to DealMaker
Training Centre
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
Back to home
Knowledge Center
Training Centre
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
Training Centre
In these articles, we will teach you the know-how of utilizing DealMaker.
Counsel Training
How the Question Flow Works
Deal Setup Timeline (Basic)
Deal Setup Guide
Deal Lifecycle
Automatic Email Cadence
DealMaker Engage
FAQ
Why are investors asked for details on company ownership when answering Canadian accredited investor related questions?
An investor has indicated that they are a ‘Registrant’ what does this mean?
Developer
Embed your deal's investor flow with a script tag
Tutorial: How to connect to the API via Zapier
How to use a GTM-driven chatbot on your deal
