DealMaker Shareholder Services offers an integrated solution with other products in the DealMaker ecosystem in order to maximize investor satisfaction, efficiency, and compliance with all relevant regulations.
Investor Satisfaction:
Once an issuance is completed, this means that the investor's information and their associated holdings are accurately listed on the company's books and records. At this time, DealMaker Shareholder Services will print out book-entry statements and will distribute these statements to your shareholders through your DealMaker Engage company portal. Since investors are already familiar with DealMaker.Tech as their investing platform, they are comfortable with the DealMaker system overall and they understand that their book-entry statement will be made available to them within the DealMaker ecosystem.
In addition, other capital raise platforms typically use transfer agents who have their own in-house shareholder portal. This can lead to investors investing through the capital raise platform and then needing a separate login to the transfer agent's portal. This can be frustrating for investors since original security purchase information and their statements are located in different areas. By distributing statements through DealMaker Engage, DealMaker Shareholder Services circumvents this frustration and increases investor satisfaction with your company overall.
Please see here for more information about how DealMaker Shareholder Services uses DealMaker Engage.
Efficiency:
After successfully completing a capital raise through the DealMaker.Tech platform, DealMaker.Tech and DealMaker Shareholder Services communicate with each other to quickly issue shares to your investors upon company instruction. Since the investor data is coming directly from the DealMaker.Tech platform, issuance can be completed within 1-3 business days of given instruction.
Please see here for more information about DealMaker Shareholder Services' SLAs.
Compliance:
If you are engaged with DealMaker Securities, DealMaker's in-house registered broker-dealer, DealMaker Shareholder Services works closely with the registered representatives all share issuances are completed in compliance with the representations made within all submitted company filings.
This can be especially relevant if your company decides to issue bonus shares. In these types of cases, DealMaker Shareholder Services communicates with DealMaker Securities to identify the exact bonus share structure and makes sure that all issuance data submitted to your company for review is in compliance with the bonus shares offered.
Please see here for more information about how DealMaker Shareholder Services can support bonus shares.