Who is responsible for what during a deal on DealMaker?

See whether DealMaker, the company, a broker, transfer agent, legal administrator, or the investor performs a step towards completing a deal

Steps	Who's responsible?
Initial interaction with investors Inform investors that deal is being managed digitally through DealMaker.tech	Company
Adding Investors to DealMaker	If investors invited via Magic link: Company team member DealMaker portal: Company team member Bulk Upload: Company team member provides to DealMaker (for a bulk upload fee)
Collection of funds	Company
Offline payment receipt	Investor uploads via their portal
Mark investors as funded in portal	Company
Acknowledge receipt of funds with subscriber	Auto confirmation sent when investor has funded
Approve subscription agreement for countersignature	Legal administrator or broker
Countersign subscription agreement	Company's assigned signatory
Generating and distributing share/membership certificates	Legal administrator/Transfer agent
Generating form 45-106F1	Legal administrator (exporting schedule from DealMaker)
Filing of form 45-106F1	Legal administrator