🧭 What to Expect as an Investor Using the DealMaker Platform
DealMaker is a cloud-based platform designed to streamline the investment process for both companies (issuers) and investors. As an investor, DealMaker provides a secure and user-friendly environment to complete your investment transactions digitally.
📝 Step-by-Step Investment Process
1. Complete the Investor Questionnaire
Upon selecting an offering, you'll be prompted to fill out an investor questionnaire. This information populates the legal documents required for your investment. The questions may vary depending on the specific deal and your investor profile (e.g., Individual, Joint, Entity, or Custodial Account)
Helpful information to have ready:
Government-issued photo ID
Tax Identification Numbers (e.g., SSN, SIN, ITIN)
Financial documents (e.g., bank statements, tax returns)
For entities:
Business identification numbers (e.g., EIN)
Articles of Incorporation or similar documents
2. Sign and Submit the Subscription Agreement
After completing the questionnaire, you'll review and electronically sign the Subscription Agreement, which outlines the terms of your investment. By signing, you agree to be bound by these terms
3. Make Your Investment Payment
DealMaker supports various payment methods, including:
Credit Card
Bank-to-Bank Transfer (ACH)
Wire Transfer
The available payment options may vary depending on the issuer's preferences. Processing times differ by method; for detailed information, refer to the Funding Timing article
4. Submit Additional Documents (If Required)
Some investments may require additional documentation for verification purposes. If prompted, you can securely upload these documents through the platform. Acceptable formats include scanned copies or clear photographs of the required documents.
📈 Post-Investment: What Happens Next?
Investment Review and Acceptance
Once your payment is received and any necessary documents are submitted, the issuer will review your investment for acceptance. This process may vary in duration; for specific timelines, contact the issuer directly using the investor relations contact information provided in your DealMaker dashboard.
Issuance of Securities
After acceptance, the issuer will proceed to issue your securities. These may be delivered digitally or physically, depending on the issuer's process. You can monitor the status of your investment by logging into your DealMaker account and navigating to the "My Companies" section.
⚠️ Important Considerations
Investment Liquidity: Investments made through DealMaker are typically in private companies and are not easily tradable. Under Regulation Crowdfunding, there are restrictions on reselling securities within the first 12 months, with limited exceptions.
Risk of Loss: Investing in startups and early-stage companies carries a high degree of risk, including the potential loss of your entire investment. These companies may not have a proven track record, and their success is not guaranteed.
No Investment Advice: DealMaker does not provide investment advice or recommendations. All investment decisions should be made based on your own research and, if necessary, consultation with financial advisors.
📬 Need Assistance?
If you have questions or require support:
Contact the Issuer: Use the investor relations contact information provided in your DealMaker dashboard.
DealMaker Support: For platform-related inquiries, submit a request through the DealMaker Support Center.
For more detailed information on Crowdfunding - visit Crowdfunding 101