💼 How to Make an Investment on DealMaker (Step-by-Step Guide)

Welcome to DealMaker! If this is your first time investing through our platform, this guide walks you through each step of the investment process—from receiving your invite to uploading documents and tracking your progress.

Whether you're investing as an individual, trust, or entity, follow the steps below to complete your investment with confidence.

📨 Step 1: Receive Your Invite Email

Once you've been invited to invest, you'll receive an email from DealMaker containing a secure link to your investment portal.

Click “Get Started” in the email to access the deal dashboard.
If needed, you can always return to the investment by clicking the same link in your email.

💡 Tip: If you don’t see the invite in your inbox, check your spam or promotions folder.

🔐 Step 2: Set Your Password

When you first enter the portal, you'll be signed in as a guest. You'll see a gray notification bar at the top of the screen prompting you to set your password.

Click the banner to create your DealMaker login credentials.
You can log in anytime at app.dealmaker.tech to track or resume your investment.
If you skip this step, just return to your invite email and click “Get Started” again.

🔒 Creating a password secures your access and allows you to view all your current and past investments.

📋 Step 3: Complete the Questionnaire

You’ll be prompted to answer questions based on your investor type and eligibility, including:

Investor classification (e.g., individual, joint, trust, corporate)
Residency and tax identification
Accreditation or exemption status

To edit your answers:

Click the dropdown box for the section you'd like to update.
If you've already signed and submitted payment, you’ll need to request a reset from the issuer’s investor team via the email provided in your portal footer.

👥 Step 4: Assign a Signer (Optional)

If someone else (such as a legal representative or partner) needs to sign on your behalf:

Scroll to the bottom of the questionnaire and select “Have someone else sign”.
Enter their email address to invite them to sign the agreement.
They will only gain access to the specific deal you've invited them to.

🔁 For multiple deals, you must invite them individually per offering.

✍️ Step 5: Pay and Sign Your Subscription Agreement

After completing the questionnaire:

Choose your preferred payment method, which may include:
- ACH / Bank-to-bank
- Credit Card, Apple Pay, or Google Pay
- Stabelcoin
- Express Wire Transfer
Review and digitally sign your subscription agreement.

📌 Note: Payment processing times vary. International investors may need to pre-authorize credit card transactions with their bank to avoid failures or fees.

📎 Step 6: Upload Supporting Documents (If Required)

Some deals may require additional documentation such as:

Government-issued photo ID
Proof of residency (e.g., utility bill, bank statement)
Accredited investor verification (e.g., CPA letter, income proof)

To upload:

Go to the “Documents” tab of your deal and click “Resume”.
Use the dropdown to select “Upload documents instead” and drag or browse for your file (PDF, JPG, or PNG only).
You may also manually update any information instead of uploading a file.

📧 If further documentation is needed, you’ll receive a follow-up email.

✅ Step 7: Track Your Investment

Once your agreement is signed and payment is submitted:

Your investment will go through a review process.
You can log in anytime to check the status.
If action is required, you'll be notified by email.

💬 Need Help?

Search our Help Center for articles on every part of the process: support.dealmaker.tech
Use the web chat tool in your investment portal for real-time assistance.
Submit a ticket if you need personalized support: Submit a Request

📵 We do not offer phone support. All inquiries are handled online for faster resolution and secure information handling.

How to Make an Investment on Dealmaker (Guide)