🧭 Using the DealMaker Platform: Access, Accounts
DealMaker is a secure, self-guided technology platform built to help investors complete crowdfunding investments in a streamlined, compliant way. Whether you’re investing under Regulation A, D, or CF, DealMaker provides the tools you need to submit your investment, track your status, access documents, and interact with issuers.
Because we operate in a regulated industry, the platform follows a structured series of steps that must be completed in full. This guide will help you troubleshoot common account issues, access your documentation, and navigate the investor dashboard.
🔐 Account Access & Activity
I lost access to my email — how can I get into my account?
If your DealMaker account was created with an email you can no longer access, submit a support request and provide your full name, investment details, and the new email you wish to associate with your account. The support team will guide you through identity verification and securely update your email address.
What is OTP (One-Time Password)?
OTP stands for One-Time Password — a temporary code DealMaker emails to you each time you log in. This adds an extra layer of account protection. OTPs expire quickly for security reasons; if it doesn't work, request a new one by attempting to log in again.=
I forgot my password
Click “Forgot Password?” on the login screen. Enter your email, and you’ll receive a reset link. Follow the link to create a new password. This link will expire after a short period.
I’m locked out of my account
After too many failed login attempts, your account may be temporarily locked. Wait a few minutes and try again. If you're still locked out:
Clear your browser cache
Ensure you're entering the correct OTP
Contact support to manually reset your access
How can I change my email or phone number?
To change your contact information:
Submit a request via the support center
Include your full name and investment details
For email changes, you must verify ownership of the new address
To update your phone number:
Provide the new number and confirm it's tied to your account for notifications
🌐 Logging In with Social Accounts
DealMaker allows you to log in using your social accounts. Here's how to do it:
Facebook: On the login page, click “Continue with Facebook.” Log into your Facebook account to proceed.
Google: Select “Continue with Google.” Use your Gmail credentials to authenticate.
LinkedIn: Click “Continue with LinkedIn.” You’ll be redirected to LinkedIn to authorize access.
Ensure you're using the same email address connected to your DealMaker account.
📭 Unsubscribing or Deleting Your Account
How do I unsubscribe from marketing emails?
You can unsubscribe by:
Clicking “Unsubscribe” at the bottom of any DealMaker marketing email
Adjusting your preferences in your dashboard
Submitting a request to support
This will not affect transactional or compliance-related communications.
How do I delete my account?
If you want to permanently delete your DealMaker account:
Submit a support request
Confirm your identity
Understand that this action is irreversible
Deleting your account does not cancel completed investments or erase legally required records. Certain information will be retained per compliance obligations.