💸 Requesting a Refund
If you’ve completed an investment on DealMaker and are now looking to request a refund, it’s important to understand how refund requests are handled, and under what circumstances a refund may be possible.
📌 Refunds Are Not Guaranteed
Once an investment has been:
Paid and processed
Accepted by the issuer
Or shares have been issued
…it is typically considered final and non-refundable. Investments in private securities are not like retail purchases — they involve legal agreements, regulatory filings, and may not be reversed.
🧭 Can I Cancel or Withdraw My Investment?
Your ability to request a refund or cancel your investment depends on:
1. The Stage of the Investment
If your investment is still in “Pending” or “In Review” status — and payment has not yet been processed or accepted — you may be able to cancel.
If the deal has not yet closed and funds are still held in escrow, your refund may be possible depending on the offering structure.
2. The Offering Terms
Some offerings allow for cancellation before a certain date or event (e.g., deal close or funding threshold).
These rules are outlined in your offering documents and subscription agreement.
3. Issuer Discretion
Even if your funds have been received, the issuer may allow a refund request if processing is still underway.
Once shares are issued, the issuer is generally not able to return funds.
🔗 Related Article: Is My Investment Fully Funded?
📝 How to Submit a Refund Request
If you believe your investment qualifies for a refund:
Act Quickly. Time matters — once shares are issued, the investment is locked in.
Gather Your Details. Include your full name, the email used on your account, the name of the offering, and a brief explanation.
Submit a Request:
Through your DealMaker Dashboard
Or via DealMaker Support Center
Process your own refund for a Reg CF investment on the platform.
📌 You may also contact the issuer directly via the contact info provided in your dashboard.
🔒 Regulatory Note
Refund eligibility is governed by securities regulations, offering terms, and issuer acceptance policies. DealMaker cannot override issuer decisions or regulatory constraints.