🛠️ Setting Up Your DealMaker Account
DealMaker is a technology platform that facilitates the online subscription process for private securities offerings. To participate in an offering, you'll need to create an investor account. This account allows you to securely complete investment documents, submit payments, and track your investment status.
📝 Step-by-Step Account Setup
1. Access the Offering Portal
You can access the specific offering portal through a link provided by the issuer or found on their website. Each offering has a unique portal tailored to that particular investment opportunity.
2. Create Your Investor Profile
Once on the offering portal:
Click on "Get Started" or "Invest Now": This will initiate the investment process.
Enter Your Email Address: This will be used to create your account and for all future communications.
Set a Secure Password: Choose a strong password to protect your account.
After entering your email and setting a password, you'll receive a confirmation email. Click the link in this email to verify your account.
3. Complete the Investor Questionnaire
After verifying your account, you'll be prompted to complete an investor questionnaire. This information is necessary to populate 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
4. Review and Sign the Subscription Agreement
Once the questionnaire is complete, you'll be presented with the Subscription Agreement. Review the terms carefully, and if you agree, sign the document electronically.
5. Submit Your Investment Payment
After signing the Subscription Agreement, you'll be prompted to submit 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.
🔐 Security and Compliance
DealMaker employs industry-standard security measures to protect your personal and financial information. All data is encrypted and stored securely. Additionally, DealMaker complies with all relevant regulations to ensure a secure and compliant investment process.
📬 Need Assistance?
If you encounter any issues during the account setup process or have questions:
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, refer to the DealMaker Investor Overview.