Some companies that raise capital through DealMaker choose to work with a registered transfer agent to manage share issuance and shareholder records. This article explains what a transfer agent does, when you may interact with one, and how this fits into your post-investment experience.

A transfer agent is a third-party provider that helps issuers:

DealMaker TA is a registered transfer agent and a separate legal entity affiliated with DealMaker. Many — but not all — offerings on the platform use DealMaker TA to handle share issuance and ongoing shareholder record keeping.

📌 Not all companies use DealMaker TA. In some cases, the issuer may manage share issuance directly or engage a different transfer agent.

If the issuer uses DealMaker TA (or another transfer agent), you may receive:

This communication typically occurs after your investment has been accepted and the offering has formally closed.

🔗 Related Article: Where Do I Find Proof of Ownership?

Yes. If your shares are managed by DealMaker TA or another agent, you can contact them for:

If you’re unsure which transfer agent applies to your investment, refer to your investment confirmation email or contact the issuer’s investor relations contact via your DealMaker dashboard.

While the DealMaker platform supports your initial investment workflow, we do not:

These functions are performed by the issuer and their appointed transfer agent — often DealMaker TA, but not always.