š DealMakerās Engage Portal
After your investment has been accepted and the offering has closed, you may be invited to access the DealMaker Engage Portal ā a secure, post-investment environment designed to help you manage your shareholder experience.
Engage is part of the DealMaker platform and serves as your long-term shareholder hub, separate from your original investment portal.
š§ What Is DealMaker Engage?
DealMaker Engage is the official shareholder portal provided by DealMaker. It allows investors to:
View their ownership information
Access post-investment documents and share certificates
Receive issuer communications
Stay organized as a shareholder over time
Engage is used for ongoing visibility and document access after your initial investment process is complete.
š¬ How Do I Access Engage?
If your investment has moved to Engage, you will receive an email invitation from DealMaker with a secure link and login instructions.
The invitation will include:
A link to your personal Engage portal
Details on what information is available
Steps to log in and manage your account
You can also go directly to https://app.dealmaker.tech/users/sign_in and sign in with your registered email. From the All Investments page, simply select the company you invested in.
š If you havenāt received an invitation, your investment may still be in processing or not yet transitioned to Engage. You can check your dashboard or contact support.
š What Can I Do in Engage?
š View or download share certificates (if issued)
š§¾ Access subscription documents and investment records
š¬ Receive updates from the issuer (if shared)
š Manage your shareholder contact information
Your Engage portal keeps all relevant post-close materials and communications in one place.
š How Is Engage Different from My Deal Portal?
Deal Portal (Investment Phase) | Engage Portal (Post-Investment Phase) |
Used to complete your investment | Used to manage your shareholder account |
Tracks investment progress | Stores share certificates & documents |
Temporary (deal-specific) | Persistent access post-close |
Hosted at: portal.dealmaker.tech | Hosted at: engage.dealmaker.tech |
ā Need Help?
If you have questions about accessing your Engage Portal:
Confirm whether your deal has closed and shares have been issued
Search your inbox for āEngage by DealMakerā
Contact DealMaker Support for assistance