Start with our templates to maximize speed to launch and minimize cost in deal setup while customizing your deal when you need it.
Each template highlights the ""hard wired"" information that you will provide in the deal checklist, to quickly and easily set up each unique deal you run.
DealMaker's Starter Templates
- Reg A + Template
- Reg CF Template
- Reg D 506c Template
- Reg D 506b Template
- US Fund Template
- Canadian Private Placement Template (AI, FFBA, OM etc...)
- Canadian Fund Template (AI & OM)
These templates are best practice, but your counsel can advise on details relevant to your deal. Proper disclosure is the obligation of the company.