Who is responsible for what during a deal on DealMaker?

Steps

Who's responsible?

Initial interaction with investors 

• Inform investors that deal is being managed digitally through DealMaker.tech

Company

Adding Investors to DealMaker

If investors invited via

• Magic link: Company team member
• DealMaker portal: Company team member
• Bulk Upload: Company team member provides to DealMaker (for a bulk upload fee) 

Collection of funds

Company

Offline payment receipt

Investor uploads via their portal

Mark investors as funded in portal

Company

Acknowledge receipt of funds with subscriber

Auto confirmation sent when investor has funded

Approve subscription agreement for countersignature

Legal administrator or broker

Countersign subscription agreement

Company's assigned signatory

Generating and distributing share/membership certificates

Legal administrator/Transfer agent

Generating form 45-106F1

Legal administrator (exporting schedule from DealMaker)

Filing of form 45-106F1

Legal administrator