Agreements
- Why does DealMaker's digitized US AI Certificate not provide an option to select a specific category at (I)?
- European investors completing Canadian exemption forms
- Signing a Shareholder Agreement
- American investors completing Canadian exemption forms
- The Accredited Investor Certificate (F9 Risk Acknowledgement Form)
- Investors Subscribing with Joint Accounts
Payments
- Setting Up an Ancillary Fee on DealMaker
- How to get a Tax Identification Number - Canada
- How to get a US Tax Identification Number (TIN)
- Can the Ancillary Fee set for digital payments differ between payment types?
- Setting Up Online Payments
- Payment Options
Self-Serve
- Offering securities priced at less than two decimal places
- Logo white-labeling
- How do I get my subscription agreement?
- How does setting up my own deal work?
- How do I pay?
- How do I access my deal?
Integrating with DealMaker
- Benefits of Using Google Tag Manager
- Testing your Tag
- Tags Overview
- Google Tag Manager Overview
- Create a Google Tag Manager account
- External analytics tags on DealMaker
FAQs
- Understanding Timed Discount Pricing on Investments
- How do I change my notifications settings?
- Where do I upload the Terms and Conditions to the portal?
- Why does my digitized agreement no longer have page numbers?
- Can I get a list of the questions the investors will be asked?
- Do I need an escrow agent for my deal?