Investor Management
- An investor has indicated that they are a ‘Registrant’ what does this mean?
- One Time Passcode
- Verifying my investor’s identity
- Automated Emails on DealMaker
- How many signatories can sign for an investor?
- Bulk Actions for Investors
Managing Transactions
- Can the transactional fee for a particular investor be waived on a deal?
- Why You Should Handle Disputes Swiftly
- What is a dispute and what is a chargeback?
- What options do I have for overfunded investors?
- How DealMaker will help you navigate the dispute management process
- How do I mark my Offline investors as funded?
Payouts & Reporting
Regulatory, Compliance, Legal
- Why do some investors have multiple AML searches associated with their account?
- I’ve amended my subscription agreement during a live deal, will my investors have to re-sign?
- How do e-signatures work on DealMaker?
- Why does an agreement automatically download rather than load within my browser?
- Can I switch the company signatory of the deal once live?
- I am the signatory for a deal and I have a subscription agreement to sign, how do I sign both?