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  1. DealMaker Issuer Center
  2. Shareholder Services

Shareholder Services

In these articles, we will help you familiarize yourself with how DealMaker Shareholder Service can assist your company.

DealMaker Transfer Agent FAQ

  • What information can I access through DealMaker Shareholder Services?
  • What’s the process for onboarding with DealMaker Shareholder Services?
  • What are some of the advantages of using DealMaker Shareholder Services
  • How to navigate when your historical shareholder data is complex
  • What information do I need to provide on my historical shareholder spreadsheet?
  • What is the difference between what DealMaker Shareholder Services does and “cap table management”?
See all 16 articles

General Transfer Agent FAQ

  • How do I select the right transfer agent for my company?
  • How does a having a transfer agent benefit investors?
  • Why do transfer agents require complete data sets?
  • Book-Entry vs Ledger System
  • Should I have more than one Transfer Agent?
  • What is the Direct Registration System (DRS)?
See all 13 articles
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