Deal Setup
- Obtaining an Employer Identification Number (EIN) confirmation letter
- How do I get my subscription agreement?
- How do I pay?
- How do I access my deal?
- Do I need an escrow agent for my deal?
- Does DealMaker offer any customizations to the portal?
- Offering securities priced at less than two decimal places
- How does setting up my own deal work?
- Create and configure a new Deal
- Logo white-labeling
- Email Domain White-Labeling
- Set up your deal’s Invitation Page
- Roles and Permissions