DealMaker is a secure, self-guided technology platform built to help investors complete crowdfunding investments in a streamlined, compliant way. Whether you’re investing under Regulation A, D, or CF, DealMaker provides the tools you need to submit your investment, track your status, access documents, and interact with issuers.

Because we operate in a regulated industry, the platform follows a structured series of steps that must be completed in full. This guide will help you troubleshoot common account issues, access your documentation, and navigate the investor dashboard.

If your DealMaker account was created with an email you can no longer access, submit a support request and provide your full name, investment details, and the new email you wish to associate with your account. The support team will guide you through identity verification and securely update your email address.

OTP stands for One-Time Password — a temporary code DealMaker emails to you if you have trouble accessing your account. This adds an extra layer of account protection. OTPs expire quickly for security reasons; if it doesn't work, request a new one by attempting to log in again.

Click “Reset your Password?” on the login screen. Enter your email, and if your email address is present in our database, you will receive a password recovery link at your email address within a few minutes. This link will expire after a short period.

Relatable article: Forgot my password

After too many failed login attempts, your account may be temporarily locked. Wait a few minutes and try again. If you're still locked out:

To change your email:

To update your phone number: refer to the article here.

DealMaker allows you to log in using your social accounts. Here's how to do it:

Important: Please make sure you’re using the same email address associated with your DealMaker account and the one you used when making your investment.

If you enter an email address that isn’t associated with a DealMaker investment, you may log into an account that doesn’t show your investment details.

You can stop DealMaker communications by clicking "Unsubscribe" at the bottom of any DealMaker email, or by contacting our support team. Once you opt out, you will no longer hear from DealMaker. If you invested in a Regulation CF offering that is still open, we can only process your opt-out after the offering closes, or after your refund is complete if you requested one. Opting out of DealMaker does not opt you out of the company you invested in, so contact that company directly to stop their messages. If you hold shares in a company that uses DealMaker Shareholder Services as its transfer agent, you will keep receiving communications from DealMaker Shareholder Services about your shareholding.

If you started or completed an investment through DealMaker, we cannot delete your account or your investment record. US securities regulations require us to keep these records. This applies even if your investment was never completed, for example a subscription agreement you didn't finish, a payment that didn't go through, or a verification step that failed. It also applies if you hold shares in a company that uses DealMaker Shareholder Services as its transfer agent. You can still opt out of DealMaker communications as described above. We will erase your account information once we no longer need it for the purpose we collected it for, or once applicable laws and regulations no longer require us to keep it. To make a request, contact our support team.