đ Managing My Shares
After your investment is accepted and the offering closes, you may be wondering where your shares are, how to view your portfolio, or how to access key documents. This article outlines how shares are managed through the DealMaker platform and how to find supporting materials related to your investment.
đ Where Are My Shares Held?
DealMaker does not hold securities or issue shares. Once your investment is accepted by the issuer and the deal has closed, DealMaker-supported offerings issue securities that are hold electronically as a book-entry rather than physical paper certificates. Your legal share ownership is recorded on the issuerâs official capitalization table, maintained by their SEC-registered transfer agent.
The issuer (the company you invested in) is responsible for issuing your securities.
The issuer may appoint a registered transfer agent to manage shareholder records and process security issuance.
Youâll be notified by email when your shares are issued or when digital certificates are available.
đ Related Article: How Can I Sell My Shares?
đ Accessing My Investment Portfolio
You can view all investments youâve made through DealMaker by logging into your Investor Dashboard:
Go to the DealMaker login page https://app.dealmaker.tech/users/sign_in
Click on âMy Companiesâ
Select a company to view details including:
Investment status
Downloadable documents
Shareholder updates
View your documents: Click on the company (you invested in) to navigate to the Investments tab where you can access your book-entry statement. This statement serves as the official record of your holdings.
đ Related Article: Investor Relations Support
Troubleshooting Portal Access Issues
If you encounter issues accessing your investment details, such as not receiving a portal invitation, follow these steps:
Reset your password: Use the "Forgot Password" option on the login page to reset your password and gain access to your account.
Verify your email address: Ensure that the email address provided on the transfer form is correct. If it is incorrect, update it to the correct address to receive communications.
Access your book-entry statement: Once logged in, navigate to My Companies > [Company] > Investment tab to view your book-entry statement.
đ Finding Proof of Ownership
After your investment is finalized, proof of ownership may take the form of:
A subscription agreement, signed and accepted by the issuer
An investment acceptance email.
A book-entry statement, which serves as the official record of your holdings.
You can typically find your subscription agreement in your dashboard under âInvestmentsâ tab for each company.
đ Related Article: Finding My Subscription Agreement
Confirming Share Transfers
Check your book-entry statement: After the transfer is completed, the updated share total will be reflected in your book-entry statement. This document is the official confirmation of your updated holdings.
đ Engage: Shareholder Access Portal
Some issuers use DealMaker Engage, a platform that allows ongoing communication and document sharing with shareholders.
If applicable, youâll receive a separate invitation to access the Engage portal where you can:
View updates from the company
Access share certificates or investor notices
Manage contact preferences
đ Related Article: The Engage Shareholder Portal
â ď¸ Please Note
Timing for share issuance varies by issuer and may depend on transfer agent timelines.
If you are missing documents or have questions about your shares, please reach out to the issuerâs investor contact listed in your dashboard.- If you purchased shares outside of the DealMaker portal, your documents will not be stored in DealMaker. Contact the issuer directly with your full name and email address used during the investment.
For certain investments where DealMaker is not the transfer agent contact the issuer or their transfer agent directly for stock certificates or assistance.