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Post-Investment Support

📬 Post-Investment Support & Updates

Once your investment has been submitted and accepted, you may have follow-up questions — such as how to contact the company, update your personal information, or manage your records. This article outlines the most common post-investment support needs and how to address them.

🤝 How Do I Contact the Company I Invested In?

If you have questions about:

  • The company’s business operations or fundraising progress

  • Timing for share issuance

  • Offering terms or updates

  • Ongoing shareholder communications

  • Valuation or liquidity information

You’ll want to contact the issuer’s investor relations representative.

To find their contact information:

  1. Log in at https://app.dealmaker.tech/users/sign_in

  2. Navigate to “My Companies”

  3. Select the relevant offering

  4. Look for Investor Relations contact Information listed on the footer of the dashboard

Investor Relations contact details are often included in your signed subscription agreement, accessible via your DealMaker Dashboard, or on the company’s official website.

📌 DealMaker does not provide updates on behalf of the issuer. DealMaker provides access to your official subscription documents and basic investment details, such as total shares purchased, payment status, and signed agreements. However, DealMaker does not manage or provide updates on the valuation, growth, or performance of your investments.

🔍 Accessing Valuation and Performance Updates

DealMaker provides tools for managing your investment documents, including access to subscription documents, total shares purchased, payment status, and signed agreements. However, valuation updates, portfolio growth information, and performance reports are managed by the company you invested in. These updates are typically provided by the company's Investor Relations team.

How to Access This Information:

  1. Check the Investor Portal: If the company has an investor portal, you can use it to access your original transaction records and statements.

  2. Contact Investor Relations: Reach out to the company’s Investor Relations team for current valuation or liquidity information. Their contact details are usually included in your signed subscription agreement, accessible via your DealMaker Dashboard, or on the company’s official website.

🏠 How Do I Change My Address or Investment Information?

To update your contact details (email, address, phone) or correct personal information:

For basic contact changes:

  • Visit your Investor Dashboard

  • Navigate to your account profile or the specific investment

  • Edit your personal details if the fields are open

  • For locked fields, contact DealMaker Support or the issuer directly

For more complex updates:

  • Entity structure or ownership changes

  • Banking or payment details after submission

  • Corrections to your subscription agreement

Contact the issuer’s support team or submit a request to DealMaker Support

🔁 What If I Need to Update Information After the Deal Closes?

Once an offering is closed, any updates related to share ownership (e.g., name changes, transfers, lost documents) are typically handled by the issuer or their transfer agent (such as DealMaker TA, if applicable).

In these cases, your Engage Portal may be the best place to:

  • Confirm your shareholder status

  • Access your share certificate

  • Update contact information used for ongoing communications

🔗 Related Article: DealMaker’s Engage Portal

🧾 Need Help with Your Investment Portal?

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