DealMaker

Our Policies

This essential article outlines how DealMaker protects your data, transactions, and privacy, ensuring a safe, compliant, and secure experience for all your investment and capital-raising activities

Security on DealMaker

Preventing Bad Actors on Dealmaker

International Investors

Understanding FINRA and the SEC in Crowdfunding

Understanding Regulations for Crowdfunding

Reservation Campaigns on Dealmaker

Understanding Warrants on Dealmaker

Understanding SSN, TIN, and Tax Information

What is the Direct Registration System (DRS)?

How can I access my Direct Registration System (DRS) Statement?

Uploading Supporting Documents

How do I register my shares jointly?

What documents can I upload to verify my Individual account is an accredited investor?

Regulations & Compliance

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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