If you are investing in a Reg CF offering on DealMaker’s platform, you have the ability to initiate a refund request yourself. You can initiate this request as long as you meet the following criteria:
- You have funded your investment
- You have paid by credit card, bank-to-bank transfer or express wire
- Your investment has not yet been accepted by the issuer
If you have funded your investment and it has already been accepted by the issuer, you will have the ability to request a refund by opting out during a closing campaign.
Steps for Requesting a Refund Yourself on a Reg CF
- Navigate to the post purchase summary page, or your dashboard.
This post purchase summary page will appear automatically after you complete the checkout process.
Your dashboard will load as the default landing page when you login to your DealMaker account.
- If the ability to request your own refund is available to you (based on the criteria highlighted above), there will be an ellipsis menu beside the “Dashboard” button (in the summary page), and beside the name of the company associated with your investment (in your dashboard).
- Click on the ellipsis menu, and you will see a button called “request refund”. Click on it.
- Enter the reason for your refund request, and the click on the “Request Refund” button at the bottom right.
Next Steps After Requesting your Refund
After you submit your reason for your refund request, you will be brought to your investor dashboard, and you will no longer have access to that investment.
If your investment is eligible for an automatic refund, you will receive a follow up email confirming that your refund request has been approved and processed.
If your investment is not eligible for an automatic refund, a request will be submitted to our team on your behalf to manually process the refund. You will receive a follow up email confirming that we have received your request, and another email when your refund has been processed (which typically takes 3-5 business days).
If you have any questions about requesting your own refund on a Reg CF offering, please contact info@dealmaker.tech