Welcome to DealMaker!
We’re a cloud-based platform for growing companies to raise capital by hosting, managing, and inviting investors to—oh yeah, you guessed it—deals!
For those companies, which we also call issuers (because they’ll issue the securities you’re buying), our backend software moves a lot of paperwork to a powerful, compliant, and secure digital platform they can access anywhere.
For investors like you, our frontend process makes buying securities as clear and safe as buying shoes and ordering pizza with just an email address and an online banking account.
Buying Securities on DealMaker
There are three steps all investors complete, and a fourth step depending on the deal or the issuer:
- Complete your Investor Questionnaire in the portal.
- Sign and submit your Subscription Agreement.
- Pay for your investment
- Submit additional documents if prompted
After all your steps are done, the company you’re investing with will need time to review and formally accept your investment. They’ll also need time to deliver your securities. To ensure you’ll get your securities, make sure your email address is correct before you begin.
Step 1: Complete your agreement
The information you enter and select on your deal’s questionnaire will fill in the legal document required for your investment. Questions asked and information required will vary between deals.
You can invest as an Individual, Jointly, as an Entity or via a Custodial Account.
Helpful information individuals can have ready when completing the questionnaire:
- Photo ID with address
- Recent tax documents
- Documents showing net worth and income, like bank statements, 401k, and IRA statements
- Tax Identification Numbers, or TINs, such as:
- Social Insurance Number
- Social Security Number
- Individual Tax Identification Number
- or equivalent where you live and pay taxes
Helpful information businesses can have ready when completing the questionnaire:
- The names, addresses and TINs of business owners
- Business identification numbers like an Employer Identification Number (US) or the Business Number (Canada)
- Constating Documents (i.e. Articles of Incorporation, Company Bylaws, etc...)
Step 2: Pay and sign your subscription agreement.
Payment methods vary depending on the deal and the company, and each payment method can have different waiting times for processing.
Your deal’s Payments page will show the issuer’s chosen and recommended payment methods, which will include online payments like Credit Cards, Bank-to-Bank (through the ACH network) and Express Wires. See our article on funding timing for details on processing times. By clicking Pay and Submit, you are agreeing to be bound by the terms of the Subscription Agreement.
We use Stripe to power our online payments.
Step 4: Submit additional documents
Though some deals and investment scenarios won’t require this step, a deal’s Documents page lets you securely share digital copies of your documents for the issuer to review, typically scanned or photographed documents like government issued identification.
Follow the instructions on your deal’s Documents page. The issuer will email you, often for due diligence purposes, if they need more information. See our article on uploading supporting documents to learn more.
Issuance: How you’ll get your securities
After you’re accepted as an investor, the issuer will send your securities physically or digitally. Any questions regarding issuance timelines should be directed to the issuer support email found in the investment portal.