Uploading supporting documents, such as proof of ID or financial statements is a quick and easy process on DealMaker.
First, you will need to be in your DealMaker account. Simply log back into your DealMaker account at www.dealmaker.tech using your username and password. If you have not set a password yet, use the initial email invitation sent to you to enter the portal.
Once you log into your DealMaker account, you will be taken to your Dashboard. First, click on the deal you want to upload the documents for. Next, you will either be prompted to your "Deal Summary" page as shown below or to your "funding" page. If you have been prompted to your "funding" page and you are waiting for your investment to be marked as funded but still wish to upload your documents, please click on "proceed" to go to the documents upload page. If you have been prompted to your "Deal summary" page please click on " View and Upload" under the "Supplementary Documents" tab to proceed.
After you have clicked on "View and Upload" or "proceed", you will be redirected to the documents upload page. From there you can upload documents by dragging and dropping them into the grey "Drag files here to upload them". After you have finished uploading your documents please click on "Proceed to investment summary" to complete your upload.
