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Servicing
Regulation D,Regulation S,
and other categories of capital raise transactions.
DealMaker’s proprietary platform has elegantly guided tens of thousands of investors through the
compliance process, delivering speed, efficiency and value.
Features Include
Easy to use
Magic Links
for seamless investor invitations
Automated AML/PEP/ID checks
Investor accreditation verification steps embedded in workflows
Wide variety of payment options
Accessible to a global investor base
Private, proprietary document portals and investor question flow
Automated investor email reminders
Online subscription agreement signing with secure audit trail
Secure document archive available to investors
Export data and reports in a variety of formats for compliance purposes