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Fund Formation

For open-ended and closed-ended funds in any jurisdiction, DealMaker makes it easy to manage the fund formation process.

Manage Investors and Other Stakeholders
Fund portal helps coordinate fund management needs and track submission and KYC documents from investors
Maximize Marketing Potential
Link digital dealflow directly into pitch decks and collateral for friction-free subscription
Invite Investors
Spend less time tracking paper documents and funds

DealMaker Workflow
  • Engage DealMaker

    We deliver a full-service solution

  • Info & Setup

    DealMaker transforms offerings into a digital raise for a seamless formation experience

  • Go Live

    Digitally Manage Subscription, completely friction-free

  • Close

    Accept and manage subscribers online and close effortlessly