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Regulation D & more

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