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What is DealMaker?

DealMaker is an all-encompassing digital solution tailored for capital raising, allowing businesses to engage directly with individual investors while improving their brand presence and community interaction. The platform's functionalities are designed to support self-hosted capital initiatives, focusing on issuer branding through customizable white-label technology, personalized offering experiences, and efficient investor checkout processes. It also manages compliance workflows, delivers valuable analytics, and promotes effective communication with investors, ensuring companies retain control over their investor databases. With DealMaker, organizations can effortlessly draw in investors, handle fund processing, oversee securities, and interact with shareholders using a unified interface, granting them greater authority over critical elements such as fundraising amounts, valuations, voting rights, investor experiences, and strategic campaign directions. Additionally, the platform's sophisticated capital raising technology provides complete visibility throughout the fundraising pipeline, monitors campaign effectiveness, optimizes marketing budgets, streamlines KYC/AML processes, and ensures a seamless checkout for investors, all designed to simplify the participation journey and boost the likelihood of campaign success. This holistic approach not only enhances the efficiency of capital raising efforts but also fosters stronger relationships between companies and their investors.

What is CommonSubDoc?

CommonSubDoc represents the next evolution in fund management and investor relations, offering a cloud-based SaaS platform with integrated CRM features tailored specifically for fund managers, investment professionals, and fund administrators. What Sets Us Apart? Expertise: Our extensive background in the financial industry equips us with a deep understanding of the distinct obstacles faced by fund managers and investors alike. Cutting-Edge Technology: We are committed to ongoing technological advancements, ensuring that you have access to the most current features and can maintain a competitive edge in the market. Top-Notch Security: Protecting your data is our utmost concern, and our platform incorporates advanced security protocols to safeguard your information. Exceptional Customer Service: Our dedicated support team is always available to assist you throughout your journey, ensuring a seamless and positive user experience. In a rapidly changing financial landscape, we strive to provide not just solutions, but also peace of mind for our clients.

Media

Media

Integrations Supported

Integrations Supported

Seamless

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

DealMaker

Date Founded

2018

Company Location

United States

Company Website

www.dealmaker.tech/

Company Facts

Organization Name

Formidium

Date Founded

2016

Company Location

United States

Company Website

www.commonsubdoc.com

Categories and Features

Categories and Features

Finance

Not specified

Investor Relations

Compliance Management
Custom Emails / Newsletters
Data Centralization
Electronic Signature
Investor CRM

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