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What reviewers say about DealMaker

Based on 12 reviews on Trustburn · updated 64 days ago

Customers generally describe the service as helpful, professional, and user-friendly, with many recommending the platform for its excellent customer support and ease of use.
What does DealMaker do?

DealMaker is a cloud-based platform designed to eliminate friction in the capital-raising process for issuers and their representatives.

Are there any complaints about DealMaker?

The critical reviewers wrote that DealMaker is difficult to fix problems once they occur and that the platform can be a significant pain for investors due to brokerage issues and complications with Perfect Receivable Accounts.

Based on reviews on this page. Verify anything important with the company directly.

jfhunt123
Reviews 1

I have used dealmaker multiple times, not by choice, but because companies use the service and I have to deal with it to arrange investments. It has been consistently horrible from the perspective of an experienced investor. First, our brokerages refuse to deal with Dealmaker (and I understand that). So I have to do it all myself. And it is always, always, a giant pain in the ass for one reason or another or often several consecutively. Beware because they may use "Perfect Receivable Accounts" which can foul up any effort at wiring funds and the banks don't even figure it out. Including Wells Fargo where these accounts are supposed to be. Second, although the tech support is highly responsive, the communications are incomplete and insufficient to pull off the necessary tasks (and remember, I am experienced at this). Third, they demand accredited investor proof this time even though we have done their extensive process of proving. Fourth, the website doesn't allow me to do the things I need to do, leaving me on blank pages. Fifth, I couldn't put the correct registration and delivery addresses into this most recent sub document, which means I will have to go through a lot of hell to resolve it later. As usually, Dealmaker is a royal pain in my arse.

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About DealMaker

Trusted by the world’s leading law firms, growth organizations, and startups, DealMaker is a cloud-based platform designed to drastically eliminate friction in the capital-raising process. Designed by veteran securities lawyers, developed by a world-class software team, and supported by a client-first customer support team, DealMaker empowers issuers and their representatives to manage, circulate and track documents swiftly and securely. DealMaker also provides an unparalleled, seamless investor experience that mitigates headaches and subscription deficiences.

Learn more at https://dealmaker.tech.