April Product Release: Stop asking for updates, and lose fewer investors

More of your visitors become investors

Investors can now sign up with Google, and more of them finish investing

Investors used to hit a form asking them to make a new account, and some left before investing. You'd already paid to get them there. Now they can tap "Continue with Google" and their name and email fill in on their own. In testing, about 2% more people finished investing, with no extra ad spend.
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The button sits next to the normal sign-up on the investment form. Investors see it, not you, so nothing changes in your portal. We only get their name and email.
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📌 What to do now: No action required on your part. It's already on. You can let your investors know it's quick to start with Google.

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Know who needs a follow-up

Filter, search and export your investor list in your portal

You used to export your investor list to Excel just to filter it, and then you lost your place every time you came back. Now you can filter by status, date and amount, search by name, email, phone or tag, and export only the investors you filtered, all without leaving your portal.
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Find it under Investments in your deal portal. Statuses are color-coded, your filters stay put when you refresh, and you can accept or invite several investors at once.
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📌 What to do now: Open Investments and filter by status to see who needs a follow-up. No setup is required, and it's already on for your deal.

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See what needs you today

Your deal's home page now shows an overview of your investors

How many investors are waiting on you right now? You used to have to dig through your investor list or ask your account manager. Now four cards on your home page show investors in review, wire payments pending, repeat investors, and investors who still need to accredit, each with a count and a dollar amount.
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You'll see the cards when you open your deal's home page. There's nothing to set up, and the numbers update as your investors move through checkout.
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📌 What to do now: Check your home page when you log in to see what needs your attention first, then follow up with those investors.

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See your ad results anytime

Spend, traffic, starts and funded amounts in one dashboard

Your ad results used to live in spreadsheets that were slow to load, so you were often left waiting to see how your campaigns were doing. Now your spend, traffic, starts and funded amounts are in one dashboard that updates about every hour, so you can check in whenever you want.
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Find it under Analytics, then Primary Dashboard. You can filter by date, by prospecting or retargeting, and by channel. It's available to issuers with DealMaker-managed paid media.
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📌 What to do now: Check the dashboard before your next marketing review instead of asking your team for a report. Nothing to set up.

Note: This dashboard is an early step toward Campaign Intelligence, where all your results are heading.
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