In April, we shipped four new features that make every layer of your raise sharper. Here are the two you should know about first: Google Sign-In for Checkout and Simple Accreditation are two new investor checkout improvements that are A/B tested, GA today, and already converting more of your traffic into completed investments.
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We also launched Raise at a Glance, a powerful new addition to your DealMaker homepage that surfaces, the moment you log in, exactly how every offering is performing and exactly which investors need your team's attention to unlock more capital today. And for DealMaker Marketing Services customers, two new dashboards have joined your Performance Dashboards suite: the Primary Dashboard and the DealMaker Ad Network Dashboard, giving you the same operational view your DealMaker strategist works in every day.
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Here is what changed, why it matters, and what to do about it next.
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‍Amplify Your Raise:
Convert More of the Investors You Already Have

Every dollar you spend driving traffic to your raise has more impact when more of those investors complete their investment. That is the entire point of checkout optimization, and it is the focus of the two features below.

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These two features join an ongoing program of validated checkout improvements: Mobile Optimization in January, the Guided Checkout Experience in February, and now Google Sign-In and Simple Accreditation in April. Every change has been A/B tested. Every change has produced a measurable conversion lift. The compounding gains are real, and they are delivered automatically to every issuer on the platform.

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1. Google Sign-In for Checkout

Investors can now begin their investment with their Google account, removing a step from the checkout entry experience.
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TLDR:

• What is it? A new sign-in option on the investor checkout that lets investors begin their investment using their existing Google account. Their basic information is pre-filled, and they get into the investment flow faster.
• Why does it matter? A/B testing showed approximately 2% more investors converting into completed investments with Google Sign-In live. That is more capital raised from the same traffic, with zero effort required on your end.

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What's New

When investors arrive at your DealMaker-powered checkout, they now see a "Sign in with Google" button positioned alongside the standard sign-up fields. If they click it, they authenticate through Google (the same secure process they use on banking apps, productivity tools, and most modern websites), and they enter your checkout flow with their name and email already populated.
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The standard sign-up path remains in place for any investor who prefers it. Google Sign-In is an option offered to investors, not a requirement.
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This feature was developed through two rounds of careful A/B testing. The team tested multiple sign-in providers, refined the design and positioning based on the data, and shipped the version that produced a measurable, validated conversion lift across the entire platform.

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Why This Matters for Your Raise

• Roughly 2% more investors completing their investments. A/B testing showed an approximately 2.09% lift in conversion. On a checkout receiving 1,000 investors per month, that is roughly 20 additional completed investments. Zero additional ad spend, zero configuration on your side.
• Faster entry into the checkout flow. For investors who choose Google Sign-In, the journey from "I want to invest" to "I am investing" gets shorter. Less time spent creating an account means more time invested in your raise.
• A familiar, trusted entry point. Google Sign-In is one of the most widely recognized authentication methods in the world. Seeing it on your checkout signals that your raise uses the same secure, modern infrastructure investors already trust on every other platform they use.
• Works automatically across every offering type and every device. Reg CF, Reg A+, Reg D, and Canadian OM offerings all get this benefit. Desktop and mobile both work seamlessly.

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Do This Next

1. Watch your conversion data over the coming weeks. Compare your checkout completion rates against your historical baselines.
2. Questions? Reach out to your DealMaker Account Manager.

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2. Simple Accreditation

A cleaner, mobile-friendly accreditation step in your Reg A checkout, A/B tested and converting 2.6% more investors into completed investments.
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Important note on scope: Simple Accreditation is currently live for Reg A offerings. Other offering types continue to use their existing accreditation experience. Reg CF is the expected next offering type to receive this redesign, with no specific timing committed at this point.

TLDR:

• What is it? A redesigned accreditation declaration step in the Reg A investor checkout. Investors now select their accreditation status through a clean, two-position toggle (Non-Accredited or Accredited) and, if applicable, a clear dropdown for indicating the basis for their accreditation.
• Why does it matter? A/B testing showed a 2.6% lift in conversion at this step of the Reg A checkout. On a $10M Reg A raise, that translates to approximately $260,000 of additional capital raised. Across the full annual Reg A volume on the DealMaker platform, that is roughly $13M of additional capital deployed each year.

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What's New

When investors reach the Verifications step of your Reg A checkout, they now see a single, prominent toggle. They tap their selection (Non-Accredited or Accredited), and if they selected Accredited, a clean dropdown appears asking them to indicate the basis for their accreditation status. They make their selection, confirm, and proceed to payment.
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The compliance logic, regulatory requirements, and legal substance of what investors are attesting to are all unchanged. The only thing that has changed is the design of the interaction itself, and that change has produced a measurable conversion lift validated through A/B testing.
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The new experience was specifically designed for mobile, where roughly 60% of investors actually complete their investments. The toggle and dropdown are large, finger-friendly, and clear at any screen size.

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Why This Matters for Your Raise

• Approximately $260,000 of additional capital on a $10M Reg A raise. That is the directional outcome from a 2.6% lift at this stage of the checkout. Individual results will vary based on your traffic mix and average investment size, but the directional impact is meaningful.
• A down-funnel win where every investor counts. The accreditation step is one of the last hurdles before payment. Every investor who reaches this stage has already chosen an investment amount, completed their personal information, and committed real intent. Lifting conversion here means recovering the investors closest to the finish line.
• Built for mobile, where most investors actually invest. The new toggle and dropdown were designed for the small screen first, where the conversion gain is expected to be the largest.
• Compliance integrity unchanged. The legal substance, regulatory framework, and compliance logic behind the accreditation step are identical to what they were before. This is a design refinement of the interaction surface, nothing more.
• Across the full annual Reg A platform volume of approximately $500M, this single change drives roughly $13M of additional capital each year. That is the platform-wide impact of A/B-tested checkout optimization compounding.

Do This Next

1. Watch your Reg A conversion data over the coming weeks. Compare your Verifications-step completion rates against your historical baselines.
2. Questions? Reach out to your DealMaker Account Manager.

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Streamline Raise Operations:
Spend Less Time Hunting for Information, More Time Acting on It

Running a capital raise generates a lot of data and a lot of in-flight investor activity. The faster you can see what is happening across every offering, what is blocking capital, and what the operational team running your campaign is looking at, the faster you can act and the more capital you can collect.
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The next two features are about visibility, action, and shared context with your DealMaker team.

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3. Raise at a Glance

Two new homepage widgets that show you, at a glance, how every raise is performing and exactly which investors are blocking capital.
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TLDR:

• What is it? Two new widgets on your DealMaker homepage. The Progress Report shows you a per-deal snapshot of how each of your offerings is performing. The Investor Overview surfaces the specific investors stuck in pipeline states (like "Re-Sign Agreement," "AML Documentation Required," or "506(c) Accreditation Review"), with the dollar amount tied to each bucket and a one-click path into a pre-filtered Investor Table.
• Why does it matter? You can now see, the moment you log in, exactly how every raise is performing and exactly where capital is stuck. Your IR team can prioritize ruthlessly and act immediately. Stuck capital becomes capital you can collect today.
• What should I do right now? Log into DealMaker and look at your homepage. The widgets appear automatically when you have an active or recently-closed offering with investor data.

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What's New

Your DealMaker homepage now includes two new widgets that surface the most important information about your raise.
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The Progress Report widget gives you a per-deal snapshot of every active or recently-closed offering: how much has been raised, how much capital is in your funnel, and how the funnel is moving. If you have multiple offerings (active or closed), a toggle lets you switch between them without ever leaving the homepage.
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The Investor Overview widget surfaces the specific investors stuck in key pipeline states, paired with the dollar amount tied to each bucket and a priority indicator (High, Medium, or Low) to help your team focus where the impact is largest. The pipeline states surfaced include:

• Re-Sign Agreement. Investors who funded their investment but need to re-sign their subscription agreement (often after a material amendment). This is capital effectively collected, just waiting for one more step.
• AML Documentation Required. Investors with outstanding AML or KYC documents. Capital is sitting behind a single document upload.
• 506(c) Accreditation Review. Investors whose accreditation documentation is under review or who need to provide additional information.
• Started, Not Paid. Investors who signed but have not yet funded their investment. Time-sensitive opportunities to re-engage before momentum is lost.

When you click any bucket in the Investor Overview, your Investor Table opens with the matching filter already applied, ready for your IR team to act.

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Why This Matters for Your Raise

• A 30-second pulse check, every time you log in. Open DealMaker and instantly see how each of your offerings is performing.
• Stuck capital becomes capital you can collect today. Investors sitting in "Re-Sign Agreement" or "AML Documentation Required" are often just one targeted email away from funding. Now they are visible to you the moment you open the platform.
• Priority-ranked focus for your IR team. The High, Medium, and Low indicators let your team work the highest-impact buckets first.
• One-click path from insight to action. Every bucket deep-links into your Investor Table with the right filter already applied. No more configuring filters manually before every outreach session.
• Built to work across every offering type and every offering you have. Reg CF, Reg A+, Reg D, Canadian OM. One offering or several. Active or recently closed.

Do This Next

1. Log in and open the DealMaker homepage. If you have an active or recently-closed offering with investor data, the new widgets are there.
2. Brief your IR team on the new Investor Overview widget so they can incorporate it into their daily outreach routine.
3. Click into a stuck bucket during your next morning check-in. See the dollar amount, see the investors, and turn that visibility into action the same day.
4. Questions? Reach out to your DealMaker Account Manager.

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4. Two New Dashboards in Your Analytics Suite: Primary Dashboard and DealMaker Ad Network Dashboard

See the same operational view your DealMaker strategist sees, in the same place they work every day.
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Note: These two new dashboards are available to issuers using DealMaker Marketing Services. If DealMaker runs paid marketing campaigns for your raise and you work with a DealMaker client strategist, this is for you. If you are not sure, ask your Account Manager.

TLDR:

• What is it? Two new dashboards have joined your existing Performance Dashboards in the Analytics section of your deal portal. The Primary Dashboard gives you the complete daily picture of your raise, with every key metric in one place. The DealMaker Ad Network Dashboard gives you placement-level visibility into every publisher partnership driving traffic to your raise.
• Why does it matter? You now see the same operational dashboards your DealMaker strategist works in every day. No more waiting for a check-in to know how a placement is performing or where the raise is pacing. You and your strategist are always working from the same view.
• What should I do right now? Log into your deal portal and open the Analytics section. You will see two new entries: Primary Dashboard and DealMaker Ad Network.

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What's New

Primary Dashboard. The Primary Dashboard is a comprehensive daily-grain view of your raise's full performance across every channel and every stage of the funnel. Spend, traffic, starts, TOFU, funded, ROAS, cost per stage, and conversion rates, all in one place. It has two tabs:

• Totals tab. Aggregate performance across all channels for your selected date range, broken out day by day.
• Channel Specific tab. Filter and isolate performance for individual channels (prospecting versus retargeting, or any specific channel like Meta, Google, YouTube, email, and so on).

A Totals row at the bottom of each table aggregates the entire selected date range, giving you a period-level snapshot alongside the daily detail.
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DealMaker Ad Network Dashboard. The DealMaker Ad Network is DealMaker's network of vetted publisher partnerships used to drive paid traffic to your raise (Morning Brew, 1440 Media, Sherwood, The Flyover, Nice News, Benzinga, iDropNews, and others). The DealMaker Ad Network Dashboard gives you placement-level visibility into how every one of these partnership placements is performing.
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You can filter by flight date, publisher, and placement position. Approximately twenty derived metrics per placement (spend, traffic, starts, TOFU, funded, ROAS, cost per stage, conversion rates, average funded amount, and more) are surfaced at the row level. This is the same depth of placement-level transparency your DealMaker strategist works in to make optimization decisions on your campaign.
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Both dashboards are read-only for customers. Your DealMaker strategist team manages the underlying configurations and inputs, and you have full visibility into the same view they see. Data refreshes hourly, consistent with your existing Performance Dashboards.

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Why This Matters for Your Raise

• The same view your strategist sees. No more waiting for a pre-digested summary. No more "what does the data show?" emails between syncs. You and your strategist are always working from the same operational view of your raise.
• Daily granularity, always available, always self-serve. Decisions that previously required a strategist sync can now happen between syncs. Your strategist sync becomes a higher-quality conversation about strategy, not a lower-quality conversation about reading numbers off a spreadsheet.
• Placement-level transparency on every publisher partnership. Knowing which Morning Brew Daily Brew Send is converting best, or whether the Renewable Energy angle is outperforming the Lithium Boom angle on a 1440 Media buy, transforms how you participate in placement-level conversations with your strategist.
• Board-ready numbers in one place. When you need to walk into a board meeting or prepare an investor update, the data is current, complete, and right there in the Analytics nav.
• Six of the seven major Marketing Services analytics tools now live natively in DealMaker. Marketing Overview, Demographics, Channel Performance, Forecasting, plus the new Primary Dashboard and DealMaker Ad Network Dashboard. One platform, one source of truth for your raise.
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Do This Next

1. Log in and open your deal portal's Analytics section. Click into Primary Dashboard and DealMaker Ad Network Dashboard to explore.
2. Schedule a walkthrough with your DealMaker strategist on your next sync. They can show you how to use both dashboards in your weekly performance review.
3. Reference the dashboards by name in your next strategist conversation. Build familiarity by working in the same view your strategist works in.
4. Use the Primary Dashboard before your next board meeting to pull the period-level snapshot for your board reporting.
5. Questions? Reach out to your DealMaker strategist or your Account Manager.

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What These Features Mean Together

Each of these features delivers standalone value, but they are even more powerful as a connected system.

1. Google Sign-In for Checkout removes friction at the most critical moment of your investor's journey, converting more of the visitors you have already worked hard to attract.
2. Simple Accreditation lifts conversion at one of the last steps in the Reg A checkout, recovering investors who are seconds away from completing their investment and translating into measurable additional capital raised.
3. Raise at a Glance turns your homepage into an operational hub that shows you exactly how every raise is performing and exactly which investors need attention to unlock more capital today.
4. The Primary Dashboard and DealMaker Ad Network Dashboard give Marketing Services customers the deepest layer of operational analytics in your deal portal, so you and your strategist are always working from the same view of your raise.
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Together, these features make every layer of your raise sharper. Your checkout converts more of the investors who arrive. Your homepage shows you what is happening and what to do about it. Your analytics give you the same operational depth your strategist works in every day. That is what DealMaker is built to deliver, and we are continuing to build at this pace every single month.
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We Want to Hear From You

We are thrilled about how these updates will help you achieve your fundraising goals. As always, your feedback shapes our product roadmap. Do not hesitate to reach out to your Account Manager for a walkthrough, to ask questions, or to share your thoughts on how these features are working for your raise.
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Here is to your next successful raise!