In March, we shipped five new features that give you more power over every stage of your fundraising journey. Here are the two you should know about first: In-Platform Email Journeys now lets you automatically nurture new investors through a proven four-email welcome sequence, built right into DealMaker. And the Investor Table has been completely redesigned with stackable filters, color-coded status badges, and filtered exports, so you can find and act on any investor in your pipeline in seconds.

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We also launched Smart Funnel Tracking, which automatically sets up your marketing analytics so you can see exactly how your ads drive real investors. A new Valuation Tool lets you publish your company's valuation history directly to your investors through the Engage portal. And Due Diligence now lives inside the DealMaker platform, giving you real-time visibility into your document status during onboarding.

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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:
Nurture Investors & Measure What Works

Raising capital is a numbers game at the top of the funnel. The more effectively you can move interested prospects toward completing their investment, and the more clearly you can see which marketing efforts are actually driving funded investors, the faster your raise builds momentum.

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1. Automated Investor Email Welcome Sequence

Four emails instead of one. Each makes a different case for your raise. You turn it on. DealMaker sends them automatically.
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TLDR:

• What is it? When someone starts the investment process on your raise but does not finish, DealMaker can now automatically send them a sequence of four unique emails over time. Each email makes a different case for your raise, moving from an initial welcome through to a direct ask to complete the investment. This replaces the single reminder email.
• Why does it matter? A single reminder can only make one case for your raise. Four emails let you make four different ones: your story, your traction, your momentum, and a direct call to action. Whether that leads to more completed investments depends on your raise and your audience, but the logic is straightforward: more touchpoints, each with distinct messaging, give you more chances to bring someone back. Enable it, watch the analytics, and judge for yourself.
• What should I do right now? Log into your deal portal. Go to Reminder Emails. On the first reminder, you will see a toggle to switch from a single email to a four-email sequence. Preview the emails, customize them if you want, and enable.

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What the Four Emails Do

1. Welcomes the investor and introduces your raise
2. Goes deeper on why your company is worth investing in
3. Shows momentum: how many investors are in, milestones hit, press coverage
4. Direct ask to complete the investment, with urgency

The timing between emails is pre-set so you do not have to think about cadence. You can customize the subject line, copy, and design of every email, or leave the defaults and let them run.

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How to Know If It Is Working

Go to Analytics in your deal portal and click "View All Analytics." You will see performance metrics for each of the four emails individually. If Email 2 has low engagement, you know to rewrite that one specifically. We recommend letting the sequence run for one to two weeks before making changes so you have enough data to evaluate.
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You can switch back to the single reminder email at any time.

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Do This Next

1. Log in and go to Reminder Emails.
2. Toggle to the four-email sequence on the first reminder. Preview and customize if you want.
3. Click Enable.
4. Check back in Analytics after a couple of weeks to see how each email is performing.

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Streamline Fundraising Operations:
Take Control of Your Pipeline & Get Live Faster

Running a capital raise means managing complex workflows across dozens (or thousands) of investors while preparing your offering for launch. The faster you can access the right information, take the right action, and move through operational milestones, the more time you can spend on what matters most: growing your business and closing your round.

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2. The New Investor Table

Stack multiple filters at once. See who needs attention at a glance. Export only the investors you need.

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TLDR:

• Setup required? None. The new table becomes your default automatically. All investor data is preserved.
• What is it? A complete redesign of the table where you manage every investor in your raise. You can now stack multiple filters at the same time (status + date range + investment amount), see each investor's status as a color-coded badge, and export only the filtered results.
• Why does it matter? For the most common investor management tasks, finding who needs a follow-up by status, narrowing by date or investment amount, pulling a segmented list for your IR team, you can now do it directly in the table without exporting. If your workflow involves joining DealMaker data with external sources like a CRM, you will still need Excel for that. But for everything the Investor Table contains, the filtering and exporting are now dramatically better.
• What should I do right now? Log in and open your Investor Table. Try stacking two or three filters.

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What You Can Do Now

Stack filters.
‍Combine filters across status, investment amount, and date range all at once. Example: "Show me investors in California and Texas who invested more than $5,000 in February and whose status is flagged." Previously, you could only apply one filter at a time.
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See who needs attention first.
Investor statuses now appear as color-coded badges. Red means something needs your immediate attention (failed payment, missing document). Yellow means an investor may need a nudge. Green means complete. Blue or gray means processing normally. The badges surface which investors need action. What that action is depends on the specific situation, and the Status Details column (released in February) gives you that context.
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Export the filtered list.
When you export, the file now contains only the investors matching your active filters. No more downloading your full list and re-filtering in a spreadsheet.
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Consolidated contact info.
Each investor's name, email, and phone number are now grouped together in one clean column.

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How to Use This Tomorrow Morning

Open your Investor Table. Filter for red-status investors first. Those need action today. Then filter for yellow. Hand the filtered list to your IR team. If you need a segmented investor list for your board or legal counsel, apply your filters and export.

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Do This Next

1. Log in and open your Investor Table.
2. Stack a few filters: try status + date range + amount.
3. Export a filtered list and see how it compares to your current workflow.
4. Brief your IR team on the color-coded badges so they can use them in daily outreach.

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3. Smart Funnel Tracking

If you are running paid ads, this is how you find out which campaigns are driving funded investors. Setup takes under five minutes.

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TLDR:

• What should I do right now? Log into your deal and go to the GTM Setup step in your deal configuration. Connect your Google account, select your analytics property, and click Configure.
• What is it? A setup wizard built into your deal configuration that connects your Google Analytics and Meta Pixel to five stages of your investment funnel, from the initial "Invest" button click through to a fully funded investment.
• Why does it matter? If you are spending money on Meta or Google ads and you do not already have conversion tracking in place for your investment funnel, this gets you there in minutes instead of hours. If your agency already set up tracking manually, this gives you a clean, standardized configuration to work from.

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What Gets Tracked

Five stages of the investor journey, each tracked in both Google Analytics and Meta (if connected):

1. Invest Button Click -- someone clicked "Invest" on your offering page
2. Investment Started -- they entered the investment flow
3. Early Engagement -- they hit an early milestone in the flow
4. Profile Completed -- they reached the KYC/accreditation step (a strong quality signal)‍
5. Investment Funded -- the investment is complete and funded

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With this data, you (or your agency) can see exactly where investors drop off between stages, build retargeting audiences of people who started but did not finish, and measure which campaigns are driving funded investments rather than just clicks. If your raise generates enough conversion volume, you can also use the funded investment event to let Meta's and Google's algorithms find more people like your best investors.

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How to Set It Up

Go to the GTM Setup step in your deal configuration. Connect your Google account. Optionally connect your Meta account if you run Facebook or Instagram ads. Select your analytics properties from the dropdowns. Click "Configure."
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DealMaker builds the tracking configuration for you. One step remains to make it live: open the GTM workspace (DealMaker provides a direct link) and click "Submit" to publish the changes. It is one click, but tracking is not active until you do it.
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If you work with a marketing agency, share the workspace link with them. They will recognize the setup immediately and can start using the data to make better campaign decisions.

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Do This Next

1. Log in and go to GTM Setup in your deal configuration.
2. Connect your Google account (and Meta, if you run those ads).
3. Select your properties and click Configure.
4. Open the GTM workspace link and click Submit to publish.
5. Share the workspace with your agency if you have one.

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Grow Your Investor Community:
Show Your Investors How Their Investment Is Growing

Your investors are more than names on a cap table. They are a community, a network of people who believed in your company enough to invest. Keeping that community informed, engaged, and excited about your growth is one of the most powerful things you can do for your company's future, especially if you plan to raise again.

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4. Valuation Tool

Give your investors a reason to check in on your company, and a visual answer to "what is my investment worth?"

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TLDR:

• What should I do right now? Log in, go to Company Settings, click the Valuations tab, and start adding your valuation history. Each entry takes less than a minute. Your investors see it immediately.
• What is it? You can now enter your company's valuation history into DealMaker (round name, date, valuation amount, and optionally price per share), and your investors will see it as an interactive growth chart in the Engage portal. Each investor sees a personalized "You Invested Here" marker showing when they came in and how the company's reported valuation has changed since.
• Why does it matter? After a raise closes, keeping your investors engaged takes effort. This gives them a self-service, visual way to see your company's trajectory, which means they have a reason to log back in, stay connected, and feel like active participants in your growth. It also means fewer repetitive emails from investors asking about valuation and share price. If you are planning to raise again, an investor base that has been watching your growth story unfold is more likely to be receptive.

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What Your Investors See

A clean, interactive line chart showing your company's valuation over time. Each data point shows the round name, valuation amount, price per share (if entered), and date. A personalized "You Invested Here" marker appears on each investor's chart, showing when they invested relative to your company's growth.
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The feature includes a clear disclaimer that valuations are estimates reported by you and do not represent guaranteed returns or cash value. Investments made through DealMaker are illiquid private securities.

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How to Set It Up

Go to Company Settings. Click the Valuations tab. Click "Add Valuation." Enter the round name, date, and valuation amount. Price per share and notes are optional. Click submit. The entry appears on your investors' timeline immediately. Add as many entries as you have (Seed, Series A, 409A, etc.) to build out the full picture.

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Do This Next

1. Log in and go to Company Settings, then the Valuations tab.
2. Add your valuation history, starting from your earliest round.
3. Send an update through Engage letting your investors know they can now track your company's growth in the portal.

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5. Due Diligence: In-Platform Document Tracking

For issuers currently onboarding or preparing a new raise.

If you are already live and past onboarding, this applies to your next raise or any new offerings you set up.

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TLDR:

• What should I do right now? If you are in the onboarding phase, log in and navigate to the Due Diligence section under Onboarding. Upload your documents there.
• What is it? You can now upload your due diligence documents directly inside DealMaker and see the real-time status of each one: Pending Review, Approved, or More Info Needed. When the DealMaker team needs something from you, you get an email telling you exactly what is required.
• Why does it matter? This gives you visibility into exactly where each document stands in the review process so you always know what has been submitted, what has been approved, and what still needs your attention. When action is needed from you, you will know immediately instead of finding out days later.

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How It Works

Log in. Go to the Onboarding tab. Upload your documents. Each one immediately shows a "Pending Review" status. As the DealMaker team reviews them, statuses update to Approved (with a check mark) or More Info Needed (with a specific email explaining what is required). You can check back any time to see where things stand.

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Do This Now (If You Are Onboarding)

1. Log in and go to the Due Diligence section under Onboarding.
2. Upload your documents.
3. Check your dashboard for status updates. Respond promptly to any "More Info Needed" requests so your onboarding stays on track.

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Questions About Any of This?

Reach out to your DealMaker Account Manager. They can walk you through any of these features, answer questions, or help you get set up.
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Check out February's Product Release if you missed it.
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Here is to your next successful raise!