October Product Release: Finish due diligence in one place, and stop chasing investors

Finish due diligence in one place

Issuer due diligence is now live in your DealMaker portal

Getting through due diligence used to mean sending documents back and forth, filling in forms in different places, and getting the same document request more than once. Now you do it all in one place: upload your documents, complete your bad actor checks and disclosure forms, and fill in your company profile, offering details and team members.
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A single upload fills in your company profile, and you can invite your team members to help. DealMaker's team and your counsel review your documents in the same place, and you get a reminder email if something is still outstanding. Your DealMaker team sends you the link at kickoff.
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📌 What to do now: When you get your due diligence link, start with your documents and invite the teammates who hold the rest. If you have a question, ask your implementation manager.

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Investors can see where they stand

The investor portal now shows each investor what is left to do

Investors who hadn't finished used to wait for you to chase them, or write to us to ask where things stood. Now when they log in, an investment in progress shows its remaining steps (questionnaire, signature, payment and documents) and the one thing left to do, such as completing payment. They can finish without waiting on you.
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Investors see this when they log in, and every document is in one place on the company page. They can switch back to the classic view if they prefer. Nothing changes in your portal, so there is nothing for you to set up.
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📌 What to do now: No action required on your part. It's already on. When an investor asks where they stand, you can point them to the portal.

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See which channels bring investors in

Campaign Intelligence now shows first touch, last touch and any touch attribution

Credit for an investor usually went to the last ad they clicked, even when another channel brought them in. Now you can see which channels start the investor journey, not only the one that got the last click, by switching between first touch, last touch and any touch.
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First touch gives credit to the first channel an investor came through, last touch to the last one, and any touch to every channel they used. Each gives credit differently, so a channel's numbers will change when you switch. You'll find it in Campaign Intelligence under Analytics, for issuers on DealMaker marketing services.
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📌 What to do now: Before you shift your spend, check a channel under first touch and last touch to see which ones start the journey. Nothing to set up.