Investor management

Your shareholder base can power your next round

Investor relations tools and a fully digital transfer agent, running on the same system as your raise.

500K+

Investors on DealMaker

SEC-registered

transfer agent

Two views, one record

You see your cap table.Your shareholders track their investment.

Company cap table

InvestorSecuritiesAmount
SMSarah Mitchell100,000$100,000.00
JCJames Carter106,000$106,000.00
PSPriya Shah52,573$52,573.00
DBDaniel Brooks10,500$10,500.00
ECEmily Chen5,250$5,250.00
Investor view
News feedInvestmentsDividendsDocumentsShareholder actionsFAQs

Holding

500 shares

Class A common stock

Invested

$1,000

$2.00 per share

1

Payment

Sep 22

2

Review

Est. 1 to 3 days

3

Countersign

Est. ~2 weeks

4

Shares issued

Est. ~3 to 5 weeks

Why it matters

An engaged shareholder is worth more

The close of your raise is a starting line. It is the point where your new shareholder base either stays engaged or goes quiet.

The companies that go quiet between raises end up paying for the same audience twice.

Investor relations tools

One place to reach every shareholder

Shareholder portal

Documents, holdings, communications, and FAQs in one place.

Self-service

Shareholders find answers on their own, so your team fields fewer inbound questions.

Shareholder updates

Progress, milestones, and company news to your full base, sent from one place. You and your counsel own those communications. Anything aimed at potential investors in a live offering goes through the standard compliance review process.

Investor scoring

See who is most engaged, so you know who to contact first when you raise again.

Reinvestment path

An Invest button inside the portal, where shareholders already go for updates, that links to your offering page when a new round is live.

AlpineSShareholder
News feedInvestmentsDividendsDocumentsShareholder actionsFAQs

Holding

Alpine Ventures

Sep 22, 2026

Invested

$1,000

$1.00 per share

Shares

1,000

Class A common stock

How long does it take for my shares to appear?

1

Payment

Sep 22

2

Review

Est. 1 to 3 days

3

Countersign

Est. ~2 weeks

4

Shares issued

Est. ~3 to 5 weeks

These are tentative dates and can change depending on the issuer company's reviewing cycle.

Transfer agent

A digital transfer agent, built for thousands of holders

SEC-registered transfer agent services, running on the same system as your raise rather than in a separate vendor's spreadsheet.

  • Holdings statement issuance and ownership transfers
  • Cap table maintenance as investors are accepted
  • Warrant exercises
  • Corporate actions and shareholder votes
  • Dividend and distribution payments to US-based investors, administered from a Stripe account in your name
  • Shareholder records and self-service
  • Bulk automation across all of it, fully digital

Because it sits on the same investor record as the offering, a holdings statement issuance is a status change, not a data migration.

Cap table

Alpine Regulation A demo deal
InvestorTypeSecuritySecuritiesAmount
SMSarah MitchellIndividualCommon A100,000$100,000.00
JCJames CarterIndividualCommon A106,000$106,000.00
PSPriya ShahIndividualCommon A52,573$52,573.00
DBDaniel BrooksJointCommon A10,500$10,500.00
ECEmily ChenJointCommon A5,250$5,250.00
MTMichael TorresIndividualCommon A1,500$1,500.00
RIRoth IRAManagedCommon A1,000$1,000.00
31 holders1 deal1 security type487,242$487,242.00

The multi-raise flywheel

Stop thinking in rounds

A traditional round ends and the work resets. A community round leaves you a shareholder base, a marketable audience, and the campaign data that tells you who to contact first.

Keep talking to them and your next raise can open warm, with people who already backed you once.

Public company track

If you are heading for a listing

A shareholder base you built yourself can help show retail demand ahead of a listing.

Tier 2 Reg A+ reporting

Annual Form 1-K and semi-annual Form 1-SA obligations, supported.

Through the listing

Transfer agent services through and after a listing.

Follow-on offerings

Raising again as a public company, on the same record.

Monogram Technologies raised $33.6M+ from 8,800+ investors across three offerings on DealMaker before its Nasdaq listing.

Results vary. These examples are not typical and do not guarantee future results.

Explore offering types

FAQ

Questions issuers ask

Are you an SEC-registered transfer agent?−

Yes, and it runs on the same platform as your offering, so your cap table updates as investors are accepted.

Do we need the transfer agent if we raise with you?+

No, it is available separately. Many customers use both because one system removes the reconciliation work.

How do shareholder votes and corporate actions work?+

Digitally, through the portal.

What are our ongoing obligations after a Reg A+ raise?+

For Tier 2 offerings, an annual Form 1-K with audited financials, a semi-annual Form 1-SA, and current reports on Form 1-U for certain events. Confirm your specific obligations with your counsel.

Can shareholders invest again in a later round?+

Yes. The portal links shareholders to your new offering page when a new round is live.

Keep the community you just built

We will walk through the shareholder portal and transfer agent workflow, whether you raised with us or somewhere else.

Book a strategy call

Past results are not indicative of future results. DealMaker does not guarantee any fundraising outcome. Transfer agent services are provided by DealMaker Transfer Agent LLC, an SEC-registered transfer agent. Broker-dealer services, where applicable, are provided by DealMaker Securities LLC, member FINRA/SIPC.