Shareholder Services

Your modern Investor Relations, we offer a full digital relationship management tool for issuers and their shareholders.

Request A Demo

Shareholder Services

Capital Raise

Manage all investor and shareholder communications digitally.

Capital Raise

Seamlessly integrated with your DealMaker raise, all documentation flows to your new investor base.v

Capital Raise

Build processes that are automated to free up your team’s bandwidth.

Our SEC-registered Transfer Agent ensures compliance with all applicable securities legislation.
Our team will track, maintain, and handle all actions related to
shareholder issuance, corporate actions, shareholder actions,
cash dividends, etc. in a digital CRM system that is intuitive and seamless.

Shareholder Management Tool

DealMaker Engage

Share news and documents with investors and stakeholders in a branded portal. Companies that engage current and prospective investors regularly have more successful capital raises.