Transfer Agency, financial governance, and digital tools for your
investors and shareholders
Registered with the SEC, our modern TA services provide digital financial governance and shareholder/investor communications. We offer:
Integrated Equity Portfolio Management
Seamlessly integrate equity and cap table solutions with your DealMaker raise and all documentation flows to your new investor base.
Automated & Digital
Build processes that are automated to free up your team’s bandwidth, such as records of ownership and security issuance. Save paper, postage, and time.
We have regulatory solutions for filing in both the US and Canada with the CSA and SEC.
We can help with electronic held and registered securities management.
Attract and retain stable, long-term investors with reinvestment solutions.
Learn how Trust Stamp used DealMaker to close an oversubscribed, maximum Reg CF offering before uplisting to the Nasdaq.