The offering price is [$X] per [security type] and the minimum investment amount for this round is [Min Investment Amount].

Click “Invest Now” anywhere on this site, or follow this link [insert link here]. You will be directed to view the subscription agreement and complete an investment. Payment is accepted via [insert payment options].

Investors can purchase shares via credit card, bank-to-bank payments, or express wires (reconciled in real-time). An administrative fee of $[  ] will be applied to all investments. (if applicable).

This offering is open to both accredited and non-accredited investors. If you are a non-accredited investor, please note that you cannot invest more than 10% of the greater of your annual income or net worth.

According to the SEC, an individual accredited investor can be defined as the following:  

An accredited investor, in the context of a natural person, includes anyone who: 

• earned income that exceeded $200,000 (or $300,000 together with a spouse or spousal equivalent) in each of the prior two years, and reasonably expects the same for the current year, OR 

• has a net worth over $1 million, either alone or together with a spouse or spousal equivalent (excluding the value of the person’s primary residence), OR 

• holds in good standing a Series 7, 65 or 82 license. 

Additionally, an accredited investor as an entity can be defined as the following: 

1. A trust is considered to be an accredited investor if its assets exceed $5 million, it is not created to purchase the securities and it is directed by a sophisticated person; or 

2. An entity is an accredited investor if its investment exceeds $5 million and it is not created to purchase securities. 

3. An entity in which all equity owners are accredited investors. 

If your credit card payment was declined, please call your credit card provider to pre-authorize the transaction. Additionally, if your bank-to-bank transfer via ACH has failed, it is recommended that you contact your bank for more information.

To change your email address, please navigate to the top-right corner of your Dashboard. Within your profile settings, you can change the email address associated with your account. If you would like to merge investments to a pre-existing account, under a different email address, please contact info@dealmaker.tech for assistance. Please specify the applicable email addresses to be changed. For investor security, you will be asked to verify that you have access to the applicable accounts.

You can specify whether you are investing as an individual, or as a corporation/trust/custodial. Upon selecting any of the non-individual options, you will be prompted to enter relevant information and populate your subscription agreement accordingly.

1) Funding Processed:  

Your investment funding status will update upon receipt of your funds. If paying by bank-to-bank transfer, your payment will initially appear as pending, and will either clear or fail within five business days. If paying by wire domestically, your wire should be reconciled within one business day. International wires vary. Once funds are received, it can take approximately [1-2 weeks] *customize per issuer to process your investment completely. 

2) Identity Processed: 

In some instances, we may reach out to you requesting additional information in order to verify your identity & finish processing your investment, which may increase the overall processing time. 

3) Subscription Confirmation: 

Once your investment has been fully processed and confirmed, you will receive a notification when your subscription agreement has been accepted.Subsequently, you will receive a digital confirmation of the security holdings.If a [number of weeks] pass by and you do not receive any information from us, please email us at [company email address] We may still require additional information. We recommend you check your spam folder first for any email communications! 

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Please note that if your securities are being distributed through the DealMaker platform, you will receive a digital certificate or DRS statement from the issuer’s transfer agent, uploaded to your investment portal. No paper share certificates are distributed via DealMaker.  

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For further information regarding DRS statement distribution, please contact our investor support team at: [insert email address/phone number] or our transfer agent at: [insert transfer agent contact].  

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Currently, the deadline for the offering is [INSERT DATE]. We may close the offering earlier than the deadline in the offering materials, for example, if we reach the target offering amount prior to the deadline.