Company Overview
DealMaker's type of platform
What is a cloud-based platform for capital raising?
This all-in-one platform for HR, Payroll, and Benefits
What is Humi?
Extra information:
Humi includes these sections for managing HR-related tasks: People, Paystubs, Time Off, Documents, Training, Survey, Performance, and Benefits.
This platform is used for tracking goals, managing ticket requests, and team collaboration.
What is Monday.com?
Refer to the Master document for detailed usage and guidelines.
When scheduling meetings, it is recommended to use this setting in Google Calendar to default to shorter meetings.
What is ‘speedy meetings’?
The percentage companies complete their capital raises using DealMaker compared to traditional methods.
What is 75% faster?
CAD and USD employees receive their payroll for the 1st to the 15th of the month by this date.
What is the 15th of the month?
This is the communication tool that allows for group chats and direct messaging.
What is Slack?
For collaboration on documents, it is important to tag colleagues in comments or re-share documents to this type of drive.
What is the Shared Drive?
Co-founders of DealMaker
Who are Rebecca Kacaba and Mat Goldstein?
Completed tax forms should be sent to this email address when you start at DealMaker.
What is accounting@dealmaker.tech?
For any technical difficulties with policy documents on Humi, you should contact this person via Slack.
Who is Leigh Chappell?
For effective Slack communication, it is recommended to use this status emoji when you're away from your desk.
What is 🌴 (or 🤒)?
Core purpose of DealMaker
What is making online capital raising mainstream?
USD employees' payroll is processed through this platform.
What is ADP?
Employees have an allowance of this amount per calendar year for continuing education and learning.
What is $500?
Rock Moves are designed to outline the company’s top priorities and are guided by these two roles
Who are the Rock Move Owner and Rock Move Leader?
The three key services provided in the "DealMaker Technology Value Chain" during the launch phase
What are online investor documentation, payment collection, and launch hosting on the DealMaker platform?
Extra information:
Online Investor Documentation: This refers to the digital management and completion of all necessary paperwork required for investors to participate in a capital raise. It includes electronic subscription agreements, investment contracts, and other legal documents that investors need to fill out and sign. DealMaker's platform facilitates this process by making these documents accessible online and enabling electronic signatures.
Payment Collection: This involves handling the financial transactions associated with the capital raise. DealMaker's platform allows investors to submit their payments electronically, ensuring a secure and efficient transfer of funds. The platform supports various payment methods and ensures that all transactions are properly recorded and tracked.
Launch Hosting on the DealMaker Platform: This refers to the actual launch of the capital raise on the DealMaker platform, where the offering is made available to potential investors. The platform serves as the central hub for the entire process, from showcasing the investment opportunity to managing investor interactions. This includes setting up the deal's webpage, presenting the marketing materials (such as demo videos and informational content), and facilitating the overall engagement with investors.
COL employees' payroll is processed through this platform.
What is TopSource WorldWide?
Extra Information: Employees are paid monthly at the end of the month
This is the benefit plan provider for employees in the US, CAD, COL
US: United Healthcare Beam
CAD: Equitable Life of Canada
COL: Seguros/Sura
When setting up a Special Op or Rock Move, the project plan must include these components to ensure clarity and success.
What are time group existence, stakeholders, purpose, contribution to OPSP, and success metrics?