DealPoint offers standard subscription documents, and we can also work with subscription documents prepared by your counsel.

We provide the software, tools, administrative support and best practises to help you raise capital yourselves.

DealPoint servers are hosted on AWS (Amazon Cloud) in Montreal Canada, taking advantage of their worldwide security/privacy/cyber infrastructure. Access to profiles is limited to users that have a valid session token and a completed profile. Access to any supporting documentation is forbidden to users without an additional valid download token. Session and download tokens are only valid for a limited time. We have integrated safeguards throughout the site that cleanse all user inputs from these attack methods. When capturing ID verification data including SIN and DOB, we have added an extra layer of encryption whose values can only be decrypted by our own site. Email and CAPTCHA verification are required from all users. Connections to the DealPoint platform are secured via SSL encryption.

We are not a deal marketplace. Investors can see a dataroom if they have been invited to do so.

Yes, we support US investors and cater our product to investors outside of Canada. Please reach out to us for more information.

We offer two options.

Option 1 - use of the platform only. DealPoint provides an investor portal for document execution and investor management and is ideally suited to manage the onboarding and compliance for many smaller investors.

Option 2 - platform use and fund administration. We provide, in addition to the portal, the structure for pooling investors into one SPV entity and managing the investment through wind-down.

Yes. We have integrated with a Canadian payment processor to facilitate funds transfer. DealPoint’s new e-transfer solution takes away the pain of collecting cheques and wire transfers for investor funds.

Yes. We set you up with a dataroom that allows investors to indicate interest through a “Learn more” button where the potential investor can request additional information. The dataroom would be used to display deal information through a combination of text, documents, team information, photos and videos.

Timing can depend on the complexity and number of documents that need to be managed; we can usually get the platform set up in under 48 hours.

Yes, all of these documents are already integrated on the platform, and can be turned on in the settings.