DealMaker, DealSquare, NEO Launch Partnership for Enhanced Private Placement Offerings

DealMaker, DealSquare, and NEO have announced the launch of a new partnership to provide a comprehensive private placement solution for issuers, dealers, advisors, and investors – a solution that is both fully digital and global in reach, the companies said.

DealMaker is a cloud-based platform for executing private placements, fund formation, and KYC. DealSquare, powered by NEO technology, is an online private placement marketplace for dealers, investment advisors, and capital raisers.

This joint service offering will provide users with access to international distribution and the broadest reach of capital market participants, while simultaneously leveraging the benefits of both the DealMaker and DealSquare platforms: dynamic agreement management and fund collection, on-book management of securities, and integration with dealer systems that allows dealers, advisors, portfolio managers and their investors to execute private placements online, in a seamless manner.

Issuers will be able to raise capital through one central marketplace across all types of investors: domestic and international, brokered and non-brokered – something that until now, has never been possible in Canada.

Founded in 2018, DealMaker is an innovative cloud-based platform for accelerated capital-raising, KYC, and fund formation. Used and trusted by some of the world´s law firms and organizations, DealMaker´s software eliminates friction in the capital-raising process, empowering users to manage, circulate, and track documents swiftly and securely.

DealSquare is a centralized platform that gives registered users the ability to efficiently find, analyze, share, and subscribe to private market deals. DealSquare offers a fully digital and automated process, allowing capital raisers to publish their private placement opportunities, dealers to complete their due diligence, and advisors and investors to electronically subscribe to a deal. Exempt securities are seamlessly integrated on-book into client accounts, similar to public securities, and dealer back-office systems using NEO technology.

Developed in partnership with NEO, DealSquare, is Canada´s first centralized dealer platform for private placements, digitally connecting capital raisers to investment dealers, their advisory networks, and their investors.

DealMaker is an innovative cloud-based platform for the capital raising and settlement of domestic and international private placements in capital markets, KYC and Fund Formation. DealMaker makes private placement transactions surprisingly pleasant, delivering speed, innovation, and efficiency to the global private capital markets.

NEO is a group of established fintech companies that provide capital markets infrastructure designed for and led by the industry. NEO´s competitive drive, innovation, and advocacy enable change for the better. The NEO Exchange is a progressive stock exchange that brings together investors and capital raisers within a fair, efficient, and service-oriented environment; and DealSquare, powered by NEO technology, is a platform that enables the distribution of financial assets not listed on a stock exchange in a way that reduces costs, minimizes operational risks, and improves the investor experience.