Deals
The Deals API surfaces deal lifecycle state — an investor's progress through the steps that get them from invitation to completed transaction. Use it to read the current workflow position, fetch the data captured at each step, list transactions across deals, and accept requests-to-edit raised against existing answers.
Endpoints
Deal workflow
Get deal workflow status
Current workflow step and any blocking conditions for a deal.
Jump to a workflow step
Move the investor's deal workflow to a specific step.
List investor workflows for a deal
Every investor workflow attached to a deal.
List all transactions across deals
Every transaction across the deals visible to the caller.
Investor data
Get investor data for a step
Investor's submitted data for a specific workflow step.
Get investor form implementation for a step
Populated investor form definition bound to a workflow step.
Events & payments
Edit a deal event
Update fields on a single deal event.
List payment references for a deal
Every payment reference associated with a deal.