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API Reference

People›
  • Investors28
  • Investor Notes5
  • Investor Preferences15
  • Internal Users21
  • User Invites14
  • Entrepreneurs4
  • Groups10
  • User Data Capture13
  • Account7
Onboarding & compliance›
  • Onboarding28
  • Onboarding Flows15
  • Flow Templates3
  • Onboarding Sessions12
  • Classifications17
  • KYC17
Deals›
  • Deals68
  • Deal Comments7
  • Deal Q&A11
  • Deal Enquiries7
  • Deal Feedback6
  • Deal Tranches6
  • Deal Tab Types2
  • Locations2
Transactions›
  • Transactions2
  • Investments5
  • Journey Events6
  • Transaction Workflows14
  • Workflow Steps9
  • Step Config Overrides5
  • Classification Requirements6
  • Step Document Uploads3
  • External Investors4
  • Edit Requests5
  • Investor Actions2
  • Audit Entries3
Forms›
  • Forms45
Documents›
  • Documents36
    • GETList the views of a document
    • POSTExport the views of a document
    • GETList the history of a document
    • POSTUpload a document
    • POSTBulk-upload documents
    • GETGet a download URL
    • GETList documents
    • POSTCreate a document
    • POSTCreate many documents
    • POSTUpdate many documents
    • POSTDelete many documents
    • POSTExport documents
    • GETGet a document
    • PATCHUpdate a document
    • DELETEDelete a document
    • POSTDuplicate a document
    • POSTNotify users about a portfolio document
    • GETList the users with access to a document
    • POSTGrant a user access to a document
    • PUTReplace the users with access to a document
    • DELETERemove a user from a document
    • GETList the teams with access to a document
    • POSTGrant a team access to a document
    • PUTReplace the teams with access to a document
    • DELETERemove a team from a document
    • GETSearch documents
    • POSTMint an upload token
    • GETGet a document image/preview URL
    • GETRead document permissions
    • PATCHUpdate document permissions
    • GETCount directories
    • GETDownload the mass-upload mapping template
    • GETGet the deal's document directory
    • GETWhether the deal has hidden folders
    • GETThe deal's latest documents
    • GETDeals associated to a folder
  • Folders21
  • Investor Custom Folders4
  • Folder Imports6
  • Document Mass Uploads11
  • Document Templates10
  • Document Renders2
  • Signatures24
Portfolio›
  • Portfolio196
Content & communications›
  • Org Content50
  • Banners5
  • Notifications6
  • Distribution Lists13
  • CC Lists9
  • Email Templates8
  • Email Themes3
  • Communications6
Organisation›
  • Settings6
  • Branding19
  • Dashboards7
  • Organisation Roles9
  • Organisation Permissions3
  • Approval Workflows6
  • Approval Requests2
  • Support1
Analytics›
  • Analytics13
Platform›
  • Jobs3
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  • MCP1
  • System4
  • Changelog
  • Support
API v2Documents

Documents

Documents

Document folders and documents: folder CRUD, document list/batch/search, image-url, download, permissions, the upload-token + register pair, and deal directories.

Operations (25)

  • GETList the views of a document
  • POSTExport the views of a document
  • GETList the history of a document
  • GETGet a download URL
  • GETList documents
  • POSTCreate a document
  • POSTCreate many documents
  • POSTUpdate many documents
  • POSTDelete many documents
  • POSTExport documents
  • GETGet a document
  • PATCHUpdate a document
  • DELETEDelete a document
  • POSTDuplicate a document
  • POSTNotify users about a portfolio document
  • GETList the users with access to a document
  • POSTGrant a user access to a document
  • PUTReplace the users with access to a document
  • DELETERemove a user from a document
  • GETList the teams with access to a document
  • POSTGrant a team access to a document
  • PUTReplace the teams with access to a document
  • DELETERemove a team from a document
  • POSTMint an upload token
  • GETDeals associated to a folder

Deprecated (11)

These still work but have a replacement; see each operation for its sunset date.

  • POSTUpload a documentDeprecated
  • POSTBulk-upload documentsDeprecated
  • GETSearch documentsDeprecated
  • GETGet a document image/preview URLDeprecated
  • GETRead document permissionsDeprecated
  • PATCHUpdate document permissionsDeprecated
  • GETCount directoriesDeprecated
  • GETDownload the mass-upload mapping templateDeprecated
  • GETGet the deal's document directoryDeprecated
  • GETWhether the deal has hidden foldersDeprecated
  • GETThe deal's latest documentsDeprecated

Docs

  • Quickstart
  • Authentication
  • MCP server
  • Webhooks

Reference

  • Investors
  • Deals
  • Transactions
  • Portfolio

More

  • Changelog
  • Support
  • API v1 (legacy)

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