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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
    • GETList external investors
    • POSTCreate an external investor
    • GETGet an external investor
    • PATCHUpdate an external investor
  • Edit Requests5
  • Investor Actions2
  • Audit Entries3
Forms›
  • Forms45
Documents›
  • Documents36
  • 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 v2External Investors

Transactions

External Investors

Investors who are not platform users, recorded so they can have investments and journey events.

Operations (4)

  • GETList external investors
  • POSTCreate an external investor
  • GETGet an external investor
  • PATCHUpdate an external investor

Docs

  • Quickstart
  • Authentication
  • MCP server
  • Webhooks

Reference

  • Investors
  • Deals
  • Transactions
  • Portfolio

More

  • Changelog
  • Support
  • API v1 (legacy)

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