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API Reference

People›
  • Investors28
  • Investor Notes5
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  • Internal Users21
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  • Deal Tab Types2
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Transactions›
  • Transactions2
  • Investments5
    • GETList investments
    • GETGet an investment
    • DELETEDelete an investment
    • POSTRestart an investor's journey
    • POSTRemove an investor from a tranche
  • Journey Events6
  • Transaction Workflows14
  • Workflow Steps9
  • Step Config Overrides5
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API v2Investments

Transactions

Investments

An investor's position in a deal, with the amounts its journey events recorded.

Operations (5)

  • GETList investments
  • GETGet an investment
  • DELETEDelete an investment
  • POSTRestart an investor's journey
  • POSTRemove an investor from a tranche

Docs

  • Quickstart
  • Authentication
  • MCP server
  • Webhooks

Reference

  • Investors
  • Deals
  • Transactions
  • Portfolio

More

  • Changelog
  • Support
  • API v1 (legacy)

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