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API Reference

People›
  • Investors28
  • Investor Notes5
    • GETList an investor's notes
    • POSTAdd a note to an investor
    • GETGet an investor's note
    • PATCHUpdate an investor's note
    • DELETEDelete an investor's note
  • Investor Preferences15
  • Internal Users21
  • User Invites14
  • Entrepreneurs4
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  • User Data Capture13
  • Account7
Onboarding & compliance›
  • Onboarding28
  • Onboarding Flows15
  • Flow Templates3
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  • Classifications17
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Deals›
  • Deals68
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  • Deal Tab Types2
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  • Transaction Workflows14
  • Workflow Steps9
  • Step Config Overrides5
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  • Step Document Uploads3
  • External Investors4
  • Edit Requests5
  • Investor Actions2
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Forms›
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Documents›
  • Documents36
  • Folders21
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Portfolio›
  • Portfolio196
Content & communications›
  • Org Content50
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Organisation›
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  • Support1
Analytics›
  • Analytics13
Platform›
  • Jobs3
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  • MCP1
  • System4
  • Changelog
  • Support
API v2Investor Notes

People

Investor Notes

Internal notes your organisation records against an investor: list, read, add, edit and delete.

Operations (5)

  • GETList an investor's notes
  • POSTAdd a note to an investor
  • GETGet an investor's note
  • PATCHUpdate an investor's note
  • DELETEDelete an investor's note

Docs

  • Quickstart
  • Authentication
  • MCP server
  • Webhooks

Reference

  • Investors
  • Deals
  • Transactions
  • Portfolio

More

  • Changelog
  • Support
  • API v1 (legacy)

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