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API Reference

People›
  • Investors28
  • Investor Notes5
  • Investor Preferences15
  • Internal Users21
  • User Invites14
  • Entrepreneurs4
  • Groups10
  • User Data Capture13
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Onboarding & compliance›
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Deals›
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  • Deal Tab Types2
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Transactions›
  • Transactions2
    • POSTGet or create a transaction user
    • GETGet a transaction user
  • Investments5
  • Journey Events6
  • Transaction Workflows14
  • Workflow Steps9
  • Step Config Overrides5
  • Classification Requirements6
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Forms›
  • Forms45
Documents›
  • Documents36
  • Folders21
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Portfolio›
  • Portfolio196
Content & communications›
  • Org Content50
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API v2Transactions

Transactions

Transactions

Deal funding, transacting investors and transaction-users.

Operations (2)

  • POSTGet or create a transaction user
  • GETGet a transaction user

Docs

  • Quickstart
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  • MCP server
  • Webhooks

Reference

  • Investors
  • Deals
  • Transactions
  • Portfolio

More

  • Changelog
  • Support
  • API v1 (legacy)

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