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Documentation
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Overview
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MCP server
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People
›
Investors
28
Investor Notes
5
Investor Preferences
15
Internal Users
21
User Invites
14
Entrepreneurs
4
Groups
10
User Data Capture
13
Account
7
Onboarding & compliance
›
Onboarding
28
Onboarding Flows
15
Flow Templates
3
Onboarding Sessions
12
Classifications
17
KYC
17
Deals
›
Deals
68
Deal Comments
7
Deal Q&A
11
Deal Enquiries
7
Deal Feedback
6
Deal Tranches
6
Deal Tab Types
2
Locations
2
Transactions
›
Transactions
2
Investments
5
Journey Events
6
Transaction Workflows
14
Workflow Steps
9
Step Config Overrides
5
Classification Requirements
6
Step Document Uploads
3
External Investors
4
Edit Requests
5
Investor Actions
2
Audit Entries
3
Forms
›
Forms
45
Documents
›
Documents
36
Folders
21
Investor Custom Folders
4
Folder Imports
6
Document Mass Uploads
11
Document Templates
10
Document Renders
2
Signatures
24
Portfolio
›
Portfolio
196
Content & communications
›
Org Content
50
Banners
5
Notifications
6
Distribution Lists
13
CC Lists
9
Email Templates
8
Email Themes
3
Communications
6
Organisation
›
Settings
6
Branding
19
Dashboards
7
Organisation Roles
9
Organisation Permissions
3
Approval Workflows
6
Approval Requests
2
Support
1
Analytics
›
Analytics
13
Platform
›
Jobs
3
Currencies
2
MCP
1
System
4
Changelog
Support
API v2
Types
Portfoliovalidationerror
Types
PortfolioValidationError
message
required
string
errors
required
object