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Guides Recipes API Reference

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API - overview

API Introduction
API Region URLs
Authentication
- Retrieval for Users Across Multiple Databases
Response code & Errors
Master funds & Scopes
Application status

API - Audit log

Get impacted entities
Get deactivated entities

API - investors

Investor entity
Investor group
- List of investor group objects
- Retrieve an investor group entity
Multiple investor
Investor entity summary
Investor group summary
Investor group summary dashboard

API - CRM

Contacts
Contact Role
Entity

API - portfolio

Asset entity
Asset summary
Asset cashflow and IRR
Deal transactions
Valuation update
Portfolio summary
Asset Metrics
Asset Cap table

API - fund_spv

Fund vehicle entity
Fund vehicle cashflow and IRR
Accounting journal
- List of accounting journals
- Create a manual accounting journal
Trial balance

API - search

Advanced search

API - Investee fund

Create/Update/Delete Investee fund entities
Fetch Investee fund entities
Get Investee fund custom/dynamic fields
Investee fund summary
Look through analysis report
Transactions

API - CUSTOM FIELDS

Get all custom/dynamic field data

API - Raw data

Raw data API overviews

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Response code & Errors

Updated 10 months ago

Retrieval for Users Across Multiple Databases

Master funds & Scopes