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v2.3.7
Guides
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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
List of investor entity objects
Create a new investor entity
Retrieve an investor entity
Update an investor entity
Get investor custom field definitions
Investor group
List of investor group objects
Retrieve an investor group entity
Multiple investor
Get multiple investors information
Upsert multiple investors
Delete multiple investors' information
Get country option items
Get entity status option items
Investor entity summary
Investor group summary
Investor group summary dashboard
API - CRM
Contacts
Retrieve contacts information
Create/update contacts information
Delete contacts information
Retrieve contact field definitions
Contact Role
Retrieve contact role information
Create/update contact role information
Delete contact role information
Entity
Retrieve CRM entities
Create/update CRM entity information
Delete CRM entities
API - portfolio
Asset entity
List of asset entity objects
Create a new asset entity
Retrieve an asset entity
Update asset entity
Asset summary
Asset cashflow and IRR
Deal transactions
Valuation update
List of valuation update transactions
Create a new valuation transaction
Create valuations by asset or tranche
Portfolio summary
Asset Metrics
Asset Cap table
API - fund_spv
Fund vehicle entity
List of fund vehicle entity objects
Retrieve a fund vehicle entity
Fund summary
Capital call-distribution
Fund operations
Get fund vehicle custom field definitions
Fund vehicle cashflow and IRR
Accounting journal
List of accounting journals
Create a manual accounting journal
Trial balance
API - search
Advanced search
Capital contribution-distribution transactions
Fund operation transactions
Fund operation transactions with allocations
Investment transactions
Investment transactions with allocations
Investee fund investment transactions
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
Get Investee fund investment transactions
Add fund valuation update
Add capital contribution/distribution transactions
API - CUSTOM FIELDS
Get all custom/dynamic field data
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This page serves as a guide on how to retrieve multiple authentication tokens for users who are part of client groups.
