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EDGE API
CapTable
Public API: A company cap table break down by share holder.
get
Public API: A company cap table break down by investment round then by share holder
get
Quantium CORE Web API
Accounting
/api/accounting/journal/list/{scopeId}/{entityId}/{entityType}
get
/api/accounting/journal/{scopeId}
post
/api/accounting/bank/{scopeId}/{entityId}/{entityType}
get
AdvancedSearch
Search: capital call/distribution transactions.
post
Search: fund operation transactions.
post
Search: fund operation transactions (with allocations).
post
Search: investment transactions.
post
Search: investment transactions (with allocations).
post
Search : investee fund investment transactions.
post
AllEntities
Retrieves deactivated entities in specific period. Time range must not exceed 3 months.
get
Asset
/api/entities/asset/list/all/{asOfDate}
get
/api/entities/asset/list/perscope/{scopeId}/{asOfDate}
get
/api/entities/asset/{assetId}/{asOfDate}
get
/api/entities/asset/fields/list
get
/api/entities/asset/status
get
/api/entities/asset/{scopeId}
post
/api/entities/asset/{scopeId}/{assetId}
put
/api/entities/asset/multiple/{scopeId}
put
AssetMetrics
Retrieve asset metrics folder list by asset ID.
get
Retrieving Asset metrics data of a single asset
get
Retrieving Asset metrics By Folder
get
AssetSummary
/api/summary/asset/{scopeId}/{assetId}/{asOfDate}/{currencyCode}
get
Capital
/api/transaction/capital/{scopeId}
get
/api/transaction/capital/{scopeId}/{transactionId}
get
Country
/api/Country
get
CRMContact
Retrieve All contacts. Response data includes both standard and dynamic fields.
get
Retrieve contacts linked to a specific fund. The response data includes both standard and dynamic fields.
get
Retrieve multiple contacts of an investor. The returned data includes both standard and dynamic fields, if a configuration is present
get
Retrieve multiple contacts of a specified role. The response data includes both standard and dynamic fields.
get
Creat or update multiple sets of contact data, leave the 'internalId' of data object empty to insert a new record
post
Delete multiple contacts data by a given set of contact internal Identifiers. You can acquire a contact's internal ID by making an API call to retrieve contact information through the Get Contacts API.
post
CRMContactRole
Retrieves a list of contact roles relevant type and subtypes
get
Retrieves a list of investor contact roles with dynamic fields.
get
Create/update contact role information.
post
Delete contact role information.
post
CRMEntity
Retrieve all entities from CRM.
get
Create/update CRM entity information.
post
Delete CRM entities.
del
DealCashflow
Retrieving asset cashflow and IRR output (Combined View) If the asset has multiple investments (aka deals), the deal cash flow response will be in an array of multiple deal cash flow objects.
get
This API provides a investment cash flow of the specific asset break down by deals. The returned result is an array of deals cash flow. Each item in an array contains the information of the deal IRR, FMV, and the list of all the historical cash flow.
get
Field
Retrieve field definitions for all entity types.
get
Investee fund custom field definitions.
get
Investor custom field definitions.
get
Fund vehicle custom field definitions.
get
Get country dropdown list options.
get
Get entity status dropdown list options.
get
Get entity owner dropdown list options.
get
Retrieve contact field definitions.
get
Retrieve contact role field definitions.
get
Fund
/api/entities/investeefund/list/all
get
/api/entities/investeefund/list/perscope/{scopeId}
get
/api/entities/investeefund/{scopeId}/{fundIdOrInternalId}/{asOfDate}
get
/api/entities/investeefund/{scopeId}
post
/api/entities/investeefund/{scopeId}/{fundIdOrInternalId}
put
/api/entities/investeefund/{scopeId}/{fundIdOrInternalId}
del
FundSummary
/api/summary/fund/{scopeId}/{fundVehicleId}/{asOfDate}
get
FundVehicle
/api/entities/fundvehicle/list/all
get
/api/entities/fundvehicle/list/perscope/{scopeId}
get
/api/entities/fundvehicle/{scopeId}/{fundVehicleId}
get
/api/entities/fundvehicle/{scopeId}/{fundVehicleInternalId}
get
HistoryLog
Retrieves impacted entities in specific period. This specific period must not exceed 3 months.
get
InvesteeFundLookThroughAsset
/api/investeefund/lookthroughasset/{scopeId}/{fundVehicleIdOrInternalId}/{asOfDate}
get
Retrive investee fund look through asset analysis report
get
InvesteeFundSummary
/api/summary/investeefund/{scopeId}/{investeeFundIdOrInternalId}/{asOfDate}
get
/api/summary/investeefund/currency/listcurrency/list/{scopeId}/{investeeFundIdOrInternalId}/{asOfDate}
get
Get Investee fund summary
get
InvesteeFundTransaction
Add multiple investee fund capital contribution/distribution transactions
post
Add a single investee fund capital contribution/distribution transaction
post
Add multiple investee fund valuation update transactions
post
Add a single investee fund valuation update transaction
post
Investor
/api/entities/investor/list/all
get
/api/entities/investor/list/perscope/{scopeId}
get
/api/entities/investor/{scopeId}/{investorId}
get
/api/entities/investor/{scopeId}/{investorId}
put
/api/entities/investor/{scopeId}
post
/api/entities/investor/multiple/list/{scopeId}
post
/api/entities/investor/multiple/upsert/{scopeId}
post
/api/entities/investor/multiple/deactivate/{scopeId}
post
InvestorCashflow
Investor cashflow and IRR.
get
InvestorGroup
List of investor group in your database.
get
Retrieve a single investor group entity information
get
InvestorGroupSummary
Generating investor group summary output
get
Retrive data displayed on an investor group summary dashboard
get
InvestorSummary
Generating investor entity summary output
get
PortfolioSummary
Portfolio summary provides the key statistics of a fund vehicle's portfolio as of a selected date
get
RawEntities
Retrieve raw entity identifiers for all supported entity types.
get
Retrieve raw entity data by raw entity identifiers.
post
RawTransactions
Retrieve raw transaction identifiers for all supported transaction types.
get
Retrieve raw transaction data by raw transaction identifiers.
post
Scope
/api/scope/all
get
/api/scope/list/currentuser
get
Sector
Retrieve sector and industry option items.
get
Valuation
/api/transaction/valuation/{scopeId}
get
/api/transaction/valuation/deal/{scopeId}
post
/api/transaction/valuation/asset/{scopeId}
post
ValuationMethod
/api/valuation/methods
get
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