🚀 1. Release Notes

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[FundSub] Adding InvestorGroup ID as an optional parameter to the Invitation API (single & bulk)

• Summary: Add InvestorGroupId as an optional parameter to the Fund Subscription Invitation API for both single and bulk invitation flows. When provided, the invited investor(s) will be automatically associated with the specified Investor Group during invitation creation.
• Area of impact: Fund Subscription – Invitation API (single & bulk)
  • Invite Investor API
  • Bulk Invite Investor API
• Released date: December 16th 2025

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[IDM] Rebrand Funds into Fund Subscriptions

• Summary: As we’re introducing a new set of public APIs for IDM’s new Fund objects, we will rebrand the current Funds category to Fund Subscription to avoid confusion.
• Area of impact: Investor Data Management APIs
  • List Funds API
• Released date: December 2nd 2025

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[IDM] New API: Fund Legal Entities

• Summary: Add a new API that supports retrieving, create and update fund legal entity information.
• Area of impact: Investor Data Management APIs
  • List Fund Legal Entities
  • Get Fund Legal Entity
  • Create fund legal entity
  • Update fund legal entity
• Released date: December 2nd 2025

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[IDM] New API: Communication Types

• Summary: Introduce a new API that supports the retrieval of communication type information.
• Area of impact: Investor Data Management APIs
  • List communication types
  • Create communication type
• Released date: December 2nd 2025

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[IDM] New API: Manage contacts’ Communication Matrices

• Summary: Add a new API for managing Communication Matrices, enabling programmatic control over each contact’s communication permissions.
• Area of impact: Investor Data Management APIs
  • List communication matrices by contact
  • List communication matrices by investment entity
  • Assign communication matrices to contact
  • Unassign communication matrices from contact
  • Import communication matrices
  • Export communication matrices
• Released date: December 2nd 2025

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[IDM] New API: Investments and Transactions

• Summary: Customers can now bulk import up to 1000 records and bulk export up to 100.000 records of investment details and transaction records in a single API call.
• Area of impact: Investor Data Management APIs
  • Import investments
  • Export investments
  • Import transactions
  • Export transactions
• Released date: December 2nd 2025

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[IDM] New API: Investments

• Summary: Add a new API that supports retrieving, create, update, delete investments.
• Area of impact: Investor Data Management APIs
  • List investments by fund legal entity
  • List investments by investment entity
  • Create investment
  • Get investment
  • Update investment
  • Delete investment
• Released date: December 23rd 2025

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[IDM] New API: Investment Entity Document

• Summary: Add a new API that supports retrieving, and upload Investment Entity Document.
• Area of impact: Investor Data Management APIs
  • List documents
  • Get document
  • Upload document
• Released date: December 30th 2025

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[IDM] Rebrand List documents to List investment entity documents and Get document to Get investment entity document

• Summary: As we’re introducing a new set of public APIs for IDM’s Investment Entity Document, we rebrand the current Get document api to Get investment entity document , and List documents api to List investment entity documents to avoid confusion.
• Area of impact: Investor Data Management APIs
  • List investment entity documents
  • Get investment entity document
• Released date: December 30th 2025

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[IDM] New API: Document Types

• Summary: Add a new API that supports retrieving the list of subscription document types and portal document types currently configured for a firm.
• Area of impact: Investor Data Management APIs
  • List document types
  • List portal document types
• Released date: December 30th 2025

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🛠️ 2. Planned Items

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[FundSub] Ability to Update Custom column field via API

• Summary: Enable updating custom column values via Public API. This entails:
  • Querying custom column IDs via API
  • Updating custom column values for an order via:
    • Invitation API
    • Update Order API
• Area of impact: FundSub APIs
  • Get fund info API
  • Invite Investor API
  • Bulk Invite Investor API
• ETA: Jan 27th, 2026

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[FundSub] New API to Request Additional Documents from Investors

• Summary: Introduce a new Fund Subscription API that allows operators to request additional documents from investors for an existing order. The API will support specifying the target order, a list of requested document names, a rich-text message to the investor, and optional CC recipients for notification.
  • Parameters:
    • lpId (String): Order ID
    • docNames (Array of String): List of requested document names
    • messageToInvestor (String): Message content in rich-text format
    • ccRecipients (Array of String): List of email addresses to be CC’d
• Area of impact: New FundSub API
• ETA: Jan/Feb, 2026

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[IDM] New API: Transaction

• Summary: Add a new API that supports retrieving, create, update, delete transactions.
• Area of impact: New IDM APIs
• ETA: Jan 6th, 2026

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[IDM] New Webhook Events: Investment and Transaction

• Summary: This new webhook event allows a client's endpoint to be notified whenever a new Investment/Transaction is created or an existing Investment/Transaction is updated/deleted within a registered firm.
• Area of impact: New events for IDM webhooks
  • funddata.investment.created
  • funddata.investment.updated
  • funddata.investment.deleted
  • funddata.transaction.created
  • funddata.transaction.updated
  • funddata.transaction.deleted
• ETA: Jan 6th, 2026

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[Data room] Expanded Enforcement of Participant Count Limits

• Summary: Expanded enforcement of existing participant count limits across all users. Requests exceeding limits will return descriptive error messages.
• Area of impact: DR public APIs 400 response
• ETA: Jan 13th, 2026