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GET STARTED

Introduction
Authentication
Rate Limit
Status Code and Errors
Endpoints
Long request operations

Fund subscription

Key Concepts
GraphQL
- New GraphQL Schema Updates: Introducing Subfund
REST API
Legacy Webhook
Dashboard data
Best Practices

INVESTOR DATA MANAGEMENT

Key Concepts
Supported Workflow
REST API
Legacy Webhook

Data Room

Key Concepts
REST API

WEBHOOK

Introduction
Configure your Endpoints
Webhook Signature Verification
Retry Schedule
Rate Limit
Troubleshooting Tips
Source IP Address
Events

Document System

Document Uploading
FAQ

INTEGRATION HUB

Key concepts
Affinity Integration
- Investor onboarding (Primary Investor + Collaborators)
Allvue CRM Integration
Azure Blob Storage Integration
- Automated document repository
Box Integration
- Automated document repository
DealCloud Integration
- Automated onboarding with FundSub (Primary Investor)
- Retrieve subscription data
DropBox Integration
- Automated Document Repository
Email Integration
FIS Investran Integration
Google Cloud Storage Integration
- Automated Document Repository
Google Drive Integration
- Automated document repository
Microsoft SharePoint Integration
- Automated Document Repository
Microsoft Teams Integration
- Tracking Investor Progress in FundSub
Salesforce Integration
SFTP Integration
- Automated document repository
- CITCO review workflow
Slack Integration
- Tracking Investor Progress in FundSub
Snowflake Integration
Wirehouse Integration
WorldCheck Integration
- Automated AML check
Technical readings

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SFTP Integration

Integration use case

Automated document repository

Keep SFTP as a document repository to maintain all subscription and supporting documents.

Updated 7 days ago

Automated onboarding with Dataroom

Automated document repository

Table of Contents
- Integration use case