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Fund Sub Public API

  • Fund
    • Get fund informationget
    • Update fund metadatapost
    • Add fund memberspost
    • Remove fund memberdel
    • Get AML/KYC doc groupsget
  • Close
    • Create closepost
    • Update closeput
  • Order
    • Invite investorpost
    • Bulk invite investorspost
    • Update orderpost
    • Remove orderdel
    • Get form data for multiple orderspost
    • Get workflow data for an orderget
    • Get workflow data for multiple orderspost
    • Get subscription document file IDs for multiple orderspost
    • Add collaboratorpost
    • Remove collaboratordel
    • Activate offline orderput
    • Get orders by contactpost
    • Attach Signed Subscription Documentspost
    • Attach Counter Signed Documentspost
    • Submit New Subscription Form Versionpost
    • Request To Update Subscription Formpost
    • Get data extraction audit trailget
    • Send custom emailpost
    • Get extraction data of an Order in JSON formatpost
    • Get order submission dataget
    • Get data extraction audit trailget
    • Get order submission data with body paramspost
    • Get order supporting docget
    • Request additional documents for an orderpost
  • Comment
    • List comment threads in a fundget
    • Export the fund-wide comment feedget
    • List the comments of a threadget
    • Import comments into a comment threadpost
    • Create (or get) the order's general comment threadpost
    • Bulk-import comments across many threads (async)post
  • File
    • Get file download URLget
  • Request
    • Get request statusget
  • Link
    • Get invitation linkget
  • Legacy Webhooks
    • Get all fund's webhooksget
    • Create webhookpost
    • Get webhookget
    • Update webhookput
    • Remove webhookdel
  • Form Fields
    • Get standard form fieldsget
  • Standard Form Field
    • Get standard form fieldget
  • Email Template
    • Get invitation email templateget

IDM Public API

  • Firms
    • List firmsget
    • Get firmget
    • List communication typesget
    • Create communication typepost
    • List firm membersget
    • List document typesget
    • List portal document typesget
    • List email templatesget
  • Fund Families
    • List fund familiesget
  • Fund Legal Entities
    • List Fund Legal Entitiesget
    • Get Fund Legal Entityget
    • Create fund legal entitypost
    • Update fund legal entitypatch
    • Get fund feeget
    • Update fund feepatch
    • Create fund feepost
    • Delete fund feedel
  • Fund Subscriptions
    • List fundsget
    • Get fundget
    • Archive fundput
    • Unarchive fundput
  • Orders
    • List orders by fundget
    • Create orders by investment entitiespost
    • List orders by investment entityget
    • Create order by clientpost
    • Create order by contactspost
    • Get orderget
    • Link order to investment entitypost
    • Unlink order from investor and investment entitypost
  • Investments
    • Import investmentspost
    • Export investmentspost
    • List investments by fund legal entityget
    • Create investmentpost
    • List investments by investment entityget
    • Get investmentget
    • Delete investmentdel
    • Update investmentpatch
    • Upsert investmentpost
  • Transactions
    • Import transactionspost
    • Export transactionspost
    • List transactions by investmentget
    • Create transactionpost
    • Get transactionget
    • Delete transactiondel
    • Update transactionpatch
    • Bulk delete transactionspost
    • Upsert transactionpost
  • Legacy Webhooks
  • Client groups
    • List client groupsget
  • Clients
    • List clientsget
    • Create clientpost
    • Get clientget
    • Update clientput
    • Delete clientdel
    • Bulk import clientspost
    • Bulk export clientspost
    • Upsert clientpost
  • Investment Entities
    • List investment entitiesget
    • Create investment entitypost
    • Get investment entityget
    • Update investment entityput
    • Delete investment entitydel
    • Bulk import investment entitiespost
    • Bulk export investment entitiespost
    • Assign investment entity to another clientpost
    • Upsert investment entitypost
  • Profiles
    • List profiles by clientget
    • Get profileget
    • Update profileput
    • Bulk import profilespost
    • Bulk export profilespost
  • Documents
    • List documentsget
    • Get documentget
    • Update documentput
    • Delete documentdel
    • Get document download urlget
    • List investment entity documentsget
    • Upload documentpost
    • Get investment entity documentget
  • Portal Documents
    • List packagesget
    • Create draft packagepost
    • Get packageget
    • Delete packagedel
    • Update packagepatch
    • Distribute packagepost
    • Get portal documentget
    • Update portal documentput
    • Delete portal documentdel
    • Get portal document download urlget
    • List portal documentsget
    • Mark portal documents as readpost
    • Bulk distribute packagespost
  • Contacts
    • List contactsget
    • Create contactpost
    • Get contactget
    • List contacts by clientget
    • Update contactput
    • List contacts by investment entityget
    • Delete contactdel
    • Assign contact to clientpost
    • Unassign contact from clientpost
    • Assign contact to investment entitypost
    • Unassign contact from investment entitypost
    • Bulk import contactspost
    • Bulk export contactspost
    • Bulk assign contacts to investment entitiespost
    • Bulk assign contacts to clientspost
    • Upsert contactpost
  • Communication Matrices
    • List communication matrices by contactget
    • List communication matrices by investment entityget
    • Assign communication matrices to contactpost
    • Unassign communication matrices from contactpost
    • Import communication matricespost
    • Export communication matricespost
  • Investment Communication Matrices
    • List investment communication matrices by contactget
    • List investment communication matrices by investmentget
    • Assign or update investment communication matrices and financial data for a contactpost
    • Completely unassign a contact from an investmentpost
    • Bulk import investment communication matrices with financial datapost
    • Bulk export investment communication matrices with financial datapost
  • Landing Pages
    • Get landing pagesget
    • Grant access to landing pagespost
    • Revoke access from landing pagespost
  • Datasets
    • List datasetsget
    • Get datasetget
    • Publish datasetpost
    • List dataset recordsget
    • Create dataset recordpost
    • Delete dataset recorddel
    • Update dataset recordpatch
    • Import dataset recordspost
    • Export dataset recordspost

DataRoom Public API

  • Data Room
    • List Data Roomsget
    • List Data Rooms by emailget
  • User
    • List Data Room usersget
    • Invite userpost
    • Add user to groupput
    • Remove userdel
    • Remove user from groupdel
    • Remind invitationpost
    • Set a user's tagsput
  • Group
    • List Data Room groupsget
    • Create grouppost
    • Get group folder permissionget
    • Rename groupput
    • Update group permissionput
    • Delete groupdel
  • Insights
    • Export activitiespost
    • Get file insightspost
    • Get user insightspost
    • Get group insightspost
  • Folder
    • Get folder structureget
    • Create folderpost
    • Get folder permissionget
    • Update folder permissionput
    • Batch download contentpost
    • Batch delete contentdel
  • File
    • Get file infoget
    • Delete single filedel
    • Get file permissionget
    • Get file download URLget
    • Upload single filepost
    • Upload new versionpost
  • Tag
    • List tagsget
    • Create tagpost
    • Get tag detailget
    • Update tagput
    • Delete tagdel

Webhook Public API

  • General
    • Get all webhook endpointsget
  • Endpoint
    • Create a webhook endpointpost
    • Get a webhook endpointget
    • Update a webhook endpointput
    • Delete a webhook endpointdel
  • Secret
    • Get a webhook secretget
    • Rotate a webhook secretput

Platform Public API

  • File
    • Request file uploadpost
    • Get file metadataget
  • Request
    • Get long requestget
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Legacy Webhooks

Updated 10 months ago


Upsert transaction
Client groups
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Updated 10 months ago


Upsert transaction
Client groups
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