Issuance Documentation
  • Issuer Documentation
  • Issuer Profiles and Accounts
    • Issuer Profile
      • Issuer Onboarding
      • Managing Issuer Accounts on an Issuer Profile
      • Payouts
    • Issuer Account
      • Creating and Logging Into an Issuer Account
      • Issuer Account Settings
    • Platform Self Serve Guide
    • Changes to the Platform
  • Offerings
    • Overview
    • Regulation A
      • Creating a Regulation A Offering
      • Managing Regulation A Investments
      • Regulation A Settings
    • Regulation CF
      • Creating a Regulation CF Offering
      • Managing Regulation CF Investments
      • Regulation CF Settings
      • Escrow Closing Process
      • Refund Processing
    • Regulation D 506(b)
      • Creating a Regulation D 506(b) Offering
      • Managing Regulation D 506(b) Investments
      • Regulation D 506(b) Settings
    • Regulation D 506(c)
      • Creating a Regulation D 506(c) Offering
      • Managing Regulation D 506(c) Investments
      • Regulation D 506(c) Settings
    • Regulation S
      • Creating a Regulation S Offering
      • Managing Regulation S Investments
      • Regulation S Settings
  • Offering Analytics and Reports
    • Offering Analytics
    • Offering Reports
  • INVESTOR PAYMENT METHODS
    • Page 1
  • API
    • Issuer API
    • Third Party API
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  1. API

Issuer API

Last updated 6 months ago

Below is our API that is available to Issuers with an active Issuer account and their Offering's API key.

get

API endpoint displaying Investments.

Authorizations
Query parameters
amountnumberOptional
amount__gtnumberOptional
amount__gtenumberOptional
amount__innumber[]Optional

Multiple values may be separated by commas.

amount__ltnumberOptional
amount__ltenumberOptional
created_atstring · date-timeOptional
created_at__date__gtestring · dateOptional
created_at__date__ltestring · dateOptional
created_at__gtestring · date-timeOptional
created_at__instring · date-time[]Optional

Multiple values may be separated by commas.

created_at__ltestring · date-timeOptional
idintegerOptional
id__ininteger[]Optional

Multiple values may be separated by commas.

investmentapproval__is_approvedbooleanOptional
investmentapproval__is_approved__inboolean[]Optional

Multiple values may be separated by commas.

investorintegerOptional
investor__entityintegerOptional
investor__entity__emailstringOptional
investor__entity__email__instring[]Optional

Multiple values may be separated by commas.

investor__entity__isnullbooleanOptional
investor__entity__kyc_statusstring · enumOptional
  • unverified - Unverified
  • processing - Processing
  • passed - Passed
  • failed - Failed
Possible values:
investor__entity__kyc_status__instring[]Optional

Multiple values may be separated by commas.

investor__ininteger[]Optional

Multiple values may be separated by commas.

investor__typestring · enumOptional
  • person - Person
  • company - Company
  • trust - Trust
  • trust_ira - Trust Ira
Possible values:
investor__type__instring[]Optional

Multiple values may be separated by commas.

investor__userintegerOptional
investor__user__emailstringOptional
investor__user__email__instring[]Optional

Multiple values may be separated by commas.

investor__user__entity__entityperson__first_namestringOptional
investor__user__entity__entityperson__first_name__instring[]Optional

Multiple values may be separated by commas.

investor__user__entity__entityperson__last_namestringOptional
investor__user__entity__entityperson__last_name__instring[]Optional

Multiple values may be separated by commas.

investor__user__ininteger[]Optional

Multiple values may be separated by commas.

offeringintegerOptional
offering__ininteger[]Optional

Multiple values may be separated by commas.

offering__namestringOptional
offering__name__instring[]Optional

Multiple values may be separated by commas.

offering__slugstringOptional
offering__slug__instring[]Optional

Multiple values may be separated by commas.

orderingstringOptional

Which field to use when ordering the results.

pageintegerOptional

A page number within the paginated result set.

page_sizeintegerOptional

Number of results to return per page.

payment_methodstringOptional
payment_method__instring[]Optional

Multiple values may be separated by commas.

processed_atstring · date-timeOptional
processed_at__date__gtestring · dateOptional
processed_at__date__ltestring · dateOptional
processed_at__gtestring · date-timeOptional
processed_at__instring · date-time[]Optional

Multiple values may be separated by commas.

processed_at__isnullbooleanOptional
processed_at__ltestring · date-timeOptional
processing_issue_statusesstringOptional
processing_issue_statuses__containsstringOptional
processing_issue_statuses__instring[]Optional

Multiple values may be separated by commas.

processing_issue_statuses__startswithstringOptional
quantityintegerOptional
quantity__ininteger[]Optional

Multiple values may be separated by commas.

reference_idstringOptional
reference_id__instring[]Optional

Multiple values may be separated by commas.

requested_payment_methodstring · enumOptional
  • card - Card
  • wire - Wire
  • ira - Ira
  • other - Other
  • crypto - Crypto
Possible values:
requested_payment_method__instring[]Optional

Multiple values may be separated by commas.

searchstringOptional

A search term.

shares_amountnumberOptional
shares_amount__gtnumberOptional
shares_amount__gtenumberOptional
shares_amount__innumber[]Optional

Multiple values may be separated by commas.

shares_amount__ltnumberOptional
shares_amount__ltenumberOptional
statusstring · enumOptional
  • started - Started
  • not_received - Not Received
  • payment_failed - Payment Failed
  • received - Received
  • cancelled - Cancelled
  • refunded - Refunded
  • invested - Invested
  • approved - Approved
  • not_approved - Not Approved
  • accepted - Accepted
  • accepted_escrow_closed - Accepted Escrow Closed
Possible values:
status__instring[]Optional

Multiple values may be separated by commas.

updated_atstring · date-timeOptional
updated_at__date__gtestring · dateOptional
updated_at__date__ltestring · dateOptional
updated_at__gtestring · date-timeOptional
updated_at__instring · date-time[]Optional

Multiple values may be separated by commas.

updated_at__ltestring · date-timeOptional
watchlistentity__has_hitsbooleanOptional
watchlistentity__has_hits__inboolean[]Optional

Multiple values may be separated by commas.

Responses
200Success
application/json
get
GET /api/investments/ HTTP/1.1
Host: 
Authorization: YOUR_API_KEY
Accept: */*
200Success
{
  "count": 123,
  "next": "http://api.example.org/accounts/?page=4",
  "previous": "http://api.example.org/accounts/?page=2",
  "results": [
    {
      "id": 1,
      "quantity": 1,
      "price": "text",
      "price_fees": "text",
      "price_payment_processing_fees": "text",
      "amount": "text",
      "status": "started",
      "payment_intent_id": "text",
      "offering": 1,
      "reference_id": "text",
      "investor_individual_name": "text",
      "investor": {
        "id": 1,
        "user": {
          "id": 1,
          "email": "name@gmail.com",
          "first_name": "text",
          "last_name": "text",
          "date_joined": "2025-06-09T07:02:19.887Z",
          "last_login": "2025-06-09T07:02:19.887Z"
        },
        "entity": {
          "id": 1,
          "email": "name@gmail.com",
          "phone": "text",
          "street_address_1": "text",
          "street_address_2": "text",
          "city": "text",
          "state": "AL",
          "region": "text",
          "postal_code": "text",
          "country": "US",
          "kyc_status": "unverified",
          "first_name": "text",
          "last_name": "text",
          "date_of_birth": "2025-06-09",
          "net_worth": "text",
          "annual_income": "text",
          "accredited_investor": true,
          "citizenship": "United States",
          "us_person": true,
          "exempt_from_backup_withholding": true,
          "amount_invested_in_reg_cf_offering_this_year": "text",
          "accredited_investor_type": "net_worth",
          "tax_id_number": "text"
        },
        "individual_entity": {
          "id": 1,
          "first_name": "text",
          "last_name": "text",
          "email": "name@gmail.com",
          "phone": "text",
          "kyc_status": "unverified"
        },
        "type": "person",
        "receive_sms": true,
        "receive_emails": true,
        "utm_parameters": {
          "ANY_ADDITIONAL_PROPERTY": "anything"
        }
      },
      "payment_method": "text",
      "updated_at": "2025-06-09T07:02:19.887Z",
      "has_investor_signed": true,
      "accredited_investor": true,
      "net_worth": "text",
      "annual_income": "text",
      "us_person": true,
      "exempt_from_backup_withholding": true,
      "amount_invested_in_reg_cf_offering_this_year": "text",
      "user_browser_type": "text",
      "accredited_investor_type": "net_worth",
      "processed_at": "2025-06-09T07:02:19.887Z",
      "bonus_shares": 1,
      "processing_issue_statuses": "text",
      "shares_amount": "text",
      "watchlistentity_set": [
        {
          "id": 1,
          "entity": 1,
          "has_hits": true,
          "watchlist_hits": null,
          "ofac_fincen_status": "text",
          "updated_at": "2025-06-09T07:02:19.887Z",
          "aml_provider": "text"
        }
      ],
      "bonus_shares_code": "text",
      "bonus_shares_percentage_tier": "text",
      "bonus_shares_quantity_tier": "text",
      "quantity_qualified_shares": 1,
      "price_qualified_shares": "text",
      "received_at": "2025-06-09T07:02:19.887Z",
      "invested_at": "2025-06-09T07:02:19.887Z",
      "refunded_at": "2025-06-09T07:02:19.887Z"
    }
  ]
}
get

API endpoint displaying Investments.

Authorizations
Path parameters
idintegerRequired

A unique integer value identifying this investment.

Responses
200Success
application/json
get
GET /api/investments/{id}/ HTTP/1.1
Host: 
Authorization: YOUR_API_KEY
Accept: */*
200Success
{
  "id": 1,
  "quantity": 1,
  "price": "text",
  "price_fees": "text",
  "price_payment_processing_fees": "text",
  "amount": "text",
  "status": "started",
  "payment_intent_id": "text",
  "offering": 1,
  "reference_id": "text",
  "investor_individual_name": "text",
  "investor": {
    "id": 1,
    "user": {
      "id": 1,
      "email": "name@gmail.com",
      "first_name": "text",
      "last_name": "text",
      "date_joined": "2025-06-09T07:02:19.887Z",
      "last_login": "2025-06-09T07:02:19.887Z"
    },
    "entity": {
      "id": 1,
      "email": "name@gmail.com",
      "phone": "text",
      "street_address_1": "text",
      "street_address_2": "text",
      "city": "text",
      "state": "AL",
      "region": "text",
      "postal_code": "text",
      "country": "US",
      "kyc_status": "unverified",
      "first_name": "text",
      "last_name": "text",
      "date_of_birth": "2025-06-09",
      "net_worth": "text",
      "annual_income": "text",
      "accredited_investor": true,
      "citizenship": "United States",
      "us_person": true,
      "exempt_from_backup_withholding": true,
      "amount_invested_in_reg_cf_offering_this_year": "text",
      "accredited_investor_type": "net_worth",
      "tax_id_number": "text"
    },
    "individual_entity": {
      "id": 1,
      "first_name": "text",
      "last_name": "text",
      "email": "name@gmail.com",
      "phone": "text",
      "kyc_status": "unverified"
    },
    "type": "person",
    "receive_sms": true,
    "receive_emails": true,
    "utm_parameters": {
      "ANY_ADDITIONAL_PROPERTY": "anything"
    }
  },
  "payment_method": "text",
  "updated_at": "2025-06-09T07:02:19.887Z",
  "has_investor_signed": true,
  "accredited_investor": true,
  "net_worth": "text",
  "annual_income": "text",
  "us_person": true,
  "exempt_from_backup_withholding": true,
  "amount_invested_in_reg_cf_offering_this_year": "text",
  "user_browser_type": "text",
  "accredited_investor_type": "net_worth",
  "processed_at": "2025-06-09T07:02:19.887Z",
  "bonus_shares": 1,
  "processing_issue_statuses": "text",
  "shares_amount": "text",
  "watchlistentity_set": [
    {
      "id": 1,
      "entity": 1,
      "has_hits": true,
      "watchlist_hits": null,
      "ofac_fincen_status": "text",
      "updated_at": "2025-06-09T07:02:19.887Z",
      "aml_provider": "text"
    }
  ],
  "bonus_shares_code": "text",
  "bonus_shares_percentage_tier": "text",
  "bonus_shares_quantity_tier": "text",
  "quantity_qualified_shares": 1,
  "price_qualified_shares": "text",
  "received_at": "2025-06-09T07:02:19.887Z",
  "invested_at": "2025-06-09T07:02:19.887Z",
  "refunded_at": "2025-06-09T07:02:19.887Z"
}
get

Return the investment statuses.

Example response: { "success": true, "message": "", "data": { "statuses": [ { "value": "received", "label": "Received", } ] } }

Authorizations
Responses
200Success
application/json
get
GET /api/investments/statuses/ HTTP/1.1
Host: 
Authorization: YOUR_API_KEY
Accept: */*
200Success
{
  "data": {
    "statuses": [
      {
        "value": "text",
        "label": "text"
      }
    ]
  },
  "success": true,
  "message": "text"
}
get

Return an investment summary for the provided filters.

Authorizations
Responses
200Success
application/json
get
GET /api/investments/summary/ HTTP/1.1
Host: 
Authorization: YOUR_API_KEY
Accept: */*
200Success
{
  "total_amount_committed": {
    "amount": 1,
    "count": 1,
    "investor_count": 1
  },
  "total_amount_committed_today": {
    "amount": 1,
    "count": 1,
    "investor_count": 1
  },
  "total_amount_received": {
    "amount": 1,
    "count": 1,
    "investor_count": 1
  },
  "total_amount_received_today": {
    "amount": 1,
    "count": 1,
    "investor_count": 1
  },
  "total_amount_invested": {
    "amount": 1,
    "count": 1,
    "investor_count": 1
  },
  "total_amount_invested_today": {
    "amount": 1,
    "count": 1,
    "investor_count": 1
  }
}
get

List all the values of the provided fields.

Query Parameters: field: the comma-separated list of fields to query.

Authorizations
Query parameters
Responses
200Success
application/json
get
GET /api/investments/values/ HTTP/1.1
Host: 
Authorization: YOUR_API_KEY
Accept: */*
200Success
{
  "data": {
    "values": [
      {
        "price_fees": "text",
        "amount": "text",
        "investor__type": "person",
        "offering": 1,
        "updated_at": "2025-06-09T07:02:19.887Z",
        "investor_verify_process_status": "text",
        "investor": 1,
        "reference_id": "text",
        "price_payment_processing_fees": "text",
        "processing_issue_statuses": "text",
        "status": "started",
        "created_at": "2025-06-09T07:02:19.887Z",
        "requested_payment_method": "card",
        "id": 1
      }
    ],
    "count": 1
  },
  "success": true,
  "message": "text"
}
get

Management of Investors.

Authorizations
Query parameters
idintegerOptional
id__ininteger[]Optional

Multiple values may be separated by commas.

orderingstringOptional

Which field to use when ordering the results.

pageintegerOptional

A page number within the paginated result set.

page_sizeintegerOptional

Number of results to return per page.

searchstringOptional

A search term.

typestring · enumOptional
  • person - Person
  • company - Company
  • trust - Trust
  • trust_ira - Trust Ira
Possible values:
type__instring[]Optional

Multiple values may be separated by commas.

userintegerOptional
user__ininteger[]Optional

Multiple values may be separated by commas.

user__thirdpartyissueruser__emailstringOptional
user__thirdpartyissueruser__email__instring[]Optional

Multiple values may be separated by commas.

Responses
200Success
application/json
get
GET /api/investors/ HTTP/1.1
Host: 
Authorization: YOUR_API_KEY
Accept: */*
200Success
{
  "count": 123,
  "next": "http://api.example.org/accounts/?page=4",
  "previous": "http://api.example.org/accounts/?page=2",
  "results": [
    {
      "id": 1,
      "user": {
        "id": 1,
        "email": "name@gmail.com"
      },
      "entity": {
        "first_name": "text",
        "last_name": "text",
        "date_of_birth": "2025-06-09",
        "accredited_investor": true,
        "net_worth": "text",
        "annual_income": "text",
        "citizenship": "United States",
        "us_person": true,
        "exempt_from_backup_withholding": true,
        "amount_invested_in_reg_cf_offering_this_year": "text",
        "amount_invested_in_reg_cf_offering_this_year_other_platforms": "text",
        "accredited_investor_type": "net_worth",
        "canadian_eligible_investor_type": "eligible_net_income",
        "household_w9": true,
        "id": 1,
        "email": "name@gmail.com",
        "street_address_1": "text",
        "street_address_2": "text",
        "city": "text",
        "state": "AL",
        "region": "text",
        "postal_code": "text",
        "country": "US",
        "kyc_status": "unverified"
      },
      "type": "person",
      "individual_entity": {
        "id": 1,
        "first_name": "text",
        "last_name": "text",
        "email": "name@gmail.com",
        "phone": "text",
        "kyc_status": "unverified"
      }
    }
  ]
}
get

Management of Investors.

Authorizations
Path parameters
idintegerRequired

A unique integer value identifying this investor.

Responses
200Success
application/json
Responseone of
or
or
or
get
GET /api/investors/{id}/ HTTP/1.1
Host: 
Authorization: YOUR_API_KEY
Accept: */*
200Success
{
  "id": 1,
  "user": {
    "id": 1,
    "email": "name@gmail.com"
  },
  "entity": {
    "first_name": "text",
    "last_name": "text",
    "date_of_birth": "2025-06-09",
    "accredited_investor": true,
    "net_worth": "text",
    "annual_income": "text",
    "citizenship": "United States",
    "us_person": true,
    "exempt_from_backup_withholding": true,
    "amount_invested_in_reg_cf_offering_this_year": "text",
    "amount_invested_in_reg_cf_offering_this_year_other_platforms": "text",
    "accredited_investor_type": "net_worth",
    "canadian_eligible_investor_type": "eligible_net_income",
    "household_w9": true,
    "id": 1,
    "email": "name@gmail.com",
    "street_address_1": "text",
    "street_address_2": "text",
    "city": "text",
    "state": "AL",
    "region": "text",
    "postal_code": "text",
    "country": "US",
    "kyc_status": "unverified"
  },
  "type": "person",
  "individual_entity": {
    "id": 1,
    "first_name": "text",
    "last_name": "text",
    "email": "name@gmail.com",
    "phone": "text",
    "kyc_status": "unverified"
  }
}
get

List all the values of the provided fields.

Query Parameters: field: the comma-separated list of fields to query.

Authorizations
Query parameters
Responses
200Success
application/json
get
GET /api/investors/values/ HTTP/1.1
Host: 
Authorization: YOUR_API_KEY
Accept: */*
200Success
{
  "data": {
    "values": [
      {
        "user": 1,
        "type": "person",
        "upload_document": true,
        "user__thirdpartyissueruser__email": null,
        "id": 1
      }
    ],
    "count": 1
  },
  "success": true,
  "message": "text"
}
get

Management of Offerings.

Authorizations
Query parameters
archivedbooleanOptional
archived__inboolean[]Optional

Multiple values may be separated by commas.

idintegerOptional
id__ininteger[]Optional

Multiple values may be separated by commas.

issuerintegerOptional
issuer__archivedbooleanOptional
issuer__archived__inboolean[]Optional

Multiple values may be separated by commas.

issuer__ininteger[]Optional

Multiple values may be separated by commas.

namestringOptional
name__containsstringOptional
name__instring[]Optional

Multiple values may be separated by commas.

opened_atstring · date-timeOptional
opened_at__instring · date-time[]Optional

Multiple values may be separated by commas.

orderingstringOptional

Which field to use when ordering the results.

pageintegerOptional

A page number within the paginated result set.

page_sizeintegerOptional

Number of results to return per page.

searchstringOptional

A search term.

slugstringOptional
slug__containsstringOptional
slug__instring[]Optional

Multiple values may be separated by commas.

statusstring · enumOptional
  • incomplete - Imcomplete
  • pending - Pending
  • opened - Opened
  • closed - Closed
  • paused - Paused
Possible values:
status__containsstringOptional
status__instring[]Optional

Multiple values may be separated by commas.

typestring · enumOptional
  • reg_a - Regulation A
  • reg_d_506b - Regulation D 506(b)
  • reg_d_506c - Regulation D 506(c)
  • reg_s - Regulation S
  • reg_cf - Regulation Crowdfunding
  • test_the_waters - Test The Waters
Possible values:
type__containsstringOptional
type__instring[]Optional

Multiple values may be separated by commas.

Responses
200Success
application/json
get
GET /api/offerings/ HTTP/1.1
Host: 
Authorization: YOUR_API_KEY
Accept: */*
200Success
{
  "count": 123,
  "next": "http://api.example.org/accounts/?page=4",
  "previous": "http://api.example.org/accounts/?page=2",
  "results": [
    {
      "id": 1,
      "issuer": 1,
      "name": "text",
      "type": "reg_a",
      "status": "incomplete",
      "description": "text",
      "security_type": "text",
      "share_or_unit": "Shares",
      "share_or_unit_details": "text",
      "warrant_per_unit": 1,
      "warrant_expiration_date_delta_year": 1,
      "warrant_expiration_date_delta_month": 1,
      "dollar_amount_investment": true,
      "unit_price": "text",
      "administrative_fees": "text",
      "administrative_fees_paid_by_investor": true,
      "number_of_shares": 1,
      "max_investment_amount": "text",
      "min_investment_amount": "text",
      "investment_increment_amount": "text",
      "minimum_wire_transfer_amount": "text",
      "contact_name": "text",
      "contact_title": "text",
      "contact_phone": "text",
      "contact_email": "name@gmail.com",
      "accredited_investors": true,
      "non_accredited_investors": true,
      "slug": "text",
      "logo": "https://example.com",
      "favicon": "https://example.com",
      "circular_link": "text",
      "circular_file": "https://example.com",
      "circular_type": "offering_circular",
      "display_circular": true,
      "displayed_number_of_shares": null,
      "signing_full_name": "text",
      "signing_title": "text",
      "signing_email": "text",
      "support_email": "name@gmail.com",
      "support_phone": "text",
      "daily_summary_emails": true,
      "daily_summary_recipients": "text",
      "weekly_summary_emails": true,
      "weekly_summary_recipients": "text",
      "wire_email_reminder_period": 1,
      "wire_email_reminder_max_sent": 1,
      "investment_email_reminder_period": 1,
      "investment_email_reminder_max_sent": 1,
      "messaging_consent_text": "text",
      "email_sender_name": "text",
      "default_timezone": "US/Pacific",
      "segment_dataset_id": "text",
      "auto_approve_investments": true,
      "auto_accept_investments": true,
      "auto_accept_max_amount": "text",
      "auto_accept_min_amount": "text",
      "email_investment_started_high_value": true,
      "email_investment_started_threshold": "text",
      "enable_test_the_waters": true,
      "displayed_test_the_waters_amounts": null,
      "accent_color": "text",
      "background_accent_color": "text",
      "activity_accent_color": "text",
      "per_investment_summary_emails": true,
      "per_investment_summary_recipients": "text",
      "user_sent_max_monitoring_emails": true,
      "user_sent_max_monitoring_recipients": "text",
      "other_platform_investment_notice": true,
      "other_platform_investment_notice_text": "text",
      "investor_phone_number_required": true,
      "minimum_amount_raised": "text",
      "reg_cf_amount_raised_tier": "text",
      "maximum_amount_raised": "text",
      "reg_cf_oversubscription": "text",
      "reg_cf_fee_percentage": "text",
      "archived": true,
      "investors_excluded_countries": [
        "US"
      ],
      "investors_included_countries": [
        "US"
      ],
      "display_logo_during_investment": "center",
      "display_logo_on_dashboard": true,
      "deadline_date": "2025-06-09",
      "created_at": "2025-06-09T07:02:19.887Z",
      "opened_at": "2025-06-09T07:02:19.887Z"
    }
  ]
}
get

Management of Offerings.

Authorizations
Path parameters
idintegerRequired

A unique integer value identifying this offering.

Responses
200Success
application/json
get
GET /api/offerings/{id}/ HTTP/1.1
Host: 
Authorization: YOUR_API_KEY
Accept: */*
200Success
{
  "id": 1,
  "issuer": 1,
  "name": "text",
  "type": "reg_a",
  "status": "incomplete",
  "description": "text",
  "security_type": "text",
  "share_or_unit": "Shares",
  "share_or_unit_details": "text",
  "warrant_per_unit": 1,
  "warrant_expiration_date_delta_year": 1,
  "warrant_expiration_date_delta_month": 1,
  "dollar_amount_investment": true,
  "unit_price": "text",
  "administrative_fees": "text",
  "administrative_fees_paid_by_investor": true,
  "number_of_shares": 1,
  "max_investment_amount": "text",
  "min_investment_amount": "text",
  "investment_increment_amount": "text",
  "minimum_wire_transfer_amount": "text",
  "contact_name": "text",
  "contact_title": "text",
  "contact_phone": "text",
  "contact_email": "name@gmail.com",
  "accredited_investors": true,
  "non_accredited_investors": true,
  "slug": "text",
  "logo": "https://example.com",
  "favicon": "https://example.com",
  "circular_link": "text",
  "circular_file": "https://example.com",
  "circular_type": "offering_circular",
  "display_circular": true,
  "displayed_number_of_shares": null,
  "signing_full_name": "text",
  "signing_title": "text",
  "signing_email": "text",
  "support_email": "name@gmail.com",
  "support_phone": "text",
  "daily_summary_emails": true,
  "daily_summary_recipients": "text",
  "weekly_summary_emails": true,
  "weekly_summary_recipients": "text",
  "wire_email_reminder_period": 1,
  "wire_email_reminder_max_sent": 1,
  "investment_email_reminder_period": 1,
  "investment_email_reminder_max_sent": 1,
  "messaging_consent_text": "text",
  "email_sender_name": "text",
  "default_timezone": "US/Pacific",
  "segment_dataset_id": "text",
  "auto_approve_investments": true,
  "auto_accept_investments": true,
  "auto_accept_max_amount": "text",
  "auto_accept_min_amount": "text",
  "email_investment_started_high_value": true,
  "email_investment_started_threshold": "text",
  "enable_test_the_waters": true,
  "displayed_test_the_waters_amounts": null,
  "accent_color": "text",
  "background_accent_color": "text",
  "activity_accent_color": "text",
  "per_investment_summary_emails": true,
  "per_investment_summary_recipients": "text",
  "user_sent_max_monitoring_emails": true,
  "user_sent_max_monitoring_recipients": "text",
  "other_platform_investment_notice": true,
  "other_platform_investment_notice_text": "text",
  "investor_phone_number_required": true,
  "minimum_amount_raised": "text",
  "reg_cf_amount_raised_tier": "text",
  "maximum_amount_raised": "text",
  "reg_cf_oversubscription": "text",
  "reg_cf_fee_percentage": "text",
  "archived": true,
  "investors_excluded_countries": [
    "US"
  ],
  "investors_included_countries": [
    "US"
  ],
  "display_logo_during_investment": "center",
  "display_logo_on_dashboard": true,
  "deadline_date": "2025-06-09",
  "created_at": "2025-06-09T07:02:19.887Z",
  "opened_at": "2025-06-09T07:02:19.887Z"
}
get

Management of users.

Authorizations
Query parameters
idintegerOptional
id__ininteger[]Optional

Multiple values may be separated by commas.

orderingstringOptional

Which field to use when ordering the results.

pageintegerOptional

A page number within the paginated result set.

page_sizeintegerOptional

Number of results to return per page.

searchstringOptional

A search term.

thirdpartyissueruser__emailstringOptional
thirdpartyissueruser__email__instring[]Optional

Multiple values may be separated by commas.

Responses
200Success
application/json
get
GET /api/users/ HTTP/1.1
Host: 
Authorization: YOUR_API_KEY
Accept: */*
200Success
{
  "count": 123,
  "next": "http://api.example.org/accounts/?page=4",
  "previous": "http://api.example.org/accounts/?page=2",
  "results": [
    {
      "id": 1,
      "email": "name@gmail.com"
    }
  ]
}
get

Management of users.

Authorizations
Path parameters
idintegerRequired

A unique integer value identifying this user.

Responses
200Success
application/json
get
GET /api/users/{id}/ HTTP/1.1
Host: 
Authorization: YOUR_API_KEY
Accept: */*
200Success
{
  "id": 1,
  "email": "name@gmail.com"
}
  • GET/api/investments/
  • GET/api/investments/{id}/
  • GET/api/investments/statuses/
  • GET/api/investments/summary/
  • GET/api/investments/values/
  • GET/api/investors/
  • GET/api/investors/{id}/
  • GET/api/investors/values/
  • GET/api/offerings/
  • GET/api/offerings/{id}/
  • GET/api/users/
  • POST/api/users/
  • GET/api/users/{id}/
  • PATCH/api/users/{id}/
post

Management of users.

Authorizations
Body

Management of User Creation.

idintegerRead-onlyRequired
emailstring · email · max: 255Required
passwordstringWrite-onlyRequired

Password Write-only attribute.

Responses
201Success
application/json
post
POST /api/users/ HTTP/1.1
Host: 
Authorization: YOUR_API_KEY
Content-Type: application/json
Accept: */*
Content-Length: 44

{
  "email": "name@gmail.com",
  "password": "text"
}
201Success
{
  "id": 1,
  "email": "name@gmail.com"
}
patch

Management of users.

Authorizations
Path parameters
idintegerRequired

A unique integer value identifying this user.

Body

Management of User Creation.

idintegerRead-onlyOptional
emailstring · email · max: 255Optional
passwordstringWrite-onlyOptional

Password Write-only attribute.

Responses
200Success
application/json
patch
PATCH /api/users/{id}/ HTTP/1.1
Host: 
Authorization: YOUR_API_KEY
Content-Type: application/json
Accept: */*
Content-Length: 44

{
  "email": "name@gmail.com",
  "password": "text"
}
200Success
{
  "id": 1,
  "email": "name@gmail.com"
}