Issuer API
Below is our API that is available to Issuers with an active Issuer account and their Offering's API key.
API endpoint displaying Investments.
Multiple values may be separated by commas.
Multiple values may be separated by commas.
Multiple values may be separated by commas.
Multiple values may be separated by commas.
Multiple values may be separated by commas.
unverified
- Unverifiedprocessing
- Processingpassed
- Passedfailed
- Failed
Multiple values may be separated by commas.
Multiple values may be separated by commas.
person
- Personcompany
- Companytrust
- Trusttrust_ira
- Trust Ira
Multiple values may be separated by commas.
Multiple values may be separated by commas.
Multiple values may be separated by commas.
Multiple values may be separated by commas.
Multiple values may be separated by commas.
Multiple values may be separated by commas.
Multiple values may be separated by commas.
Multiple values may be separated by commas.
Which field to use when ordering the results.
A page number within the paginated result set.
Number of results to return per page.
Multiple values may be separated by commas.
Multiple values may be separated by commas.
Multiple values may be separated by commas.
Multiple values may be separated by commas.
Multiple values may be separated by commas.
card
- Cardwire
- Wireira
- Iraother
- Othercrypto
- Crypto
Multiple values may be separated by commas.
A search term.
Multiple values may be separated by commas.
started
- Startednot_received
- Not Receivedpayment_failed
- Payment Failedreceived
- Receivedcancelled
- Cancelledrefunded
- Refundedinvested
- Investedapproved
- Approvednot_approved
- Not Approvedaccepted
- Acceptedaccepted_escrow_closed
- Accepted Escrow Closed
Multiple values may be separated by commas.
Multiple values may be separated by commas.
Multiple values may be separated by commas.
GET /api/investments/ HTTP/1.1
Host:
Authorization: YOUR_API_KEY
Accept: */*
{
"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": "[email protected]",
"first_name": "text",
"last_name": "text",
"date_joined": "2025-07-25T20:29:23.787Z",
"last_login": "2025-07-25T20:29:23.787Z"
},
"entity": {
"id": 1,
"email": "[email protected]",
"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": "2025-07-25",
"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": "[email protected]",
"phone": "text",
"kyc_status": "unverified"
},
"type": "person",
"receive_sms": true,
"receive_emails": true,
"utm_parameters": {
"ANY_ADDITIONAL_PROPERTY": "anything"
}
},
"payment_method": "text",
"updated_at": "2025-07-25T20:29:23.787Z",
"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": "2025-07-25T20:29:23.787Z",
"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": "2025-07-25T20:29:23.787Z",
"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": "2025-07-25T20:29:23.787Z",
"invested_at": "2025-07-25T20:29:23.787Z",
"refunded_at": "2025-07-25T20:29:23.787Z"
}
]
}
API endpoint displaying Investments.
A unique integer value identifying this investment.
GET /api/investments/{id}/ HTTP/1.1
Host:
Authorization: YOUR_API_KEY
Accept: */*
{
"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": "[email protected]",
"first_name": "text",
"last_name": "text",
"date_joined": "2025-07-25T20:29:23.787Z",
"last_login": "2025-07-25T20:29:23.787Z"
},
"entity": {
"id": 1,
"email": "[email protected]",
"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": "2025-07-25",
"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": "[email protected]",
"phone": "text",
"kyc_status": "unverified"
},
"type": "person",
"receive_sms": true,
"receive_emails": true,
"utm_parameters": {
"ANY_ADDITIONAL_PROPERTY": "anything"
}
},
"payment_method": "text",
"updated_at": "2025-07-25T20:29:23.787Z",
"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": "2025-07-25T20:29:23.787Z",
"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": "2025-07-25T20:29:23.787Z",
"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": "2025-07-25T20:29:23.787Z",
"invested_at": "2025-07-25T20:29:23.787Z",
"refunded_at": "2025-07-25T20:29:23.787Z"
}
Return the investment statuses.
Example response: { "success": true, "message": "", "data": { "statuses": [ { "value": "received", "label": "Received", } ] } }
GET /api/investments/statuses/ HTTP/1.1
Host:
Authorization: YOUR_API_KEY
Accept: */*
{
"data": {
"statuses": [
{
"value": "text",
"label": "text"
}
]
},
"success": true,
"message": "text"
}
Return an investment summary for the provided filters.
GET /api/investments/summary/ HTTP/1.1
Host:
Authorization: YOUR_API_KEY
Accept: */*
{
"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
}
}
List all the values of the provided fields.
Query Parameters: field: the comma-separated list of fields to query.
GET /api/investments/values/ HTTP/1.1
Host:
Authorization: YOUR_API_KEY
Accept: */*
{
"data": {
"values": [
{
"investor": 1,
"requested_payment_method": "card",
"price_fees": "text",
"investor__type": "person",
"created_at": "2025-07-25T20:29:23.787Z",
"amount": "text",
"investor_verify_process_status": "text",
"updated_at": "2025-07-25T20:29:23.787Z",
"price_payment_processing_fees": "text",
"reference_id": "text",
"status": "started",
"offering": 1,
"processing_issue_statuses": "text",
"id": 1
}
],
"count": 1
},
"success": true,
"message": "text"
}
Management of Investors.
Multiple values may be separated by commas.
Which field to use when ordering the results.
A page number within the paginated result set.
Number of results to return per page.
A search term.
person
- Personcompany
- Companytrust
- Trusttrust_ira
- Trust Ira
Multiple values may be separated by commas.
Multiple values may be separated by commas.
Multiple values may be separated by commas.
GET /api/investors/ HTTP/1.1
Host:
Authorization: YOUR_API_KEY
Accept: */*
{
"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": "[email protected]"
},
"entity": {
"first_name": "text",
"last_name": "text",
"date_of_birth": "2025-07-25",
"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": "[email protected]",
"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": "[email protected]",
"phone": "text",
"kyc_status": "unverified"
}
}
]
}
Management of Investors.
A unique integer value identifying this investor.
GET /api/investors/{id}/ HTTP/1.1
Host:
Authorization: YOUR_API_KEY
Accept: */*
{
"id": 1,
"user": {
"id": 1,
"email": "[email protected]"
},
"entity": {
"first_name": "text",
"last_name": "text",
"date_of_birth": "2025-07-25",
"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": "[email protected]",
"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": "[email protected]",
"phone": "text",
"kyc_status": "unverified"
}
}
List all the values of the provided fields.
Query Parameters: field: the comma-separated list of fields to query.
GET /api/investors/values/ HTTP/1.1
Host:
Authorization: YOUR_API_KEY
Accept: */*
{
"data": {
"values": [
{
"type": "person",
"user": 1,
"user__thirdpartyissueruser__email": null,
"upload_document": true,
"id": 1
}
],
"count": 1
},
"success": true,
"message": "text"
}
Management of Offerings.
Multiple values may be separated by commas.
Multiple values may be separated by commas.
Multiple values may be separated by commas.
Multiple values may be separated by commas.
Multiple values may be separated by commas.
Multiple values may be separated by commas.
Which field to use when ordering the results.
A page number within the paginated result set.
Number of results to return per page.
A search term.
Multiple values may be separated by commas.
incomplete
- Imcompletepending
- Pendingopened
- Openedclosed
- Closedpaused
- Paused
Multiple values may be separated by commas.
reg_a
- Regulation Areg_d_506b
- Regulation D 506(b)reg_d_506c
- Regulation D 506(c)reg_s
- Regulation Sreg_cf
- Regulation Crowdfundingtest_the_waters
- Test The Waters
Multiple values may be separated by commas.
GET /api/offerings/ HTTP/1.1
Host:
Authorization: YOUR_API_KEY
Accept: */*
{
"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": "[email protected]",
"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": "[email protected]",
"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": "2025-07-25",
"created_at": "2025-07-25T20:29:23.787Z",
"opened_at": "2025-07-25T20:29:23.787Z"
}
]
}
Management of Offerings.
A unique integer value identifying this offering.
GET /api/offerings/{id}/ HTTP/1.1
Host:
Authorization: YOUR_API_KEY
Accept: */*
{
"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": "[email protected]",
"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": "[email protected]",
"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": "2025-07-25",
"created_at": "2025-07-25T20:29:23.787Z",
"opened_at": "2025-07-25T20:29:23.787Z"
}
Management of users.
Multiple values may be separated by commas.
Which field to use when ordering the results.
A page number within the paginated result set.
Number of results to return per page.
A search term.
Multiple values may be separated by commas.
GET /api/users/ HTTP/1.1
Host:
Authorization: YOUR_API_KEY
Accept: */*
{
"count": 123,
"next": "http://api.example.org/accounts/?page=4",
"previous": "http://api.example.org/accounts/?page=2",
"results": [
{
"id": 1,
"email": "[email protected]"
}
]
}
Management of users.
Management of User Creation.
Password Write-only attribute.
POST /api/users/ HTTP/1.1
Host:
Authorization: YOUR_API_KEY
Content-Type: application/json
Accept: */*
Content-Length: 44
{
"email": "[email protected]",
"password": "text"
}
{
"id": 1,
"email": "[email protected]"
}
Management of users.
A unique integer value identifying this user.
GET /api/users/{id}/ HTTP/1.1
Host:
Authorization: YOUR_API_KEY
Accept: */*
{
"id": 1,
"email": "[email protected]"
}
Management of users.
A unique integer value identifying this user.
Management of User Creation.
Password Write-only attribute.
PATCH /api/users/{id}/ HTTP/1.1
Host:
Authorization: YOUR_API_KEY
Content-Type: application/json
Accept: */*
Content-Length: 44
{
"email": "[email protected]",
"password": "text"
}
{
"id": 1,
"email": "[email protected]"
}
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