Third Party API

Below is our API that is available to our Third Party partners with an active Issuer account and the API keys of their Offerings.

post

Management of the Token Creation/Refresh.

Authorizations

firebaseAuth

AuthorizationstringRequired

Token-based authentication using Firebase ID Token

Body

application/jsonapplication/x-www-form-urlencodedmultipart/form-data

emailstring · emailRequired

passwordstringRequired

Responses

200Success

application/json

post

/api_third_party/auth/login/

HTTPcURLJavaScriptPython

POST /api_third_party/auth/login/ HTTP/1.1
Authorization: YOUR_API_KEY
Content-Type: application/json
Accept: */*
Content-Length: 44

{
  "email": "[email protected]",
  "password": "text"
}

application/jsonapplication/x-www-form-urlencodedmultipart/form-data

200Success

{
  "token": "text",
  "expiry": "2026-02-04T01:27:12.147Z"
}

post

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Responses

200

No response body

No content

post

/api_third_party/auth/logout/

HTTPcURLJavaScriptPython

POST /api_third_party/auth/logout/ HTTP/1.1
Authorization: YOUR_API_KEY
Accept: */*

200

No response body

No content

post

Log the user out of all sessions I.E. deletes all auth tokens for the user

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Responses

200

No response body

No content

post

/api_third_party/auth/logoutall/

HTTPcURLJavaScriptPython

POST /api_third_party/auth/logoutall/ HTTP/1.1
Authorization: YOUR_API_KEY
Accept: */*

200

No response body

No content

get

Management of investments.

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Query parameters

amountnumberOptional

amount__gtnumberOptional

amount__gtenumberOptional

amount__innumber[]Optional

Multiple values may be separated by commas.

amount__ltnumberOptional

amount__ltenumberOptional

approvable_investmentsanyOptional

created_atstring · date-timeOptional

created_at__gtestring · date-timeOptional

created_at__instring · date-time[]Optional

Multiple values may be separated by commas.

created_at__ltestring · date-timeOptional

dispute_document_investmentsanyOptional

dispute_document_required_investmentsanyOptional

idintegerOptional

id__ininteger[]Optional

Multiple values may be separated by commas.

individual_id_review_investmentsanyOptional

individual_id_uploaded_investmentsanyOptional

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__idintegerOptional

investor__id__ininteger[]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.

investor_verify_process_statusstringOptional

investor_verify_process_status__containsstringOptional

investor_verify_process_status__instring[]Optional

Multiple values may be separated by commas.

investor_verify_process_status__startswithstringOptional

invoice__amount_paidnumberOptional

invoice__amount_paid__gtnumberOptional

invoice__amount_paid__gtenumberOptional

invoice__amount_paid__innumber[]Optional

Multiple values may be separated by commas.

invoice__amount_paid__ltnumberOptional

invoice__amount_paid__ltenumberOptional

last_payment_error_messagestringOptional

last_payment_error_message__instring[]Optional

Multiple values may be separated by commas.

offering__archivedbooleanOptional

offering__archived__inboolean[]Optional

Multiple values may be separated by commas.

offering__idintegerOptional

offering__id__ininteger[]Optional

Multiple values may be separated by commas.

offering__issuerintegerOptional

offering__issuer__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.

offering__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:

offering__type__excludestring[]Optional

Multiple values may be separated by commas.

offering__type__instring[]Optional

Multiple values may be separated by commas.

orderingstringOptional

Which field to use when ordering the results.

overdue_investmentsanyOptional

pageintegerOptional

A page number within the paginated result set.

page_sizeintegerOptional

Number of results to return per page.

payment_intent_idstringOptional

payment_intent_id__instring[]Optional

Multiple values may be separated by commas.

payment_methodstringOptional

payment_method__instring[]Optional

Multiple values may be separated by commas.

processed_atstring · date-timeOptional

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_investmentsanyOptional

processing_issue_statusesstringOptional

processing_issue_statuses__containsstringOptional

processing_issue_statuses__instring[]Optional

Multiple values may be separated by commas.

processing_issue_statuses__notcontainstringOptional

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.

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__excludestring[]Optional

Multiple values may be separated by commas.

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__isnullbooleanOptional

updated_at__ltestring · date-timeOptional

upload_offering_documentanyOptional

user_documents_to_approveanyOptional

watchlistentityinteger[]Optional

watchlistentity__entity__investor__typestring · enumOptional

• person - Person
• company - Company
• trust - Trust
• trust_ira - Trust Ira

Possible values:

watchlistentity__has_hitsbooleanOptional

watchlistentity__has_hits__isnullbooleanOptional

watchlistentity__isnullbooleanOptional

Responses

200Success

application/json

get

/api_third_party/investments/

HTTPcURLJavaScriptPython

GET /api_third_party/investments/ HTTP/1.1
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": {
        "id": 1,
        "name": "text",
        "type": "reg_a",
        "slug": "text",
        "dollar_amount_investment": true,
        "share_or_unit": "Shares",
        "upload_id_required": true,
        "issuer_broker_control": true
      },
      "reference_id": "text",
      "investor_individual_name": "text",
      "investor": {
        "id": 1,
        "user": {
          "id": 1,
          "email": "[email protected]",
          "is_investor": true,
          "is_issuer": true,
          "is_broker": true,
          "is_staff": true,
          "first_name": "text",
          "last_name": "text",
          "company_name": "text",
          "phone": "text",
          "default_offering_id": 1,
          "default_issuer_id": 1,
          "date_joined": "2026-02-04T01:27:12.147Z",
          "last_login": "2026-02-04T01:27:12.147Z"
        },
        "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",
          "number_kyc_failed": 1,
          "current_frozen_kyc_fields": [
            "text"
          ],
          "first_name": "text",
          "last_name": "text",
          "date_of_birth": "2026-02-04",
          "tax_id_number": "text",
          "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",
          "accredited_investor_type": "net_worth",
          "attorney_or_cpa_email": "[email protected]",
          "generic_accredited_investor": true
        },
        "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,
        "last_failed_payment_investment": 1
      },
      "payment_method": "text",
      "created_at": "2026-02-04T01:27:12.147Z",
      "updated_at": "2026-02-04T01:27:12.147Z",
      "has_investor_signed": true,
      "watchlist": {
        "ANY_ADDITIONAL_PROPERTY": "anything"
      },
      "is_entity_submitted": true,
      "from_invoice": 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",
      "generic_accredited_investor": true,
      "reg_cf_disclosure_acknowledged_at": "2026-02-04T01:27:12.147Z",
      "user_browser_type": "text",
      "accredited_investor_type": "net_worth",
      "attorney_or_cpa_email": "[email protected]",
      "processed_at": "2026-02-04T01:27:12.147Z",
      "received_at": "2026-02-04T01:27:12.147Z",
      "refunded_at": "2026-02-04T01:27:12.147Z",
      "last_payment_error_message": "text",
      "accredited_investor_verification": {
        "id": 1,
        "type": "net_assets",
        "verification_choice": "upload_documentation",
        "cpa_email": "[email protected]",
        "license_number": "text",
        "status": "text",
        "entity": 1,
        "entity_person": {
          "ANY_ADDITIONAL_PROPERTY": "anything"
        },
        "created_at": "2026-02-04T01:27:12.147Z",
        "ai_request_status": "text",
        "ai_request_sent_at": "2026-02-04T01:27:12.147Z",
        "accreditedinvestornote_set": [
          {
            "id": 1,
            "text": "text",
            "created_at": "2026-02-04T01:27:12.147Z"
          }
        ],
        "accredited_at": "2026-02-04T01:27:12.147Z",
        "cpa_sent_emails": [
          {
            "id": 1,
            "recipient": 1,
            "recipients": "text",
            "subject": "text",
            "created_at": "2026-02-04T01:27:12.147Z",
            "template_name": "text"
          }
        ],
        "public_profile_url": "https://example.com",
        "accreditedinvestorcparejection_set": [
          {
            "id": 1,
            "accredited_investor_verification": 1,
            "type": "missing_information",
            "ip_address": "text",
            "user_agent": "text",
            "cpa_email": "[email protected]",
            "created_at": "2026-02-04T01:27:12.147Z"
          }
        ],
        "license_search_results": null
      },
      "dispute_status": "text",
      "bonus_shares": 1,
      "refund_status": "text",
      "canadian_eligible_investor_type": "eligible_net_income",
      "requested_payment_method": "card",
      "receive_sms": true,
      "upload_id_required": true,
      "offering_receive_sms": true,
      "processing_issue_statuses": "text",
      "wirepayment": 1,
      "shares_amount": "text",
      "watchlistentity_set": [
        {
          "id": 1,
          "entity": 1,
          "has_hits": true,
          "watchlist_hits": null,
          "ofac_fincen_status": "text",
          "updated_at": "2026-02-04T01:27:12.147Z",
          "aml_provider": "text"
        }
      ],
      "bonus_shares_code": "text",
      "bonus_shares_percentage_tier": "text",
      "bonus_shares_quantity_tier": "text",
      "ai_trade_id": "text",
      "dashboard_url": "text",
      "display_refund_button": "text",
      "display_refund_button_message": "text",
      "quantity_qualified_shares": 1,
      "price_qualified_shares": "text"
    }
  ]
}

post

Management of investments.

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Body

application/jsonapplication/x-www-form-urlencodedmultipart/form-data

or

Responses

201Success

application/json

post

/api_third_party/investments/

HTTPcURLJavaScriptPython

POST /api_third_party/investments/ HTTP/1.1
Authorization: YOUR_API_KEY
Content-Type: application/json
Accept: */*
Content-Length: 685

{
  "quantity": 1,
  "offering": 1,
  "investor": 1,
  "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",
  "amount_invested_in_reg_cf_offering_this_year_other_platforms": "text",
  "is_entity_submitted": true,
  "user_browser_type": "text",
  "accredited_investor_type": "net_worth",
  "attorney_or_cpa_email": "[email protected]",
  "reg_cf_disclosure_acknowledged_at": "2026-02-04T01:27:12.147Z",
  "household_w9": true,
  "bonus_shares_code": "text",
  "canadian_eligible_investor_type": "eligible_net_income",
  "requested_payment_method": "card",
  "receive_sms": true,
  "utm_parameters": null,
  "user_agreements": [
    1
  ]
}

application/jsonapplication/x-www-form-urlencodedmultipart/form-data

201Success

{
  "id": 1,
  "quantity": 1,
  "offering": 1,
  "investor": {
    "id": 1,
    "user": {
      "id": 1,
      "email": "[email protected]",
      "is_investor": true,
      "is_issuer": true,
      "is_broker": true,
      "is_staff": true,
      "first_name": "text",
      "last_name": "text",
      "company_name": "text",
      "default_offering_id": 1,
      "default_issuer_id": 1,
      "date_joined": "2026-02-04T01:27:12.147Z",
      "last_login": "2026-02-04T01:27:12.147Z",
      "phone": "text",
      "is_us_citizen": true,
      "country": "text",
      "has_ip_country_changed": true,
      "is_country_authorized": true,
      "offering_set": [
        1
      ],
      "tax_id_number_update_sponsor_id": 1,
      "receive_sms": true,
      "private_program_signup_at": "2026-02-04T01:27:12.147Z",
      "private_program_initial_promotion_code": "text",
      "private_program_home_page": true,
      "private_program_activated_at": "2026-02-04T01:27:12.147Z"
    },
    "entity": {
      "first_name": "text",
      "last_name": "text",
      "date_of_birth": "2026-02-04",
      "tax_id_number": "text",
      "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",
      "attorney_or_cpa_email": "[email protected]",
      "canadian_eligible_investor_type": "eligible_net_income",
      "household_w9": true,
      "generic_accredited_investor": true,
      "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",
      "number_kyc_failed": 1,
      "current_frozen_kyc_fields": [
        "text"
      ],
      "frozen_field_update_sponsor": 1,
      "north_capital_investor_custodial_account_request_id": "text"
    },
    "type": "person",
    "receive_sms": true,
    "receive_emails": true,
    "utm_parameters": {
      "ANY_ADDITIONAL_PROPERTY": "text"
    },
    "last_failed_payment_investment": 1,
    "note_set": [
      {
        "id": 1,
        "user": {
          "id": 1,
          "email": "[email protected]"
        },
        "text": "text",
        "investor": 1,
        "investment": 1,
        "created_at": "2026-02-04T01:27:12.147Z",
        "updated_at": "2026-02-04T01:27:12.147Z",
        "filename": "text",
        "archived_at": "2026-02-04T01:27:12.147Z"
      }
    ],
    "individual_entity": {
      "id": 1,
      "first_name": "text",
      "last_name": "text",
      "email": "[email protected]",
      "phone": "text",
      "kyc_status": "unverified"
    }
  },
  "payment_intent_client_secret": "text",
  "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",
  "amount_invested_in_reg_cf_offering_this_year_other_platforms": "text",
  "is_entity_submitted": true,
  "user_browser_type": "text",
  "accredited_investor_type": "net_worth",
  "attorney_or_cpa_email": "[email protected]",
  "reg_cf_disclosure_acknowledged_at": "2026-02-04T01:27:12.147Z",
  "household_w9": true,
  "bonus_shares_code": "text",
  "bonus_shares": 1,
  "canadian_eligible_investor_type": "eligible_net_income",
  "requested_payment_method": "card",
  "amount": "text",
  "price_fees": "text",
  "price_payment_processing_fees": "text",
  "receive_sms": true,
  "utm_parameters": null,
  "shares_amount": "text",
  "quantity_qualified_shares": 1,
  "price_qualified_shares": "text"
}

get

Management of investments.

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Path parameters

idintegerRequired

A unique integer value identifying this investment.

Responses

200Success

application/json

get

/api_third_party/investments/{id}/

HTTPcURLJavaScriptPython

GET /api_third_party/investments/{id}/ HTTP/1.1
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": {
    "id": 1,
    "issuer": {
      "id": 1,
      "entity": {
        "id": 1,
        "email": "[email protected]",
        "phone": "text",
        "company_name": "text"
      },
      "third_party_management": true,
      "name": "text"
    },
    "name": "text",
    "type": "reg_a",
    "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",
    "soft_min_investment_amount": "text",
    "soft_min_investment_amount_user_message": "text",
    "minimum_wire_transfer_amount": "text",
    "contact_name": "text",
    "contact_title": "text",
    "contact_phone": "text",
    "contact_email": "[email protected]",
    "us_investors": true,
    "non_us_investors": true,
    "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,
    "display_circular_in_investment_flow": true,
    "displayed_number_of_shares": null,
    "displayed_number_of_shares_format": [
      "number_of_shares"
    ],
    "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",
    "segment_key_server": "text",
    "segment_key_client": "text",
    "investor_phone_number_required": true,
    "related_reg_s_offering": 1,
    "non_eligible_redirect_url": "https://example.com",
    "minimum_amount_raised": "text",
    "reg_cf_amount_raised_tier": "text",
    "maximum_amount_raised": "text",
    "reg_cf_oversubscription": "text",
    "landing_page_url": "https://example.com",
    "zendesk_chat_widget_id": "text",
    "request_user_data_at_login": true,
    "new_account_created_emails": true,
    "new_account_created_recipients": "text",
    "archived": true,
    "subscription_agreement_ordering": null,
    "investors_excluded_countries": [
      "US"
    ],
    "investors_included_countries": [
      "US"
    ],
    "display_logo_during_investment": "center",
    "display_logo_on_dashboard": true,
    "deadline_date": "2026-02-04",
    "canadian_investor_type_required_provinces": "text",
    "investors_excluded_us_states": "text",
    "upload_id_required": true,
    "upload_id_excluded_countries": [
      "US"
    ],
    "upload_kyb_document_required": true,
    "upload_kyb_document_excluded_countries": [
      "US"
    ],
    "invested_investment_email_recipients": "text",
    "google_analytics_measurement_id": "text",
    "meta_pixel_id": "text",
    "linkedin_pixel_id": "text",
    "reddit_pixel_id": "text",
    "twitter_pixel_id": "text",
    "tiktok_pixel_id": "text",
    "bing_pixel_id": "text",
    "google_adwords_conversion_id": "text",
    "google_adwords_sign_up_conversation_label": "text",
    "google_adwords_add_to_cart_conversation_label": "text",
    "google_adwords_purchase_conversation_label": "text",
    "upload_id_required_aml_watchlist_hits": true,
    "north_capital_custodial_account_required": true,
    "crypto_payment_allowed": true,
    "excluded_payment_methods": null,
    "excluded_requested_payment_methods": null,
    "crypto_maximum_per_investment_amount": 1,
    "crypto_maximum_per_investment_quantity": 1,
    "crypto_maximum_per_investment_amount_ex_fee": 1,
    "crypto_maximum_per_investor_rolling_amount": 1,
    "crypto_maximum_per_investor_rolling_days_count": 1,
    "industry_group": "text",
    "qualified_equity_financing_share_unit_price": "text",
    "qualified_equity_financing_share_discounted_price": "text",
    "private_program_name": "text",
    "private_program_subtitle": "text",
    "allow_public_api_access": true,
    "auto_cancel_not_approved_investments": true,
    "is_escrow": true,
    "subscription_agreement_templates": [
      {
        "ANY_ADDITIONAL_PROPERTY": "anything"
      }
    ],
    "new_authorized_brokers": [
      {
        "id": 1,
        "name": "text",
        "archived": true
      }
    ],
    "related_offerings": [
      {
        "id": 1,
        "issuer": 1,
        "name": "text",
        "slug": "text",
        "circular_link": "text",
        "type": "reg_a"
      }
    ],
    "related_non_reg_s_offering": 1,
    "created_at": "2026-02-04T01:27:12.147Z",
    "opened_at": "2026-02-04T01:27:12.147Z",
    "reg_cf_fee_percentage": "text",
    "status": "incomplete",
    "fee_disclosure_statement": "text",
    "reg_cf_minimum_escrow_closing_start_date": "2026-02-04T01:27:12.147Z",
    "reg_cf_minimum_escrow_release_date": "2026-02-04T01:27:12.147Z",
    "current_bonus_shares": [
      {
        "ANY_ADDITIONAL_PROPERTY": "anything"
      }
    ],
    "offeringbonusshare_set": [
      {
        "id": 1,
        "value": "text",
        "type": "amount",
        "offering": 1,
        "start_datetime": "text",
        "end_datetime": "text",
        "activated": true,
        "code": "text",
        "minimum_amount": "text",
        "maximum_amount": "text"
      }
    ],
    "closing_initiated_at": "2026-02-04T01:27:12.147Z",
    "ai_offering_id": "text",
    "ai_account_marked_ready_at": "2026-02-04T01:27:12.147Z",
    "escrow_provider": "north_capital",
    "investor_credit_card_fee_percentage": "text",
    "investor_crypto_fee_percentage": "text",
    "trust_etc_isin": "text",
    "issuer_broker_control": true,
    "trust_etc_isin_creation_id": "text",
    "offeringuserdocument_set": [
      {
        "type": {
          "id": 1,
          "name": "australian_sophisticated_investor_certificate",
          "description": "text",
          "excluded_countries": [
            "US"
          ],
          "included_countries": [
            "US"
          ],
          "required_investor_type": "person"
        },
        "offering": 1
      }
    ],
    "private_program": true,
    "private_program_description": "text",
    "private_program_link": "https://example.com",
    "private_program_featured": true,
    "private_program_display_if_not_private": true,
    "private_program_external_raised_amount": "text",
    "mark_as_for_issuer_message": "text"
  },
  "reference_id": "text",
  "investor_individual_name": "text",
  "investor": {
    "id": 1,
    "user": {
      "id": 1,
      "email": "[email protected]",
      "is_investor": true,
      "is_issuer": true,
      "is_broker": true,
      "is_staff": true,
      "first_name": "text",
      "last_name": "text",
      "company_name": "text",
      "default_offering_id": 1,
      "default_issuer_id": 1,
      "date_joined": "2026-02-04T01:27:12.147Z",
      "last_login": "2026-02-04T01:27:12.147Z",
      "phone": "text",
      "is_us_citizen": true,
      "country": "text",
      "has_ip_country_changed": true,
      "is_country_authorized": true,
      "offering_set": [
        1
      ],
      "tax_id_number_update_sponsor_id": 1,
      "receive_sms": true,
      "private_program_signup_at": "2026-02-04T01:27:12.147Z",
      "private_program_initial_promotion_code": "text",
      "private_program_home_page": true,
      "private_program_activated_at": "2026-02-04T01:27:12.147Z"
    },
    "entity": {
      "first_name": "text",
      "last_name": "text",
      "date_of_birth": "2026-02-04",
      "tax_id_number": "text",
      "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",
      "attorney_or_cpa_email": "[email protected]",
      "canadian_eligible_investor_type": "eligible_net_income",
      "household_w9": true,
      "generic_accredited_investor": true,
      "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",
      "number_kyc_failed": 1,
      "current_frozen_kyc_fields": [
        "text"
      ],
      "frozen_field_update_sponsor": 1,
      "north_capital_investor_custodial_account_request_id": "text"
    },
    "type": "person",
    "receive_sms": true,
    "receive_emails": true,
    "utm_parameters": {
      "ANY_ADDITIONAL_PROPERTY": "text"
    },
    "last_failed_payment_investment": 1,
    "note_set": [
      {
        "id": 1,
        "user": {
          "id": 1,
          "email": "[email protected]"
        },
        "text": "text",
        "investor": 1,
        "investment": 1,
        "created_at": "2026-02-04T01:27:12.147Z",
        "updated_at": "2026-02-04T01:27:12.147Z",
        "filename": "text",
        "archived_at": "2026-02-04T01:27:12.147Z"
      }
    ],
    "individual_entity": {
      "id": 1,
      "first_name": "text",
      "last_name": "text",
      "email": "[email protected]",
      "phone": "text",
      "kyc_status": "unverified"
    }
  },
  "payment_method": "text",
  "created_at": "2026-02-04T01:27:12.147Z",
  "updated_at": "2026-02-04T01:27:12.147Z",
  "has_investor_signed": true,
  "watchlist": {
    "ANY_ADDITIONAL_PROPERTY": "anything"
  },
  "is_entity_submitted": true,
  "from_invoice": 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",
  "amount_invested_in_reg_cf_offering_this_year_other_platforms": "text",
  "generic_accredited_investor": true,
  "reg_cf_disclosure_acknowledged_at": "2026-02-04T01:27:12.147Z",
  "user_browser_type": "text",
  "accredited_investor_type": "net_worth",
  "attorney_or_cpa_email": "[email protected]",
  "processed_at": "2026-02-04T01:27:12.147Z",
  "received_at": "2026-02-04T01:27:12.147Z",
  "refunded_at": "2026-02-04T01:27:12.147Z",
  "last_payment_error_message": "text",
  "accredited_investor_verification": {
    "id": 1,
    "type": "net_assets",
    "verification_choice": "upload_documentation",
    "cpa_email": "[email protected]",
    "license_number": "text",
    "status": "text",
    "entity": 1,
    "entity_person": {
      "ANY_ADDITIONAL_PROPERTY": "anything"
    },
    "created_at": "2026-02-04T01:27:12.147Z",
    "ai_request_status": "text",
    "ai_request_sent_at": "2026-02-04T01:27:12.147Z",
    "accreditedinvestornote_set": [
      {
        "id": 1,
        "text": "text",
        "created_at": "2026-02-04T01:27:12.147Z"
      }
    ],
    "accredited_at": "2026-02-04T01:27:12.147Z",
    "cpa_sent_emails": [
      {
        "id": 1,
        "recipient": 1,
        "recipients": "text",
        "subject": "text",
        "created_at": "2026-02-04T01:27:12.147Z",
        "template_name": "text"
      }
    ],
    "public_profile_url": "https://example.com",
    "accreditedinvestorcparejection_set": [
      {
        "id": 1,
        "accredited_investor_verification": 1,
        "type": "missing_information",
        "ip_address": "text",
        "user_agent": "text",
        "cpa_email": "[email protected]",
        "created_at": "2026-02-04T01:27:12.147Z"
      }
    ],
    "license_search_results": null
  },
  "note_set": [
    {
      "id": 1,
      "user": {
        "id": 1,
        "email": "[email protected]"
      },
      "text": "text",
      "investor": 1,
      "investment": 1,
      "created_at": "2026-02-04T01:27:12.147Z",
      "updated_at": "2026-02-04T01:27:12.147Z",
      "filename": "text",
      "archived_at": "2026-02-04T01:27:12.147Z"
    }
  ],
  "household_w9": true,
  "dispute_status": "text",
  "bonus_shares": 1,
  "refund_status": "text",
  "canadian_eligible_investor_type": "eligible_net_income",
  "requested_payment_method": "card",
  "receive_sms": true,
  "upload_id_required": true,
  "offering_receive_sms": true,
  "processing_issue_statuses": "text",
  "wirepayment": 1,
  "shares_amount": "text",
  "watchlistentity_set": [
    {
      "id": 1,
      "entity": 1,
      "has_hits": true,
      "watchlist_hits": null,
      "ofac_fincen_status": "text",
      "updated_at": "2026-02-04T01:27:12.147Z",
      "aml_provider": "text"
    }
  ],
  "bonus_shares_code": "text",
  "bonus_shares_percentage_tier": "text",
  "bonus_shares_quantity_tier": "text",
  "ai_trade_id": "text",
  "dashboard_url": "text",
  "display_refund_button": "text",
  "display_refund_button_message": "text",
  "quantity_qualified_shares": 1,
  "price_qualified_shares": "text"
}

post

Return a payment intent secret.

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Path parameters

idintegerRequired

A unique integer value identifying this investment.

Responses

200Success

application/json

post

/api_third_party/investments/{id}/get_payment_intent_secret/

HTTPcURLJavaScriptPython

POST /api_third_party/investments/{id}/get_payment_intent_secret/ HTTP/1.1
Authorization: YOUR_API_KEY
Accept: */*

200Success

{
  "data": {
    "payment_intent_secret": "text",
    "charges_count": 1
  },
  "success": true,
  "message": "text"
}

get

Return the issuer-signed subscription agreement PDF.

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Path parameters

idintegerRequired

A unique integer value identifying this investment.

Responses

200Success

application/json

get

/api_third_party/investments/{id}/pdf_subscription_agreements/

HTTPcURLJavaScriptPython

GET /api_third_party/investments/{id}/pdf_subscription_agreements/ HTTP/1.1
Authorization: YOUR_API_KEY
Accept: */*

200Success

{
  "data": {
    "pdf_subscription_agreements": [
      {
        "name": "text",
        "version": 1,
        "document": "text"
      }
    ]
  },
  "success": true,
  "message": "text"
}

get

Return the current investment subscription agreements PDF.

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Path parameters

idintegerRequired

A unique integer value identifying this investment.

Responses

200Success

application/json

get

/api_third_party/investments/{id}/temp_pdf_subscription_agreements/

HTTPcURLJavaScriptPython

GET /api_third_party/investments/{id}/temp_pdf_subscription_agreements/ HTTP/1.1
Authorization: YOUR_API_KEY
Accept: */*

200Success

{
  "data": {
    "pdf_subscription_agreements": [
      {
        "name": "text",
        "version": 1,
        "pdf": "text",
        "e-signature": true
      }
    ]
  },
  "success": true,
  "message": "text"
}

get

Return the processing issue statuses.

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Responses

200Success

application/json

get

/api_third_party/investments/processing_issue_statuses/

HTTPcURLJavaScriptPython

GET /api_third_party/investments/processing_issue_statuses/ HTTP/1.1
Authorization: YOUR_API_KEY
Accept: */*

200Success

{
  "data": {
    "statuses": [
      {
        "value": "text",
        "label": "text"
      }
    ]
  },
  "success": true,
  "message": "text"
}

get

Return the investment Statuses.

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

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Responses

200Success

application/json

get

/api_third_party/investments/statuses/

HTTPcURLJavaScriptPython

GET /api_third_party/investments/statuses/ HTTP/1.1
Authorization: YOUR_API_KEY
Accept: */*

200Success

{
  "data": {
    "statuses": [
      {
        "value": "text",
        "label": "text"
      }
    ]
  },
  "success": true,
  "message": "text"
}

get

List all the values of the provided fields.

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

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Query parameters

Responses

200Success

application/json

get

/api_third_party/investments/values/

HTTPcURLJavaScriptPython

GET /api_third_party/investments/values/ HTTP/1.1
Authorization: YOUR_API_KEY
Accept: */*

200Success

{
  "data": {
    "values": [
      {
        "offering__slug": "text",
        "offering__issuer__entity": 1,
        "processing_issue_statuses": "text",
        "amount": "text",
        "price_payment_processing_fees": "text",
        "status": "started",
        "investor": 1,
        "investor_verify_process_status": "text",
        "offering": 1,
        "investor__entity": 1,
        "investor__user": 1,
        "investor__entity__baseentitycompany__company_name": null,
        "price_fees": "text",
        "offering__issuer": 1,
        "investor__entity__entityperson__first_name": null,
        "offering__status": "incomplete",
        "upload_offering_document": true,
        "reference_id": "text",
        "is_entity_submitted": true,
        "offering__name": "text",
        "created_at": "2026-02-04T01:27:12.147Z",
        "offering__type": "reg_a",
        "investor__user__email": "[email protected]",
        "investor__created_at": "2026-02-04T01:27:12.147Z",
        "offering__north_capital_custodial_account_required": true,
        "investor__user__last_name": "text",
        "processed_at": "2026-02-04T01:27:12.147Z",
        "requested_payment_method": "card",
        "investor__entity__entityperson__last_name": null,
        "investor__user__first_name": "text",
        "offering__issuer__entity__company_name": "text",
        "offering__archived": true,
        "investor__entity__north_capital_investor_custodial_account_data_recorded_at": "2026-02-04T01:27:12.147Z",
        "investor__type": "person",
        "id": 1
      }
    ],
    "count": 1
  },
  "success": true,
  "message": "text"
}

get

Management of investors.

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Query parameters

created_atstring · date-timeOptional

created_at__instring · date-time[]Optional

Multiple values may be separated by commas.

entityintegerOptional

entity__emailstringOptional

entity__email__containsstringOptional

entity__email__instring[]Optional

Multiple values may be separated by commas.

entity__frozen_field_update_sponsorintegerOptional

entity__frozen_field_update_sponsor__isnullbooleanOptional

entity__ininteger[]Optional

Multiple values may be separated by commas.

idintegerOptional

id__ininteger[]Optional

Multiple values may be separated by commas.

number_kyc_failednumberOptional

number_kyc_failed__gtnumberOptional

number_kyc_failed__gtenumberOptional

number_kyc_failed__ltnumberOptional

number_kyc_failed__ltenumberOptional

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__containsstringOptional

type__instring[]Optional

Multiple values may be separated by commas.

upload_documentbooleanOptional

userintegerOptional

user__emailstringOptional

user__email__containsstringOptional

user__email__instring[]Optional

Multiple values may be separated by commas.

user__entity__entityperson__first_namestringOptional

user__entity__entityperson__first_name__containsstringOptional

user__entity__entityperson__first_name__instring[]Optional

Multiple values may be separated by commas.

user__entity__entityperson__last_namestringOptional

user__entity__entityperson__last_name__containsstringOptional

user__entity__entityperson__last_name__instring[]Optional

Multiple values may be separated by commas.

user__ininteger[]Optional

Multiple values may be separated by commas.

Responses

200Success

application/json

get

/api_third_party/investors/

HTTPcURLJavaScriptPython

GET /api_third_party/investors/ HTTP/1.1
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": "[email protected]",
        "is_investor": true,
        "is_issuer": true,
        "is_broker": true,
        "is_staff": true,
        "first_name": "text",
        "last_name": "text",
        "company_name": "text",
        "default_offering_id": 1,
        "default_issuer_id": 1,
        "date_joined": "2026-02-04T01:27:12.147Z",
        "last_login": "2026-02-04T01:27:12.147Z",
        "phone": "text",
        "is_us_citizen": true,
        "country": "text",
        "has_ip_country_changed": true,
        "is_country_authorized": true,
        "offering_set": [
          1
        ],
        "tax_id_number_update_sponsor_id": 1,
        "receive_sms": true,
        "private_program_signup_at": "2026-02-04T01:27:12.147Z",
        "private_program_initial_promotion_code": "text",
        "private_program_home_page": true,
        "private_program_activated_at": "2026-02-04T01:27:12.147Z"
      },
      "entity": {
        "first_name": "text",
        "last_name": "text",
        "date_of_birth": "2026-02-04",
        "tax_id_number": "text",
        "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",
        "attorney_or_cpa_email": "[email protected]",
        "canadian_eligible_investor_type": "eligible_net_income",
        "household_w9": true,
        "generic_accredited_investor": true,
        "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",
        "number_kyc_failed": 1,
        "current_frozen_kyc_fields": [
          "text"
        ],
        "frozen_field_update_sponsor": 1,
        "north_capital_investor_custodial_account_request_id": "text"
      },
      "type": "person",
      "receive_sms": true,
      "receive_emails": true,
      "utm_parameters": {
        "ANY_ADDITIONAL_PROPERTY": "text"
      },
      "last_failed_payment_investment": 1,
      "note_set": [
        {
          "id": 1,
          "user": {
            "id": 1,
            "email": "[email protected]"
          },
          "text": "text",
          "investor": 1,
          "investment": 1,
          "created_at": "2026-02-04T01:27:12.147Z",
          "updated_at": "2026-02-04T01:27:12.147Z",
          "filename": "text",
          "archived_at": "2026-02-04T01:27:12.147Z"
        }
      ],
      "individual_entity": {
        "id": 1,
        "first_name": "text",
        "last_name": "text",
        "email": "[email protected]",
        "phone": "text",
        "kyc_status": "unverified"
      }
    }
  ]
}

post

Management of investors.

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Body

application/jsonapplication/x-www-form-urlencodedmultipart/form-data

or

or

or

Responses

201Success

application/json

post

/api_third_party/investors/

HTTPcURLJavaScriptPython

POST /api_third_party/investors/ HTTP/1.1
Authorization: YOUR_API_KEY
Content-Type: application/json
Accept: */*
Content-Length: 765

{
  "entity": {
    "first_name": "text",
    "last_name": "text",
    "date_of_birth": "2026-02-04",
    "tax_id_number": "text",
    "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",
    "attorney_or_cpa_email": "[email protected]",
    "canadian_eligible_investor_type": "eligible_net_income",
    "household_w9": true,
    "email": "[email protected]",
    "phone": "text",
    "street_address_1": "text",
    "street_address_2": "text",
    "city": "text",
    "state": "AL",
    "region": "text",
    "postal_code": "text",
    "country": "US"
  },
  "type": "person",
  "receive_sms": true,
  "receive_emails": true
}

application/jsonapplication/x-www-form-urlencodedmultipart/form-data

201Success

{
  "id": 1,
  "user": {
    "id": 1,
    "email": "[email protected]",
    "is_investor": true,
    "is_issuer": true,
    "is_broker": true,
    "is_staff": true,
    "first_name": "text",
    "last_name": "text",
    "company_name": "text",
    "default_offering_id": 1,
    "default_issuer_id": 1,
    "date_joined": "2026-02-04T01:27:12.147Z",
    "last_login": "2026-02-04T01:27:12.147Z",
    "phone": "text",
    "is_us_citizen": true,
    "country": "text",
    "has_ip_country_changed": true,
    "is_country_authorized": true,
    "offering_set": [
      1
    ],
    "tax_id_number_update_sponsor_id": 1,
    "receive_sms": true,
    "private_program_signup_at": "2026-02-04T01:27:12.147Z",
    "private_program_initial_promotion_code": "text",
    "private_program_home_page": true,
    "private_program_activated_at": "2026-02-04T01:27:12.147Z"
  },
  "entity": {
    "first_name": "text",
    "last_name": "text",
    "date_of_birth": "2026-02-04",
    "tax_id_number": "text",
    "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",
    "attorney_or_cpa_email": "[email protected]",
    "canadian_eligible_investor_type": "eligible_net_income",
    "household_w9": true,
    "generic_accredited_investor": true,
    "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",
    "number_kyc_failed": 1,
    "current_frozen_kyc_fields": [
      "text"
    ],
    "frozen_field_update_sponsor": 1,
    "north_capital_investor_custodial_account_request_id": "text"
  },
  "type": "person",
  "receive_sms": true,
  "receive_emails": true,
  "utm_parameters": {
    "ANY_ADDITIONAL_PROPERTY": "text"
  },
  "last_failed_payment_investment": 1,
  "note_set": [
    {
      "id": 1,
      "user": {
        "id": 1,
        "email": "[email protected]"
      },
      "text": "text",
      "investor": 1,
      "investment": 1,
      "created_at": "2026-02-04T01:27:12.147Z",
      "updated_at": "2026-02-04T01:27:12.147Z",
      "filename": "text",
      "archived_at": "2026-02-04T01:27:12.147Z"
    }
  ],
  "individual_entity": {
    "id": 1,
    "first_name": "text",
    "last_name": "text",
    "email": "[email protected]",
    "phone": "text",
    "kyc_status": "unverified"
  }
}

get

Management of investors.

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Path parameters

idintegerRequired

A unique integer value identifying this investor.

Responses

200Success

application/json

Responseone of

or

or

or

get

/api_third_party/investors/{id}/

HTTPcURLJavaScriptPython

GET /api_third_party/investors/{id}/ HTTP/1.1
Authorization: YOUR_API_KEY
Accept: */*

200Success

{
  "id": 1,
  "user": {
    "id": 1,
    "email": "[email protected]",
    "is_investor": true,
    "is_issuer": true,
    "is_broker": true,
    "is_staff": true,
    "first_name": "text",
    "last_name": "text",
    "company_name": "text",
    "default_offering_id": 1,
    "default_issuer_id": 1,
    "date_joined": "2026-02-04T01:27:12.147Z",
    "last_login": "2026-02-04T01:27:12.147Z",
    "phone": "text",
    "is_us_citizen": true,
    "country": "text",
    "has_ip_country_changed": true,
    "is_country_authorized": true,
    "offering_set": [
      1
    ],
    "tax_id_number_update_sponsor_id": 1,
    "receive_sms": true,
    "private_program_signup_at": "2026-02-04T01:27:12.147Z",
    "private_program_initial_promotion_code": "text",
    "private_program_home_page": true,
    "private_program_activated_at": "2026-02-04T01:27:12.147Z"
  },
  "entity": {
    "first_name": "text",
    "last_name": "text",
    "date_of_birth": "2026-02-04",
    "tax_id_number": "text",
    "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",
    "attorney_or_cpa_email": "[email protected]",
    "canadian_eligible_investor_type": "eligible_net_income",
    "household_w9": true,
    "generic_accredited_investor": true,
    "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",
    "number_kyc_failed": 1,
    "current_frozen_kyc_fields": [
      "text"
    ],
    "frozen_field_update_sponsor": 1,
    "north_capital_investor_custodial_account_request_id": "text"
  },
  "type": "person",
  "receive_sms": true,
  "receive_emails": true,
  "utm_parameters": {
    "ANY_ADDITIONAL_PROPERTY": "text"
  },
  "last_failed_payment_investment": 1,
  "note_set": [
    {
      "id": 1,
      "user": {
        "id": 1,
        "email": "[email protected]"
      },
      "text": "text",
      "investor": 1,
      "investment": 1,
      "created_at": "2026-02-04T01:27:12.147Z",
      "updated_at": "2026-02-04T01:27:12.147Z",
      "filename": "text",
      "archived_at": "2026-02-04T01:27:12.147Z"
    }
  ],
  "individual_entity": {
    "id": 1,
    "first_name": "text",
    "last_name": "text",
    "email": "[email protected]",
    "phone": "text",
    "kyc_status": "unverified"
  }
}

get

Return the information for a wire payment to be made by the investor.

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Path parameters

idintegerRequired

A unique integer value identifying this investor.

Responses

200Success

application/json

get

/api_third_party/investors/{id}/get_ach_credit_transfer/

HTTPcURLJavaScriptPython

GET /api_third_party/investors/{id}/get_ach_credit_transfer/ HTTP/1.1
Authorization: YOUR_API_KEY
Accept: */*

200Success

{
  "data": {
    "ach_credit_transfer": {
      "source_id": "text",
      "bank_address": "text",
      "account_number": "text",
      "bank_name": "text",
      "fingerprint": "text",
      "refund_account_holder_name": "text",
      "refund_account_holder_type": "text",
      "refund_routing_number": "text",
      "routing_number": "text",
      "swift_code": "text"
    }
  },
  "success": true,
  "message": "text"
}

post

Run a second time the KYC / KYB for a provided investor.

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Path parameters

idintegerRequired

A unique integer value identifying this investor.

Responses

200Success

application/json

post

/api_third_party/investors/{id}/run_second_kyc/

HTTPcURLJavaScriptPython

POST /api_third_party/investors/{id}/run_second_kyc/ HTTP/1.1
Authorization: YOUR_API_KEY
Accept: */*

200Success

{
  "data": {
    "verification_entity": {
      "id": 1,
      "entity": 1,
      "status": "text",
      "provider": "text"
    }
  },
  "success": true,
  "message": "text"
}

post

Check whether a Tax ID Number is valid.

Return a 400 Error Response if the tax ID is not valid.

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Body

application/jsonapplication/x-www-form-urlencodedmultipart/form-data

Input to check valid tax ID numbers.

tax_id_numberstring · max: 255Required

The Tax ID Number to check

country_codeall ofRequired

The 2-letter country code

• US - United States of America
• CA - Canada
• AF - Afghanistan
• AX - Åland Islands
• AL - Albania
• DZ - Algeria
• AS - American Samoa
• AD - Andorra
• AO - Angola
• AI - Anguilla
• AQ - Antarctica
• AG - Antigua and Barbuda
• AR - Argentina
• AM - Armenia
• AW - Aruba
• AU - Australia
• AT - Austria
• AZ - Azerbaijan
• BS - Bahamas
• BH - Bahrain
• BD - Bangladesh
• BB - Barbados
• BY - Belarus
• BE - Belgium
• BZ - Belize
• BJ - Benin
• BM - Bermuda
• BT - Bhutan
• BO - Bolivia
• BQ - Bonaire, Sint Eustatius and Saba
• BA - Bosnia and Herzegovina
• BW - Botswana
• BV - Bouvet Island
• BR - Brazil
• IO - British Indian Ocean Territory
• BN - Brunei
• BG - Bulgaria
• BF - Burkina Faso
• BI - Burundi
• CV - Cabo Verde
• KH - Cambodia
• CM - Cameroon
• KY - Cayman Islands
• CF - Central African Republic
• TD - Chad
• CL - Chile
• CN - China
• CX - Christmas Island
• CC - Cocos (Keeling) Islands
• CO - Colombia
• KM - Comoros
• CG - Congo
• CD - Congo (the Democratic Republic of the)
• CK - Cook Islands
• CR - Costa Rica
• CI - Côte d'Ivoire
• HR - Croatia
• CU - Cuba
• CW - Curaçao
• CY - Cyprus
• CZ - Czechia
• DK - Denmark
• DJ - Djibouti
• DM - Dominica
• DO - Dominican Republic
• EC - Ecuador
• EG - Egypt
• SV - El Salvador
• GQ - Equatorial Guinea
• ER - Eritrea
• EE - Estonia
• SZ - Eswatini
• ET - Ethiopia
• FK - Falkland Islands (Malvinas)
• FO - Faroe Islands
• FJ - Fiji
• FI - Finland
• FR - France
• GF - French Guiana
• PF - French Polynesia
• TF - French Southern Territories
• GA - Gabon
• GM - Gambia
• GE - Georgia
• DE - Germany
• GH - Ghana
• GI - Gibraltar
• GR - Greece
• GL - Greenland
• GD - Grenada
• GP - Guadeloupe
• GU - Guam
• GT - Guatemala
• GG - Guernsey
• GN - Guinea
• GW - Guinea-Bissau
• GY - Guyana
• HT - Haiti
• HM - Heard Island and McDonald Islands
• VA - Holy See
• HN - Honduras
• HK - Hong Kong
• HU - Hungary
• IS - Iceland
• IN - India
• ID - Indonesia
• IR - Iran
• IQ - Iraq
• IE - Ireland
• IM - Isle of Man
• IL - Israel
• IT - Italy
• JM - Jamaica
• JP - Japan
• JE - Jersey
• JO - Jordan
• KZ - Kazakhstan
• KE - Kenya
• KI - Kiribati
• KW - Kuwait
• KG - Kyrgyzstan
• LA - Laos
• LV - Latvia
• LB - Lebanon
• LS - Lesotho
• LR - Liberia
• LY - Libya
• LI - Liechtenstein
• LT - Lithuania
• LU - Luxembourg
• MO - Macao
• MG - Madagascar
• MW - Malawi
• MY - Malaysia
• MV - Maldives
• ML - Mali
• MT - Malta
• MH - Marshall Islands
• MQ - Martinique
• MR - Mauritania
• MU - Mauritius
• YT - Mayotte
• MX - Mexico
• FM - Micronesia
• MD - Moldova
• MC - Monaco
• MN - Mongolia
• ME - Montenegro
• MS - Montserrat
• MA - Morocco
• MZ - Mozambique
• MM - Myanmar
• NA - Namibia
• NR - Nauru
• NP - Nepal
• NL - Netherlands
• NC - New Caledonia
• NZ - New Zealand
• NI - Nicaragua
• NE - Niger
• NG - Nigeria
• NU - Niue
• NF - Norfolk Island
• KP - North Korea
• MK - North Macedonia
• MP - Northern Mariana Islands
• NO - Norway
• OM - Oman
• PK - Pakistan
• PW - Palau
• PS - Palestine, State of
• PA - Panama
• PG - Papua New Guinea
• PY - Paraguay
• PE - Peru
• PH - Philippines
• PN - Pitcairn
• PL - Poland
• PT - Portugal
• PR - Puerto Rico
• QA - Qatar
• RE - Réunion
• RO - Romania
• RU - Russia
• RW - Rwanda
• BL - Saint Barthélemy
• SH - Saint Helena, Ascension and Tristan da Cunha
• KN - Saint Kitts and Nevis
• LC - Saint Lucia
• MF - Saint Martin (French part)
• PM - Saint Pierre and Miquelon
• VC - Saint Vincent and the Grenadines
• WS - Samoa
• SM - San Marino
• ST - Sao Tome and Principe
• SA - Saudi Arabia
• SN - Senegal
• RS - Serbia
• SC - Seychelles
• SL - Sierra Leone
• SG - Singapore
• SX - Sint Maarten (Dutch part)
• SK - Slovakia
• SI - Slovenia
• SB - Solomon Islands
• SO - Somalia
• ZA - South Africa
• GS - South Georgia and the South Sandwich Islands
• KR - South Korea
• SS - South Sudan
• ES - Spain
• LK - Sri Lanka
• SD - Sudan
• SR - Suriname
• SJ - Svalbard and Jan Mayen
• SE - Sweden
• CH - Switzerland
• SY - Syria
• TW - Taiwan
• TJ - Tajikistan
• TZ - Tanzania
• TH - Thailand
• TL - Timor-Leste
• TG - Togo
• TK - Tokelau
• TO - Tonga
• TT - Trinidad and Tobago
• TN - Tunisia
• TR - Türkiye
• TM - Turkmenistan
• TC - Turks and Caicos Islands
• TV - Tuvalu
• UG - Uganda
• UA - Ukraine
• AE - United Arab Emirates
• GB - United Kingdom
• UM - United States Minor Outlying Islands
• UY - Uruguay
• UZ - Uzbekistan
• VU - Vanuatu
• VE - Venezuela
• VN - Vietnam
• VG - Virgin Islands (British)
• VI - Virgin Islands (U.S.)
• WF - Wallis and Futuna
• EH - Western Sahara
• YE - Yemen
• ZM - Zambia
• ZW - Zimbabwe

string · enumOptional

• US - United States of America
• CA - Canada
• AF - Afghanistan
• AX - Åland Islands
• AL - Albania
• DZ - Algeria
• AS - American Samoa
• AD - Andorra
• AO - Angola
• AI - Anguilla
• AQ - Antarctica
• AG - Antigua and Barbuda
• AR - Argentina
• AM - Armenia
• AW - Aruba
• AU - Australia
• AT - Austria
• AZ - Azerbaijan
• BS - Bahamas
• BH - Bahrain
• BD - Bangladesh
• BB - Barbados
• BY - Belarus
• BE - Belgium
• BZ - Belize
• BJ - Benin
• BM - Bermuda
• BT - Bhutan
• BO - Bolivia
• BQ - Bonaire, Sint Eustatius and Saba
• BA - Bosnia and Herzegovina
• BW - Botswana
• BV - Bouvet Island
• BR - Brazil
• IO - British Indian Ocean Territory
• BN - Brunei
• BG - Bulgaria
• BF - Burkina Faso
• BI - Burundi
• CV - Cabo Verde
• KH - Cambodia
• CM - Cameroon
• KY - Cayman Islands
• CF - Central African Republic
• TD - Chad
• CL - Chile
• CN - China
• CX - Christmas Island
• CC - Cocos (Keeling) Islands
• CO - Colombia
• KM - Comoros
• CG - Congo
• CD - Congo (the Democratic Republic of the)
• CK - Cook Islands
• CR - Costa Rica
• CI - Côte d'Ivoire
• HR - Croatia
• CU - Cuba
• CW - Curaçao
• CY - Cyprus
• CZ - Czechia
• DK - Denmark
• DJ - Djibouti
• DM - Dominica
• DO - Dominican Republic
• EC - Ecuador
• EG - Egypt
• SV - El Salvador
• GQ - Equatorial Guinea
• ER - Eritrea
• EE - Estonia
• SZ - Eswatini
• ET - Ethiopia
• FK - Falkland Islands (Malvinas)
• FO - Faroe Islands
• FJ - Fiji
• FI - Finland
• FR - France
• GF - French Guiana
• PF - French Polynesia
• TF - French Southern Territories
• GA - Gabon
• GM - Gambia
• GE - Georgia
• DE - Germany
• GH - Ghana
• GI - Gibraltar
• GR - Greece
• GL - Greenland
• GD - Grenada
• GP - Guadeloupe
• GU - Guam
• GT - Guatemala
• GG - Guernsey
• GN - Guinea
• GW - Guinea-Bissau
• GY - Guyana
• HT - Haiti
• HM - Heard Island and McDonald Islands
• VA - Holy See
• HN - Honduras
• HK - Hong Kong
• HU - Hungary
• IS - Iceland
• IN - India
• ID - Indonesia
• IR - Iran
• IQ - Iraq
• IE - Ireland
• IM - Isle of Man
• IL - Israel
• IT - Italy
• JM - Jamaica
• JP - Japan
• JE - Jersey
• JO - Jordan
• KZ - Kazakhstan
• KE - Kenya
• KI - Kiribati
• KW - Kuwait
• KG - Kyrgyzstan
• LA - Laos
• LV - Latvia
• LB - Lebanon
• LS - Lesotho
• LR - Liberia
• LY - Libya
• LI - Liechtenstein
• LT - Lithuania
• LU - Luxembourg
• MO - Macao
• MG - Madagascar
• MW - Malawi
• MY - Malaysia
• MV - Maldives
• ML - Mali
• MT - Malta
• MH - Marshall Islands
• MQ - Martinique
• MR - Mauritania
• MU - Mauritius
• YT - Mayotte
• MX - Mexico
• FM - Micronesia
• MD - Moldova
• MC - Monaco
• MN - Mongolia
• ME - Montenegro
• MS - Montserrat
• MA - Morocco
• MZ - Mozambique
• MM - Myanmar
• NA - Namibia
• NR - Nauru
• NP - Nepal
• NL - Netherlands
• NC - New Caledonia
• NZ - New Zealand
• NI - Nicaragua
• NE - Niger
• NG - Nigeria
• NU - Niue
• NF - Norfolk Island
• KP - North Korea
• MK - North Macedonia
• MP - Northern Mariana Islands
• NO - Norway
• OM - Oman
• PK - Pakistan
• PW - Palau
• PS - Palestine, State of
• PA - Panama
• PG - Papua New Guinea
• PY - Paraguay
• PE - Peru
• PH - Philippines
• PN - Pitcairn
• PL - Poland
• PT - Portugal
• PR - Puerto Rico
• QA - Qatar
• RE - Réunion
• RO - Romania
• RU - Russia
• RW - Rwanda
• BL - Saint Barthélemy
• SH - Saint Helena, Ascension and Tristan da Cunha
• KN - Saint Kitts and Nevis
• LC - Saint Lucia
• MF - Saint Martin (French part)
• PM - Saint Pierre and Miquelon
• VC - Saint Vincent and the Grenadines
• WS - Samoa
• SM - San Marino
• ST - Sao Tome and Principe
• SA - Saudi Arabia
• SN - Senegal
• RS - Serbia
• SC - Seychelles
• SL - Sierra Leone
• SG - Singapore
• SX - Sint Maarten (Dutch part)
• SK - Slovakia
• SI - Slovenia
• SB - Solomon Islands
• SO - Somalia
• ZA - South Africa
• GS - South Georgia and the South Sandwich Islands
• KR - South Korea
• SS - South Sudan
• ES - Spain
• LK - Sri Lanka
• SD - Sudan
• SR - Suriname
• SJ - Svalbard and Jan Mayen
• SE - Sweden
• CH - Switzerland
• SY - Syria
• TW - Taiwan
• TJ - Tajikistan
• TZ - Tanzania
• TH - Thailand
• TL - Timor-Leste
• TG - Togo
• TK - Tokelau
• TO - Tonga
• TT - Trinidad and Tobago
• TN - Tunisia
• TR - Türkiye
• TM - Turkmenistan
• TC - Turks and Caicos Islands
• TV - Tuvalu
• UG - Uganda
• UA - Ukraine
• AE - United Arab Emirates
• GB - United Kingdom
• UM - United States Minor Outlying Islands
• UY - Uruguay
• UZ - Uzbekistan
• VU - Vanuatu
• VE - Venezuela
• VN - Vietnam
• VG - Virgin Islands (British)
• VI - Virgin Islands (U.S.)
• WF - Wallis and Futuna
• EH - Western Sahara
• YE - Yemen
• ZM - Zambia
• ZW - Zimbabwe

Possible values:

investor_typeall ofRequired

The investor type

• person - Person
• company - Company
• trust - Trust
• trust_ira - Trust Ira

string · enumOptional

• person - Person
• company - Company
• trust - Trust
• trust_ira - Trust Ira

Possible values:

is_us_citizenbooleanOptional

Whether the investor is a US citizen

Responses

200Success

application/json

post

/api_third_party/investors/check_tax_id_number_valid/

HTTPcURLJavaScriptPython

POST /api_third_party/investors/check_tax_id_number_valid/ HTTP/1.1
Authorization: YOUR_API_KEY
Content-Type: application/json
Accept: */*
Content-Length: 90

{
  "tax_id_number": "text",
  "country_code": "US",
  "investor_type": "person",
  "is_us_citizen": true
}

application/jsonapplication/x-www-form-urlencodedmultipart/form-data

200Success

{
  "data": {
    "is_valid": true
  },
  "success": true,
  "message": "text"
}

post

Return a workflow URL for ID upload.

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Body

application/jsonapplication/x-www-form-urlencodedmultipart/form-data

id_typeone ofOptional

string · enumOptional

• driver_license - Driver License
• passport - Passport
• non_driver_id - Non Driver Id
• other - Other

Possible values:

or

undefined · enumOptionalPossible values:

expiration_datestring · date · nullableOptional

Expiration Date of the ID if any

id_numberstring · max: 255Optional

ID Number of the ID to upload if any

regionstring · max: 255Optional

State/Province/Region of the ID to upload if any

countrystring · enumOptional

• US - United States of America
• CA - Canada
• AF - Afghanistan
• AX - Åland Islands
• AL - Albania
• DZ - Algeria
• AS - American Samoa
• AD - Andorra
• AO - Angola
• AI - Anguilla
• AQ - Antarctica
• AG - Antigua and Barbuda
• AR - Argentina
• AM - Armenia
• AW - Aruba
• AU - Australia
• AT - Austria
• AZ - Azerbaijan
• BS - Bahamas
• BH - Bahrain
• BD - Bangladesh
• BB - Barbados
• BY - Belarus
• BE - Belgium
• BZ - Belize
• BJ - Benin
• BM - Bermuda
• BT - Bhutan
• BO - Bolivia
• BQ - Bonaire, Sint Eustatius and Saba
• BA - Bosnia and Herzegovina
• BW - Botswana
• BV - Bouvet Island
• BR - Brazil
• IO - British Indian Ocean Territory
• BN - Brunei
• BG - Bulgaria
• BF - Burkina Faso
• BI - Burundi
• CV - Cabo Verde
• KH - Cambodia
• CM - Cameroon
• KY - Cayman Islands
• CF - Central African Republic
• TD - Chad
• CL - Chile
• CN - China
• CX - Christmas Island
• CC - Cocos (Keeling) Islands
• CO - Colombia
• KM - Comoros
• CG - Congo
• CD - Congo (the Democratic Republic of the)
• CK - Cook Islands
• CR - Costa Rica
• CI - Côte d'Ivoire
• HR - Croatia
• CU - Cuba
• CW - Curaçao
• CY - Cyprus
• CZ - Czechia
• DK - Denmark
• DJ - Djibouti
• DM - Dominica
• DO - Dominican Republic
• EC - Ecuador
• EG - Egypt
• SV - El Salvador
• GQ - Equatorial Guinea
• ER - Eritrea
• EE - Estonia
• SZ - Eswatini
• ET - Ethiopia
• FK - Falkland Islands (Malvinas)
• FO - Faroe Islands
• FJ - Fiji
• FI - Finland
• FR - France
• GF - French Guiana
• PF - French Polynesia
• TF - French Southern Territories
• GA - Gabon
• GM - Gambia
• GE - Georgia
• DE - Germany
• GH - Ghana
• GI - Gibraltar
• GR - Greece
• GL - Greenland
• GD - Grenada
• GP - Guadeloupe
• GU - Guam
• GT - Guatemala
• GG - Guernsey
• GN - Guinea
• GW - Guinea-Bissau
• GY - Guyana
• HT - Haiti
• HM - Heard Island and McDonald Islands
• VA - Holy See
• HN - Honduras
• HK - Hong Kong
• HU - Hungary
• IS - Iceland
• IN - India
• ID - Indonesia
• IR - Iran
• IQ - Iraq
• IE - Ireland
• IM - Isle of Man
• IL - Israel
• IT - Italy
• JM - Jamaica
• JP - Japan
• JE - Jersey
• JO - Jordan
• KZ - Kazakhstan
• KE - Kenya
• KI - Kiribati
• KW - Kuwait
• KG - Kyrgyzstan
• LA - Laos
• LV - Latvia
• LB - Lebanon
• LS - Lesotho
• LR - Liberia
• LY - Libya
• LI - Liechtenstein
• LT - Lithuania
• LU - Luxembourg
• MO - Macao
• MG - Madagascar
• MW - Malawi
• MY - Malaysia
• MV - Maldives
• ML - Mali
• MT - Malta
• MH - Marshall Islands
• MQ - Martinique
• MR - Mauritania
• MU - Mauritius
• YT - Mayotte
• MX - Mexico
• FM - Micronesia
• MD - Moldova
• MC - Monaco
• MN - Mongolia
• ME - Montenegro
• MS - Montserrat
• MA - Morocco
• MZ - Mozambique
• MM - Myanmar
• NA - Namibia
• NR - Nauru
• NP - Nepal
• NL - Netherlands
• NC - New Caledonia
• NZ - New Zealand
• NI - Nicaragua
• NE - Niger
• NG - Nigeria
• NU - Niue
• NF - Norfolk Island
• KP - North Korea
• MK - North Macedonia
• MP - Northern Mariana Islands
• NO - Norway
• OM - Oman
• PK - Pakistan
• PW - Palau
• PS - Palestine, State of
• PA - Panama
• PG - Papua New Guinea
• PY - Paraguay
• PE - Peru
• PH - Philippines
• PN - Pitcairn
• PL - Poland
• PT - Portugal
• PR - Puerto Rico
• QA - Qatar
• RE - Réunion
• RO - Romania
• RU - Russia
• RW - Rwanda
• BL - Saint Barthélemy
• SH - Saint Helena, Ascension and Tristan da Cunha
• KN - Saint Kitts and Nevis
• LC - Saint Lucia
• MF - Saint Martin (French part)
• PM - Saint Pierre and Miquelon
• VC - Saint Vincent and the Grenadines
• WS - Samoa
• SM - San Marino
• ST - Sao Tome and Principe
• SA - Saudi Arabia
• SN - Senegal
• RS - Serbia
• SC - Seychelles
• SL - Sierra Leone
• SG - Singapore
• SX - Sint Maarten (Dutch part)
• SK - Slovakia
• SI - Slovenia
• SB - Solomon Islands
• SO - Somalia
• ZA - South Africa
• GS - South Georgia and the South Sandwich Islands
• KR - South Korea
• SS - South Sudan
• ES - Spain
• LK - Sri Lanka
• SD - Sudan
• SR - Suriname
• SJ - Svalbard and Jan Mayen
• SE - Sweden
• CH - Switzerland
• SY - Syria
• TW - Taiwan
• TJ - Tajikistan
• TZ - Tanzania
• TH - Thailand
• TL - Timor-Leste
• TG - Togo
• TK - Tokelau
• TO - Tonga
• TT - Trinidad and Tobago
• TN - Tunisia
• TR - Türkiye
• TM - Turkmenistan
• TC - Turks and Caicos Islands
• TV - Tuvalu
• UG - Uganda
• UA - Ukraine
• AE - United Arab Emirates
• GB - United Kingdom
• UM - United States Minor Outlying Islands
• UY - Uruguay
• UZ - Uzbekistan
• VU - Vanuatu
• VE - Venezuela
• VN - Vietnam
• VG - Virgin Islands (British)
• VI - Virgin Islands (U.S.)
• WF - Wallis and Futuna
• EH - Western Sahara
• YE - Yemen
• ZM - Zambia
• ZW - Zimbabwe

Possible values:

Responses

200Success

application/json

post

/api_third_party/investors/create_id_upload_workflow_url/

HTTPcURLJavaScriptPython

POST /api_third_party/investors/create_id_upload_workflow_url/ HTTP/1.1
Authorization: YOUR_API_KEY
Content-Type: application/json
Accept: */*
Content-Length: 109

{
  "id_type": "driver_license",
  "expiration_date": "2026-02-04",
  "id_number": "text",
  "region": "text",
  "country": "US"
}

application/jsonapplication/x-www-form-urlencodedmultipart/form-data

200Success

{
  "data": {
    "workflow_url": "https://example.com"
  },
  "success": true,
  "message": "text"
}

get

Return the KYB-authorized Country codes.

Example return: { "success": true, "message": "", "data": { "country_codes": ["US", "CA"] } }

Authorizations

knoxAuth

AuthorizationstringOptional

Token-based authentication with required prefix "Token"

Responses

200Success

application/json

get

/api_third_party/investors/kyb_country_codes/

HTTPcURLJavaScriptPython

GET /api_third_party/investors/kyb_country_codes/ HTTP/1.1
Authorization: YOUR_API_KEY
Accept: */*

200Success

{
  "data": {
    "country_codes": [
      "US"
    ]
  },
  "success": true,
  "message": "text"
}

get

Return the KYC-authorized Country codes.

Example return: { "success": true, "message": "", "data": { "country_codes": ["US", "CA"] } }

Authorizations

knoxAuth

AuthorizationstringOptional

Token-based authentication with required prefix "Token"

Responses

200Success

application/json

get

/api_third_party/investors/kyc_country_codes/

HTTPcURLJavaScriptPython

GET /api_third_party/investors/kyc_country_codes/ HTTP/1.1
Authorization: YOUR_API_KEY
Accept: */*

200Success

{
  "data": {
    "country_codes": [
      "US"
    ]
  },
  "success": true,
  "message": "text"
}

get

List all the values of the provided fields.

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

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Query parameters

Responses

200Success

application/json

get

/api_third_party/investors/values/

HTTPcURLJavaScriptPython

GET /api_third_party/investors/values/ HTTP/1.1
Authorization: YOUR_API_KEY
Accept: */*

200Success

{
  "data": {
    "values": [
      {
        "entity__entityperson__first_name": null,
        "number_kyc_failed": true,
        "user__email": "[email protected]",
        "user": 1,
        "created_at": "2026-02-04T01:27:12.147Z",
        "upload_document": true,
        "user__first_name": "text",
        "entity__frozen_field_update_sponsor": 1,
        "individual_entity__first_name": "text",
        "entity__entityperson__last_name": null,
        "individual_entity": 1,
        "type": "person",
        "entity": 1,
        "user__last_name": "text",
        "individual_entity__last_name": "text",
        "entity__baseentitycompany__company_name": null,
        "id": 1
      }
    ],
    "count": 1
  },
  "success": true,
  "message": "text"
}

get

Management of invoices.

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Query parameters

idintegerOptional

id__ininteger[]Optional

Multiple values may be separated by commas.

investmentintegerOptional

investment__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.

Responses

200Success

application/json

get

/api_third_party/invoices/

HTTPcURLJavaScriptPython

GET /api_third_party/invoices/ HTTP/1.1
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,
      "investment": 1,
      "number": "text",
      "account_number": "text",
      "bank_name": "text",
      "fingerprint": "text",
      "routing_number": "text",
      "swift_code": "text",
      "beneficiary_name": "text",
      "beneficiary_address": "text"
    }
  ]
}

get

Management of invoices.

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Path parameters

idintegerRequired

A unique integer value identifying this invoice.

Responses

200Success

application/json

get

/api_third_party/invoices/{id}/

HTTPcURLJavaScriptPython

GET /api_third_party/invoices/{id}/ HTTP/1.1
Authorization: YOUR_API_KEY
Accept: */*

200Success

{
  "id": 1,
  "investment": 1,
  "number": "text",
  "account_number": "text",
  "bank_name": "text",
  "fingerprint": "text",
  "routing_number": "text",
  "swift_code": "text",
  "beneficiary_name": "text",
  "beneficiary_address": "text"
}

get

Management of KYB documents.

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Query parameters

entityintegerOptional

entity__ininteger[]Optional

Multiple values may be separated by commas.

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.

Responses

200Success

application/json

get

/api_third_party/kyb_documents/

HTTPcURLJavaScriptPython

GET /api_third_party/kyb_documents/ HTTP/1.1
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,
      "created_at": "2026-02-04T01:27:12.147Z",
      "entity": 1,
      "type": "other",
      "side": "front",
      "verified": true
    }
  ]
}

post

Management of KYB documents.

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Body

application/jsonapplication/x-www-form-urlencodedmultipart/form-data

idintegerRead-onlyRequired

created_atstring · date-timeRead-onlyRequired

entityintegerRequired

typestring · enumRequired

• other - Other

Possible values:

sideone ofOptional

string · enumOptional

• front - Front
• back - Back

Possible values:

or

undefined · enumOptionalPossible values:

verifiedboolean · nullableRead-onlyRequired

Whether the ID was verified

storage_contentstring · uri · nullableWrite-onlyOptional

Management of images and PDF files.

Pattern: (?:pdf)$

Responses

201Success

application/json

post

/api_third_party/kyb_documents/

HTTPcURLJavaScriptPython

POST /api_third_party/kyb_documents/ HTTP/1.1
Authorization: YOUR_API_KEY
Content-Type: application/json
Accept: */*
Content-Length: 82

{
  "entity": 1,
  "type": "other",
  "side": "front",
  "storage_content": "https://example.com"
}

application/jsonapplication/x-www-form-urlencodedmultipart/form-data

201Success

{
  "id": 1,
  "created_at": "2026-02-04T01:27:12.147Z",
  "entity": 1,
  "type": "other",
  "side": "front",
  "verified": true
}

get

Management of KYB documents.

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Path parameters

idintegerRequired

A unique integer value identifying this kyb document.

Responses

200Success

application/json

get

/api_third_party/kyb_documents/{id}/

HTTPcURLJavaScriptPython

GET /api_third_party/kyb_documents/{id}/ HTTP/1.1
Authorization: YOUR_API_KEY
Accept: */*

200Success

{
  "id": 1,
  "created_at": "2026-02-04T01:27:12.147Z",
  "entity": 1,
  "type": "other",
  "side": "front",
  "verified": true
}

get

API endpoints managing subscription agreements.

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Query parameters

idintegerOptional

id__ininteger[]Optional

Multiple values may be separated by commas.

investmentintegerOptional

investment__ininteger[]Optional

Multiple values may be separated by commas.

investment__offeringintegerOptional

investment__offering__ininteger[]Optional

Multiple values may be separated by commas.

investment__offering__slugstringOptional

investment__offering__slug__containsstringOptional

investment__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.

searchstringOptional

A search term.

subscription_agreement_templateintegerOptional

subscription_agreement_template__ininteger[]Optional

Multiple values may be separated by commas.

subscription_agreement_template__namestring · enumOptional

• subscription_agreement - The Offering Subscription Agreement
• subscription_agreement_2 - The Offering Second Subscription Agreement or relevant document
• subscription_agreement_3 - The Offering Third Subscription Agreement or relevant document
• subscription_agreement_us_only - The Offering Subscription Agreement for US investor only.
• subscription_agreement_ca_only - The Offering Subscription Agreement for Canadian investor only.
• subscription_agreement_ca_only_individual_only - The Offering Subscription Agreement for Canadian investor only.
• subscription_agreement_non_us_non_ca_only - The Offering Subscription Agreement for Non-US, Non-CA investors only
• subscription_agreement_non_us_only - The Offering Subscription Agreement for Non-US investors only

Possible values:

subscription_agreement_template__name__containsstringOptional

subscription_agreement_template__name__instring[]Optional

Multiple values may be separated by commas.

subscription_agreement_template__versionintegerOptional

subscription_agreement_template__version__ininteger[]Optional

Multiple values may be separated by commas.

Responses

200Success

application/json

get

/api_third_party/subscription_agreement_investor_signatures/

HTTPcURLJavaScriptPython

GET /api_third_party/subscription_agreement_investor_signatures/ HTTP/1.1
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,
      "investment": 1,
      "investor_signature_text": "text",
      "investor_signature_date": "2026-02-04T01:27:12.147Z",
      "signing_url": "text",
      "signed_at": "2026-02-04T01:27:12.147Z"
    }
  ]
}

post

API endpoints managing subscription agreements.

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Body

application/jsonapplication/x-www-form-urlencodedmultipart/form-data

idintegerRead-onlyRequired

investmentintegerRequired

investor_signature_textstring · max: 255Optional

investor_signature_datestring · date-time · nullableOptional

signing_urlstringRead-onlyRequired

Return the E-signing URL

signed_atstring · date-time · nullableRead-onlyRequired

document_nameall ofWrite-onlyRequired

string · enumOptional

• subscription_agreement - The Offering Subscription Agreement
• subscription_agreement_2 - The Offering Second Subscription Agreement or relevant document
• subscription_agreement_3 - The Offering Third Subscription Agreement or relevant document
• subscription_agreement_us_only - The Offering Subscription Agreement for US investor only.
• subscription_agreement_ca_only - The Offering Subscription Agreement for Canadian investor only.
• subscription_agreement_ca_only_individual_only - The Offering Subscription Agreement for Canadian investor only.
• subscription_agreement_non_us_non_ca_only - The Offering Subscription Agreement for Non-US, Non-CA investors only
• subscription_agreement_non_us_only - The Offering Subscription Agreement for Non-US investors only

Possible values:

document_versionintegerWrite-onlyRequired

investor_titlestringWrite-onlyOptional

facebook_fbcstringWrite-onlyOptional

facebook_fbpstringWrite-onlyOptional

Responses

201Success

application/json

post

/api_third_party/subscription_agreement_investor_signatures/

HTTPcURLJavaScriptPython

POST /api_third_party/subscription_agreement_investor_signatures/ HTTP/1.1
Authorization: YOUR_API_KEY
Content-Type: application/json
Accept: */*
Content-Length: 232

{
  "investment": 1,
  "investor_signature_text": "text",
  "investor_signature_date": "2026-02-04T01:27:12.147Z",
  "document_name": "subscription_agreement",
  "document_version": 1,
  "investor_title": "text",
  "facebook_fbc": "text",
  "facebook_fbp": "text"
}

application/jsonapplication/x-www-form-urlencodedmultipart/form-data

201Success

{
  "id": 1,
  "investment": 1,
  "investor_signature_text": "text",
  "investor_signature_date": "2026-02-04T01:27:12.147Z",
  "signing_url": "text",
  "signed_at": "2026-02-04T01:27:12.147Z"
}

get

API endpoints managing subscription agreements.

Authorizations

knoxAuth

AuthorizationstringRequired

Token-based authentication with required prefix "Token"

Path parameters

idintegerRequired

A unique integer value identifying this subscription agreement investor signature.

Responses

200Success

application/json

get

/api_third_party/subscription_agreement_investor_signatures/{id}/

HTTPcURLJavaScriptPython

GET /api_third_party/subscription_agreement_investor_signatures/{id}/ HTTP/1.1
Authorization: YOUR_API_KEY
Accept: */*

200Success

{
  "id": 1,
  "investment": 1,
  "investor_signature_text": "text",
  "investor_signature_date": "2026-02-04T01:27:12.147Z",
  "signing_url": "text",
  "signed_at": "2026-02-04T01:27:12.147Z"
}