DocsAPIPortfolio companies

Add portfolio company

Adds a company to a fund's portfolio. A company can be held by several funds, but only once per fund – a second attempt for the same pair returns a 409.

POST
/portfolio-companies
Body

Example: 42

Example: 1

Example: Seed

Example: 2021-03-01

Request Body

application/jsonOptional
company_idRequiredstring

Company the fund holds

Pattern: "^\\d+$"
fund_idRequiredstring

Fund that holds it

Pattern: "^\\d+$"
investment_phasestring

Stage the fund first invested at

date_of_first_investmentstring

Override for the date of first investment, used for sorting. Leave unset to derive it from the investments.

Pattern: "^\\d{4}-\\d{2}-\\d{2}$"
fieldsobject

Custom fields

Credentials

Bearer
curl -X POST "https://api.fundra.com/v1/portfolio-companies" \
  -H "Authorization: Bearer <token>" \
  -H "Content-Type: application/json" \
  -d '{
    "company_id": "42",
    "fund_id": "1",
    "investment_phase": "Seed",
    "date_of_first_investment": "2021-03-01",
    "fields": {
      "property1": null,
      "property2": null
    }
  }'

Portfolio company created

{
  "data": {
    "id": "10",
    "uuid": "V1StGXR8",
    "company_id": "42",
    "fund_id": "1",
    "investment_phase": "Seed",
    "date_of_first_investment": "2021-03-01",
    "fields": {
      "property1": null,
      "property2": null
    },
    "created_at": "2021-03-02T10:30:00Z",
    "updated_at": "2021-04-02T10:30:00Z"
  }
}

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