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API reference

API: Packs: fundraising

Markdown version

MethodPathWhat it doesScope
GET/v1/packs/fundraising/briefs/:idOne pre-meeting brief (the link in its notification)packs:read
PATCH/v1/packs/fundraising/captures/:idMark a captured commitment or next step done (or open again)packs:write
PATCH/v1/packs/fundraising/faq/:idWrite the best current answer to a question (the founder)settings:write
GET/v1/packs/fundraising/investors/:idAn investor: stage history, captured questions, objections, commitments and next steps, briefspacks:read
PATCH/v1/packs/fundraising/investors/:idChange an investor's stage or details (the founder)settings:write
POST/v1/packs/fundraising/investors/:id/briefA brief for a meeting with this investor (optionally a calendar meeting), nowpacks:read
POST/v1/packs/fundraising/investors/:id/introAsk for an intro along a warm path (the founder): a task for the teammate, or an email from their mailbox that waits for their approvalsettings:write
GET/v1/packs/fundraising/investors/:id/warm-pathsWarm paths to an investor: a teammate who knows them, or someone they know who's been in meetings and threads with the investorpacks:read
POST/v1/packs/fundraising/proposals/decideApprove (optionally edited, one at a time) or reject proposals (the founder); an approved one is written nowsettings:write
GET/v1/packs/fundraising/raisesRaises you can seepacks:read
POST/v1/packs/fundraising/raisesStart a raise (the founder): round, target, team, investor-fit profile, scopesettings:write
GET/v1/packs/fundraising/raises/:idA raise with its dashboard: pipeline by stage, committed, proposals waiting, overdue next steps, open commitmentspacks:read
PATCH/v1/packs/fundraising/raises/:idChange a raise, its team, fit profile or scope (turning recurring sync, capture, briefs or the digest on or off) (the founder)settings:write
POST/v1/packs/fundraising/raises/:id/bookface/exportThe approved pipeline as a CSV for Bookface (pending proposals aren't included) (the founder)settings:write
POST/v1/packs/fundraising/raises/:id/bookface/importRead your Bookface Fundraising CRM CSV into proposals (new investors, stage and field changes); nothing changes until you approve (the founder)settings:write
GET/v1/packs/fundraising/raises/:id/briefsPre-meeting briefspacks:read
POST/v1/packs/fundraising/raises/:id/captureCapture a meeting with an investor: questions, objections, commitments, next steps (questions go into the FAQ)packs:write
POST/v1/packs/fundraising/raises/:id/digestMake today's digest and deliver it privately (to you, and the team if you chose) (the founder)settings:write
GET/v1/packs/fundraising/raises/:id/digestsPrivate digests already madepacks:read
GET/v1/packs/fundraising/raises/:id/faqThe raise's FAQ: each question investors asked, how often, by whom, and your best current answerpacks:read
GET/v1/packs/fundraising/raises/:id/investorsThe raise's investors (by stage), with fit and last contactpacks:read
POST/v1/packs/fundraising/raises/:id/investorsAdd an investor to the pipeline (the founder)settings:write
POST/v1/packs/fundraising/raises/:id/mailboxOpt your own mail and calendar into (or out of) this raise's evidence; an owner can take someone else's outpacks:write
GET/v1/packs/fundraising/raises/:id/proposalsProposed changes and prospects, with their evidencepacks:read
POST/v1/packs/fundraising/raises/:id/prospects/edgarNew venture funds from SEC Form D filings, as prospects to approve (the founder)settings:write
POST/v1/packs/fundraising/raises/:id/prospects/teamInvestors your team already knows (two-way relationships), as prospects to approve (the founder)settings:write
POST/v1/packs/fundraising/raises/:id/reconcileSync the pipeline with email, calendar and meeting evidence now: last contact, and stage proposals for you to approve (the founder)settings:write

Examples

GET /v1/packs/fundraising/briefs/$ID

One pre-meeting brief (the link in its notification)

curl -s "https://api.closefinch.com/v1/packs/fundraising/briefs/$ID" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/briefs/${id}`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

PATCH /v1/packs/fundraising/captures/$ID

Mark a captured commitment or next step done (or open again)

curl -s -X PATCH "https://api.closefinch.com/v1/packs/fundraising/captures/$ID" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/captures/${id}`, {
  method: "PATCH",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

PATCH /v1/packs/fundraising/faq/$ID

Write the best current answer to a question (the founder)

curl -s -X PATCH "https://api.closefinch.com/v1/packs/fundraising/faq/$ID" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/faq/${id}`, {
  method: "PATCH",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

GET /v1/packs/fundraising/investors/$ID

An investor: stage history, captured questions, objections, commitments and next steps, briefs

curl -s "https://api.closefinch.com/v1/packs/fundraising/investors/$ID" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/investors/${id}`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

PATCH /v1/packs/fundraising/investors/$ID

Change an investor's stage or details (the founder)

curl -s -X PATCH "https://api.closefinch.com/v1/packs/fundraising/investors/$ID" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/investors/${id}`, {
  method: "PATCH",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

POST /v1/packs/fundraising/investors/$ID/brief

A brief for a meeting with this investor (optionally a calendar meeting), now

curl -s -X POST "https://api.closefinch.com/v1/packs/fundraising/investors/$ID/brief" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/investors/${id}/brief`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

POST /v1/packs/fundraising/investors/$ID/intro

Ask for an intro along a warm path (the founder): a task for the teammate, or an email from their mailbox that waits for their approval

curl -s -X POST "https://api.closefinch.com/v1/packs/fundraising/investors/$ID/intro" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/investors/${id}/intro`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

GET /v1/packs/fundraising/investors/$ID/warm-paths

Warm paths to an investor: a teammate who knows them, or someone they know who's been in meetings and threads with the investor

curl -s "https://api.closefinch.com/v1/packs/fundraising/investors/$ID/warm-paths" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/investors/${id}/warm-paths`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

POST /v1/packs/fundraising/proposals/decide

Approve (optionally edited, one at a time) or reject proposals (the founder); an approved one is written now

curl -s -X POST "https://api.closefinch.com/v1/packs/fundraising/proposals/decide" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/proposals/decide`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

GET /v1/packs/fundraising/raises

Raises you can see

curl -s "https://api.closefinch.com/v1/packs/fundraising/raises" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/raises`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

POST /v1/packs/fundraising/raises

Start a raise (the founder): round, target, team, investor-fit profile, scope

curl -s -X POST "https://api.closefinch.com/v1/packs/fundraising/raises" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/raises`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

GET /v1/packs/fundraising/raises/$ID

A raise with its dashboard: pipeline by stage, committed, proposals waiting, overdue next steps, open commitments

curl -s "https://api.closefinch.com/v1/packs/fundraising/raises/$ID" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/raises/${id}`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

PATCH /v1/packs/fundraising/raises/$ID

Change a raise, its team, fit profile or scope (turning recurring sync, capture, briefs or the digest on or off) (the founder)

curl -s -X PATCH "https://api.closefinch.com/v1/packs/fundraising/raises/$ID" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/raises/${id}`, {
  method: "PATCH",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

POST /v1/packs/fundraising/raises/$ID/bookface/export

The approved pipeline as a CSV for Bookface (pending proposals aren't included) (the founder)

curl -s -X POST "https://api.closefinch.com/v1/packs/fundraising/raises/$ID/bookface/export" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/raises/${id}/bookface/export`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

POST /v1/packs/fundraising/raises/$ID/bookface/import

Read your Bookface Fundraising CRM CSV into proposals (new investors, stage and field changes); nothing changes until you approve (the founder)

curl -s -X POST "https://api.closefinch.com/v1/packs/fundraising/raises/$ID/bookface/import" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/raises/${id}/bookface/import`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

GET /v1/packs/fundraising/raises/$ID/briefs

Pre-meeting briefs

curl -s "https://api.closefinch.com/v1/packs/fundraising/raises/$ID/briefs" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/raises/${id}/briefs`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

POST /v1/packs/fundraising/raises/$ID/capture

Capture a meeting with an investor: questions, objections, commitments, next steps (questions go into the FAQ)

curl -s -X POST "https://api.closefinch.com/v1/packs/fundraising/raises/$ID/capture" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/raises/${id}/capture`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

POST /v1/packs/fundraising/raises/$ID/digest

Make today's digest and deliver it privately (to you, and the team if you chose) (the founder)

curl -s -X POST "https://api.closefinch.com/v1/packs/fundraising/raises/$ID/digest" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/raises/${id}/digest`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

GET /v1/packs/fundraising/raises/$ID/digests

Private digests already made

curl -s "https://api.closefinch.com/v1/packs/fundraising/raises/$ID/digests" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/raises/${id}/digests`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

GET /v1/packs/fundraising/raises/$ID/faq

The raise's FAQ: each question investors asked, how often, by whom, and your best current answer

curl -s "https://api.closefinch.com/v1/packs/fundraising/raises/$ID/faq" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/raises/${id}/faq`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

GET /v1/packs/fundraising/raises/$ID/investors

The raise's investors (by stage), with fit and last contact

curl -s "https://api.closefinch.com/v1/packs/fundraising/raises/$ID/investors" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/raises/${id}/investors`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

POST /v1/packs/fundraising/raises/$ID/investors

Add an investor to the pipeline (the founder)

curl -s -X POST "https://api.closefinch.com/v1/packs/fundraising/raises/$ID/investors" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/raises/${id}/investors`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

POST /v1/packs/fundraising/raises/$ID/mailbox

Opt your own mail and calendar into (or out of) this raise's evidence; an owner can take someone else's out

curl -s -X POST "https://api.closefinch.com/v1/packs/fundraising/raises/$ID/mailbox" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/raises/${id}/mailbox`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

GET /v1/packs/fundraising/raises/$ID/proposals

Proposed changes and prospects, with their evidence

curl -s "https://api.closefinch.com/v1/packs/fundraising/raises/$ID/proposals" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/raises/${id}/proposals`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

POST /v1/packs/fundraising/raises/$ID/prospects/edgar

New venture funds from SEC Form D filings, as prospects to approve (the founder)

curl -s -X POST "https://api.closefinch.com/v1/packs/fundraising/raises/$ID/prospects/edgar" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/raises/${id}/prospects/edgar`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

POST /v1/packs/fundraising/raises/$ID/prospects/team

Investors your team already knows (two-way relationships), as prospects to approve (the founder)

curl -s -X POST "https://api.closefinch.com/v1/packs/fundraising/raises/$ID/prospects/team" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/raises/${id}/prospects/team`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

POST /v1/packs/fundraising/raises/$ID/reconcile

Sync the pipeline with email, calendar and meeting evidence now: last contact, and stage proposals for you to approve (the founder)

curl -s -X POST "https://api.closefinch.com/v1/packs/fundraising/raises/$ID/reconcile" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/packs/fundraising/raises/${id}/reconcile`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

Request and response schemas: https://www.closefinch.com/openapi.json. All resources: API reference.

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