API and Integrations - Adding a Single Investment | support.carta.com

Adding a Single Investment

Method and URL

Sample Request Header

#FORMULATING THE HEADER WITH FUND ID AND API KEY. REPLACE THE VALUE WITHIN {{ }} WITH #YOUR FUND ID AND API KEY

curl https://tactycapi.com/api/fund/{{FUND_ID}}/investment -X POST -H 'Authorization:{{API KEY}}'

Sample Request Body

The body of your API request must be a JSON field contain the following required fields:

• Name: Name of the portfolio company ( string)
• Investment Date: Date of the investment. Must be in "MMM-YYYY" format, for e.g. "Jan-2023" (string)
• Investment Month: Month of the investment between 1 and 12 where 1 = January and 12 =
• Round: The name of the round for e.g. "Seed" (string)
• Amount: Amount invested ( number)
• Pre-Money Valuation: Pre-Money Valuation of the round. For SAFEs or Convertible Notes enter the cap instead ( number)
• Round Size: The financing raised by the company in this round (number)
• Exit Month (Optional): Months to exit since the round
• Exit Valuation (Optional): Company valuation at exit

  #SAMPLE BODY IN REQUEST

{
   "investmentDate": "Mar-2023",
   "name": "Saturn",
   "round": "Seed",
   "amount": 1000000.0,
   "preMoneyValuation": 10000000.0,
   "roundSize": 2000000,
   "sector": ["FinTech", "SaaS"],
   "tags": "FinTech, Saas",
   "exitMonth": 60,
   "exitValuation:: 100000000
}

Sample Response

A successful creation of a new investment will result in the following response with a status code of 200. The output fields in the response are:

• Investment ID: Identifier for this investment within Fund Forecasting's fund instance. This is unique across investments but is not unique across performance cases.
• Case ID: This is a unique ID for each performance case defined for an investment. By default, each investment must have at least 1 performance case.

{
    "status": 200,
    "body": {
        "investmentId": "OyZVlx8aD_",
        "caseId": "EtEEYHW_U",
        "name": "Saturn"
    }
}