Create Investment

Create a new SPV Investment. This this requires an Investor Passport which represents the Individual or Entity investing in a deal.

Request Body — REQUIRED
deal_id string — REQUIRED The id of the deal that should be associated with the investment.
passport_id string — REQUIRED The investor passport associated with the investor.
investor_email string — REQUIRED The email address of the investor.
total_committed_amount number The total amount committed by the investor into the deal.
carry_fee_percent number The carry fee to use if a side_letter is issued.
custom_carry_fee string The custom carry fee to use if a side_letter is issued.
management_fee_percent number The management fee to use if a side_letter is issued.
custom_management_fee number The custom management fee to use if a side_letter is issued.
management_fee_frequency string Possible values: [One-Time, Annually] The management fee frequency to use if a side_letter is issued.
metadata object Extra information to store with the investment.

Responses

200 Investment Created Schema _id string The investment's primary key. id string A virtual of _id. deal_id string The investments associated deal's id. phase string; Possible values: [new, invited, kyc-pending, generate-agreements, agreements-pending, signed, wired, ach, complete, declined, failed] The phase the investment is currently in. investor object The investor associated with the investment. passport_id string The Investor Passport associated with the investor. type string Possible values: [Entity, Individual] The investor is an Entity or an Individual name string The name of the investor. signer string The text to use for signing agreements. representative string The name of the representative if the investor is an Entity. title string The title of the representative if the investor is an Entity. email string The email address of the investor. total_committed_amount number The amount the investor committed to. side_letter boolean The investor is issued a side letter changing the default terms of the deal. carry_fee number The percentage carry charged by the SPV. Undefined if a custom carry fee is provided custom_carry_fee string Custom carry charged by the SPV. Undefined if carry fee is provided management_fee number The percentage management fee charged by the SPV. Undefined if a custom management fee is provided custom_management_fee string Custom management fee charged by the SPV. Undefined if management fee is provided management_fee_frequency string Possible values: [One-Time, Annually] The frequency the management fee is charged. custom_fields object Custom investment submission fields used to populate submission agreements. metadata object Extra information to store with the investment. updated_at string The last time the investment was updated. created_at string The time the investment was created.