Private equity portfolio monitoring platform. Manage companies, custom fields, deals, funds, and portfolios.
List all portfolio companies
Get a company by identifier
Create a company
Update a company
Delete a company
List all custom fields
Get a custom field by identifier
Create a custom field
Update a custom field
Delete a custom field
List custom field values for entities
Get a custom field value by identifier
Create a custom field value
Update a single custom field value
Batch update custom field values
Delete a custom field value
List deals with optional filters
Get a deal by identifier
Create a deal
Batch update deals
Delete a single deal
Batch delete deals
List all funds
Get a fund by identifier
Create a fund
Update a fund
Delete a fund
List all portfolios
Get a portfolio by identifier
Create a portfolio
Update a portfolio
Delete a portfolio
List all currencies
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