Creates a new note in your selected app.

Creates a new portfolio company record in your account.

Retrieves a list of notes from your account.

Retrieves detailed information about a specific fund using its ID.

Fetches detailed performance metrics for a specific investment fund.

Retrieve detailed performance metrics for a specific portfolio company.

Retrieve a list of recently added portfolio company reports.

Retrieves a list of all portfolio companies associated with your account.

Allows you to make a custom API request to the service using your authorized account.

Searches for a specific FileConnection in your account.

Fetches available funds from your account.

Finds and retrieves key performance indicators (KPIs) for a specific portfolio company.

Uploads a file directly to the fund and portfolio company you choose.

Triggers when someone starts watching a note, so you can take action whenever a note gains a new watcher.

Triggers when someone starts watching a specific portfolio company, so you can stay updated on its activity.

Triggers when a Portfolio Company submits a new report, so you’ll be notified as soon as their report is received.

Triggers when specific KPIs for a selected Portfolio Company are being monitored.

Triggers when a new file is detected or an existing file is updated in the specified location.