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Deal Management Platform API Docs

The Deal Management Platform API documentation outlines features for user authentication, profile management, and deal engagement between startups and investors. It includes functionalities for messaging, document management, dashboards, notifications, specialist assessments, task management, and event organization. Additionally, it facilitates travel and networking for LPs and PLPs to enhance participation in events.

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5 views2 pages

Deal Management Platform API Docs

The Deal Management Platform API documentation outlines features for user authentication, profile management, and deal engagement between startups and investors. It includes functionalities for messaging, document management, dashboards, notifications, specialist assessments, task management, and event organization. Additionally, it facilitates travel and networking for LPs and PLPs to enhance participation in events.

Uploaded by

hungpt.se
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Deal Management Platform - API Documentation

1. User & Authentication

Handles registration, login, and profile management for all users including investors, startups, sector

specialists, LPs, and PLPs.

2. Startup & Investor Profiles

Enables visibility into startup and investor profiles. Investors can browse startups to discover potential deals.

3. Deal Management

Admins or startups can create new deals. Deals include startup information, documents, and specialist

assessments.

4. Deal Engagement

Investors can express interest in deals. Startups can view interested investors. This builds early engagement

and visibility.

5. Messaging

Allows direct communication between startups and investors through a threaded messaging system.

6. Document Management

Supports upload, listing, and deletion of deal-related documents like pitch decks and financials.

7. Dashboards

Provides dashboards tailored to user roles (startups, investors) summarizing their engagements, deal status,

and activities.

8. Notifications
Deal Management Platform - API Documentation

Alerts users about key updates like new messages, deal interests, assessments, event invites, etc.

9. Specialist Assessment

Sector specialists assess startups based on criteria like innovation and market fit. Includes roles for main and

secondary reviewers.

10. Kanban Task Management

Main and secondary specialists manage their evaluation tasks on a visual Kanban board with drag-and-drop

workflow and comments.

11. Event & Conference Management

VC firm organizes events for LPs and PLPs. Users can view event details, register, and see schedules to

enhance participation.

12. Travel & Networking

LPs/PLPs can plan travel for events, schedule meetings, and manage itineraries. Enhances coordination and

networking opportunities.

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