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Stakeholders are the equity holders on your cap table — founders, employees, investors, advisors, and institutional entities. Every security must be linked to a stakeholder, so creating stakeholders is typically the first step when building out your cap table programmatically. The API supports cursor-based pagination and free-text search across displayName and email.

Endpoints


List stakeholders

Returns a cursor-paginated list of all stakeholders belonging to your organization. Filter by type, status, or search by name and email with the q parameter.

Query parameters

string
Free-text search against displayName and email. Case-insensitive partial match.
string
Filter by stakeholder type. One of INDIVIDUAL or INSTITUTION.
string
Filter by stakeholder status. One of CURRENT or FORMER.
number
default:"25"
Maximum results per page. Capped at 100.
string
Opaque cursor from a previous response’s nextCursor field. Omit to fetch from the beginning.

Response

object[]
Array of stakeholder objects.
string | null
Pass this value as cursor on the next request to retrieve the following page. null when you are on the last page.

Create a stakeholder

Creates a new stakeholder. Supports the Idempotency-Key request header — if you retry with the same key, the API returns the previously created stakeholder instead of creating a duplicate.

Request body

string
required
Short display name. Maximum 100 characters.
object
required
Legal name object.
string
required
INDIVIDUAL or INSTITUTION.
string
default:"CURRENT"
CURRENT or FORMER.
string
Contact email address.
string[]
default:"[]"
Array of relationship labels. Valid values: ADVISOR, BOARD_MEMBER, CONSULTANT, EMPLOYEE, EX_ADVISOR, EX_CONSULTANT, EX_EMPLOYEE, EXECUTIVE, FOUNDER, INVESTOR, OTHER.
string
Your internal identifier for this stakeholder. Maximum 100 characters.
string
Free-text notes. Maximum 2000 characters.
string
UUID of a source document to associate with this stakeholder.

Response

Returns 201 Created with the full stakeholder object and a Location header pointing to the new resource.

Get a stakeholder

Returns the stakeholder object. Field schema is identical to the list response items. Returns 404 if the stakeholder does not exist in your organization.

Update a stakeholder

Partial update — only include the fields you want to change. All body fields are optional.

Request body

All fields from the create request body are accepted; all are optional for PATCH. Returns 200 OK with the updated stakeholder object.

Delete a stakeholder

Returns 204 No Content on success.

Common errors

Use the Idempotency-Key header on all POST requests to safely handle network retries without creating duplicate stakeholders.