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 acrossDocumentation Index
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displayName and email.
Endpoints
| Method | Path | Description |
|---|---|---|
GET | /api/v1/stakeholders | List stakeholders (cursor-paginated) |
POST | /api/v1/stakeholders | Create a stakeholder |
GET | /api/v1/stakeholders/{id} | Get a single stakeholder |
PATCH | /api/v1/stakeholders/{id} | Partially update a stakeholder |
DELETE | /api/v1/stakeholders/{id} | Delete a stakeholder |
List stakeholders
Returns a cursor-paginated list of all stakeholders belonging to your organization. Filter bytype, status, or search by name and email with the q parameter.
Query parameters
Free-text search against
displayName and email. Case-insensitive partial match.Filter by stakeholder type. One of
INDIVIDUAL or INSTITUTION.Filter by stakeholder status. One of
CURRENT or FORMER.Maximum results per page. Capped at 100.
Opaque cursor from a previous response’s
nextCursor field. Omit to fetch from the beginning.Response
Array of stakeholder objects.
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 theIdempotency-Key request header — if you retry with the same key, the API returns the previously created stakeholder instead of creating a duplicate.
Request body
Short display name. Maximum 100 characters.
Legal name object.
INDIVIDUAL or INSTITUTION.CURRENT or FORMER.Contact email address.
Array of relationship labels. Valid values:
ADVISOR, BOARD_MEMBER, CONSULTANT, EMPLOYEE, EX_ADVISOR, EX_CONSULTANT, EX_EMPLOYEE, EXECUTIVE, FOUNDER, INVESTOR, OTHER.Your internal identifier for this stakeholder. Maximum 100 characters.
Free-text notes. Maximum 2000 characters.
UUID of a source document to associate with this stakeholder.
Response
Returns201 Created with the full stakeholder object and a Location header pointing to the new resource.
Get a stakeholder
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 forPATCH.
Returns 200 OK with the updated stakeholder object.
Delete a stakeholder
204 No Content on success.
Common errors
| Status | When it occurs |
|---|---|
400 | Malformed JSON in the request body. |
401 | Missing or invalid Authorization header. |
403 | The API key role does not have EDITOR permission. Required for POST, PATCH, and DELETE. |
404 | No stakeholder with the given id exists in your organization. |
422 | Request body failed schema validation. The response includes a field-level errors array. |
Use the
Idempotency-Key header on all POST requests to safely handle network retries without creating duplicate stakeholders.