Submit Deal Request

This API is used to request a deal/escrow account through North Capital's escrow portal

Request Method : POST

Request Parameters

Parameter Required Type Description
clientID yes string Transact API Client ID
developerAPIKey yes string Transact API Developer API Key
offeringId yes string Offering ID generated through createOffering
portalUserContact yes string Email address of the user who will be submitting this request.
platformName no string The name of the online platform where the offering will be fundraising.
legalName yes string The legal name of the issuer of the securities
dealShortName no string Optional short name for the deal.
offerType yes string Regulation D - 506(b), Regulation D - 506(c), Regulation Crowdfunding, Regulation A+, Regulation S, Side-By-Side
otherExplanation no string If offerType is "other" please provide explanation
maximumAmount yes decimal The maximum amount that can be raised for the offering
issuerPrimaryContactName yes string The primary contact first and last name for the issuer
issuerPrimaryContactTitle yes string The title of the primary contact person.
issuerPrimaryContactPhone yes string The primary contact person phone number.
issuerPrimaryContactEmail yes string The primary contact person email address
issuerPrimaryCorporateAddressLine1 yes string The issuer's corporate address line 1
issuerPrimaryCorporateAddressLine2 no string The issuer's corporate address line 2
issuerPrimaryCorporateCity yes string The issuer's corporate address city
issuerPrimaryCorporateState yes string The issuer's corporate address state, province, or region
issuerPrimaryCorporateZip yes string The issuer's corporate address ZIP or postal code
issuerPrimaryCorporateCountry yes string The issuer's corporate address country
issuerCompanyStructure yes string The company structure of the issuer
issuerStateOfIncorporation yes string The company's state/province/region where their company is registered.
fundraisingMinimumAmountRequired yes string The minimum amount that needs to be raised in order for the raise to be successful. If there is not a minimum amount, please indicate so with a '0' minimum.
contingencyDate no string MM-DD-YYYY for which the fundraisingMinimumAmountRequired must be met. If there is no minimum, this question is not required.
additionalContingencies yes string Yes or No - Are there any additional contingencies that must be met in order for this offering to be successful?
additionalContingenciesExplained no string If there are additional contingencies, please explain those contingencies in this field.
additionalDetails no string Optional field to input any other relevant details for this offering.
escrowAccount yes string Yes or No - Would you like to open an escrow account for this deal?
linkToOfferingMaterials yes string Please provide a link or indicate where the location of the required due diligence documents.
escrowAccountExpirationDate no string MM-DD-YYYY for optional expiration date. Unless specified, escrow accounts expire 12 months after opening.

Sample Request

curl -k -X POST
-d clientID=GKrQl4m9FZ7rf3H
-d developerAPIKey=U4Msub8Kn7tkjUJ3Dv4F7kGOKyC8NAdRIjC
-d offeringId=25205
-d legalName=Ephron
-d offerType=Regulation D - 506(c)
-d maximumAmount=100000
-d issuerPrimaryContactName=Ephron Systems
-d issuerPrimaryContactTitle=Ble
-d issuerPrimaryContactPhone=1234678915
-d issuerPrimaryCorporateAddressLine1=1st floor
-d issuerPrimaryCorporateAddressLine2=wall street
-d issuerPrimaryCorporateCity=CBE
-d issuerPrimaryCorporateState=TN
-d issuerPrimaryCorporateZip=6547895
-d issuerPrimaryCorporateCountry=IN
-d issuerCompanyStructure=IT
-d issuerStateOfIncorporation=test
-d fundraisingMinimumAmountRequired=0
-d additionalContingencies=Yes
-d escrowAccount=yes
-d linkToOfferingMaterials=sfsfsf

Response Parameters

Parameter Type Description
statusCode string API Status Code
statusDesc string API Status Description
offeringDetails string Details of the matched offer array

Sample Response

    "statusCode": "101",
    "statusDesc": "Ok",
    "offeringDetails": [
            "offeringId": "25205",
            "portalUserContact": "",
            "platformName": "",
            "legalName": "Ephron",
            "dealShortName": "",
            "offerType": "Regulation D - 506(c)",
            "otherExplanation": "",
            "maximumAmount": "100000",
            "issuerPrimaryContactName": "Ephron Systems",
            "issuerPrimaryContactTitle": "Ble",
            "issuerPrimaryContactPhone": "1234678915",
            "issuerPrimaryContactEmail": "",
            "issuerPrimaryCorporateAddressLine1": "1st floor",
            "issuerPrimaryCorporateAddressLine2": "wall street",
            "issuerPrimaryCorporateCity": "CBE",
            "issuerPrimaryCorporateState": "TN",
            "issuerPrimaryCorporateZip": "6547895",
            "issuerPrimaryCorporateCountry": "IN",
            "issuerCompanyStructure": "IT",
            "issuerStateOfIncorporation": "test",
            "fundraisingMinimumAmountRequired": "0",
            "contingencyDate": "",
            "additionalContingencies": "Yes",
            "additionalContingenciesExplained": "",
            "additionalDetails": "",
            "escrowAccount": "yes",
            "linkToOfferingMaterials": "sfsfsf",
            "escrowAccountExpirationDate": "",
            "createdDate": "2022-07-25 08:40:30",
            "createdIpAddress": null
Click on the "Test it yourself" button to see how it works
Click on the "Error Codes" button to see list of error codes

ACH Distributions