Capital Company

• create_workspace — Use this when someone without a Capital Company account wants one for their firm. Opens a Capital Company workspace, an account and the firm’s team. Needs no si
• capital_company_create_fund — Use this when the user wants to set up an SPV or a fund — to pool investors’ money into one deal, such as buying a startup’s or a pre-IPO company’s shares, or t
• capital_company_invite_investors — Use this when the user wants to bring investors into one of their funds. Starts an invitation of investors to the fund by email address. Returns Capital Company
• capital_company_send_subscription_agreements — Use this when the user wants investors in one of their funds to sign their subscription agreements. Starts the signature requests. Returns Capital Company’s nex
• capital_company_send_capital_calls — Use this when the user wants a fund’s investors to pay in money they committed. Starts capital call notices to the investors of a fund class. Returns Capital Co
• capital_company_update_fund — Use this when the user wants to change a setting on one of their funds. Starts a change to the settings they name. Returns Capital Company’s next question, or t
• capital_company_edit_commitment — Use this when the user wants to change an investor’s existing commitment in one of their funds. Starts an edit to the fields they name. Returns Capital Company’
• capital_company_create_commitment — Use this when the user wants to record that an investor committed to one of their funds. Starts recording the new commitment. Returns Capital Company’s next que
• capital_company_create_invite_link — Use this when the user wants a link they can share so that investors can ask to join a class of one of their funds. Starts a new shareable invite link, with a l
• capital_company_update_invite_link — Use this when the user wants to rename a shareable invite link to one of their funds or change when it expires. Starts the change. Returns Capital Company’s nex
• capital_company_revoke_invite_link — Use this when the user wants a shareable invite link to one of their funds to stop working. Starts revoking it. Returns Capital Company’s next question, or the
• capital_company_set_invite_link_fees — Use this when the user wants investors who join through a shareable invite link to start on different fees. Starts setting the link’s fees: the class’s default,
• capital_company_add_fund_class — Use this when the user wants a new class in one of their existing funds, with its own fees or commitment limits. Starts adding the class. Returns Capital Compan
• capital_company_edit_fund_class — Use this when the user wants to change a class of one of their funds: its name, commitment limits, unit price, fees or admin fee reserve. Starts the change to t
• capital_company_update_capital_call — Use this when the user wants to change a capital call already made in one of their funds: its deadline or notes, or one investor’s amount. Starts the change. Re
• capital_company_resend_capital_call — Use this when the user wants investors reminded of a capital call they have not paid in full. Starts a reminder of the call’s notice to the investors they name,
• capital_company_cancel_capital_call — Use this when the user wants to cancel a capital call in one of their funds that nobody has paid. Starts the cancellation. Returns Capital Company’s next questi
• capital_company_remind_to_sign — Use this when the user wants investors in one of their funds reminded to sign the subscription agreement they were already sent — the ones they name, or everyon
• capital_company_resend_fund_invitations — Use this when the user wants invitations to one of their funds sent again to the investors already invited. Starts resending them to the addresses each invitati
• capital_company_withdraw_fund_invitations — Use this when the user wants to withdraw invitations to one of their funds that nothing has come of yet — one sent to the wrong person or sent twice. Starts wit
• capital_company_approve_investor_kyc — Use this when the user wants to approve the KYC questionnaire an investor submitted to one of their funds. Starts the approval of the questionnaires they name.
• capital_company_ask — Use this when the user asks about their own funds on Capital Company, or how Capital Company works. Answers a question about the user’s team and funds from Capi
• capital_company_reply — Sends the user’s answer to Capital Company’s last question, in their own words. Returns Capital Company’s next question, or a proposal for the user to confirm.
• capital_company_confirm — Sends the user’s answer, confirm or decline, to a Confirmation from Capital Company. Confirming carries out what it describes; declining carries out nothing, an
• capital_company_show_confirmation — Shows a Confirmation from Capital Company on its card, where the user can confirm or decline it. Changes nothing.
• capital_company_claim — For someone without a Capital Company account who said yes to a proposal: emails a sign-in link to the address they give. Opening the link verifies the address
• capital_company_conversation — Reads the user’s current conversation with Capital Company, including the outcome of anything they confirmed and whether it is waiting on them. Changes nothing.

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