Investors

Investor information includes both legal information about investors and the specifics of their investment in a Fund.

Field	Data Type	Description
id	UUID	This is the Investor's Flow ID.
investment_account.legal_name	String	The full legal name of the investor.
investment_account.display_name	String	The name that is displayed on Flow's platform (can differ from the legal name if the investor specifies a dba or other name they want displayed on the platform).
investment_account.investor_type	String	The category of investor type (i.e. individual, joint, entity, trust).
investment_account.entity_type	String	The entity type for the investor (e.g. LLC, partnership, corporation).
investment_account.entity_subtype	String	For LLC entity types, the tax classification of the entity (i.e. partnership, s corp, c corp).
investment_account.trust_type	String	For investors investing through a trust, the type of trust (e.g. revocable, irrevocable, grantor, etc.).
investment_account.trust_subtype	String	For investors investing through a trust, the subtype of the specified trust type.
investment_account.address.line_one	String	The investor's street address.
investment_account.address.line_two	String	Unit, suite, or apartment number.
investment_account.address.state	String	The state of the investor's address.
investment_account.address.postal	String	The postal code of the investor's address.
investment_account.address.city	String	The city of the investor's address.
investment_account.address.country	String	The country of the investor's address.
investment_account.bank.account_name	String	The name on the bank account specified by the investor to receive distributions from the Fund.
investment_account.bank.account_number	String	The bank account number.
investment_account.bank.name	String	The bank name.
investment_account.bank.routing number	String	The bank routing number.
investment_account.bank.swift_code	String	The bank SWIFT code (for international investors).
investment_account.bank.additional instructions	String	Any additional wire instructions specified by the investor.
total_capital_due	String	The total amount of capital the investor owes to the Fund.
carry_percent	String	The percent of carry charged to the investor.
contributed_amount	String	The amount that this investor has contributed to the fund.
contributed_at	String	The date and time at which this investor contributed to this fund.
phone_number	String	The phone number associated with this investor.
joint_legal_name	String	The legal name of the co-investor in the case of a joint investment.
joint_email	String	The email address of the co-investor in the case of a joint investment.
fax_number	String	The fax number for this investor.
date_invited	String	The date and time at which an invitation to join the Fund was sent to the investor through Flow's platform.
life_distributions	String	Distributions to the investor over the life of the Fund.
management_fee_percent	String	The management fee charged to this investor expressed as a percent.
net_asset_value	String	The net asset value of the investor’s investment.
ownership_percent	String	The investor’s ownership percentage within the Fund.
total_received	String	The total amount of funds received by the investor.
unfunded_commitment_amount	String	The amount of the investor’s commitment that the investor has not yet paid in to the Fund.
primary contact.first_name	String	The first name of the primary contact for this investor.
primary contact.middle_name	String	The middle name of the primary contact for this investor.
primary contact.last_name	String	The last name of the primary contact for this investor.
primary contact.full_name	String	The first name, middle name, and last name of the point of contact for this investor.
primary contact.email	String	The email for the primary contact for this investor.
tax_id	String	The tax ID number for the investor.
tax_id_type	String	The type of tax ID (e.g. ein, ssn).
team members.member_name	String	The name of an additional team member on the investor's account.
team members.member_email	String	The email address of an additional team member of the investor's account.

Get All Investors Associated with a Fund

Get all Investors who have invested in a specific Fund associated with your token.

GET https://api.flowinc.app/customerapi/funds/FUND_ID/investors

This endpoint retrieves all Investors for a specific Fund.

Path Parameters

Name	Type	Description
fund_id*	String	The UUID of a Fund associated with your token.

200

[
    {
        "id": "843703d4-ff7b-4f52-816e-e79ceee1c1c8",
        "investment_account": {
            "legal_name": "Jack Hill, LLC",
            "display_name": "Jack Hill",
            "address": {
                "line_one": "123 Main Street",
                "line_two": "Suite 3",
                "city": "New York",
                "state": "ny",
                "postal": "10009",
                "country": "US"
            },
            "bank": {
                "account_name": "Jack Hill",
                "account_number": "08604847",
                "bank_name": "Bank Name",
                "routing_number": "147299826",
                "swift_code": "AAAABB11222",
                "additional_instructions": "Instructions."
            },
            "phone_number": "555.555.5555",
            "fax_number": "777.777.7777",
            "investor_type": "joint",
            "joint_legal_name": "Jack and Jill Hill",
            "joint_email": "[e-mail]",
            "entity_type": "llc",
            "entity_subtype": "partnership",
            "trust_type": "irrevocable",
            "trust_subtype": "descendants",
            "tax_id": "291-01-9101",
            "tax_id_type": "ssn"
        },
        "primary_contact": {
            "first_name": "John",
            "middle_name": "Ralph",
            "last_name": "Hill",
            "email": "[e-mail]",
            "full_name": "John Ralph Doe"
        },
        "team_members": [
            {
                "member_name": "John Ralph Hill",
                "member_email": "[e-mail]"
            },
            {
                "member_name": "Jill Hill",
                "member_email": "[e-mail]"
            }
        ],
        "date_invited": "2021-09-24T21:46:45.271Z",
        "commitment_amount": "20000.0",
        "management_fee_amount": "400.0",
        "management_fee_percent": "2.0",
        "expense_reserve_amount": "0.0",
        "total_capital_due": "20000.0",
        "contributed_amount": "20000.0",
        "contributed_at": "2021-09-24T21:46:45.271Z",
        "total_received": "20000.0",
        "unfunded_commitment_amount": "0.0",
        "carry_percent": "20.0",
        "ownership_percent": "66.6667",
        "life_distributions": "0.0",
        "net_asset_value": "0.0"
    },
    [...]
]

401: Unauthorized

{
    "error": "Bad token"
}

404: Not Found

{
    "error": "Fund not available"
}

You must replace FUND_ID with the UUID of the fund you are trying to access.

You must replace YOUR_JWT with the JWT provided to you by Flow.

curl

curl "https://api.flowinc.app/customerapi/funds/FUND_ID/investors" \
        -H "Authorization: Bearer YOUR_JWT"

Ruby

require 'json'
require 'net/http'

fund_id = 'FUND_ID'
token = 'YOUR_JWT'

uri = URI("https://api.flowinc.app/customerapi/funds/#{fund_id}/investors")
params = Net::HTTP::Get.new(uri)
params['Authorization'] = "Bearer #{token}"

response = Net::HTTP.start(uri.hostname, uri.port, use_ssl: true) { |http| http.request(params) }
puts JSON.parse(response.body)

Js

const url = 'https://api.flowinc.app/customerapi/funds/FUND_ID/investors'

fetch(url, {
    method: "GET",
    headers: {
      "Authorization": "Bearer YOUR_JWT",
      "Content-Type": "application/json"
    }
})
.then(response => {
    return response.json();
})

Good to know: Investor information is scoped to specific funds in which they have invested. While you may have multiple funds associated with your API token, you will need to query each fund separately in order to obtain information on all of your investors.

Get Single Investor

Get a single Investor who has invested in a Fund associated with your token.

GET https://api.flowinc.app/customerapi/funds/FUND_ID/investors/INVESTOR_ID

This endpoint retrieves a single Investor you have access to.

Path Parameters

Name	Type	Description
fund_id*	String	The UUID of a Fund associated with your token.
investor_id*	String	The UUID of an Investor in the Fund specified by your fund_id.

200: OK

{
    "id": "843703d4-ff7b-4f52-816e-e79ceee1c1c8",
    "investment_account": {
        "legal_name": "Jack Hill, LLC",
        "display_name": "Jack Hill",
        "address": {
            "line_one": "123 Main Street",
            "line_two": "Suite 3",
            "city": "New York",
            "state": "ny",
            "postal": "10009",
            "country": "US"
        },
        "bank": {
            "account_name": "Jack Hill",
            "account_number": "08604847",
            "bank_name": "Bank Name",
            "routing_number": "147299826",
            "swift_code": "AAAABB11222",
            "additional_instructions": "Instructions."
        },
        "phone_number": "555.555.5555",
        "fax_number": "777.777.7777",
        "investor_type": "joint",
        "joint_legal_name": "Jack and Jill Hill",
        "joint_email": "[e-mail]",
        "entity_type": "llc",
        "entity_subtype": "partnership",
        "trust_type": "irrevocable",
        "trust_subtype": "descendants",
        "tax_id": "555-55-5555",
        "tax_id_type": "ssn"
    },
    "primary_contact": {
        "first_name": "John",
        "middle_name": "Ralph",
        "last_name": "Hill",
        "email": "[e-mail]",
        "full_name": "John Ralph Doe"
    },
    "team_members": [
        {
            "member_name": "John Ralph Hill",
            "member_email": "[e-mail]"
        },
        {
            "member_name": "Jill Hill",
            "member_email": "[e-mail]"
        }
    ],
    "date_invited": "2021-09-24T21:46:45.271Z",
    "commitment_amount": "20000.0",
    "management_fee_amount": "400.0",
    "management_fee_percent": "2.0",
    "expense_reserve_amount": "0.0",
    "total_capital_due": "20000.0",
    "contributed_amount": "20000.0",
    "contributed_at": "2021-09-24T21:46:45.271Z",
    "total_received": "20000.0",
    "unfunded_commitment_amount": "0.0",
    "carry_percent": "20.0",
    "ownership_percent": "66.6667",
    "life_distributions": "0.0",
    "net_asset_value": "0.0"
}

401: Unauthorized

{
    "error": "Bad token"
}

404: Not Found

{
    "error": "Not Found"
}

This request requires both a FUND_ID and an INVESTOR_ID.

As above, you must replace YOUR_JWT with the JWT provided to you by Flow.

curl

curl "https://api.flowinc.app/customerapi/funds/FUND_ID/investors/INVESTOR_ID" \
        -H "Authorization: Bearer YOUR_JWT"

Ruby

require 'json'
require 'net/http'

fund_id = 'FUND_ID'
investor_id = 'INVESTOR_ID'
token = 'YOUR_JWT'

uri = URI("https://api.flowinc.app/customerapi/funds/#{fund_id}/investors/#{investor_id}")
params = Net::HTTP::Get.new(uri)
params['Authorization'] = "Bearer #{token}"

response = Net::HTTP.start(uri.hostname, uri.port, use_ssl: true) { |http| http.request(params) }
puts JSON.parse(response.body)

Js

const url = 'https://api.flowinc.app/customerapi/funds/FUND_ID/investors/INVESTOR_ID'

fetch(url, {
    method: "GET",
    headers: {
      "Authorization": "Bearer YOUR_JWT",
      "Content-Type": "application/json"
    }
})
.then(response => {
    return response.json();
})