submitDealRequest

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

Request Parameters

Parameter	Required	Type	Description
clientID	yes	string	TransactAPI Client ID
developerAPIKey	yes	string	TransactAPI Developer 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

curl -k -X POST https://tapi-sandboxdash.norcapsecurities.com/submitDealRequest
-d clientID=GKrQl4m9FZ7rf3H
-d developerAPIKey=U4Msub8Kn7tkjUJ3Dv4F7kGOKyC8NAdRIjC
-d offeringId=25205
-d [email protected]
-d legalName=Ephron
-d offerType=Regulation D - 506(c)
-d maximumAmount=100000
-d issuerPrimaryContactName=Ephron Systems
-d issuerPrimaryContactTitle=Ble
-d issuerPrimaryContactPhone=1234678915
-d [email protected]
-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": "[email protected]",
            "platformName": "",
            "legalName": "Ephron",
            "dealShortName": "",
            "offerType": "Regulation D - 506(c)",
            "otherExplanation": "",
            "maximumAmount": "100000",
            "issuerPrimaryContactName": "Ephron Systems",
            "issuerPrimaryContactTitle": "Ble",
            "issuerPrimaryContactPhone": "1234678915",
            "issuerPrimaryContactEmail": "[email protected]",
            "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
        }
    ]
}

Test it Yourself!