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Help Center
Offerings
General Questions
Going Live (Production)
Uploading Documents
System Notifications
User Access
North Capital Private Securities
Developer Keys
Workflows
API Error Messages
Webhooks
Billing
Security
Trades
General
Documents
DocuSign
Statuses
Trade Types
Wire Transfers
Payment Processing
Offerings
General
createOffering
Escrow Accounts
Documents
Post-Offering
DocuSign
Accounts & Parties
General
Accreditation Verification
Compliance
KYC & AML
Technology Solutions
DirectAccreditation Button
DirectInvest Button
Marketplace-as-a-Service
North Capital Escrow Services
Connecting to TransactAPI
Accessing Escrow Accounts
Escrow Raises
Escrow Closings (Disbursing Funds)
Refunds and Failed Raises
Payments
Custody
ACH Transfers
Credit Card Transactions
North Capital Custody Services
Account Opening
Updating My Account
API Keys
API Keys
Opera
Offerings
How do I create a new test offering in my TransactAPI sandbox?
General
What does it mean when the offering status is "pending," and how does this get "approved?"
When an Issuer is created with the createIssuer API, is createIssuerAccount also needed?"
Is there a way to get details on a specific offering through the API?
Can a company purchase the remaining shares left in an offering?
When does the trade status update to settled?
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createOffering
What does the 'unitPrice' parameter for createOffering represent?
How do I know what to name the offering? Is this the same as the name on the escrow account?
What does the 'minAmount' parameter for createOffering represent?
What do the 'startDate' and 'endDate' parameters for createOffering represent?
What does the 'targetAmount' parameter for createOffering represent?
What does the 'maxAmount' parameter for createOffering represent?
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Escrow Accounts
How do we attach escrow accounts to our offerings?
Documents
Can my Offering Documents have special characters?
How do I connect my DocuSign account with OAuth2?
Post-Offering
Do you offer transfer agent services or partner with any vendors currently that offer those services?
DocuSign
How do I send a subscription document to a secondary party using DocuSign