---
title: "Update an investor"
method: PATCH
path: "/rounds/investors/{investor_id}"
tags: ["investor"]
---

# Update an investor

`PATCH /rounds/investors/{investor_id}`

## Request

- Base URL: `https://localhost:4410/api/v1`
- URL: `https://localhost:4410/api/v1/rounds/investors/{investor_id}`
- Auth: HTTP bearer

Changes an investor's commitment, exemption or accredited status, or sets their stage by hand with a reason (null clears it).

## Path parameters

- `investor_id` string, required

## Request body

- object
  - `amount` union
    - number
    - string
  - `form` 'cap' | 'discount' | 'mfn'
  - `cap` union
    - number
    - string
  - `discount_percent` number
  - `mfn` boolean
  - `pro_rata` boolean
  - `country` string
  - `state` string, nullable
  - `exemption` '506b' | '506c' | 'reg_s'
  - `accredited` object
    - `status` 'accredited' | 'not_accredited' | 'not_recorded', required
    - `basis` string
  - `stage_override` object, nullable
    - `stage` 'prospect' | 'committed' | 'safe_sent' | 'executed' | 'funded', required
    - `reason` string, required

## Response `200`

The result.

- object
  - `id` string, required
  - `name` string, required
  - `status` 'open' | 'closed', required
  - `target` object, nullable, required
    - `cents` integer, required
    - `text` string, required
  - `default_form` 'cap' | 'discount' | 'mfn', required
  - `default_cap` object, nullable, required
    - `cents` integer, required
    - `text` string, required
  - `default_discount_percent` number, nullable, required
  - `default_exemption` '506b' | '506c' | 'reg_s', required
  - `sold_at_caps` string, required
  - `set_by_priced_round` integer, required
  - `facts` object[], required
    - `label` string, required
    - `sources` string[], required
  - `investors` object[], required
    - `id` string, required
    - `party_id` string, required
    - `kind` 'individual' | 'entity', required
    - `legal_name` string, required
    - `email` string, required
    - `country` string, required
    - `state` string, nullable, required
    - `firm` string, nullable, required
    - `signatory` object, nullable, required
      - `name` string, required
      - `title` string, nullable, required
    - `commitment` object, nullable, required
      - `amount` object, required
        - `cents` integer, required
        - `text` string, required
      - `form` 'cap' | 'discount' | 'mfn', required
      - `cap` object, nullable, required
        - `cents` integer, required
        - `text` string, required
      - `discount_percent` number, nullable, required
      - `mfn` boolean, required
      - `pro_rata` boolean, required
    - `exemption` '506b' | '506c' | 'reg_s', required
    - `accredited` 'accredited' | 'not_accredited' | 'not_recorded', required
    - `accredited_basis` string, nullable, required
    - `stage` 'prospect' | 'committed' | 'safe_sent' | 'executed' | 'funded', required
    - `stage_override` object, nullable, required
      - `reason` string, required
    - `entered_by_agent` object, required
    - `note` string, nullable, required
    - `safes` object[], required
      - `id` string, required
      - `status` 'draft' | 'sent' | 'executed', required
      - `channel` 'generated' | 'counsel' | 'external' | 'imported', required
      - `form` 'cap' | 'discount' | 'mfn', required
      - `amount` object, required
        - `cents` integer, required
        - `text` string, required
      - `cap` object, nullable, required
        - `cents` integer, required
        - `text` string, required
      - `discount_percent` number, nullable, required
      - `at_cap` string, required
      - `executed_at` string, date-time, nullable, required
      - `funded_on` string, nullable, required
      - `package_sent_on` string, nullable, required
    - `created_at` string, date-time, required
  - `funding_due_days` integer, nullable, required
  - `countersign_after_funding` boolean, required
  - `prior_priced_round` boolean, required
  - `before_binderwork` boolean, required
  - `consents` object[], required
    - `id` string, required
    - `document_id` string, required
    - `effective_on` string, nullable, required
    - `draft_id` string, nullable, required
    - `text` string, required
  - `created_at` string, date-time, required

## Other responses

- `default`: An RFC 9457 problem.

---

[API](https://skmtc.dev/binderwork/apis/binderwork-api.md) · [All operations](https://skmtc.dev/binderwork/apis/binderwork-api/llms.txt) · [OpenAPI document](https://skmtc.dev/binderwork/apis/binderwork-api/revisions/f8fab0ebee53?raw)