Portfolio Notes

Create a Portfolio Note

Creates a portfolio note for a portfolio company profile.

Public API clients must send plaintext or markdown content as a string.

post/portfolio_notes

Request body

Example request

{
  "portfolio_note": {
    "name": "Board meeting notes",
    "content": "Line one\n- bullet\n",
    "portfolio_company_profile_id": "ec5252fe-9abc-4096-85e9-1374e70a3182"
  }
}

Response

Portfolio note successfully created

Example response

{
  "portfolio_note": {
    "id": "3c5728ed-a09e-4245-bb33-459b67600be3",
    "name": "A note",
    "portfolio_company_profile_id": "ec5252fe-9abc-4096-85e9-1374e70a3182",
    "content": "This is a note",
    "created_at": "2025-02-01T22:08:21.175Z"
  }
}

Changes

No recorded changes to this endpoint across all 1 revision of this API.