Skip to content

See https://docs.sureshake.com/reference/llms.txt for the full documentation index. Markdown is recommended for AI consumption.

Docs API reference

Docs API reference

Navigation

/

entities
- Overview
reports
- Overview
users
- Overview
organizations
- Overview
api-keys
- Overview
filings
- Overview
execution
- Overview
predictions
- Overview
analytics
- Overview
billing
- Overview
documents
- Overview
hiring
- Overview
vault
- Overview
search
- Overview
notifications
- Overview
reporter
- Overview
collections
- Overview
capital-objectives
- Overview
watchlists
- Overview
attestations
- Overview
startups
- Overview
startup-engagement-invitations
- Overview
startup-engagement-requests
- Overview
startup-report-comments
- Overview
directory-public
- Overview
directory
- Overview
directory-verification
- Overview

Sureshake API: endpoints 151–291

entities (continued)

Trailing-twelve-month and fiscal-quarter financials from SEC filings
GET /v2/entities/{id}/financials/full
Get the managed company presentation
GET /v2/entities/{id}/presentation
Create a presentation draft from a template
POST /v2/entities/{id}/presentation
Append an immutable presentation draft version
PUT /v2/entities/{id}/presentation/draft
Replace the draft layout with a source-owned template
POST /v2/entities/{id}/presentation/template
Preview one exact immutable presentation version
GET /v2/entities/{id}/presentation/preview
Validate and publish the current presentation draft
POST /v2/entities/{id}/presentation/publish
List immutable presentation history
GET /v2/entities/{id}/presentation/history
Create a new draft from an immutable historical version
POST /v2/entities/{id}/presentation/rollback
List version-bound presentation preview recipients
GET /v2/entities/{id}/presentation/preview-grants
Share one immutable draft preview with a named recipient
POST /v2/entities/{id}/presentation/preview-grants
Revoke a version-bound presentation preview grant
POST /v2/entities/{id}/presentation/preview-grants/{grantId}/revoke
Open an exact presentation preview shared with this recipient
GET /v2/entities/{id}/presentation/shared-preview/{grantId}
Read entity capital graph
GET /v2/entities/{id}/capital-graph
List portfolio
GET /v2/entities/{id}/portfolio
List investors
GET /v2/entities/{id}/investors
Get status
GET /v2/entities/{entityId}/verification/status
Get history
GET /v2/entities/{entityId}/verification/history
List entity personnel
GET /v2/entities/{id}/personnel
Create entity personnel
POST /v2/entities/{id}/personnel
Search persons
GET /v2/entities/{id}/personnel/search-persons
Update entity personnel
PUT /v2/entities/{id}/personnel/{personnelId}
Delete entity personnel
DEL /v2/entities/{id}/personnel/{personnelId}
List team
GET /v2/entities/{id}/team
List members
GET /v2/entities/{id}/team-members
Remove member
DEL /v2/entities/team/{memberId}
Update member
PATCH /v2/entities/team/{memberId}
Invite member
POST /v2/entities/{id}/team/invite
My invitations
GET /v2/entities/team/invitations/me
My memberships
GET /v2/entities/team/memberships/me
Accept invitation
POST /v2/entities/team/invitations/{invitationId}/accept
Decline invitation
POST /v2/entities/team/invitations/{invitationId}/decline
Get entity wallet
GET /v2/entities/{id}/wallet
Request managed
POST /v2/entities/{id}/wallet/managed
Attach external
PUT /v2/entities/{id}/wallet/external
List entity qrcodes
GET /v2/entities/{entityId}/qr-codes
Create entity qrcodes
POST /v2/entities/{entityId}/qr-codes
List entity filing calendar
GET /v2/entities/{entityId}/filing-calendar
Create entity filing calendar
POST /v2/entities/{entityId}/filing-calendar
Delete entity filing calendar
DEL /v2/entities/{entityId}/filing-calendar/{entryId}
Update entity filing calendar
PATCH /v2/entities/{entityId}/filing-calendar/{entryId}
List entity references
GET /v2/entities/{entityId}/references
Create entity references
POST /v2/entities/{entityId}/references
Create entity and reference
POST /v2/entities/{entityId}/references/create-entity
Delete entity references
DEL /v2/entities/{entityId}/references/{toEntityId}/{referenceType}
Verify entity references
POST /v2/entities/{entityId}/references/{toEntityId}/{referenceType}/verify
List identifiers
GET /v2/entities/{entityId}/identifiers
Create identifier
POST /v2/entities/{entityId}/identifiers
Get scores
GET /v2/entities/{entityId}/scores
Get score status
GET /v2/entities/{entityId}/scores/status
Recalculate scores
POST /v2/entities/{entityId}/scores/recalculate
List vouches
GET /v2/entities/{entityId}/vouches
Upsert vouch
PUT /v2/entities/{entityId}/vouches
Revoke vouch
POST /v2/entities/{entityId}/vouches/revoke
Preview score impact
POST /v2/entities/{entityId}/scores/preview-impact

reports

Get publication composition
GET /v2/reports/{id}/publication-composition
List report
GET /v2/reports
Create report
POST /v2/reports
List drafts
GET /v2/reports/drafts
Get dashboard data
GET /v2/reports/dashboard
Get recent activity
GET /v2/reports/activity
Get shared with me
GET /v2/reports/shared-with-me
Get analytics comparison
GET /v2/reports/analytics/comparison
Get analytics summary
GET /v2/reports/{id}/analytics
Get analytics stats
GET /v2/reports/{id}/analytics/stats
Get analytics trends
GET /v2/reports/{id}/analytics/trends
Get analytics viewers
GET /v2/reports/{id}/analytics/viewers
Create ipfs metadata
POST /v2/reports/ipfs
Get attributes
GET /v2/reports/{id}/attributes
Save attributes
PUT /v2/reports/{id}/attributes
Extract attributes
POST /v2/reports/{id}/attributes/extract
Generate ipfs
POST /v2/reports/{id}/ipfs
Prepare mint
GET /v2/reports/{id}/mint
Complete mint
POST /v2/reports/{id}/mint
Get report
GET /v2/reports/{id}
Delete report
DEL /v2/reports/{id}
Update report
PATCH /v2/reports/{id}
Get presentation
GET /v2/reports/{id}/presentation
Get agent context
GET /v2/reports/{id}/agent/context
Ask agent
POST /v2/reports/{id}/agent/messages
Get variance
GET /v2/reports/{id}/variance
Get linked reports
GET /v2/reports/{id}/linked
Get versions
GET /v2/reports/{id}/versions
Get version
GET /v2/reports/{id}/versions/{versionId}
Get report shares
GET /v2/reports/{id}/shares
Get publish status
GET /v2/reports/{id}/publish
Publish report
POST /v2/reports/{id}/publish
Share with user
POST /v2/reports/{id}/shares/users
Share via email
POST /v2/reports/{id}/shares/email
Preview share invite
GET /v2/reports/shares/invites/{code}
Accept share invite
POST /v2/reports/shares/invites/{code}
Get my share for report
GET /v2/reports/{id}/my-share
Mark report viewed
POST /v2/reports/{id}/views
Mark share viewed
POST /v2/reports/shares/{shareId}/viewed
Revoke share
DEL /v2/reports/shares/{shareId}
Update share permission
PATCH /v2/reports/shares/{shareId}
Get access
GET /v2/reports/{id}/access
Grant access
POST /v2/reports/{id}/access
Revoke access
DEL /v2/reports/{id}/access
List audience grants
GET /v2/reports/{id}/audience-grants
Grant audience access
POST /v2/reports/{id}/audience-grants
Update audience grant document policy
PATCH /v2/reports/{id}/audience-grants/{grantId}/document-policy
Revoke audience access
DEL /v2/reports/{id}/audience-grants/{grantId}
Get document policy
GET /v2/reports/{id}/document-policy
Update document policy
PUT /v2/reports/{id}/document-policy
Get document pages
GET /v2/reports/{id}/pages
Get document page
GET /v2/reports/{id}/pages/{page}
Get document file
GET /v2/reports/{id}/document/file
Get share access gate
GET /v2/reports/{id}/shares/{shareId}/access-gate
Update share access gate
PUT /v2/reports/{id}/shares/{shareId}/access-gate
Unlock report
POST /v2/reports/{id}/unlock
Get nda
GET /v2/reports/{id}/nda
Accept nda
POST /v2/reports/{id}/nda/accept
Record page views
POST /v2/reports/{id}/page-views
Get page analytics
GET /v2/reports/{id}/page-analytics
Get document
GET /v2/reports/{id}/document

users

List my recently viewed pages, newest first
GET /v2/users/me/recent-views
Add a company or publication I opened to my history
POST /v2/users/me/recent-views
Clear my history
DEL /v2/users/me/recent-views
Remove one page from my history
DEL /v2/users/me/recent-views/{id}
Upload cover
POST /v2/users/me/cover
Remove cover
DEL /v2/users/me/cover
List user
GET /v2/users
Get me
GET /v2/users/me
Update profile
PATCH /v2/users/me
Get public profile by slug
GET /v2/users/public/{slug}
Get profile
GET /v2/users/profile/{id}
Update social accounts
PATCH /v2/users/me/social
Update privacy preferences
PATCH /v2/users/me/privacy
Update notification preferences
PATCH /v2/users/me/notifications
Sync privy user
POST /v2/users/sync
Request account deletion
POST /v2/users/me/account-deletion
Get account deletion status
GET /v2/users/account-deletion/status
Get welcome status
GET /v2/users/me/welcome-status
Mark welcome seen
POST /v2/users/me/welcome-seen
Get tour status
GET /v2/users/me/tour-status
Mark tour completed
POST /v2/users/me/tour-completed
Get security setup status
GET /v2/users/me/security-setup-status
Dismiss security setup
POST /v2/users/me/dismiss-security-setup
Get onboarding status
GET /v2/users/me/onboarding-status
Upload avatar
POST /v2/users/me/avatar

All endpoints Next: endpoints 292–423 of 538

Type to search…

↑↓ navigate↵ selectEsc close