Strategies

An investment strategy is not a record type. GET /api/v1/x/records/Strategy is 400 unknown_entity. These routes are the strategy screen.

A token needs records:read to list and open, and records:write to change. The call also needs investments.deal.manage.

Method	Path	What it does
GET	/api/v1/x/strategies	Strategies for this firm
GET	/api/v1/x/strategies/{id}	One strategy, including requirements and fit
POST	/api/v1/x/strategies	Create
PUT	/api/v1/x/strategies/{id}	Change profile fields. Absent keys stay
POST	/api/v1/x/strategies/{id}/archive	Archive
POST	/api/v1/x/strategies/{id}/reactivate	Make an archived strategy active
POST	/api/v1/x/strategies/{id}/scorecard	Link a scorecard. Body is scorecardTemplateId
PUT	/api/v1/x/strategies/{id}/fit	Replace fit rules, bands, and color rules
POST	/api/v1/x/strategies/{id}/requirements	Add one requirement
PUT	/api/v1/x/strategies/{id}/requirements/{requirementId}	Change one requirement. Absent keys stay
DELETE	/api/v1/x/strategies/{id}/requirements/{requirementId}	Remove one requirement

targetStages is a list of round names: PreSeedAngel, Seed, SeriesA, SeriesB, SeriesC, SeriesD, SeriesDPlus, GrowthEquity, Mezzanine, Buyout, PreIpo, SecondaryPurchase, RightsIssue, Other.

typicalTicketMin, typicalTicketMax, typicalStakeMin, and typicalStakeMax are numbers. targetGeographies and targetSectors are lists of text. Null clears a number. An empty list clears a list.

A requirement priority is DealBreaker, Required, Target, or NiceToHave. Omitted, it is Required. metricType is Revenue, Arr, GrowthRate, Headcount, MarketSize, Ebitda, GrossMargin, Runway, or Custom.

{
  "name": "SaaS growth",
  "description": "B2B software from seed through Series B.",
  "targetStages": ["Seed", "SeriesA", "SeriesB"],
  "typicalTicketMin": 2000000,
  "typicalTicketMax": 15000000,
  "targetSectors": ["Software"]
}

capsure strategies push strategy.json creates it. capsure strategies get <id> reads it back.