Investor Portal Module

Issue and track capital calls against LP investors — create call records, log payments, and receive webhooks when LP cash moves.

Human approval required: fundos_create_capital_call requires explicit human approval. Always draft first; never auto-issue without GP sign-off.

Data Models

Model	Description	Key Fields
CapitalCall	A capital call issued to an LP investor	id, lp_investor_id, organization_id, amount, notice_date, due_date, status, paid_at
Distribution	A cash distribution to an LP investor	id, lp_investor_id, amount, distribution_date, status

Model

Description

Key Fields

CapitalCall

A capital call issued to an LP investor

id, lp_investor_id, organization_id, amount, notice_date, due_date, status, paid_at

Distribution

A cash distribution to an LP investor

id, lp_investor_id, amount, distribution_date, status

Status Lifecycle

Cross-Module Links

Direction	How to navigate
CapitalCall → LP CRM	CapitalCall.lp_investor_id → LPInvestor.id → GET /api/v1/fundos/lp-crm/investors/{lp_id}
CapitalCall → CFO	When a call is paid, CFO posts a JournalEntry. Query JournalEntry where description contains call_id.

Direction

How to navigate

CapitalCall → LP CRM

CapitalCall.lp_investor_id → LPInvestor.id → GET /api/v1/fundos/lp-crm/investors/{lp_id}

CapitalCall → CFO

When a call is paid, CFO posts a JournalEntry. Query JournalEntry where description contains call_id.

Quickstart (3 steps)

Step 1 — Authenticate and find an LP

export FUNDOS_API_KEY=vdr_your_key_here

# List LPs
curl https://kela.com/api/v1/fundos/lp-crm/investors \
  -H "Authorization: Bearer $FUNDOS_API_KEY"
# → note the LP id (e.g. 7)

Step 2 — Create a capital call (requires GP approval)

# Create draft call
curl -X POST https://kela.com/fundos/investors/7/calls \
  -H "Authorization: Bearer $FUNDOS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"amount": 500000, "notice_date": "2026-06-12", "due_date": "2026-07-12"}'

# → {"success": true, "data": {"id": 4, "status": "draft", "amount": 500000}}

Step 3 — Mark the call as paid

curl -X POST https://kela.com/fundos/investors/7/calls/4/status \
  -H "Authorization: Bearer $FUNDOS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"status": "paid"}'

# → triggers capital_call.paid webhook

Event	Trigger	Payload
capital_call.issued	New CapitalCall created (status: draft)	`{"call_id", "lp_id", "amount", "due_date"}`
capital_call.paid	Call status set to 'paid'	`{"call_id", "lp_id", "amount", "paid_date"}`

Event

Trigger

Payload

capital_call.issued

New CapitalCall created (status: draft)

{"call_id", "lp_id", "amount", "due_date"}

capital_call.paid

Call status set to 'paid'

{"call_id", "lp_id", "amount", "paid_date"}

Endpoints

Method	Path	Description	Required Params
GET	/api/v1/fundos/investors/{lp_id}/calls	List capital calls for an LP	lp_id
POST	/fundos/investors/{lp_id}/calls	Create a capital call	amount, notice_date
POST	/fundos/investors/{lp_id}/calls/{id}/status	Update call status	status
GET	/api/v1/fundos/investors	List all LPs with capital summary	—
GET	/api/v1/fundos/investors/{lp_id}	Get LP detail with commitment + call ledger	lp_id

Method

Path

Description

Required Params

GET

/api/v1/fundos/investors/{lp_id}/calls

List capital calls for an LP

lp_id

POST

/fundos/investors/{lp_id}/calls

Create a capital call

amount, notice_date

POST

/fundos/investors/{lp_id}/calls/{id}/status

Update call status

status

GET

/api/v1/fundos/investors

List all LPs with capital summary

—

GET

/api/v1/fundos/investors/{lp_id}

Get LP detail with commitment + call ledger

lp_id

Error Codes

Code	HTTP	Hint
`call_not_found`	404	Verify call_id against GET /api/v1/fundos/investors/{lp_id}/calls
`invalid_call_status`	400	Status must be: draft, issued, paid, partial, overdue, cancelled
`call_amount_required`	400	Include a positive 'amount' field (USD decimal)
`lp_not_found`	404	Verify lp_id against GET /api/v1/fundos/lp-crm/investors

Code

HTTP

Hint

call_not_found

404

Verify call_id against GET /api/v1/fundos/investors/{lp_id}/calls

invalid_call_status

400

Status must be: draft, issued, paid, partial, overdue, cancelled

call_amount_required

400

Include a positive 'amount' field (USD decimal)

lp_not_found

404

Verify lp_id against GET /api/v1/fundos/lp-crm/investors