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Documentation Index

Fetch the complete documentation index at: https://docs.concretehq.com/llms.txt

Use this file to discover all available pages before exploring further.

Overview

The Concrete API provides programmatic access to view and create select data in Concrete. The API is primarily intended to faciliate data pipline automations.

Base URL

https://app.concretehq.com/api/v1

Primary Use Cases

Portfolio Company Sync: Continuously sync your fund’s portfolio companies from external sources like your CRM, fund administration platform, or internal databases. Manage fund membership and portfolio status (active, exited, dissolved) over time. Meeting Logging: Upload meeting transcripts, notes, and metadata from your transcription service or meeting platform to integrate with Concrete’s portfolio intelligence. Notes: Create, read, update, and delete notes attached to a company or a person — useful for piping in commentary from your CRM, IC memos, or other internal systems.

Resources

  • AuthenticationGET /me to confirm the authenticated member.
  • Companies — list, create, read, update, and delete portfolio companies.
  • Funds — list funds, manage company membership, and update per-fund portfolio status.
  • Meetings — import meetings from external recorders and note-taking apps.
  • Notes — manage notes attached to companies and people.
  • Connections — list workspace data connections.

API Reference

Interactive API Reference

Try out API endpoints with our interactive OpenAPI playground

OpenAPI Specification

Download the complete OpenAPI specification file