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TransactAPI: Powering online securities offerings inside your platform

Private placements require coordination across investor onboarding, compliance checks, subscription documentation, and payment processing. TransactAPI is North Capital's standards-based RESTful API designed to streamline these workflows.

transactapi.io
POST /v1/createOffering
POST /v1/createAccount
POST /v1/performKycAml
POST /v1/requestAccreditation
POST /v1/externalFundMove
POST /v1/requestDocusign
GET  /v1/getTradeStatus
200 OK · sandbox ready
Core capabilities

The complete offering lifecycle in one integration

With a singular point of integration, broker-dealers, funding platforms, and issuers can run online transactions with straight-through processing — eliminating multiple third-party vendors.

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    RESTful API with sandbox and production environments
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    Automated transaction engine for offerings and subscriptions
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    KYC and AML screening with manual review workflows
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    Accredited investor verification under BD safe harbor
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    ACH, credit card, check, and wire payment processing
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    E-signature via Docusign with on-demand document access
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    Secure storage with full audit trail
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    Sponsor-controlled UI — keep your branding and flow
Offering lifecycle
1. Create offering
2. Onboard investors (individuals & entities)
3. Run KYC / AML
4. Accredited investor verification
5. Process payment → escrow
6. Send subscription docs via Docusign
7. Track trade status end-to-end

Built for regulated private markets

North Capital Private Securities is a self-clearing broker-dealer that facilitates escrow through banks for offerings under Reg D, Reg A+, Reg S, and Reg CF. NCPS is a registered broker-dealer and member of FINRA and SIPC.

See it in action

Schedule a demo to see the full workflow — from onboarding through funds movement.

Schedule a DemoAPI ResourcesContact Us