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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.

  • RESTful API with sandbox and production environments
  • Automated transaction engine for offerings and subscriptions
  • KYC and AML screening with manual review workflows
  • Accredited investor verification under BD safe harbor
  • ACH, credit card, check, and wire payment processing
  • E-signature via Docusign with on-demand document access
  • Secure storage with full audit trail
  • 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

Backed by a dedicated technical team

Our integration engineers work alongside yours from sandbox setup through production launch. Direct access to the team, structured onboarding, and ongoing support as you scale, so you're never debugging alone.

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.