The investment memo API.

Quickstart — 60 seconds to your first memo

Four steps. You'll have an institutional-grade investment memo at analysis.proplace.co/<slug> in about 40 minutes (about 10 for an instant memo).

1. 1
   Get an API token

   Email alexandre@proplace.co. We provision a personal token + onboard your fund_type in Airtable.

2. 2
   List the funds you can target

   Confirm your fund_type is live:

   curl -H "Authorization: Bearer $PROPLACE_TOKEN" \
     https://alexandre-79537--sourcing-agent-fastapi-app.modal.run/v1/funds

3. 3
   Trigger a memo

   curl Python Node.js

   curl -X POST https://alexandre-79537--sourcing-agent-fastapi-app.modal.run/v1/memos \
     -H "Authorization: Bearer $PROPLACE_TOKEN" \
     -H "Content-Type: application/json" \
     -H "Idempotency-Key: $(uuidgen)" \
     -d '{
       "fund_type": "s4bt",
       "company": { "name": "Thrust Carbon", "website": "https://thrustcarbon.com" },
       "memo_type": "detailed"
     }'

   import os, uuid, httpx
   
   resp = httpx.post(
       "https://alexandre-79537--sourcing-agent-fastapi-app.modal.run/v1/memos",
       headers={
           "Authorization": f"Bearer {os.environ['PROPLACE_TOKEN']}",
           "Idempotency-Key": str(uuid.uuid4()),
       },
       json={
           "fund_type": "s4bt",
           "company": {"name": "Thrust Carbon", "website": "https://thrustcarbon.com"},
           "memo_type": "detailed",
       },
       timeout=30,
   )
   print(resp.json())  # {"slug": "thrust-carbon-v2", "poll_url": "/v1/memos/thrust-carbon-v2", ...}

   import { randomUUID } from "node:crypto";
   
   const r = await fetch("https://alexandre-79537--sourcing-agent-fastapi-app.modal.run/v1/memos", {
     method: "POST",
     headers: {
       "Authorization": `Bearer ${process.env.PROPLACE_TOKEN}`,
       "Content-Type": "application/json",
       "Idempotency-Key": randomUUID(),
     },
     body: JSON.stringify({
       fund_type: "s4bt",
       company: { name: "Thrust Carbon", website: "https://thrustcarbon.com" },
       memo_type: "detailed",
     }),
   });
   console.log(await r.json());

4. 4
   Poll, then read your memo

   Poll every 60 seconds — when status flips to ready, the memo is published at url.

   curl -H "Authorization: Bearer $PROPLACE_TOKEN" \
     https://alexandre-79537--sourcing-agent-fastapi-app.modal.run/v1/memos/thrust-carbon-v2
   
   # {"status": "ready", "url": "https://analysis.proplace.co/thrust-carbon-v2", "verdict": "CONSIDER", ...}

Concepts

Four objects you'll encounter. Worth 60 seconds.

fund_type — the compounding key

Every memo is written through the lens of a specific fund. The fund_type identifier resolves (server-side) to the full fund thesis, sector profile, return hurdles, M&A acquirer context, and language preference. You never send the thesis itself — your IP stays at home. Discover available fund_types with GET /v1/funds.

memo — the artifact

A memo is an institutional investment dossier (market sizing, value chain, competitive positioning, financial model, conviction, risk register, deal rationale), written by the same workers as the Proplace product. It runs two tiers:

• instant~10 min · first-round memo: identity, thesis fit, verdict, price order of magnitude (fast and quick are accepted as aliases)
• detailed~40 min · full dossier: market, value chain, scenarios, synergies, financial model (default)

slug — the URL key

The slug is derived deterministically from the company name (NFKD normalize → lowercase → kebab-case). A company called "Thrust Carbon" becomes thrust-carbon-v2, published at analysis.proplace.co/thrust-carbon-v2. The same company name will always produce the same slug — re-triggering overwrites the memo.

verdict — the decision

The deal roster and the memo status return the fund's verdict: CALL, CONSIDER, MONITOR, PASS (or NEW before any analysis). /screen is a financial pre-flight with its own, historical scale: CALL, CONSIDER, MONITOR, PASS, HURDLES_PASSED, OUT_OF_HURDLE, HARD_BLOCK — MONITOR with valuation_status.computable = false when the company publishes no financial data.

Authentication

Every endpoint requires a Bearer token in the Authorization header.

Authorization: Bearer pk_live_3f4a...e9c2

Create your key from your account (proplace.co/fr/compte → « Brancher Stan à vos outils »): the holder or any team member of a fund can create up to five keys, each shown once, revocable any time. A key is limited to its fund, carries scopes (funds, screen, memos, patch, approach, enrich, export) and the quotas of the plan (60 / min and 1,000 / day on Trial, 300 / 10,000 on Standard, 1,000 / 50,000 on Enterprise). Integration tokens for partners are still issued by email.

GET /v1/me tells you who you are: fund, plan, quotas, scopes and the credits balance of the fund holder. Paid calls (triggerMemo, buildModel) debit those credits: pass ?dry_run=true to get the cost without launching anything, read X-Credits-Cost and X-Credits-Remaining on the response, and expect 402 with the available packs when the balance is too low. The debit is kept only if the memo is delivered; otherwise it is refunded.

Token best practices

• Never commit tokens. Use environment variables or your secret manager.
• One token per integration. Easier to rotate when you offboard a service.
• Use Idempotency-Key on POST requests. Safe to retry without duplicating memos. See error handling.

API reference

Twenty-six endpoints. The eight below are the core; the phase 2 endpoints (batch verdicts, targets, PDF, decks, skills, decisions, webhooks, news, thesis, briefs, financial models) follow. All under https://alexandre-79537--sourcing-agent-fastapi-app.modal.run/v1. Full machine-readable spec: openapi.json.

[
  {
    "fund_type": "s4bt",
    "display_name": "Solutions for Business Travel",
    "lang": "en",
    "supports_synergy_model": true,
    "logo_url": "https://..."
  }
]

curl -s \
  "https://alexandre-79537--sourcing-agent-fastapi-app.modal.run/v1/funds/s4bt/deals?status=CALL&limit=50" \
  -H "Authorization: Bearer $PROPLACE_TOKEN"

{
  "fund_type": "s4bt",
  "count": 1,
  "deals": [
    {
      "deal_id": "rec0Abc123",
      "company_name": "Thrust Carbon",
      "website": "https://thrustcarbon.com",
      "sector": "Travel sustainability",
      "country": "United Kingdom",
      "stage": "seed",
      "linkedin_company": "https://linkedin.com/company/thrust-carbon",
      "verdict": "CALL",
      "gp_final_decision": "Advancing to a call",
      "conviction_score": 84.0,
      "summary": "Carbon accounting for corporate travel...",
      "angle": "consolidation-travel-esg",
      "founder": {
        "name": "Kit Brennan",
        "first_name": "Kit",
        "last_name": "Brennan",
        "linkedin": "https://linkedin.com/in/kitbrennan",
        "email": "kit@thrustcarbon.com",
        "phone": "+44 20 7946 0000"
      },
      "memo_url": "https://analysis.proplace.co/thrust-carbon-v2",
      "memo_pdf_url": "https://memo.proplace.co/thrust-carbon.pdf",
      "memo_type": "detailed",
      "ceo_status": "Validé",
      "ceo_decision": "yes",
      "ceo_note": "Great fit — intro me."
    }
  ]
}

{
  "fund_type": "s4bt",
  "company": {
    "name": "Thrust Carbon",
    "website": "https://thrustcarbon.com"
  }
}

{
  "fund_type": "s4bt",
  "company_name": "Thrust Carbon",
  "verdict": "CONSIDER",
  "score": 75.0,
  "arr_mid_eur": 1000000.0,
  "next_step": "Call POST /v1/memos for full memo"
}

{
  "fund_type": "s4bt",
  "company": { "name": "Thrust Carbon" },
  "memo_type": "detailed"
}

{
  "memo_id": "thrust-carbon-v2",
  "slug": "thrust-carbon-v2",
  "url": "https://analysis.proplace.co/thrust-carbon-v2",
  "status": "queued",
  "fund_type": "s4bt",
  "memo_type": "detailed",
  "estimated_seconds": 2400,
  "poll_url": "/v1/memos/thrust-carbon-v2"
}

{
  "fund_type": "s4bt",
  "company": {
    "name": "Thrust Carbon",
    "website": "https://thrustcarbon.com",
    "linkedin": "https://www.linkedin.com/in/kit-aspen",
    "tagline": "Carbon accounting for travel managers",
    "country": "United Kingdom",
    "company_stage": "seed",
    "founders_cofounders": "Kit Aspen (CEO, ex-GoCardless), ...",
    "funding": "€4M",
    "funding_date": "2024-03-15",
    "vc_funds": "Seedcamp, Octopus Ventures",
    "pitch_deck_url": "https://drive.google.com/...",
    "product_url": "https://thrustcarbon.com/product",
    "pricing_url": "https://thrustcarbon.com/pricing",
    "team_url": "https://thrustcarbon.com/team",
    "first_name": "Kit",
    "last_name": "Aspen"
  },
  "memo_type": "detailed",
  "lang": "en",
  "synergies_with": "rec123abc",
  "publish": "yes",
  "motive": "Strategic bolt-on for CSRD compliance moat",
  "source": "linkedin",
  "callback_url": "https://yourapp.example/proplace-callback"
}

{
  "slug": "thrust-carbon-v2",
  "url": "https://analysis.proplace.co/thrust-carbon-v2",
  "status": "ready",
  "fund_type": "s4bt",
  "company_name": "Thrust Carbon",
  "memo_type": "detailed",
  "verdict": "CONSIDER",
  "summary": "Strong CSRD compliance moat..."
}

{
  "operations": [
    {
      "type": "replace_section_inner",
      "section_id": "conviction",
      "html": "
Conviction
New analysis...
"
    },
    {
      "type": "replace_text",
      "find": "ARR €1M",
      "replace": "ARR €1.5M"
    }
  ],
  "dry_run": false,
  "commit_message": "Update conviction post-call"
}

Integration recipes

Eight ways to plug Proplace into your stack. Pick one, ship in 5 minutes. Ready-made: an n8n workflow (screen a list → instant memo on MATCH → PDF), a Make / Zapier recipe, a dependency-free Python client, and llms.txt for agents.

curl

The lowest common denominator. Runs from any shell, CI job, or server.

export PROPLACE_TOKEN=pk_live_...
curl -X POST https://alexandre-79537--sourcing-agent-fastapi-app.modal.run/v1/memos \
  -H "Authorization: Bearer $PROPLACE_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"fund_type":"s4bt","company":{"name":"Acme"},"memo_type":"detailed"}'

Python (httpx)

import os, time, httpx

API = "https://alexandre-79537--sourcing-agent-fastapi-app.modal.run/v1"
HEADERS = {"Authorization": f"Bearer {os.environ['PROPLACE_TOKEN']}"}

def trigger_and_wait(fund_type: str, company_name: str) -> dict:
    r = httpx.post(f"{API}/memos", headers=HEADERS, json={
        "fund_type": fund_type,
        "company": {"name": company_name},
        "memo_type": "detailed",
    }).raise_for_status().json()
    slug = r["slug"]
    while True:
        time.sleep(30)
        s = httpx.get(f"{API}/memos/{slug}", headers=HEADERS).json()
        if s["status"] in ("ready", "failed"): return s

print(trigger_and_wait("s4bt", "Thrust Carbon"))

Node.js (fetch)

const API = "https://alexandre-79537--sourcing-agent-fastapi-app.modal.run/v1";
const TOKEN = process.env.PROPLACE_TOKEN;

async function triggerAndWait(fundType, companyName) {
  const r = await fetch(`${API}/memos`, {
    method: "POST",
    headers: { Authorization: `Bearer ${TOKEN}`, "Content-Type": "application/json" },
    body: JSON.stringify({ fund_type: fundType, company: { name: companyName }, memo_type: "detailed" }),
  }).then(r => r.json());

  while (true) {
    await new Promise(r => setTimeout(r, 30_000));
    const s = await fetch(`${API}/memos/${r.slug}`, { headers: { Authorization: `Bearer ${TOKEN}` } }).then(r => r.json());
    if (["ready", "failed"].includes(s.status)) return s;
  }
}

Make.com

HTTP module configuration — paste these fields into a Make HTTP module:

URL:           https://alexandre-79537--sourcing-agent-fastapi-app.modal.run/v1/memos
Method:        POST
Headers:
  Authorization: Bearer YOUR_TOKEN
  Content-Type:  application/json
Body type:     Raw
Content-type:  JSON (application/json)
Request body:  {"fund_type":"{{1.fund_type}}","company":{"name":"{{1.company_name}}"},"memo_type":"detailed"}
Parse response: Yes

Then chain a Sleep (30s) + HTTP GET on /v1/memos/{{2.slug}} inside a Repeater until status === "ready".

n8n

Use the HTTP Request node with these settings:

Method:        POST
URL:           https://alexandre-79537--sourcing-agent-fastapi-app.modal.run/v1/memos
Authentication: Header Auth
  Name:        Authorization
  Value:       Bearer YOUR_TOKEN
Body Content Type: JSON
Body (JSON):
  {
    "fund_type": "{{ $json.fund_type }}",
    "company": { "name": "{{ $json.company_name }}" },
    "memo_type": "detailed"
  }

For the polling loop, chain a Wait node (30s) + an IF node checking status === "ready", looping back to a second HTTP Request node on /v1/memos/{{slug}}.

Zapier

Use the Webhooks by Zapier action with these fields:

Action:    POST (Webhooks by Zapier)
URL:       https://alexandre-79537--sourcing-agent-fastapi-app.modal.run/v1/memos
Payload Type: JSON
Data:
  fund_type:  {{fund_type}}
  company:    {"name": "{{company_name}}"}
  memo_type:  detailed
Headers:
  Authorization: Bearer YOUR_TOKEN
  Content-Type:  application/json
Unflatten: Yes

The 202 response includes a slug you can pass to a follow-up Custom Request → GET step on /v1/memos/<slug>.

ChatGPT (Custom GPT Actions)

In your Custom GPT editor, scroll to Actions → Create new action, then:

Schema:           Import from URL
URL:              https://alexandre-79537--sourcing-agent-fastapi-app.modal.run/v1/openapi.json
Authentication:   API Key
  Auth Type:      Bearer
  API Key:        YOUR_TOKEN
Privacy Policy:   https://proplace.co/privacy

The 26 actions appear in the GPT (listFunds, getFund, getThesis, listFundDeals, screenTargets, addTargets, triggerMemo, getMemo, getMemoPdf, buildDeck, runSkill, recordDecision, buildModel…).

Sample prompt to test: "List the funds I can target, then run a screen on Thrust Carbon for the first one."

Claude Desktop / Cursor / Windsurf (MCP)

Add this to your MCP config (e.g. ~/.claude/mcp.json for Claude Desktop, or your Cursor/Windsurf settings):

{
  "mcpServers": {
    "proplace": {
      "url": "https://alexandre-79537--sourcing-agent-fastapi-app.modal.run/mcp",
      "headers": { "Authorization": "Bearer YOUR_TOKEN" }
    }
  }
}

Restart your client. 20 tools are now callable in natural language — get_me, create_fund, activate_fund, list_funds, get_fund, get_thesis, list_fund_deals, screen_targets, add_targets, get_job, screen_deal, trigger_memo, get_memo_status, build_deck, run_skill, record_decision, get_news, get_brief, build_model, patch_memo: "Screen these ten websites for my fund, then write the LOI for the Atelier Morvan memo."

Transport: streamable HTTP (JSON-RPC over POST), stateless, JSON responses. The MCP server forwards your token to the REST API: a tool can do exactly what your token's scopes allow, nothing more. Without a valid Authorization header the endpoint answers 401 / 403.

Phase 2 endpoints — everything the product promises, callable

Each endpoint is a thin facade over a function Stan already runs for your fund. Long calls return 202 with a job_id and poll_url (GET /v1/jobs/{job_id}) when they exceed ~110 s; pass ?wait=false to get the job immediately.

Full request and response schemas: openapi.json (operationIds getMe, getThesis, screenTargets, addTargets, getJob, getMemoPdf, buildDeck, getDeckPdf, listSkills, runSkill, recordDecision, recordThumb, getWebhook, setWebhook, deleteWebhook, prepareApproach, enrichContact, bulkPush, getNews, getBrief, buildModel).

Pricing & credits

The API is not a separate product: it is a channel for the same three offers as proplace.co, and it runs on the same credits as your Proplace account — 1 credit = €2 excl. VAT. Reads are free and only rate-limited; calls that run AI or buy data cost credits.

Account keys are metered; partner tokens issued by email are not. Prices excl. VAT; the yearly offers are invoiced by bank transfer.

Errors & rate limits

HTTP status codes

Rate limits

Default: 60 requests/minute and 1,000/day per token. Custom quotas available on request. Every response includes:

• X-RateLimit-Remaining-Minute
• X-RateLimit-Remaining-Daily
• X-RateLimit-Reset-Minute (unix timestamp)
• X-RateLimit-Reset-Daily (unix timestamp)

Idempotency

Pass any unique key in the Idempotency-Key header on POST requests. We cache the response for 24 hours — retries with the same key return the original response without re-executing the operation.

Changelog