API · Manage · Rounds
Close package round.
Composite close-package endpoint. Cascades the full Series A close in one atomic call: charter amendment filing (restated certificate of incorporation), Stock Purchase Agreement signing envelope, Investors' Rights Agreement signing envelope, Voting Agreement signing envelope, Right of First Refusal & Co-Sale Agreement signing envelope, per-investor Management Rights Letter envelopes (issued only to qualifying VC fund investors), refreshed D&O Indemnification Agreements for any new directors, the Form D filing, blue-sky filings per investor jurisdiction, the legal opinion delivery, and on satisfaction of all closing_conditions[], the cap-table reduction (new preferred class issued, SAFEs converted, option pool refreshed).
Replaces the preview-only /workflows/issue_priced_round endpoint with a full close package modelled against NVCA standards. Pass ?dry_run=true for the execution plan without execution.
Webhooks: per-document executed events stream as the cascade progresses, capped by round.close_package.completed. On any closing-condition failure the cascade pauses and emits round.close_package.blocked with the offending condition.
Last updated
Query Parameters
dry_runbooleanOptionalIf true, simulate the mutation and return the would-be resource, any cascaded
resources, and a fee estimate — without side effects. Available on every mutation.
Request Body
application/json
TypeScript Definitions
Use the request body type in TypeScript.
authorizing_resolution_idstringOptionalpost_close_governanceobjectRequiredSubstance of the IRA, VRA, ROFR/Co-Sale post-close terms. See Round.post_close_governance for shape.
investorsarray<object>Requiredstakeholder_idstringRequiredcommitmentobjectRequiredCurrency amount in the smallest unit (cents for USD).
amountintegerRequiredInteger in smallest unit. 100 = USD 1.00.
currencystringRequiredISO 4217 alpha-3, lower-cased.
lead_investorbooleanOptionalrequires_management_rights_letterbooleanOptionalside_letter_clausesarray<object>Optionalcharter_amendmentsarray<object>OptionalPatch over the existing certificate of incorporation. Routed into a certificate_of_amendment filing.
refresh_indemnification_for_directorsarray<string>Optionallegal_opinionobjectOptionalissuing_firmstringOptionalopinions_coveredarray<string>Optionalfile_form_dbooleanOptionalblue_sky_jurisdictionsarray<string>OptionalResponse Body
application/json
application/json
application/problem+json
application/problem+json
Request
curl -X POST "https://api.mattermode.com/v1/rounds/{id}/close_package" \ -H "Content-Type: application/json" \ -d '{ "post_close_governance": {}, "investors": [ { "stakeholder_id": "string", "commitment": { "amount": 50000, "currency": "usd" } } ] }'const body = JSON.stringify({ "post_close_governance": {}, "investors": [ { "stakeholder_id": "string", "commitment": { "amount": 50000, "currency": "usd" } } ]})fetch("https://api.mattermode.com/v1/rounds/{id}/close_package", { method: "POST", headers: { "Content-Type": "application/json" }, body})package mainimport ( "fmt" "net/http" "io/ioutil" "strings")func main() { url := "https://api.mattermode.com/v1/rounds/{id}/close_package" body := strings.NewReader(`{ "post_close_governance": {}, "investors": [ { "stakeholder_id": "string", "commitment": { "amount": 50000, "currency": "usd" } } ] }`) req, _ := http.NewRequest("POST", url, body) req.Header.Add("Content-Type", "application/json") res, _ := http.DefaultClient.Do(req) defer res.Body.Close() body, _ := ioutil.ReadAll(res.Body) fmt.Println(res) fmt.Println(string(body))}import requestsheaders = { "Authorization": "Bearer sk_test_4eC39HqLyjWDarjtT1zdp7dc", "Matter-Version": "2026-06-10", "Idempotency-Key": "ee7c3a9b-3f1a-4d8e-9b2a-7c5e1f0a2d4b",}payload = { "post_close_governance": {}, "investors": [ { "stakeholder_id": "example", "commitment": { "amount": 50000, "currency": "usd" } } ]}resp = requests.post( "https://api.mattermode.com/v1/rounds/id_placeholder/close_package", headers=headers, json=payload,)resp.raise_for_status()print(resp.json())import java.net.URI;import java.net.http.HttpClient;import java.net.http.HttpRequest;import java.net.http.HttpResponse;import java.net.http.HttpResponse.BodyHandlers;import java.time.Duration;import java.net.http.HttpRequest.BodyPublishers;var body = BodyPublishers.ofString("""{ "post_close_governance": {}, "investors": [ { "stakeholder_id": "string", "commitment": { "amount": 50000, "currency": "usd" } } ]}""");HttpClient client = HttpClient.newBuilder() .connectTimeout(Duration.ofSeconds(10)) .build();HttpRequest.Builder requestBuilder = HttpRequest.newBuilder() .uri(URI.create("https://api.mattermode.com/v1/rounds/{id}/close_package")) .header("Content-Type", "application/json") .POST(body) .build();try { HttpResponse<String> response = client.send(requestBuilder.build(), BodyHandlers.ofString()); System.out.println("Status code: " + response.statusCode()); System.out.println("Response body: " + response.body());} catch (Exception e) { e.printStackTrace();}using System;using System.Net.Http;using System.Text;var body = new StringContent("""{ "post_close_governance": {}, "investors": [ { "stakeholder_id": "string", "commitment": { "amount": 50000, "currency": "usd" } } ]}""", Encoding.UTF8, "application/json");var client = new HttpClient();var response = await client.PostAsync("https://api.mattermode.com/v1/rounds/{id}/close_package", body);var responseBody = await response.Content.ReadAsStringAsync();curl --request POST 'https://api.mattermode.com/v1/rounds/id_placeholder/close_package' \ --header 'Authorization: Bearer sk_test_4eC39HqLyjWDarjtT1zdp7dc' \ --header 'Matter-Version: 2026-06-10' \ --header 'Idempotency-Key: ee7c3a9b-3f1a-4d8e-9b2a-7c5e1f0a2d4b' \ --header 'Content-Type: application/json' \ --data '{ "post_close_governance": {}, "investors": [ { "stakeholder_id": "example", "commitment": { "amount": 50000, "currency": "usd" } } ]}'const response = await fetch("https://api.mattermode.com/v1/rounds/id_placeholder/close_package", { method: "POST", headers: { "Authorization": "Bearer sk_test_4eC39HqLyjWDarjtT1zdp7dc", "Matter-Version": "2026-06-10", "Idempotency-Key": "ee7c3a9b-3f1a-4d8e-9b2a-7c5e1f0a2d4b", "Content-Type": "application/json", }, body: JSON.stringify({ "post_close_governance": {}, "investors": [ { "stakeholder_id": "example", "commitment": { "amount": 50000, "currency": "usd" } } ] }),});if (!response.ok) { throw new Error(`Matter API ${response.status}: ${await response.text()}`);}const data = await response.json();console.log(data);Response
application/json{
"steps": [
{
"operation": "string",
"depends_on": [
0
],
"estimated_duration_seconds": 0,
"cost_estimate": {
"amount": 50000,
"currency": "usd"
},
"requires_human_signature": false,
"status": "pending",
"output_resource_ids": [
"string"
],
"defaulted_fields": [
{
"field": "string",
"value": null,
"rationale": "string",
"rationale_source": "discovery_input",
"overridable": true,
"basis": "nvca_standard",
"citations": [
"string"
]
}
],
"phase": "formation",
"gate": {
"owner": "founder",
"expected_duration_days": [
0,
0
],
"evidence": [
"string"
]
},
"deadline": {
"due": {},
"hard": true
},
"entity_ref": "string",
"fee_cents": 0
}
],
"compliance_calendar": [
{
"name": "string",
"due": {},
"fee_cents": 0,
"cadence": "one_time",
"source": "jurisdiction",
"hard": true,
"notes": "string",
"jurisdiction": "string"
}
],
"jurisdiction_support": {
"tier": "first_class",
"notes": "string"
},
"recipe": {
"name": "venture_de_c_corp",
"basis": "nvca_standard",
"rationale": "string"
},
"plan_version": "string"
}{
"request_id": "string",
"round": {
"id": "string",
"object": "round",
"entity_id": "string",
"name": "string",
"kind": "seed_priced",
"stage": "term_sheet",
"pre_money": {
"amount": 50000,
"currency": "usd"
},
"investment": {
"amount": 50000,
"currency": "usd"
},
"post_money": {
"amount": 50000,
"currency": "usd"
},
"price_per_share": {
"amount": 50000,
"currency": "usd"
},
"option_pool_refresh_basis_points": 0,
"pre_money_pool_shuffle": true,
"share_class_id": "string",
"share_class": {},
"board_reconstitution": {
"investor_seats": 0,
"common_seats": 0,
"independent_seats": 0
},
"investors": [
{
"stakeholder_id": "string",
"commitment": {
"amount": 50000,
"currency": "usd"
},
"shares_issued": 0,
"lead_investor": true,
"side_letter_document_id": "string",
"wire_received_at": 0
}
],
"mfn_holders": [
"string"
],
"closing_conditions": [
{
"kind": "legal_opinion_delivered",
"description": "string",
"due_date": "2019-08-24",
"owner_stakeholder_id": "string",
"status": "open",
"satisfied_at": 0,
"waiver_document_id": "string",
"cleansing_vote_resolution_id": "string"
}
],
"governing_documents": {
"spa_id": "string",
"ira_id": "string",
"voting_agreement_id": "string",
"rofr_co_sale_id": "string",
"management_rights_letters": [
{
"investor_stakeholder_id": "string",
"document_id": "string"
}
],
"legal_opinion_id": "string",
"restated_certificate_filing_id": "string",
"form_d_filing_id": "string",
"indemnification_agreement_ids": [
"string"
]
},
"post_close_governance": {
"board_composition": {
"common_seats": 0,
"preferred_seats": 0,
"mutual_seats": 0,
"observer_seats": 0
},
"drag_along": {
"preferred_threshold_percent": 0,
"common_threshold_percent": 0,
"applies_to_share_class_ids": [
"string"
]
},
"registration_rights": {
"demand_count": 0,
"piggyback": true,
"s3_demands_per_year": 0,
"expense_cap_cents": 0
},
"information_rights": {
"financial_statements_frequency": "monthly",
"budget_required": false,
"inspection_rights": true,
"observer_rights": false
},
"pro_rata_rights": {
"major_investor_threshold_cents": 0,
"applies_to_all_investors": false
},
"transfer_restrictions": {
"rofr_holder": "company",
"co_sale_applies": true,
"lock_up_months": 0
}
},
"qualified_financing_for_safes": false,
"authorizing_resolution_id": "string",
"document_ids": [
"string"
],
"signing_date": "2019-08-24",
"closing_date": "2019-08-24",
"partial_closes": [
{
"closing_date": "2019-08-24",
"investor_ids": [
"string"
],
"amount_recognized": {
"amount": 50000,
"currency": "usd"
}
}
],
"pre_close_snapshot_id": "string",
"post_close_snapshot_id": "string",
"metadata": {
"customer_id": "cus_7Hpx9WxY",
"portfolio_tag": "y-combinator-w26"
},
"created": 0,
"updated": 0,
"livemode": true
},
"expected_steps": [
"string"
]
}{
"type": "https://mattermode.com/docs/errors/invalid_request",
"title": "Invalid request",
"status": 400,
"code": "invalid_request",
"detail": "Request body could not be parsed as JSON.",
"doc_url": "https://mattermode.com/docs/guides/errors#invalid_request",
"request_id": "req_Qw9xYz8A"
}{
"type": "https://mattermode.com/docs/errors/invalid_state_transition",
"title": "Invalid state transition",
"status": 409,
"code": "invalid_state_transition",
"detail": "Entity ent_Nq3KcAbc is in state `dissolved`; `dissolve` is not a valid transition.",
"doc_url": "https://mattermode.com/docs/guides/errors#invalid_state_transition",
"request_id": "req_Qw9xYz8A",
"current_state": "dissolved",
"attempted_transition": "dissolve",
"allowed_transitions": []
}{
"type": "https://mattermode.com/docs/errors/dissolution_prerequisites_missing",
"title": "Dissolution prerequisites missing",
"status": 409,
"code": "dissolution_prerequisites_missing",
"detail": "Voluntary dissolution requires `board_resolution_id` and `stockholder_consent_id`, or `auto_generate_resolutions: true`.",
"doc_url": "https://mattermode.com/docs/guides/errors#dissolution_prerequisites_missing",
"request_id": "req_Qw9xYz8A"
}{
"type": "https://mattermode.com/docs/errors/valuation_stale",
"title": "409A valuation stale",
"status": 409,
"code": "valuation_stale",
"detail": "Active 409A val_AbCd1234 is older than 12 months or superseded by a material event. Issuing ISOs at the prior strike risks IRC §409A violation. Refresh via POST /entities/{id}/valuations/{id}/refresh_request.",
"doc_url": "https://mattermode.com/docs/guides/errors#valuation_stale",
"request_id": "req_Qw9xYz8A"
}