Request:
mutation {
makeDistribution (
input: {
_allocationId: "abb668d2-63d2-43dd-b495-b1e413a69427"
accountEmail: "bob.smith@example.com"
name: "Bob Smith"
amount: "100000"
}
) {
distribution {
id
status
}
}
}
Response:
{
"data": {
"makeDistribution": {
"distribution": {
"id": "8f444de2-bfd9-4ca5-b6f4-74c4e511cebc",
"status": "drafted"
}
}
}
}
A distribution is an initial assignment of a quantity of units (typically shares) to an investor within an allocation which is meant to represent a pro forma position that the investor is interested in taking in a particular offering. (See the Object Model section of the Introduction.)
In this example, the mutation creates a new distribution that is associated with an allocation. The ID and status of the newly created distribution is returned in the payload. Note that the allocation ID returned from the previous example of the creation of an allocation is used in the creation of the distribution; this joins the distribution to the allocation. makeDistribution will automatically create an investor account and customer record if not already present in the system.
The value of the status field in the response indicates that the distribution was successfully created and placed into a “drafted” state. This is now a pro forma entry on a cap table for the corresponding allocation, but the distribution will not yet appear in the investor’s portfolio in the Vertalo investor portal. When appropriate, you may update the status of the distribution to “open” (investor qualifications met, waiting for funding) or “closed” (funding has been received, ready for issuance), either of which will make the distribution visible to the investor in the Vertalo portal.