• Added web hooks for status changes on IOI and and Prospective Offering objects
  • Exposed additional fields on the FinancialAdvisor object through GET endpoints
  • Added aggregated IOI view in Prospective Offerings page
  • Added argument for fund-level ISIN or CUSIP for Registered Funds
  • Added isActive filter to IOI endpoints that allow filtering by the Prospective Offering's status
  • Added support for investor-advisor assignments to specific Transactions, allowing concurrent transactions across multiple advisors for the same investor
  • Minor bug fixes and improvements
  • Minor bug fixes and improvements
  • Added ProspectiveOffering endpoints for showing upcoming deals
    • Partners should be transitioning to now submit IOIs against Prospective Offerings rather than PreIPOCompanySPVs
  • Added Redemption Windows API endpoint
  • Changed taxForm field on RegisteredFund object to be an ENUM rather than freeform string
  • Added webhook events for Registered Fund Transaction status changes
  • Minor bug fixes and improvements