about 1 month ago
Added web hooks for status changes on IOI and and Prospective Offering objects
Exposed additional fields on the FinancialAdvisor object through GET endpoints
about 1 month ago
Added aggregated IOI view in Prospective Offerings page
Added argument for fund-level ISIN or CUSIP for Registered Funds
about 1 month ago
Added isActive filter to IOI endpoints that allow filtering by the Prospective Offering's status
about 1 month ago
Added support for investor-advisor assignments to specific Transactions, allowing concurrent transactions across multiple advisors for the same investor
about 1 month ago
Minor bug fixes and improvements
about 1 month ago
Minor bug fixes and improvements
about 1 month ago
Added ProspectiveOffering endpoints for showing upcoming deals
Partners should be transitioning to now submit IOIs against Prospective Offerings rather than PreIPOCompanySPVs
about 1 month ago
Added Redemption Windows API endpoint
Changed taxForm field on RegisteredFund object to be an ENUM rather than freeform string
about 1 month ago
Added webhook events for Registered Fund Transaction status changes
about 1 month ago
Minor bug fixes and improvements