• Added support for new EvergreenLink endpoints
  • Added option to place investor initials for advisor questionnaire question on document templates
  • Added gate preventing rejected transactions from being signed after rejection
  • Added excluded document types to SPV-related document endpoints
  • Added support for new PM Insights feed pricing endpoints
  • Added fix to parse questionnaire multi-select answers in JSON format
  • No longer returning past-close Prospective Offerings through APIs
  • Added support for inclusion of no-lien attestation templates
  • Minor bug fixes and improvements
  • Added support for SETTLED stage for transactions
  • Added complete all actions endpoints
  • Minor bug fixes and improvements
  • Now automatically sets investor status to PENDING if accreditation is expired, rather than PROCESSING status
  • Alts Desk now tracks external transfer agent data submissions
  • Minor bug fixes and improvements