• 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
  • Added minimumAccountBalance to RegisteredFund object to support redemption logic
  • Minor bug fixes and improvements

  • Minor bug fixes and improvements