Company View

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Integrating through Apex AscendOS?
The product guidance on this page applies to you. The endpoints, fields and statuses are Monark's; use the AscendOS equivalents listed in Building on Apex AscendOS.

The company page is where an investor decides whether they believe in the business, before they look at the terms of any particular deal. Monark supplies both the qualitative and the quantitative material to build it.

Monark endpoints used

Method	Endpoint	Purpose
`GET`	`/primary/v1/pre-ipo-company/{id}`	Company fundamentals
`GET`	`/primary/v1/pre-ipo-company-funding-round`	Funding history
`GET`	`/primary/v1/pre-ipo-company-news`	News
`GET`	`/primary/v1/pre-ipo-company-research`	Research
`GET`	`/primary/v1/pmi/feed-pricing/financial-institution/{financialInstitutionId}`	Secondary market pricing
`GET`	`/primary/v1/pre-ipo-company-spv/investor/{investorId}`	This company's live offerings

Important: A Pre-IPO company is not investable. Only an SPV over it is. The company page's job is to inform; the action belongs to the offering. See SPV View.

Fundamentals

UI element	Monark field	Notes
Name and logo	`name`, `logoURL`
Description	`description`
Last valuation	`lastValuation`	Abbreviate large values, e.g. "$350.0B"
Latest round	`lastFundingRound`
Total raised	`totalFunding`
Last round size	`lastFundingTotal`
Last round date	`lastFundingDate`
Trailing revenue	`twelveMonthTrailingRevenue`	Not published for every company
Founded	`yearEst`	Falls back to `yearEstablished` on older records
Leadership	The company's leadership collection

Monark sources qualitative company information in partnership with Sacra.

Null-guard every one of these. Coverage varies by company, and a page that renders "—" for a missing metric reads better than one that renders "undefined" or collapses.

Funding history

GET /primary/v1/pre-ipo-company-funding-round?preIPOCompanyId={id}&pageSize=50&sortOrder=Descending

Each round carries its name, date and share details including the issue price. A round-by-round list is the clearest way to show how the company's valuation has moved, and the issue price per round is what an investor compares the current offering against.

Pricing

Monark serves two distinct pricing families. They answer different questions and should not be mixed on one axis.

PMI feed pricing

GET /primary/v1/pmi/feed-pricing/financial-institution/{financialInstitutionId}?preIPOCompanyId={id}

A time series of secondary market pricing for the company. This is the natural source for a price chart on a company page.

NPM Tape D market data

A richer family, each endpoint scoped by financialInstitutionId:

Endpoint	What it carries
`/primary/v1/npm/tape-d-prices-full-history/financial-institution/{id}`	Full price history
`/primary/v1/npm/tape-d-409-a-valuations/financial-institution/{id}`	409A valuations
`/primary/v1/npm/tape-d-closed-trade-levels/financial-institution/{id}`	Levels at which trades actually closed
`/primary/v1/npm/tape-d-bid-and-offer-levels/financial-institution/{id}`	Where the market is quoted
`/primary/v1/npm/tape-d-mutual-fund-marks/financial-institution/{id}`	Marks published by mutual fund holders
`/primary/v1/npm/tape-d-funding-rounds/financial-institution/{id}`	Rounds, from the same source

These support a considerably more analytical view — overlaying closed trades against bid/offer levels and mutual fund marks tells an investor how firm a price really is. A retail-facing page is usually better served by PMI alone; an advisor- or institution-facing one benefits from Tape D.

Note: A 409A valuation is a company's own internal valuation for option pricing. It is not a secondary market price, and the two routinely differ by a wide margin. Label them distinctly or an investor will read one as the other.

News

GET /primary/v1/pre-ipo-company-news?preIPOCompanyId={id}&pageSize=25

Sort by release date descending. The endpoint filters by a single company id, so a portfolio-wide news feed means one request per company — cache accordingly rather than refetching on every render.

Research

GET /primary/v1/pre-ipo-company-research?preIPOCompanyId={id}

Research documents carry a relation to the company they are filed against. A document can be about the company directly, or mention it while being primarily about another — useful for a "related coverage" section, provided you label which is which.

The company's offerings

A company page should show whether there is anything to invest in right now:

GET /primary/v1/pre-ipo-company-spv/investor/{investorId}?preIPOCompanyId={id}&monarkStage=PRIMARY_FUNDRAISE

Keep only isApproved === true, and show upcoming prospective offerings alongside. This is the bridge from research to action: the investor arrives curious about the company and leaves on the SPV View.

Implementation notes

Fetch per card, not per page. Each section has its own data concern and its own failure mode. A news outage should not blank the valuation.
Treat coverage as uneven. Revenue, founding year and leadership are absent for plenty of companies. Design for the sparse case.
Cache the catalogue. Company fundamentals change infrequently; pricing and news do not.
Let investors watch a company that has no offering yet, so they hear about one when it opens. See Marketplace.

Next steps

The offering itself: SPV View
Register interest in an upcoming deal: Indications of Interest