Data Access Patterns
Certain aspects of Monark's system can only be accessed by certain parties via API to ensure a secure and orderly marketplace.
Partner Access
- Partners can only access, view, and update their own Investors. Partners cannot view or otherwise access Investors that are associated with other Partners.
- Partners can access all PreIPOCompanies, PreIPOCompanyInvestments, and PreIPOCompanySPVs.
- Partners can view individual IOIs and responses to Questionnaires submitted by their Investors.
- Partners can create Investors, Indications of Interest, Subscriptions, and Questionnaires.
Investor Access
- Investors can view attributes, research documents, news, and other content associated with all PreIPOCompanies, PreIPOCompanyInvestments, and PreIPOCompanySPVs. Partners are responsible for creating the frontend experience that their investors will interact with.
- Investors can submit Subscriptions, IOIs, Questionnaires, and can view their private securities holdings.
- Investors can view available PreIPOCompanies and submit IOIs.
- Investors can view templated versions of Subscription Agreements, PPMs, and other offering documents relevant to an SPV. Following a successful subscription to an SPV, Investors will be able to view the signed versions of those same documents.
- Following a successful subscription, Investors can view their tax documents. Monark provides tax documents programmatically via API.
Monark Markets System Access
- Monark can aggregate and view IOI and Questionnaire data across all Partners and Investors.
- Monark can create PreIPOCompanies, PreIPOCompanySPVs, PreIPOCompanyInvestments, and Questionnaires.
- Monark maintains and holds record of audit trails for all transactions and events.
Updated 1 day ago