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Guides Recipes API Reference Changelog

v1.0

API Reference

v1.0Guides Recipes API Reference Changelog

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Primary Offering API

Getting Started
Address
- Normalize Address (get valid state code).post
Document
FinancialAdvisor
FinancialInstitution
IndicationOfInterest
Investor
InvestorSubscription
InvestorSubscriptionAction
PdfDocument
- Generates a pdf from the template and the provided data mapping fields.post
Questionnaire
QuestionnaireAnswer
RegisteredFund
- Get the RegisteredFund by the specified Id.get
- Get all RegisteredFundsget
RegisteredFundSubscription
RegisteredFundSubscriptionAction
Version
- Get the API versionget
Webhook

PreIPO Companies

PreIPOCompany
PreIPOCompanyFundingRound
- Get the PreIPOCompanyFundingRound by the specified Id.get
- Get all PreIPOCompanyFundingRounds.get
PreIPOCompanyInvestment
- Get a PreIPOCompanyInvestment by Idget
- Get all PreIPOCompanyInvestmentsget
PreIPOCompanyNews
- Get a PreIPOCompanyNews by Id.get
- Get all PreIPOCompanyNews.get
PreIPOCompanyResearch
- Get a PreIPOCompanyResearch by Id.get
- Get all PreIPOCompanyResearch.get
PreIPOCompanySPV
PreIPOCompanySPVPartnerApproval

Primary Market Data API

Health
- API Health Checkget
Market Data
- Get OHLC data for a symbolget
- Get all available symbolsget
Symbols
- Get symbol by company domainget

Tape D Data API

Npm409AValuation
- Retrieves a 409A valuation by ID for a specific financial institution.get
- Retrieves all NPM 409A valuations for a specific financial institution.get
NpmBidAndOfferLevel
- Gets an NPM Bid and Offer Level record by ID for a specific financial institution.get
- Gets all NPM Bid and Offer Level records for a financial institution.get
NpmClosedTradeLevel
- Gets an NPM Closed Trade Level record by ID for a specific financial institution.get
- Gets all NPM Closed Trade Level records for a financial institution.get
NpmFundingRound
- Gets an NPM Funding Round record by ID for a specific financial institution.get
- Gets all NPM Funding Round records for a financial institution.get
NpmMutualFundMark
- Gets an NPM mutual fund mark by ID for a specific financial institution.get
- Gets all NPM mutual fund marks for a specific financial institution.get
NpmTapeDBasic
- Gets a NPM Tape D Basic record by ID for a financial institution.get
- Gets all NPM Tape D Basic records for a specific financial institution.get
NpmTapeDPricesFullHistory
- Gets an NPM Tape D Prices Full History record by ID for a specific financial institution.get
- Gets all NPM Tape D Prices Full History records for a specific financial institution.get

SECONDARYLINK DATA API

SecondaryLinkEvergreenFund
- Gets a SecondaryLink Evergreen Fund by ID.get
- Gets all SecondaryLink Evergreen Funds with optional filtering and pagination.get
SecondaryLinkEvergreenNews
- Gets a SecondaryLink Evergreen News record by ID.get
- Gets all SecondaryLink Evergreen News with optional filtering and pagination.get
SecondaryLinkEvergreenReturns
- Gets a SecondaryLink Evergreen Returns record by ID.get
- Gets all SecondaryLink Evergreen Returns with optional filtering and pagination.get
SecondaryLinkEvergreenShareClasses
- Gets a SecondaryLink Evergreen Share Classes record by ID.get
- Gets all SecondaryLink Evergreen Share Classes with optional filtering and pagination.get

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FinancialInstitution

Financial Institutions represents a Partner's downstream B2B client, which could be an RIA, Introducing Broker-Dealer, or Foreign Financial Institution.