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Guides Recipes API Reference Changelog

API Reference

Guides Recipes API Reference Changelog

Primary Offering API

Getting Started
Address
- Normalize Address (get valid state code).post
CorporateAction
- Gets a CorporateAction by Id.get
- Gets all CorporateActions with optional filtering and pagination.get
Document (V2)
FinancialAdvisor
FinancialInstitution
IndicationOfInterest (V2)
Investor
PartnerApproval
PdfDocument
- Generates a pdf from the template and the provided data mapping fields.post
PreIPOCompanyEvent
- /primary/v1/pre-ipo-company-event/{id}get
- /primary/v1/pre-ipo-company-eventget
PreIPOCompanySPV
ProspectiveOffering
- Get the Prospective offering by the specified Id.get
- Get all Prospective offerings with filtering and pagination.get
Questionnaire
QuestionnaireAnswer
RedemptionWindow
- Get a redemption window by ID.get
- Get all redemption windows with optional filters.get
RegisteredFund
SecondaryLinkEvergreenCapitalFlows
- Gets a SecondaryLink Evergreen Capital Flows record by ID.get
- Gets all SecondaryLink Evergreen Capital Flows with optional filtering and pagination.get
SecondaryLinkEvergreenGrowth
- Gets a SecondaryLink Evergreen Growth record by ID.get
- Gets all SecondaryLink Evergreen Growth with optional filtering and pagination.get
SecondaryLinkEvergreenPortfolioComposition
- Gets a SecondaryLink Evergreen Portfolio Composition record by ID.get
- Gets all SecondaryLink Evergreen Portfolio Composition with optional filtering and pagination.get
SecondaryLinkEvergreenPortfolioHoldings
- Gets a SecondaryLink Evergreen Portfolio Holdings record by ID.get
- Gets all SecondaryLink Evergreen Portfolio Holdings with optional filtering and pagination.get
SecondaryLinkEvergreenSecondaryPricing
- Gets a SecondaryLink Evergreen Secondary Pricing record by ID.get
- Gets all SecondaryLink Evergreen Secondary Pricing with optional filtering and pagination.get
Transaction
TransactionAction
Version
- Get the API versionget
Watchlist
Webhook

DEPRECATED

InvestorSubscription
InvestorSubscriptionAction
Document
IndicationOfInterest

PreIPO Companies

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

SECONDARYLINK DATA API

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
SecondaryLinkEvergreenFund
- Gets a SecondaryLink Evergreen Fund by ID.get
- Gets all SecondaryLink Evergreen Funds with optional filtering and pagination.get

PM Insights Data API

PmiFeedPricing
- Gets a PMI feed pricing record by ID.get
- Gets all PMI feed pricing records with optional filtering.get
PmiValuation
- Gets a PMI valuation record by ID.get
- Gets all PMI valuation records with optional filtering.get

Backoffice API

Transaction API
Position API
- List positionsget
- Get position by IDget

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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.

Updated 9 months ago

Get a Financial Advisor by Id.

Gets a Financial Institution by ID.

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Updated 9 months ago

Get a Financial Advisor by Id.

Gets a Financial Institution by ID.

Did this page help you?