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Primary Offering API
Getting Started
Address
Normalize Address (get valid state code).
post
DocumentControllerV2
Get a Document by ID.
get
Get all Documents.
get
Signs a document by a document ID.
post
Downloads a document using document ID and token. The document is accessed anonymously using a secure token.
get
Streams a document using document ID and token. Supports Range requests for PDF viewers. Anonymous endpoint; CORS allows any origin for browser-based streaming.
get
FinancialAdvisor
Create a Financial Advisor.
post
Update a Financial Advisor.
put
Get all Financial Advisors.
get
Get a Financial Advisor by Id.
get
FinancialInstitution
Gets a Financial Institution by ID.
get
Get all Financial Institutions
get
Update an Financial Institution's Reference ID.
put
IndicationOfInterestControllerV2
Create an Indication of Interest
post
Update an Indication of Interest.
put
Get all IndicationOfInterests.
get
Get an IndicationOfInterest by Id.
get
Delete an Indication of Interest by ID.
del
Investor
Create an Investor.
post
Update an Investor’s Information.
put
Get all Investors.
get
Update an Investor’s accreditation status.
put
Get the Investor by investorId.
get
Get the Investor by investorReferenceId.
get
Get an entity's UBO.
get
Create an entity's UBO.
post
Update a UBO's information.
put
Delete a UBO.
del
Update a joint account owner's accreditation status.
put
Get all joint account owners.
get
Create joint account owners.
post
Update a joint account owner.
put
Delete a joint account owner.
del
PartnerApproval
Gets all targets of a specific type that have been approved.
get
Gets all approved targets for the authenticated Partner with full target objects included, optionally filtered by target type.
get
Checks if a specific target has been approved.
get
Approves a target.
put
Gets the approval record for a specific target.
get
Gets an approval record by Id.
get
Gets all approval records with optional filtering.
get
PdfDocument
Generates a pdf from the template and the provided data mapping fields.
post
ProspectiveOffering
Get the Prospective offering by the specified Id.
get
Get all Prospective offerings with filtering and pagination.
get
RedemptionWindow
Get a redemption window by ID.
get
Get all redemption windows with optional filters.
get
RegisteredFund
Get the RegisteredFund by the specified Id.
get
Get all RegisteredFunds
get
Get redemption windows for a specific registered fund.
get
Transaction
Create a new transaction (subscription or redemption).
post
Get all transactions.
get
Update an existing transaction.
put
Get a transaction by ID.
get
Get all transactions for a specific investor filtered by target asset type.
get
Get a specific transaction for an investor by target ID.
get
Update a transaction's reference ID.
put
Reject a transaction.
post
TransactionAction
Get all TransactionActions by Transaction.
get
Get an TransactionAction by Id
get
Complete an TransactionAction.
put
Complete all pending TransactionActions for a given Transaction. Actions that cannot be completed (e.g. questionnaires without answers) will be skipped.
put
Questionnaire
Create a Questionnaire.
post
Update a Questionnaire.
put
Get all Questionnaires
get
Delete a Questionnaire.
del
Get a Questionnaire by Id
get
QuestionnaireAnswer
Create a QuestionnaireAnswer
post
Get all QuestionnaireAnswers.
get
Get a QuestionnaireAnswer by Id
get
Version
Get the API version
get
Watchlist
Create or update a watchlist item.
post
Get all watchlist items with optional filters.
get
Get a watchlist item by investor ID and target ID.
get
Delete a watchlist item by investor ID and target ID.
del
Get a watchlist item by advisor ID and target ID.
get
Delete a watchlist item by advisor ID and target ID.
del
Webhook
Create a Webhook
post
Get all Webhooks
get
Update a Webhook’s Information
put
Get a Webhook
get
Delete a Webhook
del
Get all Webhook Events for a specified Webhook
get
Webhook Events
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
DEPRECATED
Document
Get a Document by ID.
get
Get all Documents.
get
Signs a document by a document ID.
post
Downloads a document using document ID and token. The document is accessed anonymously using a secure token.
get
IndicationOfInterest
Create an Indication of Interest
post
Update an Indication of Interest
put
Get all IndicationOfInterests.
get
Delete an Indication of Interest by ID.
del
Get an IndicationOfInterest by Id
get
InvestorSubscriptionAction
Get all InvestorSubscriptionActions by InvestorSubscription.
get
Get an InvestorSubscriptionAction by Id
get
Complete an InvestorSubscriptionAction.
put
InvestorSubscription
Create an InvestorSubscription.
post
Get all InvestorSubscriptions.
get
Update an InvestorSubscription.
put
Get InvestorSubscription by InvestorId and TargetId.
get
Get InvestorSubscriptions by InvestorId.
get
Get an InvestorSubscription by ID.
get
Signs an Existing Subscription.
post
Update an InvestorSubscription's Order Reference ID.
put
Rejects an Existing Subscription with the fund partner.
post
PreIPO Companies
PreIPOCompanySPVPartnerApproval
Checks if a specific SPV has been approved.
get
Approves an SPV.
put
Gets the approval record for a specific SPV.
get
Gets an approval record by Id.
get
Gets all approval records with optional filtering.
get
PreIPOCompanyInvestment
Get a PreIPOCompanyInvestment by Id
get
Get all PreIPOCompanyInvestments
get
PreIPOCompanyNews
Get a PreIPOCompanyNews by Id.
get
Get all PreIPOCompanyNews.
get
PreIPOCompanyResearch
Get a PreIPOCompanyResearch by Id.
get
Get all PreIPOCompanyResearch.
get
PreIPOCompanyFundingRound
Get the PreIPOCompanyFundingRound by the specified Id.
get
Get all PreIPOCompanyFundingRounds.
get
PreIPOCompanySPV
Checks if a Financial Institution has access to a specific SPV.
get
Get a PreIPOCompanySPV by Id
get
Get a PreIPOCompanySPV by Cusip
get
Get all PreIPOCompanySPVs
get
Gets all Financial Institutions that have access to a specific SPV
get
Gets all SPVs that a Financial Institution has access to
get
PreIPOCompany
Get a PreIPOCompany by Id.
get
Get all PreIPOCompanies.
get
Bulk Download all PreIPOCompanies.
get
Primary Market Data API
Health
API Health Check
get
Market Data
Get OHLC data for a symbol
get
Get all available symbols
get
Symbols
Get symbol by company domain
get
Tape D Data API
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
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
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
Npm409AValuation
Retrieves a 409A valuation by ID for a specific financial institution.
get
Retrieves all NPM 409A valuations 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
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
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
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
SecondaryLinkEvergreenNews
PM Insights Data API
PmiValuation
Gets a PMI valuation record by ID.
get
Gets all PMI valuation records with optional filtering.
get
PmiFeedPricing
Gets a PMI feed pricing record by ID.
get
Gets all PMI feed pricing records with optional filtering.
get
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