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v1.0

API Reference

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Primary Offering API

Getting Started
Address
- Normalize Address (get valid state code).post
DocumentControllerV2
FinancialAdvisor
FinancialInstitution
IndicationOfInterestControllerV2
Investor
PartnerApproval
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
Transaction
TransactionAction
Questionnaire
QuestionnaireAnswer
Version
- Get the API versionget
Watchlist
Webhook

DEPRECATED

Document
IndicationOfInterest
InvestorSubscriptionAction
InvestorSubscription

PreIPO Companies

PreIPOCompanySPVPartnerApproval
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
PreIPOCompanyFundingRound
- Get the PreIPOCompanyFundingRound by the specified Id.get
- Get all PreIPOCompanyFundingRounds.get
PreIPOCompanySPV
PreIPOCompany

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

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
- Gets a SecondaryLink Evergreen News record by ID.get
- Gets all SecondaryLink Evergreen News with optional filtering and pagination.get

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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