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API Reference
V1

Private Markets

Browse private-market offerings and their indicative terms. Access requires the account holder to hold an accreditation attestation.

Get SPV
$ clst v1:private-markets get-spv-by-id
GET/v1/private-markets/spvs/{spv_id}
List every live IOI for the caller's account-holder entity.
$ clst v1:private-markets get-iois
GET/v1/private-markets/iois
Create an IOI for a visible upcoming offering.
$ clst v1:private-markets create-ioi
POST/v1/private-markets/iois
Update an IOI's notional, accepting the current NDA revision when required.
$ clst v1:private-markets update-ioi
PATCH/v1/private-markets/iois/{ioi_id}
Withdraw a live IOI. Repeating a withdrawal returns 404.
$ clst v1:private-markets delete-ioi
DELETE/v1/private-markets/iois/{ioi_id}
Get Company
$ clst v1:private-markets get-company-by-id
GET/v1/private-markets/companies/{company_id}

Private MarketsCompanies

ModelsExpand Collapse
company_category: object { name, slug }

A company category.

name: string

Display name.

slug: string

Stable lowercase category slug.

company_citation: object { id, source, title, 2 more }

A cited source.

id: string

Stable profile-local citation identifier.

source: string

Source publisher or provider.

title: string

Human-readable source title.

url: string

Source URL.

published_at: optional string

Source publication time, when known.

company_customer: object { name, logo_url }

A named company customer.

name: string

Customer name.

logo_url: optional string

Customer logo, when supplied.

company_detail: object { id, name, profile, 6 more }

A company’s identity and its complete published profile.

id: string

Stable company identifier.

name: string

Display name.

profile: object { categories, citations, customers, 9 more }

The complete versioned company profile.

categories: optional array of CompanyCategory { name, slug }

Company categories.

name: string

Display name.

slug: string

Stable lowercase category slug.

citations: optional array of CompanyCitation { id, source, title, 2 more }

Sources referenced by narrative sections and metrics.

id: string

Stable profile-local citation identifier.

source: string

Source publisher or provider.

title: string

Human-readable source title.

url: string

Source URL.

published_at: optional string

Source publication time, when known.

customers: optional array of CompanyCustomer { name, logo_url }

Named customers evidenced by the source material.

name: string

Customer name.

logo_url: optional string

Customer logo, when supplied.

documents: optional array of CompanyDocumentResource { document_type, relation, title, 4 more }

Company-level research and source documents.

document_type: "COMPANY_PROFILE" or "MARKET_RESEARCH" or "INTERVIEW" or 4 more

Typed document kind.

"COMPANY_PROFILE"
"MARKET_RESEARCH"
"INTERVIEW"
"DEAL_SHEET"
"PRESS_RELEASE"
"NEWS"
"OTHER"
relation: "SUBJECT" or "CONNECTED"

Relationship to this company.

"SUBJECT"
"CONNECTED"
title: string

Display title.

url: string

Document URL.

external_id: optional string

Optional source identifier retained for reconciliation.

preview: optional object { description, image_url }

Optional card preview.

description: optional string

Preview description.

image_url: optional string

Preview image URL.

published_at: optional string

Publication time, when known.

headquarters: optional object { city, country }

Company headquarters, when known.

city: string

City.

country: string

Country.

Known legal entities associated with the company.

Country name or ISO country code supplied by the source.

Legal name.

metric_series: optional array of CompanyMetricSeries { frequency, label, metric_key, 5 more }

Historical and estimated metric series.

frequency: "YEAR" or "QUARTER" or "MONTH" or "POINT_IN_TIME"

Observation cadence.

"YEAR"
"QUARTER"
"MONTH"
"POINT_IN_TIME"
label: string

Display label.

metric_key: "ANNUALIZED_REVENUE" or "REVENUE_GROWTH" or "VALUATION" or 12 more

Canonical metric key.

"ANNUALIZED_REVENUE"
"REVENUE_GROWTH"
"VALUATION"
"ISSUE_PRICE"
"PRICE_PER_SHARE"
"AMOUNT_RAISED"
"ORDER_VOLUME"
"PIPELINE_VALUE"
"GROSS_MARGIN"
"EBIT_MARGIN"
"FCF_CONVERSION"
"CONTRACTED_REVENUE_PERCENT"
"NET_REVENUE_RETENTION"
"CUSTOMER_COUNT"
"MARKET_POSITION"
source: string

Publisher/provider name.

unit: "USD" or "PERCENT" or "COUNT" or "RANK"

Value unit.

"USD"
"PERCENT"
"COUNT"
"RANK"
external_id: optional string

Optional source identifier retained for reconciliation.

points: optional array of CompanyMetricPoint { observed_at, value, value_type, 3 more }

Ordered observations.

observed_at: string

Observation time.

value: string

Exact decimal value, serialized as a string.

value_type: "HISTORICAL" or "ESTIMATED"

Historical or estimated classification.

"HISTORICAL"
"ESTIMATED"
citation_ids: optional array of string

Profile-local citation ids supporting this point.

source_event_id: optional string

Optional source event identifier.

source_metadata: optional map[string]

Optional provider reconciliation metadata.

source_url: optional string

Source URL, when available.

narrative_sections: optional array of CompanyNarrativeSection { body, display_order, title, citation_ids }

Ordered durable company fact and thesis blocks.

body: string

Plain-text section body.

display_order: number

Stable display position within the profile.

title: string

Section heading.

citation_ids: optional array of string

Profile-local citation ids supporting this block.

overview: optional string

Long company overview.

people: optional array of CompanyPerson { name, external_id, roles }

Key people and their roles.

name: string

Display name.

external_id: optional string

Optional source identifier retained for reconciliation.

roles: optional array of CompanyPersonRole

One or more curated company roles.

"FOUNDER"
"CEO"
"OTHER"
social: optional array of CompanySocialLink { type, url }

Social/profile links.

Link type.

"WEBSITE"
"LINKEDIN"
"X"
"FACEBOOK"
"OTHER"

Link URL.

tagline: optional string

Short durable positioning line used with the company name.

profile_schema_version: number

Profile schema version discriminator.

short_description: string

Short card/search description.

slug: string

Lowercase URL slug.

logo_url: optional string

Company logo URL, when known.

primary_domain: optional string

Canonical lowercase domain, when known.

published_at: optional string

Publication time.

company_document_preview: object { description, image_url }

Optional document card preview.

description: optional string

Preview description.

image_url: optional string

Preview image URL.

company_document_relation: "SUBJECT" or "CONNECTED"

How a document relates to the company.

"SUBJECT"
"CONNECTED"
company_document_resource: object { document_type, relation, title, 4 more }

A company-level research or source document.

document_type: "COMPANY_PROFILE" or "MARKET_RESEARCH" or "INTERVIEW" or 4 more

Typed document kind.

"COMPANY_PROFILE"
"MARKET_RESEARCH"
"INTERVIEW"
"DEAL_SHEET"
"PRESS_RELEASE"
"NEWS"
"OTHER"
relation: "SUBJECT" or "CONNECTED"

Relationship to this company.

"SUBJECT"
"CONNECTED"
title: string

Display title.

url: string

Document URL.

external_id: optional string

Optional source identifier retained for reconciliation.

preview: optional object { description, image_url }

Optional card preview.

description: optional string

Preview description.

image_url: optional string

Preview image URL.

published_at: optional string

Publication time, when known.

company_document_type: "COMPANY_PROFILE" or "MARKET_RESEARCH" or "INTERVIEW" or 4 more

Company document kind.

"COMPANY_PROFILE"
"MARKET_RESEARCH"
"INTERVIEW"
"DEAL_SHEET"
"PRESS_RELEASE"
"NEWS"
"OTHER"
company_headquarters: object { city, country }

Company headquarters.

city: string

City.

country: string

Country.

A legal entity associated with the company.

Country name or ISO country code supplied by the source.

Legal name.

company_metric_point: object { observed_at, value, value_type, 3 more }

One metric observation.

observed_at: string

Observation time.

value: string

Exact decimal value, serialized as a string.

value_type: "HISTORICAL" or "ESTIMATED"

Historical or estimated classification.

"HISTORICAL"
"ESTIMATED"
citation_ids: optional array of string

Profile-local citation ids supporting this point.

source_event_id: optional string

Optional source event identifier.

source_metadata: optional map[string]

Optional provider reconciliation metadata.

company_metric_series: object { frequency, label, metric_key, 5 more }

A historical or estimated company metric series.

frequency: "YEAR" or "QUARTER" or "MONTH" or "POINT_IN_TIME"

Observation cadence.

"YEAR"
"QUARTER"
"MONTH"
"POINT_IN_TIME"
label: string

Display label.

metric_key: "ANNUALIZED_REVENUE" or "REVENUE_GROWTH" or "VALUATION" or 12 more

Canonical metric key.

"ANNUALIZED_REVENUE"
"REVENUE_GROWTH"
"VALUATION"
"ISSUE_PRICE"
"PRICE_PER_SHARE"
"AMOUNT_RAISED"
"ORDER_VOLUME"
"PIPELINE_VALUE"
"GROSS_MARGIN"
"EBIT_MARGIN"
"FCF_CONVERSION"
"CONTRACTED_REVENUE_PERCENT"
"NET_REVENUE_RETENTION"
"CUSTOMER_COUNT"
"MARKET_POSITION"
source: string

Publisher/provider name.

unit: "USD" or "PERCENT" or "COUNT" or "RANK"

Value unit.

"USD"
"PERCENT"
"COUNT"
"RANK"
external_id: optional string

Optional source identifier retained for reconciliation.

points: optional array of CompanyMetricPoint { observed_at, value, value_type, 3 more }

Ordered observations.

observed_at: string

Observation time.

value: string

Exact decimal value, serialized as a string.

value_type: "HISTORICAL" or "ESTIMATED"

Historical or estimated classification.

"HISTORICAL"
"ESTIMATED"
citation_ids: optional array of string

Profile-local citation ids supporting this point.

source_event_id: optional string

Optional source event identifier.

source_metadata: optional map[string]

Optional provider reconciliation metadata.

source_url: optional string

Source URL, when available.

company_narrative_section: object { body, display_order, title, citation_ids }

One ordered durable narrative block.

body: string

Plain-text section body.

display_order: number

Stable display position within the profile.

title: string

Section heading.

citation_ids: optional array of string

Profile-local citation ids supporting this block.

company_person: object { name, external_id, roles }

A key person associated with the company.

name: string

Display name.

external_id: optional string

Optional source identifier retained for reconciliation.

roles: optional array of CompanyPersonRole

One or more curated company roles.

"FOUNDER"
"CEO"
"OTHER"
company_person_role: "FOUNDER" or "CEO" or "OTHER"

A key person’s relationship to the company.

"FOUNDER"
"CEO"
"OTHER"
company_profile_resource: object { categories, citations, customers, 9 more }

The complete versioned company profile (schema version one).

categories: optional array of CompanyCategory { name, slug }

Company categories.

name: string

Display name.

slug: string

Stable lowercase category slug.

citations: optional array of CompanyCitation { id, source, title, 2 more }

Sources referenced by narrative sections and metrics.

id: string

Stable profile-local citation identifier.

source: string

Source publisher or provider.

title: string

Human-readable source title.

url: string

Source URL.

published_at: optional string

Source publication time, when known.

customers: optional array of CompanyCustomer { name, logo_url }

Named customers evidenced by the source material.

name: string

Customer name.

logo_url: optional string

Customer logo, when supplied.

documents: optional array of CompanyDocumentResource { document_type, relation, title, 4 more }

Company-level research and source documents.

document_type: "COMPANY_PROFILE" or "MARKET_RESEARCH" or "INTERVIEW" or 4 more

Typed document kind.

"COMPANY_PROFILE"
"MARKET_RESEARCH"
"INTERVIEW"
"DEAL_SHEET"
"PRESS_RELEASE"
"NEWS"
"OTHER"
relation: "SUBJECT" or "CONNECTED"

Relationship to this company.

"SUBJECT"
"CONNECTED"
title: string

Display title.

url: string

Document URL.

external_id: optional string

Optional source identifier retained for reconciliation.

preview: optional object { description, image_url }

Optional card preview.

description: optional string

Preview description.

image_url: optional string

Preview image URL.

published_at: optional string

Publication time, when known.

headquarters: optional object { city, country }

Company headquarters, when known.

city: string

City.

country: string

Country.

Known legal entities associated with the company.

Country name or ISO country code supplied by the source.

Legal name.

metric_series: optional array of CompanyMetricSeries { frequency, label, metric_key, 5 more }

Historical and estimated metric series.

frequency: "YEAR" or "QUARTER" or "MONTH" or "POINT_IN_TIME"

Observation cadence.

"YEAR"
"QUARTER"
"MONTH"
"POINT_IN_TIME"
label: string

Display label.

metric_key: "ANNUALIZED_REVENUE" or "REVENUE_GROWTH" or "VALUATION" or 12 more

Canonical metric key.

"ANNUALIZED_REVENUE"
"REVENUE_GROWTH"
"VALUATION"
"ISSUE_PRICE"
"PRICE_PER_SHARE"
"AMOUNT_RAISED"
"ORDER_VOLUME"
"PIPELINE_VALUE"
"GROSS_MARGIN"
"EBIT_MARGIN"
"FCF_CONVERSION"
"CONTRACTED_REVENUE_PERCENT"
"NET_REVENUE_RETENTION"
"CUSTOMER_COUNT"
"MARKET_POSITION"
source: string

Publisher/provider name.

unit: "USD" or "PERCENT" or "COUNT" or "RANK"

Value unit.

"USD"
"PERCENT"
"COUNT"
"RANK"
external_id: optional string

Optional source identifier retained for reconciliation.

points: optional array of CompanyMetricPoint { observed_at, value, value_type, 3 more }

Ordered observations.

observed_at: string

Observation time.

value: string

Exact decimal value, serialized as a string.

value_type: "HISTORICAL" or "ESTIMATED"

Historical or estimated classification.

"HISTORICAL"
"ESTIMATED"
citation_ids: optional array of string

Profile-local citation ids supporting this point.

source_event_id: optional string

Optional source event identifier.

source_metadata: optional map[string]

Optional provider reconciliation metadata.

source_url: optional string

Source URL, when available.

narrative_sections: optional array of CompanyNarrativeSection { body, display_order, title, citation_ids }

Ordered durable company fact and thesis blocks.

body: string

Plain-text section body.

display_order: number

Stable display position within the profile.

title: string

Section heading.

citation_ids: optional array of string

Profile-local citation ids supporting this block.

overview: optional string

Long company overview.

people: optional array of CompanyPerson { name, external_id, roles }

Key people and their roles.

name: string

Display name.

external_id: optional string

Optional source identifier retained for reconciliation.

roles: optional array of CompanyPersonRole

One or more curated company roles.

"FOUNDER"
"CEO"
"OTHER"
social: optional array of CompanySocialLink { type, url }

Social/profile links.

Link type.

"WEBSITE"
"LINKEDIN"
"X"
"FACEBOOK"
"OTHER"

Link URL.

tagline: optional string

Short durable positioning line used with the company name.

A company social/profile link.

Link type.

"WEBSITE"
"LINKEDIN"
"X"
"FACEBOOK"
"OTHER"

Link URL.

company_social_type: "WEBSITE" or "LINKEDIN" or "X" or 2 more

Kind of company social/profile link.

"WEBSITE"
"LINKEDIN"
"X"
"FACEBOOK"
"OTHER"
metric_frequency: "YEAR" or "QUARTER" or "MONTH" or "POINT_IN_TIME"

Observation cadence for a metric series.

"YEAR"
"QUARTER"
"MONTH"
"POINT_IN_TIME"
metric_key: "ANNUALIZED_REVENUE" or "REVENUE_GROWTH" or "VALUATION" or 12 more

Canonical company metric key.

"ANNUALIZED_REVENUE"
"REVENUE_GROWTH"
"VALUATION"
"ISSUE_PRICE"
"PRICE_PER_SHARE"
"AMOUNT_RAISED"
"ORDER_VOLUME"
"PIPELINE_VALUE"
"GROSS_MARGIN"
"EBIT_MARGIN"
"FCF_CONVERSION"
"CONTRACTED_REVENUE_PERCENT"
"NET_REVENUE_RETENTION"
"CUSTOMER_COUNT"
"MARKET_POSITION"

Private MarketsIois

ModelsExpand Collapse
ioi_company_resource: object { id, name }

Company identity embedded in an IOI list item.

id: string
name: string
ioi_listing_resource: IoiResource { id, account_id, created_at, 5 more }

IOI list item with the campaign identity needed to render it.

company: object { id, name }

Company identity embedded in an IOI list item.

id: string
name: string
offering: object { id, headline }

Offering identity embedded in an IOI list item.

id: string
headline: string
ioi_listing_resource_list: array of IoiListingResource { company, offering }
company: object { id, name }

Company identity embedded in an IOI list item.

id: string
name: string
offering: object { id, headline }

Offering identity embedded in an IOI list item.

id: string
headline: string
ioi_offering_resource: object { id, headline }

Offering identity embedded in an IOI list item.

id: string
headline: string
ioi_resource: object { id, account_id, created_at, 5 more }

One live indication of interest.

id: string
account_id: number
created_at: string
currency: "USD"

Terms currency.

"USD"
notional_amount: string
offering_id: string
updated_at: string
nda_acceptance: optional object { accepted_at, agreement_id, version }

Most recent NDA acceptance linked to this IOI, if any.

accepted_at: string
agreement_id: string
version: number
nda_acceptance_resource: object { accepted_at, agreement_id, version }

Public evidence that an NDA version was accepted. Signing IP and other provenance remain audit-only and are never returned by this API.

accepted_at: string
agreement_id: string
version: number

Private MarketsOfferings

Browse private-market offerings and their indicative terms. Access requires the account holder to hold an accreditation attestation.

List Offerings
$ clst v1:private-markets:offerings get-offerings
GET/v1/private-markets/offerings
Get Offering
$ clst v1:private-markets:offerings get-offering-by-id
GET/v1/private-markets/offerings/{offering_id}
ModelsExpand Collapse
currency: "USD"

Terms currency.

"USD"
metric_unit: "USD" or "PERCENT" or "COUNT" or "RANK"

Unit for a resolved highlight metric.

"USD"
"PERCENT"
"COUNT"
"RANK"
metric_value_type: "HISTORICAL" or "ESTIMATED"

Whether a resolved highlight value is observed or estimated.

"HISTORICAL"
"ESTIMATED"
nda_agreement_resource: object { acceptance_text, acceptance_text_version, agreement_id, 4 more }

Current NDA agreement for an SPV-backed deal.

acceptance_text: string

Exact assent and authority representation shown to the signer.

acceptance_text_version: number

Version of the acceptance representation.

agreement_id: string

Stable agreement identifier submitted with an IOI acceptance.

document_reference: string

Durable reference to the immutable NDA artifact.

document_sha256: string

Lowercase SHA-256 digest of the artifact bytes.

effective_at: string

Time this version became effective.

version: number

Strictly increasing SPV-local agreement version.

offering_card: object { id, class, company, 11 more }

One offering as it appears in a list: its derived class, indicative terms, a company identity summary, and any attached SPV.

id: string

Stable public identifier; IOIs and history hang off it.

class: "UPCOMING" or "ACTIVE"

Derived classification.

"UPCOMING"
"ACTIVE"
company: object { id, name, short_description, 3 more }

Owning company identity.

id: string

Stable company identifier.

name: string

Display name.

short_description: string

Short card/search description.

slug: string

Lowercase URL slug.

logo_url: optional string

Company logo URL, when known.

primary_domain: optional string

Canonical lowercase domain, when known.

currency: "USD"

Terms currency.

"USD"
headline: string

Card/detail headline.

summary: string

Top opportunity paragraph.

indicative_price_high: optional string

Indicative price-per-share range, high endpoint.

indicative_price_low: optional string

Indicative price-per-share range, low endpoint.

indicative_valuation_basis: optional "PRE_MONEY" or "POST_MONEY" or "REFERENCE" or "IMPLIED"

Meaning of the indicative valuation range.

"PRE_MONEY"
"POST_MONEY"
"REFERENCE"
"IMPLIED"
indicative_valuation_high: optional string

Indicative valuation range, high endpoint.

indicative_valuation_low: optional string

Indicative valuation range, low endpoint.

ioi_deadline: optional string

Deadline for indications of interest.

minimum_ioi_amount: optional string

Minimum indication-of-interest amount.

spv: optional object { id, name, status, 5 more }

Attached SPV identity and lifecycle, once one exists.

id: string

Stable SPV identifier.

name: string

Legal/display name.

status: "DRAFT" or "OPEN" or "CLOSED" or 2 more

Lifecycle state.

"DRAFT"
"OPEN"
"CLOSED"
"LIQUIDATING"
"DISSOLVED"
custodian_name: optional string

Custodian.

manager_name: optional string

SPV manager.

nda_agreement: optional object { acceptance_text, acceptance_text_version, agreement_id, 4 more }

Current NDA agreement. Absent when this SPV does not require one.

acceptance_text: string

Exact assent and authority representation shown to the signer.

acceptance_text_version: number

Version of the acceptance representation.

agreement_id: string

Stable agreement identifier submitted with an IOI acceptance.

document_reference: string

Durable reference to the immutable NDA artifact.

document_sha256: string

Lowercase SHA-256 digest of the artifact bytes.

effective_at: string

Time this version became effective.

version: number

Strictly increasing SPV-local agreement version.

share_class: optional string

Underlying share class, when specified.

structure_description: optional string

Plain-text vehicle structure.

offering_card_list: array of OfferingCard { id, class, company, 11 more }
id: string

Stable public identifier; IOIs and history hang off it.

class: "UPCOMING" or "ACTIVE"

Derived classification.

"UPCOMING"
"ACTIVE"
company: object { id, name, short_description, 3 more }

Owning company identity.

id: string

Stable company identifier.

name: string

Display name.

short_description: string

Short card/search description.

slug: string

Lowercase URL slug.

logo_url: optional string

Company logo URL, when known.

primary_domain: optional string

Canonical lowercase domain, when known.

currency: "USD"

Terms currency.

"USD"
headline: string

Card/detail headline.

summary: string

Top opportunity paragraph.

indicative_price_high: optional string

Indicative price-per-share range, high endpoint.

indicative_price_low: optional string

Indicative price-per-share range, low endpoint.

indicative_valuation_basis: optional "PRE_MONEY" or "POST_MONEY" or "REFERENCE" or "IMPLIED"

Meaning of the indicative valuation range.

"PRE_MONEY"
"POST_MONEY"
"REFERENCE"
"IMPLIED"
indicative_valuation_high: optional string

Indicative valuation range, high endpoint.

indicative_valuation_low: optional string

Indicative valuation range, low endpoint.

ioi_deadline: optional string

Deadline for indications of interest.

minimum_ioi_amount: optional string

Minimum indication-of-interest amount.

spv: optional object { id, name, status, 5 more }

Attached SPV identity and lifecycle, once one exists.

id: string

Stable SPV identifier.

name: string

Legal/display name.

status: "DRAFT" or "OPEN" or "CLOSED" or 2 more

Lifecycle state.

"DRAFT"
"OPEN"
"CLOSED"
"LIQUIDATING"
"DISSOLVED"
custodian_name: optional string

Custodian.

manager_name: optional string

SPV manager.

nda_agreement: optional object { acceptance_text, acceptance_text_version, agreement_id, 4 more }

Current NDA agreement. Absent when this SPV does not require one.

acceptance_text: string

Exact assent and authority representation shown to the signer.

acceptance_text_version: number

Version of the acceptance representation.

agreement_id: string

Stable agreement identifier submitted with an IOI acceptance.

document_reference: string

Durable reference to the immutable NDA artifact.

document_sha256: string

Lowercase SHA-256 digest of the artifact bytes.

effective_at: string

Time this version became effective.

version: number

Strictly increasing SPV-local agreement version.

share_class: optional string

Underlying share class, when specified.

structure_description: optional string

Plain-text vehicle structure.

offering_class: "UPCOMING" or "ACTIVE"

Derived offering classification.

"UPCOMING"
"ACTIVE"
offering_company: object { id, name, short_description, 3 more }

Company identity carried on an offering card/detail.

id: string

Stable company identifier.

name: string

Display name.

short_description: string

Short card/search description.

slug: string

Lowercase URL slug.

logo_url: optional string

Company logo URL, when known.

primary_domain: optional string

Canonical lowercase domain, when known.

offering_detail: OfferingCard { id, class, company, 11 more }

One offering with everything needed to render its detail payload.

disclosures: optional string

Important disclosures.

documents: optional array of OfferingDocumentResource { id, display_order, document_type, 6 more }

Campaign documents in display order.

id: string

Stable identifier.

display_order: number

Stable display position.

document_type: "TEARSHEET" or "KEY_TERMS" or "RISK_FACTORS" or 2 more

Document kind.

"TEARSHEET"
"KEY_TERMS"
"RISK_FACTORS"
"PPM"
"OTHER"
title: string

Display title.

object_key: optional string

Object-store key, when the document is stored internally.

published_at: optional string

Publication time, when known.

source: optional string

Source publisher/provider.

source_url: optional string

Source URL.

url: optional string

Externally reachable URL, when the document lives at one.

highlights: optional array of OfferingHighlight { label, metric_key, unit, 3 more }

Ordered resolved highlights.

label: string

Display label (the highlight’s override, else the series’ own label).

metric_key: string

Canonical metric key selected by the highlight (e.g. REVENUE_GROWTH).

unit: "USD" or "PERCENT" or "COUNT" or "RANK"

Value unit.

"USD"
"PERCENT"
"COUNT"
"RANK"
observed_at: optional string

Observation time of the latest value.

value: optional string

Latest observed value, when the series carries any points.

value_type: optional "HISTORICAL" or "ESTIMATED"

Whether the latest value is historical or estimated.

"HISTORICAL"
"ESTIMATED"
investment_thesis: optional string

Campaign-specific investment framing.

key_risks: optional array of OfferingKeyRisk { body, title, citation_ids }

Ordered key risks.

body: string

Plain-text risk body.

title: string

Risk heading.

citation_ids: optional array of string

Profile-local citation ids supporting the risk.

participants: optional array of OfferingParticipantResource { id, display_order, name, role }

Campaign participants in display order.

id: string

Stable identifier.

display_order: number

Stable display position.

name: string

Display name.

role: "LEAD_INVESTOR" or "CO_LEAD" or "FUND_MANAGER" or "PLACEMENT_AGENT"

Presentation role.

"LEAD_INVESTOR"
"CO_LEAD"
"FUND_MANAGER"
"PLACEMENT_AGENT"
structure_description: optional string

Vehicle/structure framing shown before typed SPV terms exist.

why_now: optional string

Why-now framing.

offering_document_resource: object { id, display_order, document_type, 6 more }

A campaign document’s display metadata. Exactly one of url/object_key is set; an object key is resolved and signed elsewhere.

id: string

Stable identifier.

display_order: number

Stable display position.

document_type: "TEARSHEET" or "KEY_TERMS" or "RISK_FACTORS" or 2 more

Document kind.

"TEARSHEET"
"KEY_TERMS"
"RISK_FACTORS"
"PPM"
"OTHER"
title: string

Display title.

object_key: optional string

Object-store key, when the document is stored internally.

published_at: optional string

Publication time, when known.

source: optional string

Source publisher/provider.

source_url: optional string

Source URL.

url: optional string

Externally reachable URL, when the document lives at one.

offering_document_type: "TEARSHEET" or "KEY_TERMS" or "RISK_FACTORS" or 2 more

Kind of campaign document.

"TEARSHEET"
"KEY_TERMS"
"RISK_FACTORS"
"PPM"
"OTHER"
offering_highlight: object { label, metric_key, unit, 3 more }

A curated highlight, resolved against the company profile’s metric series.

label: string

Display label (the highlight’s override, else the series’ own label).

metric_key: string

Canonical metric key selected by the highlight (e.g. REVENUE_GROWTH).

unit: "USD" or "PERCENT" or "COUNT" or "RANK"

Value unit.

"USD"
"PERCENT"
"COUNT"
"RANK"
observed_at: optional string

Observation time of the latest value.

value: optional string

Latest observed value, when the series carries any points.

value_type: optional "HISTORICAL" or "ESTIMATED"

Whether the latest value is historical or estimated.

"HISTORICAL"
"ESTIMATED"
offering_key_risk: object { body, title, citation_ids }

One ordered key-risk block.

body: string

Plain-text risk body.

title: string

Risk heading.

citation_ids: optional array of string

Profile-local citation ids supporting the risk.

offering_participant_resource: object { id, display_order, name, role }

An offering participant’s display data.

id: string

Stable identifier.

display_order: number

Stable display position.

name: string

Display name.

role: "LEAD_INVESTOR" or "CO_LEAD" or "FUND_MANAGER" or "PLACEMENT_AGENT"

Presentation role.

"LEAD_INVESTOR"
"CO_LEAD"
"FUND_MANAGER"
"PLACEMENT_AGENT"
offering_spv: object { id, name, status, 5 more }

The attached SPV’s identity and lifecycle. Exact economics surface once the SPV opens; an upcoming offering’s indicative ranges describe the terms until then.

id: string

Stable SPV identifier.

name: string

Legal/display name.

status: "DRAFT" or "OPEN" or "CLOSED" or 2 more

Lifecycle state.

"DRAFT"
"OPEN"
"CLOSED"
"LIQUIDATING"
"DISSOLVED"
custodian_name: optional string

Custodian.

manager_name: optional string

SPV manager.

nda_agreement: optional object { acceptance_text, acceptance_text_version, agreement_id, 4 more }

Current NDA agreement. Absent when this SPV does not require one.

acceptance_text: string

Exact assent and authority representation shown to the signer.

acceptance_text_version: number

Version of the acceptance representation.

agreement_id: string

Stable agreement identifier submitted with an IOI acceptance.

document_reference: string

Durable reference to the immutable NDA artifact.

document_sha256: string

Lowercase SHA-256 digest of the artifact bytes.

effective_at: string

Time this version became effective.

version: number

Strictly increasing SPV-local agreement version.

share_class: optional string

Underlying share class, when specified.

structure_description: optional string

Plain-text vehicle structure.

participant_role: "LEAD_INVESTOR" or "CO_LEAD" or "FUND_MANAGER" or "PLACEMENT_AGENT"

Presentation role of an offering participant.

"LEAD_INVESTOR"
"CO_LEAD"
"FUND_MANAGER"
"PLACEMENT_AGENT"
spv_status: "DRAFT" or "OPEN" or "CLOSED" or 2 more

SPV lifecycle state.

"DRAFT"
"OPEN"
"CLOSED"
"LIQUIDATING"
"DISSOLVED"
valuation_basis: "PRE_MONEY" or "POST_MONEY" or "REFERENCE" or "IMPLIED"

Meaning of an indicative valuation range or an SPV valuation.

"PRE_MONEY"
"POST_MONEY"
"REFERENCE"
"IMPLIED"

Private MarketsSpvs

ModelsExpand Collapse
charged_by: "FUND_MANAGER" or "CLEAR_STREET" or "THIRD_PARTY"

Party charging a fee.

"FUND_MANAGER"
"CLEAR_STREET"
"THIRD_PARTY"
fee_frequency: "ONE_TIME" or "ANNUAL" or "AT_EXIT" or "PASS_THROUGH"

Fee timing/cadence.

"ONE_TIME"
"ANNUAL"
"AT_EXIT"
"PASS_THROUGH"
fee_type: "MANAGEMENT" or "CARRY" or "PLACEMENT" or 2 more

Kind of SPV fee.

"MANAGEMENT"
"CARRY"
"PLACEMENT"
"ADMINISTRATIVE"
"OTHER"
spv_detail: object { id, company_id, currency, 20 more }

An OPEN SPV’s identity, exact economics, and typed fee schedule.

id: string

Stable SPV identifier.

company_id: string

Company whose shares the vehicle holds.

currency: "USD"

Terms currency.

"USD"
name: string

Legal/display name.

status: "DRAFT" or "OPEN" or "CLOSED" or 2 more

Lifecycle state.

"DRAFT"
"OPEN"
"CLOSED"
"LIQUIDATING"
"DISSOLVED"
all_in_price_per_share: optional string

Price per share including fees.

custodian_name: optional string

Custodian.

fee_per_share: optional string

Per-share fee.

fee_terms: optional array of SpvFeeTermResource { charged_by, currency, description, 6 more }

Typed fee schedule.

charged_by: "FUND_MANAGER" or "CLEAR_STREET" or "THIRD_PARTY"

Charging party.

"FUND_MANAGER"
"CLEAR_STREET"
"THIRD_PARTY"
currency: "USD"

Terms currency.

"USD"
description: string

Plain-text fee disclosure.

fee_type: "MANAGEMENT" or "CARRY" or "PLACEMENT" or 2 more

Fee kind.

"MANAGEMENT"
"CARRY"
"PLACEMENT"
"ADMINISTRATIVE"
"OTHER"
frequency: "ONE_TIME" or "ANNUAL" or "AT_EXIT" or "PASS_THROUGH"

Timing/cadence.

"ONE_TIME"
"ANNUAL"
"AT_EXIT"
"PASS_THROUGH"
amount: optional string

Exact fixed amount, when amount-based.

duration_years: optional string

Charge duration in years, when specified.

hurdle_rate: optional string

Carry hurdle as a decimal fraction, when specified.

rate: optional string

Decimal fraction between zero and one, when percentage-based.

funded_percent: optional string

Percentage of dollar allocation funded, derived from the allocation pair.

funding_deadline: optional string

Funding deadline.

manager_name: optional string

SPV manager.

minimum_investment_amount: optional string

Minimum investment amount.

opened_at: optional string

Time the vehicle opened.

price_per_share: optional string

Price per share excluding fees.

remaining_allocation_amount: optional string

Remaining dollar allocation.

remaining_share_allocation: optional string

Remaining share allocation.

share_class: optional string

Underlying share class, when specified.

structure_description: optional string

Plain-text vehicle structure.

total_allocation_amount: optional string

Total dollar allocation.

total_share_allocation: optional string

Total share allocation.

valuation: optional string

Exact company valuation.

valuation_basis: optional "PRE_MONEY" or "POST_MONEY" or "REFERENCE" or "IMPLIED"

Meaning of valuation.

"PRE_MONEY"
"POST_MONEY"
"REFERENCE"
"IMPLIED"
spv_fee_term_resource: object { charged_by, currency, description, 6 more }

One typed SPV fee term.

charged_by: "FUND_MANAGER" or "CLEAR_STREET" or "THIRD_PARTY"

Charging party.

"FUND_MANAGER"
"CLEAR_STREET"
"THIRD_PARTY"
currency: "USD"

Terms currency.

"USD"
description: string

Plain-text fee disclosure.

fee_type: "MANAGEMENT" or "CARRY" or "PLACEMENT" or 2 more

Fee kind.

"MANAGEMENT"
"CARRY"
"PLACEMENT"
"ADMINISTRATIVE"
"OTHER"
frequency: "ONE_TIME" or "ANNUAL" or "AT_EXIT" or "PASS_THROUGH"

Timing/cadence.

"ONE_TIME"
"ANNUAL"
"AT_EXIT"
"PASS_THROUGH"
amount: optional string

Exact fixed amount, when amount-based.

duration_years: optional string

Charge duration in years, when specified.

hurdle_rate: optional string

Carry hurdle as a decimal fraction, when specified.

rate: optional string

Decimal fraction between zero and one, when percentage-based.