Skip to content
Clear Street Clear Street Clear Street
Start Trading
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
v1.private_markets.get_spv_by_id(strspv_id, PrivateMarketGetSpvByIDParams**kwargs) -> PrivateMarketGetSpvByIDResponse
GET/v1/private-markets/spvs/{spv_id}
List every live IOI for the caller's account-holder entity.
v1.private_markets.get_iois(PrivateMarketGetIoisParams**kwargs) -> PrivateMarketGetIoisResponse
GET/v1/private-markets/iois
Create an IOI for a visible upcoming offering.
v1.private_markets.create_ioi(PrivateMarketCreateIoiParams**kwargs) -> PrivateMarketCreateIoiResponse
POST/v1/private-markets/iois
Update an IOI's notional, accepting the current NDA revision when required.
v1.private_markets.update_ioi(strioi_id, PrivateMarketUpdateIoiParams**kwargs) -> PrivateMarketUpdateIoiResponse
PATCH/v1/private-markets/iois/{ioi_id}
Withdraw a live IOI. Repeating a withdrawal returns 404.
v1.private_markets.delete_ioi(strioi_id, PrivateMarketDeleteIoiParams**kwargs)
DELETE/v1/private-markets/iois/{ioi_id}
Get Company
v1.private_markets.get_company_by_id(strcompany_id, PrivateMarketGetCompanyByIDParams**kwargs) -> PrivateMarketGetCompanyByIDResponse
GET/v1/private-markets/companies/{company_id}
ModelsExpand Collapse
class PrivateMarketGetSpvByIDResponse: …
data: SpvDetail

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

id: str

Stable SPV identifier.

formatuuid
company_id: str

Company whose shares the vehicle holds.

formatuuid
currency: Currency

Terms currency.

name: str

Legal/display name.

status: SpvStatus

Lifecycle state.

One of the following:
"DRAFT"
"OPEN"
"CLOSED"
"LIQUIDATING"
"DISSOLVED"
all_in_price_per_share: Optional[str]

Price per share including fees.

custodian_name: Optional[str]

Custodian.

fee_per_share: Optional[str]

Per-share fee.

fee_terms: Optional[List[SpvFeeTermResource]]

Typed fee schedule.

charged_by: ChargedBy

Charging party.

One of the following:
"FUND_MANAGER"
"CLEAR_STREET"
"THIRD_PARTY"
currency: Currency

Terms currency.

description: str

Plain-text fee disclosure.

fee_type: FeeType

Fee kind.

One of the following:
"MANAGEMENT"
"CARRY"
"PLACEMENT"
"ADMINISTRATIVE"
"OTHER"
frequency: FeeFrequency

Timing/cadence.

One of the following:
"ONE_TIME"
"ANNUAL"
"AT_EXIT"
"PASS_THROUGH"
amount: Optional[str]

Exact fixed amount, when amount-based.

duration_years: Optional[str]

Charge duration in years, when specified.

hurdle_rate: Optional[str]

Carry hurdle as a decimal fraction, when specified.

rate: Optional[str]

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

funded_percent: Optional[str]

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

funding_deadline: Optional[datetime]

Funding deadline.

formatdate-time
manager_name: Optional[str]

SPV manager.

minimum_investment_amount: Optional[str]

Minimum investment amount.

opened_at: Optional[datetime]

Time the vehicle opened.

formatdate-time
price_per_share: Optional[str]

Price per share excluding fees.

remaining_allocation_amount: Optional[str]

Remaining dollar allocation.

remaining_share_allocation: Optional[str]

Remaining share allocation.

share_class: Optional[str]

Underlying share class, when specified.

structure_description: Optional[str]

Plain-text vehicle structure.

total_allocation_amount: Optional[str]

Total dollar allocation.

total_share_allocation: Optional[str]

Total share allocation.

valuation: Optional[str]

Exact company valuation.

valuation_basis: Optional[ValuationBasis]

Meaning of valuation.

One of the following:
"PRE_MONEY"
"POST_MONEY"
"REFERENCE"
"IMPLIED"
class PrivateMarketGetIoisResponse: …

Company identity embedded in an IOI list item.

id: str
name: str

Offering identity embedded in an IOI list item.

id: str
headline: str
class PrivateMarketCreateIoiResponse: …

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

Company identity embedded in an IOI list item.

id: str
name: str

Offering identity embedded in an IOI list item.

id: str
headline: str
class PrivateMarketUpdateIoiResponse: …

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

Company identity embedded in an IOI list item.

id: str
name: str

Offering identity embedded in an IOI list item.

id: str
headline: str
class PrivateMarketGetCompanyByIDResponse: …

A company’s identity and its complete published profile.

id: str

Stable company identifier.

formatuuid
name: str

Display name.

The complete versioned company profile.

categories: Optional[List[CompanyCategory]]

Company categories.

name: str

Display name.

slug: str

Stable lowercase category slug.

citations: Optional[List[CompanyCitation]]

Sources referenced by narrative sections and metrics.

id: str

Stable profile-local citation identifier.

source: str

Source publisher or provider.

title: str

Human-readable source title.

url: str

Source URL.

published_at: Optional[datetime]

Source publication time, when known.

formatdate-time
customers: Optional[List[CompanyCustomer]]

Named customers evidenced by the source material.

name: str

Customer name.

logo_url: Optional[str]

Customer logo, when supplied.

documents: Optional[List[CompanyDocumentResource]]

Company-level research and source documents.

document_type: CompanyDocumentType

Typed document kind.

One of the following:
"COMPANY_PROFILE"
"MARKET_RESEARCH"
"INTERVIEW"
"DEAL_SHEET"
"PRESS_RELEASE"
"NEWS"
"OTHER"

Relationship to this company.

One of the following:
"SUBJECT"
"CONNECTED"
title: str

Display title.

url: str

Document URL.

external_id: Optional[str]

Optional source identifier retained for reconciliation.

preview: Optional[CompanyDocumentPreview]

Optional card preview.

description: Optional[str]

Preview description.

image_url: Optional[str]

Preview image URL.

published_at: Optional[datetime]

Publication time, when known.

formatdate-time
headquarters: Optional[CompanyHeadquarters]

Company headquarters, when known.

city: str

City.

country: str

Country.

Known legal entities associated with the company.

Country name or ISO country code supplied by the source.

Legal name.

metric_series: Optional[List[CompanyMetricSeries]]

Historical and estimated metric series.

frequency: MetricFrequency

Observation cadence.

One of the following:
"YEAR"
"QUARTER"
"MONTH"
"POINT_IN_TIME"
label: str

Display label.

metric_key: MetricKey

Canonical metric key.

One of the following:
"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: str

Publisher/provider name.

Value unit.

One of the following:
"USD"
"PERCENT"
"COUNT"
"RANK"
external_id: Optional[str]

Optional source identifier retained for reconciliation.

points: Optional[List[CompanyMetricPoint]]

Ordered observations.

observed_at: datetime

Observation time.

formatdate-time
value: str

Exact decimal value, serialized as a string.

value_type: MetricValueType

Historical or estimated classification.

One of the following:
"HISTORICAL"
"ESTIMATED"
citation_ids: Optional[List[str]]

Profile-local citation ids supporting this point.

source_event_id: Optional[str]

Optional source event identifier.

source_metadata: Optional[Dict[str, str]]

Optional provider reconciliation metadata.

source_url: Optional[str]

Source URL, when available.

narrative_sections: Optional[List[CompanyNarrativeSection]]

Ordered durable company fact and thesis blocks.

body: str

Plain-text section body.

display_order: int

Stable display position within the profile.

formatint32
title: str

Section heading.

citation_ids: Optional[List[str]]

Profile-local citation ids supporting this block.

overview: Optional[str]

Long company overview.

people: Optional[List[CompanyPerson]]

Key people and their roles.

name: str

Display name.

external_id: Optional[str]

Optional source identifier retained for reconciliation.

roles: Optional[List[CompanyPersonRole]]

One or more curated company roles.

One of the following:
"FOUNDER"
"CEO"
"OTHER"
social: Optional[List[CompanySocialLink]]

Social/profile links.

Link type.

One of the following:

Link URL.

tagline: Optional[str]

Short durable positioning line used with the company name.

profile_schema_version: int

Profile schema version discriminator.

formatint32
short_description: str

Short card/search description.

slug: str

Lowercase URL slug.

logo_url: Optional[str]

Company logo URL, when known.

primary_domain: Optional[str]

Canonical lowercase domain, when known.

published_at: Optional[datetime]

Publication time.

formatdate-time

Private MarketsCompanies

ModelsExpand Collapse
class CompanyCategory: …

A company category.

name: str

Display name.

slug: str

Stable lowercase category slug.

class CompanyCitation: …

A cited source.

id: str

Stable profile-local citation identifier.

source: str

Source publisher or provider.

title: str

Human-readable source title.

url: str

Source URL.

published_at: Optional[datetime]

Source publication time, when known.

formatdate-time
class CompanyCustomer: …

A named company customer.

name: str

Customer name.

logo_url: Optional[str]

Customer logo, when supplied.

class CompanyDetail: …

A company’s identity and its complete published profile.

id: str

Stable company identifier.

formatuuid
name: str

Display name.

The complete versioned company profile.

categories: Optional[List[CompanyCategory]]

Company categories.

name: str

Display name.

slug: str

Stable lowercase category slug.

citations: Optional[List[CompanyCitation]]

Sources referenced by narrative sections and metrics.

id: str

Stable profile-local citation identifier.

source: str

Source publisher or provider.

title: str

Human-readable source title.

url: str

Source URL.

published_at: Optional[datetime]

Source publication time, when known.

formatdate-time
customers: Optional[List[CompanyCustomer]]

Named customers evidenced by the source material.

name: str

Customer name.

logo_url: Optional[str]

Customer logo, when supplied.

documents: Optional[List[CompanyDocumentResource]]

Company-level research and source documents.

document_type: CompanyDocumentType

Typed document kind.

One of the following:
"COMPANY_PROFILE"
"MARKET_RESEARCH"
"INTERVIEW"
"DEAL_SHEET"
"PRESS_RELEASE"
"NEWS"
"OTHER"

Relationship to this company.

One of the following:
"SUBJECT"
"CONNECTED"
title: str

Display title.

url: str

Document URL.

external_id: Optional[str]

Optional source identifier retained for reconciliation.

preview: Optional[CompanyDocumentPreview]

Optional card preview.

description: Optional[str]

Preview description.

image_url: Optional[str]

Preview image URL.

published_at: Optional[datetime]

Publication time, when known.

formatdate-time
headquarters: Optional[CompanyHeadquarters]

Company headquarters, when known.

city: str

City.

country: str

Country.

Known legal entities associated with the company.

Country name or ISO country code supplied by the source.

Legal name.

metric_series: Optional[List[CompanyMetricSeries]]

Historical and estimated metric series.

frequency: MetricFrequency

Observation cadence.

One of the following:
"YEAR"
"QUARTER"
"MONTH"
"POINT_IN_TIME"
label: str

Display label.

metric_key: MetricKey

Canonical metric key.

One of the following:
"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: str

Publisher/provider name.

Value unit.

One of the following:
"USD"
"PERCENT"
"COUNT"
"RANK"
external_id: Optional[str]

Optional source identifier retained for reconciliation.

points: Optional[List[CompanyMetricPoint]]

Ordered observations.

observed_at: datetime

Observation time.

formatdate-time
value: str

Exact decimal value, serialized as a string.

value_type: MetricValueType

Historical or estimated classification.

One of the following:
"HISTORICAL"
"ESTIMATED"
citation_ids: Optional[List[str]]

Profile-local citation ids supporting this point.

source_event_id: Optional[str]

Optional source event identifier.

source_metadata: Optional[Dict[str, str]]

Optional provider reconciliation metadata.

source_url: Optional[str]

Source URL, when available.

narrative_sections: Optional[List[CompanyNarrativeSection]]

Ordered durable company fact and thesis blocks.

body: str

Plain-text section body.

display_order: int

Stable display position within the profile.

formatint32
title: str

Section heading.

citation_ids: Optional[List[str]]

Profile-local citation ids supporting this block.

overview: Optional[str]

Long company overview.

people: Optional[List[CompanyPerson]]

Key people and their roles.

name: str

Display name.

external_id: Optional[str]

Optional source identifier retained for reconciliation.

roles: Optional[List[CompanyPersonRole]]

One or more curated company roles.

One of the following:
"FOUNDER"
"CEO"
"OTHER"
social: Optional[List[CompanySocialLink]]

Social/profile links.

Link type.

One of the following:

Link URL.

tagline: Optional[str]

Short durable positioning line used with the company name.

profile_schema_version: int

Profile schema version discriminator.

formatint32
short_description: str

Short card/search description.

slug: str

Lowercase URL slug.

logo_url: Optional[str]

Company logo URL, when known.

primary_domain: Optional[str]

Canonical lowercase domain, when known.

published_at: Optional[datetime]

Publication time.

formatdate-time
class CompanyDocumentPreview: …

Optional document card preview.

description: Optional[str]

Preview description.

image_url: Optional[str]

Preview image URL.

Literal["SUBJECT", "CONNECTED"]

How a document relates to the company.

One of the following:
"SUBJECT"
"CONNECTED"
class CompanyDocumentResource: …

A company-level research or source document.

document_type: CompanyDocumentType

Typed document kind.

One of the following:
"COMPANY_PROFILE"
"MARKET_RESEARCH"
"INTERVIEW"
"DEAL_SHEET"
"PRESS_RELEASE"
"NEWS"
"OTHER"

Relationship to this company.

One of the following:
"SUBJECT"
"CONNECTED"
title: str

Display title.

url: str

Document URL.

external_id: Optional[str]

Optional source identifier retained for reconciliation.

preview: Optional[CompanyDocumentPreview]

Optional card preview.

description: Optional[str]

Preview description.

image_url: Optional[str]

Preview image URL.

published_at: Optional[datetime]

Publication time, when known.

formatdate-time
Literal["COMPANY_PROFILE", "MARKET_RESEARCH", "INTERVIEW", 4 more]

Company document kind.

One of the following:
"COMPANY_PROFILE"
"MARKET_RESEARCH"
"INTERVIEW"
"DEAL_SHEET"
"PRESS_RELEASE"
"NEWS"
"OTHER"
class CompanyHeadquarters: …

Company headquarters.

city: str

City.

country: str

Country.

A legal entity associated with the company.

Country name or ISO country code supplied by the source.

Legal name.

class CompanyMetricPoint: …

One metric observation.

observed_at: datetime

Observation time.

formatdate-time
value: str

Exact decimal value, serialized as a string.

value_type: MetricValueType

Historical or estimated classification.

One of the following:
"HISTORICAL"
"ESTIMATED"
citation_ids: Optional[List[str]]

Profile-local citation ids supporting this point.

source_event_id: Optional[str]

Optional source event identifier.

source_metadata: Optional[Dict[str, str]]

Optional provider reconciliation metadata.

class CompanyMetricSeries: …

A historical or estimated company metric series.

frequency: MetricFrequency

Observation cadence.

One of the following:
"YEAR"
"QUARTER"
"MONTH"
"POINT_IN_TIME"
label: str

Display label.

metric_key: MetricKey

Canonical metric key.

One of the following:
"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: str

Publisher/provider name.

Value unit.

One of the following:
"USD"
"PERCENT"
"COUNT"
"RANK"
external_id: Optional[str]

Optional source identifier retained for reconciliation.

points: Optional[List[CompanyMetricPoint]]

Ordered observations.

observed_at: datetime

Observation time.

formatdate-time
value: str

Exact decimal value, serialized as a string.

value_type: MetricValueType

Historical or estimated classification.

One of the following:
"HISTORICAL"
"ESTIMATED"
citation_ids: Optional[List[str]]

Profile-local citation ids supporting this point.

source_event_id: Optional[str]

Optional source event identifier.

source_metadata: Optional[Dict[str, str]]

Optional provider reconciliation metadata.

source_url: Optional[str]

Source URL, when available.

class CompanyNarrativeSection: …

One ordered durable narrative block.

body: str

Plain-text section body.

display_order: int

Stable display position within the profile.

formatint32
title: str

Section heading.

citation_ids: Optional[List[str]]

Profile-local citation ids supporting this block.

class CompanyPerson: …

A key person associated with the company.

name: str

Display name.

external_id: Optional[str]

Optional source identifier retained for reconciliation.

roles: Optional[List[CompanyPersonRole]]

One or more curated company roles.

One of the following:
"FOUNDER"
"CEO"
"OTHER"
Literal["FOUNDER", "CEO", "OTHER"]

A key person’s relationship to the company.

One of the following:
"FOUNDER"
"CEO"
"OTHER"
class CompanyProfileResource: …

The complete versioned company profile (schema version one).

categories: Optional[List[CompanyCategory]]

Company categories.

name: str

Display name.

slug: str

Stable lowercase category slug.

citations: Optional[List[CompanyCitation]]

Sources referenced by narrative sections and metrics.

id: str

Stable profile-local citation identifier.

source: str

Source publisher or provider.

title: str

Human-readable source title.

url: str

Source URL.

published_at: Optional[datetime]

Source publication time, when known.

formatdate-time
customers: Optional[List[CompanyCustomer]]

Named customers evidenced by the source material.

name: str

Customer name.

logo_url: Optional[str]

Customer logo, when supplied.

documents: Optional[List[CompanyDocumentResource]]

Company-level research and source documents.

document_type: CompanyDocumentType

Typed document kind.

One of the following:
"COMPANY_PROFILE"
"MARKET_RESEARCH"
"INTERVIEW"
"DEAL_SHEET"
"PRESS_RELEASE"
"NEWS"
"OTHER"

Relationship to this company.

One of the following:
"SUBJECT"
"CONNECTED"
title: str

Display title.

url: str

Document URL.

external_id: Optional[str]

Optional source identifier retained for reconciliation.

preview: Optional[CompanyDocumentPreview]

Optional card preview.

description: Optional[str]

Preview description.

image_url: Optional[str]

Preview image URL.

published_at: Optional[datetime]

Publication time, when known.

formatdate-time
headquarters: Optional[CompanyHeadquarters]

Company headquarters, when known.

city: str

City.

country: str

Country.

Known legal entities associated with the company.

Country name or ISO country code supplied by the source.

Legal name.

metric_series: Optional[List[CompanyMetricSeries]]

Historical and estimated metric series.

frequency: MetricFrequency

Observation cadence.

One of the following:
"YEAR"
"QUARTER"
"MONTH"
"POINT_IN_TIME"
label: str

Display label.

metric_key: MetricKey

Canonical metric key.

One of the following:
"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: str

Publisher/provider name.

Value unit.

One of the following:
"USD"
"PERCENT"
"COUNT"
"RANK"
external_id: Optional[str]

Optional source identifier retained for reconciliation.

points: Optional[List[CompanyMetricPoint]]

Ordered observations.

observed_at: datetime

Observation time.

formatdate-time
value: str

Exact decimal value, serialized as a string.

value_type: MetricValueType

Historical or estimated classification.

One of the following:
"HISTORICAL"
"ESTIMATED"
citation_ids: Optional[List[str]]

Profile-local citation ids supporting this point.

source_event_id: Optional[str]

Optional source event identifier.

source_metadata: Optional[Dict[str, str]]

Optional provider reconciliation metadata.

source_url: Optional[str]

Source URL, when available.

narrative_sections: Optional[List[CompanyNarrativeSection]]

Ordered durable company fact and thesis blocks.

body: str

Plain-text section body.

display_order: int

Stable display position within the profile.

formatint32
title: str

Section heading.

citation_ids: Optional[List[str]]

Profile-local citation ids supporting this block.

overview: Optional[str]

Long company overview.

people: Optional[List[CompanyPerson]]

Key people and their roles.

name: str

Display name.

external_id: Optional[str]

Optional source identifier retained for reconciliation.

roles: Optional[List[CompanyPersonRole]]

One or more curated company roles.

One of the following:
"FOUNDER"
"CEO"
"OTHER"
social: Optional[List[CompanySocialLink]]

Social/profile links.

Link type.

One of the following:

Link URL.

tagline: Optional[str]

Short durable positioning line used with the company name.

A company social/profile link.

Link type.

One of the following:

Link URL.

Literal["WEBSITE", "LINKEDIN", "X", 2 more]

Kind of company social/profile link.

One of the following:
"WEBSITE"
"LINKEDIN"
"X"
"FACEBOOK"
"OTHER"
Literal["YEAR", "QUARTER", "MONTH", "POINT_IN_TIME"]

Observation cadence for a metric series.

One of the following:
"YEAR"
"QUARTER"
"MONTH"
"POINT_IN_TIME"
Literal["ANNUALIZED_REVENUE", "REVENUE_GROWTH", "VALUATION", 12 more]

Canonical company metric key.

One of the following:
"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
class IoiCompanyResource: …

Company identity embedded in an IOI list item.

id: str
name: str
class IoiListingResource: …

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

Company identity embedded in an IOI list item.

id: str
name: str

Offering identity embedded in an IOI list item.

id: str
headline: str

Company identity embedded in an IOI list item.

id: str
name: str

Offering identity embedded in an IOI list item.

id: str
headline: str
class IoiOfferingResource: …

Offering identity embedded in an IOI list item.

id: str
headline: str
class IoiResource: …

One live indication of interest.

id: str
account_id: int
created_at: datetime
currency: Currency

Terms currency.

notional_amount: str
offering_id: str
updated_at: datetime
nda_acceptance: Optional[NdaAcceptanceResource]

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

accepted_at: datetime
agreement_id: str
version: int
class NdaAcceptanceResource: …

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: datetime
agreement_id: str
version: int

Private MarketsOfferings

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

List Offerings
v1.private_markets.offerings.get_offerings(OfferingGetOfferingsParams**kwargs) -> OfferingGetOfferingsResponse
GET/v1/private-markets/offerings
Get Offering
v1.private_markets.offerings.get_offering_by_id(stroffering_id, OfferingGetOfferingByIDParams**kwargs) -> OfferingGetOfferingByIDResponse
GET/v1/private-markets/offerings/{offering_id}
ModelsExpand Collapse
Literal["USD"]

Terms currency.

Literal["USD", "PERCENT", "COUNT", "RANK"]

Unit for a resolved highlight metric.

One of the following:
"USD"
"PERCENT"
"COUNT"
"RANK"
Literal["HISTORICAL", "ESTIMATED"]

Whether a resolved highlight value is observed or estimated.

One of the following:
"HISTORICAL"
"ESTIMATED"
class NdaAgreementResource: …

Current NDA agreement for an SPV-backed deal.

acceptance_text: str

Exact assent and authority representation shown to the signer.

acceptance_text_version: int

Version of the acceptance representation.

formatint32
agreement_id: str

Stable agreement identifier submitted with an IOI acceptance.

formatuuid
document_reference: str

Durable reference to the immutable NDA artifact.

document_sha256: str

Lowercase SHA-256 digest of the artifact bytes.

effective_at: datetime

Time this version became effective.

formatdate-time
version: int

Strictly increasing SPV-local agreement version.

formatint32
class OfferingCard: …

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

id: str

Stable public identifier; IOIs and history hang off it.

formatuuid

Derived classification.

One of the following:
"UPCOMING"
"ACTIVE"

Owning company identity.

id: str

Stable company identifier.

formatuuid
name: str

Display name.

short_description: str

Short card/search description.

slug: str

Lowercase URL slug.

logo_url: Optional[str]

Company logo URL, when known.

primary_domain: Optional[str]

Canonical lowercase domain, when known.

currency: Currency

Terms currency.

headline: str

Card/detail headline.

summary: str

Top opportunity paragraph.

indicative_price_high: Optional[str]

Indicative price-per-share range, high endpoint.

indicative_price_low: Optional[str]

Indicative price-per-share range, low endpoint.

indicative_valuation_basis: Optional[ValuationBasis]

Meaning of the indicative valuation range.

One of the following:
"PRE_MONEY"
"POST_MONEY"
"REFERENCE"
"IMPLIED"
indicative_valuation_high: Optional[str]

Indicative valuation range, high endpoint.

indicative_valuation_low: Optional[str]

Indicative valuation range, low endpoint.

ioi_deadline: Optional[datetime]

Deadline for indications of interest.

formatdate-time
minimum_ioi_amount: Optional[str]

Minimum indication-of-interest amount.

spv: Optional[OfferingSpv]

Attached SPV identity and lifecycle, once one exists.

id: str

Stable SPV identifier.

formatuuid
name: str

Legal/display name.

status: SpvStatus

Lifecycle state.

One of the following:
"DRAFT"
"OPEN"
"CLOSED"
"LIQUIDATING"
"DISSOLVED"
custodian_name: Optional[str]

Custodian.

manager_name: Optional[str]

SPV manager.

nda_agreement: Optional[NdaAgreementResource]

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

acceptance_text: str

Exact assent and authority representation shown to the signer.

acceptance_text_version: int

Version of the acceptance representation.

formatint32
agreement_id: str

Stable agreement identifier submitted with an IOI acceptance.

formatuuid
document_reference: str

Durable reference to the immutable NDA artifact.

document_sha256: str

Lowercase SHA-256 digest of the artifact bytes.

effective_at: datetime

Time this version became effective.

formatdate-time
version: int

Strictly increasing SPV-local agreement version.

formatint32
share_class: Optional[str]

Underlying share class, when specified.

structure_description: Optional[str]

Plain-text vehicle structure.

id: str

Stable public identifier; IOIs and history hang off it.

formatuuid

Derived classification.

One of the following:
"UPCOMING"
"ACTIVE"

Owning company identity.

id: str

Stable company identifier.

formatuuid
name: str

Display name.

short_description: str

Short card/search description.

slug: str

Lowercase URL slug.

logo_url: Optional[str]

Company logo URL, when known.

primary_domain: Optional[str]

Canonical lowercase domain, when known.

currency: Currency

Terms currency.

headline: str

Card/detail headline.

summary: str

Top opportunity paragraph.

indicative_price_high: Optional[str]

Indicative price-per-share range, high endpoint.

indicative_price_low: Optional[str]

Indicative price-per-share range, low endpoint.

indicative_valuation_basis: Optional[ValuationBasis]

Meaning of the indicative valuation range.

One of the following:
"PRE_MONEY"
"POST_MONEY"
"REFERENCE"
"IMPLIED"
indicative_valuation_high: Optional[str]

Indicative valuation range, high endpoint.

indicative_valuation_low: Optional[str]

Indicative valuation range, low endpoint.

ioi_deadline: Optional[datetime]

Deadline for indications of interest.

formatdate-time
minimum_ioi_amount: Optional[str]

Minimum indication-of-interest amount.

spv: Optional[OfferingSpv]

Attached SPV identity and lifecycle, once one exists.

id: str

Stable SPV identifier.

formatuuid
name: str

Legal/display name.

status: SpvStatus

Lifecycle state.

One of the following:
"DRAFT"
"OPEN"
"CLOSED"
"LIQUIDATING"
"DISSOLVED"
custodian_name: Optional[str]

Custodian.

manager_name: Optional[str]

SPV manager.

nda_agreement: Optional[NdaAgreementResource]

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

acceptance_text: str

Exact assent and authority representation shown to the signer.

acceptance_text_version: int

Version of the acceptance representation.

formatint32
agreement_id: str

Stable agreement identifier submitted with an IOI acceptance.

formatuuid
document_reference: str

Durable reference to the immutable NDA artifact.

document_sha256: str

Lowercase SHA-256 digest of the artifact bytes.

effective_at: datetime

Time this version became effective.

formatdate-time
version: int

Strictly increasing SPV-local agreement version.

formatint32
share_class: Optional[str]

Underlying share class, when specified.

structure_description: Optional[str]

Plain-text vehicle structure.

Literal["UPCOMING", "ACTIVE"]

Derived offering classification.

One of the following:
"UPCOMING"
"ACTIVE"
class OfferingCompany: …

Company identity carried on an offering card/detail.

id: str

Stable company identifier.

formatuuid
name: str

Display name.

short_description: str

Short card/search description.

slug: str

Lowercase URL slug.

logo_url: Optional[str]

Company logo URL, when known.

primary_domain: Optional[str]

Canonical lowercase domain, when known.

class OfferingDetail: …

One offering with everything needed to render its detail payload.

disclosures: Optional[str]

Important disclosures.

documents: Optional[List[OfferingDocumentResource]]

Campaign documents in display order.

id: str

Stable identifier.

formatuuid
display_order: int

Stable display position.

formatint32
document_type: OfferingDocumentType

Document kind.

One of the following:
"TEARSHEET"
"KEY_TERMS"
"RISK_FACTORS"
"PPM"
"OTHER"
title: str

Display title.

object_key: Optional[str]

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

published_at: Optional[datetime]

Publication time, when known.

formatdate-time
source: Optional[str]

Source publisher/provider.

source_url: Optional[str]

Source URL.

url: Optional[str]

Externally reachable URL, when the document lives at one.

highlights: Optional[List[OfferingHighlight]]

Ordered resolved highlights.

label: str

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

metric_key: str

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

Value unit.

One of the following:
"USD"
"PERCENT"
"COUNT"
"RANK"
observed_at: Optional[datetime]

Observation time of the latest value.

formatdate-time
value: Optional[str]

Latest observed value, when the series carries any points.

value_type: Optional[MetricValueType]

Whether the latest value is historical or estimated.

One of the following:
"HISTORICAL"
"ESTIMATED"
investment_thesis: Optional[str]

Campaign-specific investment framing.

key_risks: Optional[List[OfferingKeyRisk]]

Ordered key risks.

body: str

Plain-text risk body.

title: str

Risk heading.

citation_ids: Optional[List[str]]

Profile-local citation ids supporting the risk.

participants: Optional[List[OfferingParticipantResource]]

Campaign participants in display order.

id: str

Stable identifier.

formatuuid
display_order: int

Stable display position.

formatint32
name: str

Display name.

Presentation role.

One of the following:
"LEAD_INVESTOR"
"CO_LEAD"
"FUND_MANAGER"
"PLACEMENT_AGENT"
structure_description: Optional[str]

Vehicle/structure framing shown before typed SPV terms exist.

why_now: Optional[str]

Why-now framing.

class OfferingDocumentResource: …

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

id: str

Stable identifier.

formatuuid
display_order: int

Stable display position.

formatint32
document_type: OfferingDocumentType

Document kind.

One of the following:
"TEARSHEET"
"KEY_TERMS"
"RISK_FACTORS"
"PPM"
"OTHER"
title: str

Display title.

object_key: Optional[str]

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

published_at: Optional[datetime]

Publication time, when known.

formatdate-time
source: Optional[str]

Source publisher/provider.

source_url: Optional[str]

Source URL.

url: Optional[str]

Externally reachable URL, when the document lives at one.

Literal["TEARSHEET", "KEY_TERMS", "RISK_FACTORS", 2 more]

Kind of campaign document.

One of the following:
"TEARSHEET"
"KEY_TERMS"
"RISK_FACTORS"
"PPM"
"OTHER"
class OfferingHighlight: …

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

label: str

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

metric_key: str

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

Value unit.

One of the following:
"USD"
"PERCENT"
"COUNT"
"RANK"
observed_at: Optional[datetime]

Observation time of the latest value.

formatdate-time
value: Optional[str]

Latest observed value, when the series carries any points.

value_type: Optional[MetricValueType]

Whether the latest value is historical or estimated.

One of the following:
"HISTORICAL"
"ESTIMATED"
class OfferingKeyRisk: …

One ordered key-risk block.

body: str

Plain-text risk body.

title: str

Risk heading.

citation_ids: Optional[List[str]]

Profile-local citation ids supporting the risk.

class OfferingParticipantResource: …

An offering participant’s display data.

id: str

Stable identifier.

formatuuid
display_order: int

Stable display position.

formatint32
name: str

Display name.

Presentation role.

One of the following:
"LEAD_INVESTOR"
"CO_LEAD"
"FUND_MANAGER"
"PLACEMENT_AGENT"
class OfferingSpv: …

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: str

Stable SPV identifier.

formatuuid
name: str

Legal/display name.

status: SpvStatus

Lifecycle state.

One of the following:
"DRAFT"
"OPEN"
"CLOSED"
"LIQUIDATING"
"DISSOLVED"
custodian_name: Optional[str]

Custodian.

manager_name: Optional[str]

SPV manager.

nda_agreement: Optional[NdaAgreementResource]

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

acceptance_text: str

Exact assent and authority representation shown to the signer.

acceptance_text_version: int

Version of the acceptance representation.

formatint32
agreement_id: str

Stable agreement identifier submitted with an IOI acceptance.

formatuuid
document_reference: str

Durable reference to the immutable NDA artifact.

document_sha256: str

Lowercase SHA-256 digest of the artifact bytes.

effective_at: datetime

Time this version became effective.

formatdate-time
version: int

Strictly increasing SPV-local agreement version.

formatint32
share_class: Optional[str]

Underlying share class, when specified.

structure_description: Optional[str]

Plain-text vehicle structure.

Literal["LEAD_INVESTOR", "CO_LEAD", "FUND_MANAGER", "PLACEMENT_AGENT"]

Presentation role of an offering participant.

One of the following:
"LEAD_INVESTOR"
"CO_LEAD"
"FUND_MANAGER"
"PLACEMENT_AGENT"
Literal["DRAFT", "OPEN", "CLOSED", 2 more]

SPV lifecycle state.

One of the following:
"DRAFT"
"OPEN"
"CLOSED"
"LIQUIDATING"
"DISSOLVED"
Literal["PRE_MONEY", "POST_MONEY", "REFERENCE", "IMPLIED"]

Meaning of an indicative valuation range or an SPV valuation.

One of the following:
"PRE_MONEY"
"POST_MONEY"
"REFERENCE"
"IMPLIED"
class OfferingGetOfferingsResponse: …
id: str

Stable public identifier; IOIs and history hang off it.

formatuuid

Derived classification.

One of the following:
"UPCOMING"
"ACTIVE"

Owning company identity.

id: str

Stable company identifier.

formatuuid
name: str

Display name.

short_description: str

Short card/search description.

slug: str

Lowercase URL slug.

logo_url: Optional[str]

Company logo URL, when known.

primary_domain: Optional[str]

Canonical lowercase domain, when known.

currency: Currency

Terms currency.

headline: str

Card/detail headline.

summary: str

Top opportunity paragraph.

indicative_price_high: Optional[str]

Indicative price-per-share range, high endpoint.

indicative_price_low: Optional[str]

Indicative price-per-share range, low endpoint.

indicative_valuation_basis: Optional[ValuationBasis]

Meaning of the indicative valuation range.

One of the following:
"PRE_MONEY"
"POST_MONEY"
"REFERENCE"
"IMPLIED"
indicative_valuation_high: Optional[str]

Indicative valuation range, high endpoint.

indicative_valuation_low: Optional[str]

Indicative valuation range, low endpoint.

ioi_deadline: Optional[datetime]

Deadline for indications of interest.

formatdate-time
minimum_ioi_amount: Optional[str]

Minimum indication-of-interest amount.

spv: Optional[OfferingSpv]

Attached SPV identity and lifecycle, once one exists.

id: str

Stable SPV identifier.

formatuuid
name: str

Legal/display name.

status: SpvStatus

Lifecycle state.

One of the following:
"DRAFT"
"OPEN"
"CLOSED"
"LIQUIDATING"
"DISSOLVED"
custodian_name: Optional[str]

Custodian.

manager_name: Optional[str]

SPV manager.

nda_agreement: Optional[NdaAgreementResource]

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

acceptance_text: str

Exact assent and authority representation shown to the signer.

acceptance_text_version: int

Version of the acceptance representation.

formatint32
agreement_id: str

Stable agreement identifier submitted with an IOI acceptance.

formatuuid
document_reference: str

Durable reference to the immutable NDA artifact.

document_sha256: str

Lowercase SHA-256 digest of the artifact bytes.

effective_at: datetime

Time this version became effective.

formatdate-time
version: int

Strictly increasing SPV-local agreement version.

formatint32
share_class: Optional[str]

Underlying share class, when specified.

structure_description: Optional[str]

Plain-text vehicle structure.

class OfferingGetOfferingByIDResponse: …

One offering with everything needed to render its detail payload.

disclosures: Optional[str]

Important disclosures.

documents: Optional[List[OfferingDocumentResource]]

Campaign documents in display order.

id: str

Stable identifier.

formatuuid
display_order: int

Stable display position.

formatint32
document_type: OfferingDocumentType

Document kind.

One of the following:
"TEARSHEET"
"KEY_TERMS"
"RISK_FACTORS"
"PPM"
"OTHER"
title: str

Display title.

object_key: Optional[str]

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

published_at: Optional[datetime]

Publication time, when known.

formatdate-time
source: Optional[str]

Source publisher/provider.

source_url: Optional[str]

Source URL.

url: Optional[str]

Externally reachable URL, when the document lives at one.

highlights: Optional[List[OfferingHighlight]]

Ordered resolved highlights.

label: str

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

metric_key: str

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

Value unit.

One of the following:
"USD"
"PERCENT"
"COUNT"
"RANK"
observed_at: Optional[datetime]

Observation time of the latest value.

formatdate-time
value: Optional[str]

Latest observed value, when the series carries any points.

value_type: Optional[MetricValueType]

Whether the latest value is historical or estimated.

One of the following:
"HISTORICAL"
"ESTIMATED"
investment_thesis: Optional[str]

Campaign-specific investment framing.

key_risks: Optional[List[OfferingKeyRisk]]

Ordered key risks.

body: str

Plain-text risk body.

title: str

Risk heading.

citation_ids: Optional[List[str]]

Profile-local citation ids supporting the risk.

participants: Optional[List[OfferingParticipantResource]]

Campaign participants in display order.

id: str

Stable identifier.

formatuuid
display_order: int

Stable display position.

formatint32
name: str

Display name.

Presentation role.

One of the following:
"LEAD_INVESTOR"
"CO_LEAD"
"FUND_MANAGER"
"PLACEMENT_AGENT"
structure_description: Optional[str]

Vehicle/structure framing shown before typed SPV terms exist.

why_now: Optional[str]

Why-now framing.

Private MarketsSpvs

ModelsExpand Collapse
Literal["FUND_MANAGER", "CLEAR_STREET", "THIRD_PARTY"]

Party charging a fee.

One of the following:
"FUND_MANAGER"
"CLEAR_STREET"
"THIRD_PARTY"
Literal["ONE_TIME", "ANNUAL", "AT_EXIT", "PASS_THROUGH"]

Fee timing/cadence.

One of the following:
"ONE_TIME"
"ANNUAL"
"AT_EXIT"
"PASS_THROUGH"
Literal["MANAGEMENT", "CARRY", "PLACEMENT", 2 more]

Kind of SPV fee.

One of the following:
"MANAGEMENT"
"CARRY"
"PLACEMENT"
"ADMINISTRATIVE"
"OTHER"
class SpvDetail: …

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

id: str

Stable SPV identifier.

formatuuid
company_id: str

Company whose shares the vehicle holds.

formatuuid
currency: Currency

Terms currency.

name: str

Legal/display name.

status: SpvStatus

Lifecycle state.

One of the following:
"DRAFT"
"OPEN"
"CLOSED"
"LIQUIDATING"
"DISSOLVED"
all_in_price_per_share: Optional[str]

Price per share including fees.

custodian_name: Optional[str]

Custodian.

fee_per_share: Optional[str]

Per-share fee.

fee_terms: Optional[List[SpvFeeTermResource]]

Typed fee schedule.

charged_by: ChargedBy

Charging party.

One of the following:
"FUND_MANAGER"
"CLEAR_STREET"
"THIRD_PARTY"
currency: Currency

Terms currency.

description: str

Plain-text fee disclosure.

fee_type: FeeType

Fee kind.

One of the following:
"MANAGEMENT"
"CARRY"
"PLACEMENT"
"ADMINISTRATIVE"
"OTHER"
frequency: FeeFrequency

Timing/cadence.

One of the following:
"ONE_TIME"
"ANNUAL"
"AT_EXIT"
"PASS_THROUGH"
amount: Optional[str]

Exact fixed amount, when amount-based.

duration_years: Optional[str]

Charge duration in years, when specified.

hurdle_rate: Optional[str]

Carry hurdle as a decimal fraction, when specified.

rate: Optional[str]

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

funded_percent: Optional[str]

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

funding_deadline: Optional[datetime]

Funding deadline.

formatdate-time
manager_name: Optional[str]

SPV manager.

minimum_investment_amount: Optional[str]

Minimum investment amount.

opened_at: Optional[datetime]

Time the vehicle opened.

formatdate-time
price_per_share: Optional[str]

Price per share excluding fees.

remaining_allocation_amount: Optional[str]

Remaining dollar allocation.

remaining_share_allocation: Optional[str]

Remaining share allocation.

share_class: Optional[str]

Underlying share class, when specified.

structure_description: Optional[str]

Plain-text vehicle structure.

total_allocation_amount: Optional[str]

Total dollar allocation.

total_share_allocation: Optional[str]

Total share allocation.

valuation: Optional[str]

Exact company valuation.

valuation_basis: Optional[ValuationBasis]

Meaning of valuation.

One of the following:
"PRE_MONEY"
"POST_MONEY"
"REFERENCE"
"IMPLIED"
class SpvFeeTermResource: …

One typed SPV fee term.

charged_by: ChargedBy

Charging party.

One of the following:
"FUND_MANAGER"
"CLEAR_STREET"
"THIRD_PARTY"
currency: Currency

Terms currency.

description: str

Plain-text fee disclosure.

fee_type: FeeType

Fee kind.

One of the following:
"MANAGEMENT"
"CARRY"
"PLACEMENT"
"ADMINISTRATIVE"
"OTHER"
frequency: FeeFrequency

Timing/cadence.

One of the following:
"ONE_TIME"
"ANNUAL"
"AT_EXIT"
"PASS_THROUGH"
amount: Optional[str]

Exact fixed amount, when amount-based.

duration_years: Optional[str]

Charge duration in years, when specified.

hurdle_rate: Optional[str]

Carry hurdle as a decimal fraction, when specified.

rate: Optional[str]

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