Save Valuations and Terms

Save pricing, vesting, legends, plans, and stock-class support data. Each create route writes a MongoDB record only — history rows come from the Transfer, Cancel, and Reissue Stock routes.

Records are immutable in TAP. When terms change, create a new record and reference it by ID from the next issuance.

Inputs

ID	Used by
`issuerId`	Every create route.
`stock_class_id`	Valuations, plans, stock-class adjustments.
`vesting_terms_id`	Later issuance workflows.

Valuation

POST /valuation/create

Show valuation request

{
    "issuerId": "<YOUR_ISSUER_ID>",
    "data": {
        "provider": "Example Valuation Firm",
        "board_approval_date": "2026-04-20",
        "stockholder_approval_date": "2026-04-20",
        "price_per_share": {
            "currency": "USD",
            "amount": "4.20"
        },
        "effective_date": "2026-04-20",
        "stock_class_id": "<YOUR_STOCK_CLASS_ID>",
        "valuation_type": "409A",
        "comments": []
    }
}

Returns: { "valuation": ... }.

`valuation_type` values

Value	Use for
`409A`	IRS §409A common-stock fair-market valuations (US-only).
`COMMON_STOCK`	Generic common-stock valuation outside the 409A framework.
`FUNDING_ROUND`	Preferred-stock pricing for a specific financing round.

Vesting terms

POST /vesting-terms/create

Show vesting-terms request

{
    "issuerId": "<YOUR_ISSUER_ID>",
    "data": {
        "name": "Founder Vesting",
        "description": "Full vesting at the vesting commencement date.",
        "allocation_type": "CUMULATIVE_ROUNDING",
        "vesting_conditions": [
            {
                "id": "founder-start",
                "description": "Fully vested at start date.",
                "quantity": "100000",
                "trigger": {
                    "type": "VESTING_START_DATE"
                },
                "next_condition_ids": []
            }
        ]
    }
}

Returns: { "vestingTerms": ... }.

`vesting_conditions[]` fields

Field	Required	Description
`id`	Yes	Unique within this set of conditions. Used by `next_condition_ids` to chain.
`description`	No	Human-readable explanation.
`quantity`	Yes	Shares released when this condition fires.
`trigger.type`	Yes	OCF trigger type — e.g. `VESTING_START_DATE`, `VESTING_SCHEDULE_RELATIVE`, `VESTING_SCHEDULE_ABSOLUTE`, `VESTING_EVENT`.
`next_condition_ids`	Yes	IDs of conditions that fire after this one. Empty array marks a leaf.

Legends and plans

Route	Saves	Returns
`POST /stock-legend/create`	Transfer restriction text.	`{ "stockLegend": ... }`
`POST /stock-plan/create`	Plan terms for future equity comp.	`{ "stockPlan": ... }`

Stock plan body:

Show stock-plan request

{
    "issuerId": "<YOUR_ISSUER_ID>",
    "data": {
        "plan_name": "Transfer Agent Protocol 2026 Plan",
        "board_approval_date": "2026-01-15",
        "stockholder_approval_date": "2026-01-20",
        "initial_shares_reserved": "1000000",
        "default_cancellation_behavior": "RETURN_TO_POOL",
        "stock_class_id": "<YOUR_STOCK_CLASS_ID>",
        "comments": []
    }
}

Stock class

There is no general stock-class metadata update route. To change a stock class, use:

Goal	Route
Read	`GET /stock-class/id/:id` with `issuerId` body
Count	`GET /stock-class/total-number` with `issuerId` body
Change authorized shares	See Adjust authorized shares on the Transfer, Cancel, and Reissue Stock page — those are history-producing routes that live with the rest of the corporate-action flows.

Read back

Record	Route
Valuation	`GET /valuation/id/:id`
Vesting terms	`GET /vesting-terms/id/:id`
Stock legend	`GET /stock-legend/id/:id`
Stock plan	`GET /stock-plan/id/:id`

Next: Save Equity Compensation and Convertibles.

Save Equity Compensation and Convertibles Security