Features
Transactions

Transaction Routes

transactions/issuance/stock

  • Description: Records a stock issuance transaction.
  • Method: POST
  • Parameters (body):
    • issuerId: The ID of the issuer (string).
    • data: The stock issuance data (object with the following fields):
      • stakeholder_id: The ID of the stakeholder (string).
      • stock_class_id: The ID of the stock class (string).
      • quantity: The number of shares issued (string).
      • share_price: The price per share (object with currency and amount).
      • stock_legend_ids: List of stock legend IDs (array of strings).
      • stock_plan_id: The ID of the stock plan (string).
      • vesting_terms_id: The ID of the vesting terms (string).
      • cost_basis: The cost basis (object with currency and amount).
      • issuance_type: The type of issuance (string).
      • comments: Additional comments (array of strings).
      • custom_id: A custom ID for the issuance (string).
      • consideration_text: The consideration text (string).
      • security_law_exemptions: List of security law exemptions (array of strings).

transactions/transfer/stock

  • Description: Records a stock transfer transaction.
  • Method: POST
  • Parameters (body):
    • issuerId: The ID of the issuer (string).
    • data: The stock transfer data (object with the following fields):
      • quantity: The number of shares transferred (string).
      • transferorId: The ID of the transferor stakeholder (string).
      • transfereeId: The ID of the transferee stakeholder (string).
      • stockClassId: The ID of the stock class (string).
      • isBuyerVerified: Whether the buyer is verified (boolean).
      • sharePrice: The price per share (string).

transactions/issuance/equity-compensation

  • Description: Records an equity compensation issuance transaction.
  • Method: POST
  • Parameters (body):
    • issuerId: The ID of the issuer (string).
    • data: The equity compensation issuance data (object with the following fields):
      • stakeholder_id: The ID of the stakeholder (string).
      • stock_class_id: The ID of the stock class (string).
      • quantity: The number of shares issued (string).
      • price_per_share: The price per share (object with currency and amount).
      • vesting_terms_id: The ID of the vesting terms (string).
      • cost_basis: The cost basis (object with currency and amount).
      • issuance_type: The type of issuance (string).
      • comments: Additional comments (array of strings).
      • custom_id: A custom ID for the issuance (string).

transactions/issuance/convertible

  • Description: Records a convertible issuance transaction.
  • Method: POST
  • Parameters (body):
    • issuerId: The ID of the issuer (string).
    • data: The convertible issuance data (object with the following fields):
      • security_law_exemptions: List of security law exemptions (array of objects with description and jurisdiction).
      • board_approval_date: The board approval date (string, format: YYYY-MM-DD).
      • stakeholder_id: The ID of the stakeholder (string).
      • consideration_text: The consideration text (string).
      • custom_id: A custom ID for the issuance (string).
      • convertible_type: The type of convertible (string).
      • investment_amount: The investment amount (object with amount and currency).
      • conversion_triggers: List of conversion triggers (array of objects with fields trigger_id, nickname, trigger_description, type, trigger_condition, conversion_right).
      • seniority: The seniority of the convertible (string).
      • pro_rata: The pro rata amount (string).
      • comments: Additional comments (array of strings).
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