@monarkmarkets/api-client 1.1.93 → 1.1.94
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/Client.d.ts +4620 -0
- package/dist/Client.js +8489 -0
- package/dist/index.d.ts +1 -0
- package/dist/index.js +1 -0
- package/package.json +1 -1
package/dist/Client.d.ts
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export declare class Client {
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private http;
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private baseUrl;
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protected jsonParseReviver: ((key: string, value: any) => any) | undefined;
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constructor(baseUrl?: string, http?: {
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fetch(url: RequestInfo, init?: RequestInit): Promise<Response>;
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});
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/**
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* Get a Document by ID.
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* @param id The Document ID for the document to retrieve.
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* @return OK
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*/
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document(id: string): Promise<Document>;
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protected processDocument(response: Response): Promise<Document>;
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/**
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* Get all Documents.
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* @param investorId (optional) Investor ID to filter by.
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* @param preIPOCompanyId (optional) PreIPOCompanyID to filter by.
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* @param preIPOCompanySPVId (optional) PreIPOCompanySPVId to filter by.
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* @param preIPOCompanyInvestmentId (optional) PreIPOCompanyInvestmentId to filter by.
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* @param investorSubscriptionId (optional) InvestorSubscriptionId to filter by.
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* @param registeredFundId (optional)
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* @param documentType (optional) Type of document to filter by.
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* @param exactMatch (optional) Only returns the items exactly matching the parameters given.
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* @param page (optional) Page number for pagination.
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* @param pageSize (optional) Number of items per page for pagination.
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* @param sortOrder (optional)
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* @return OK
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*/
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document2(investorId: string | undefined, preIPOCompanyId: string | undefined, preIPOCompanySPVId: string | undefined, preIPOCompanyInvestmentId: string | undefined, investorSubscriptionId: string | undefined, registeredFundId: string | undefined, documentType: DocumentType | undefined, exactMatch: boolean | undefined, page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder | undefined): Promise<DocumentApiResponse>;
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protected processDocument2(response: Response): Promise<DocumentApiResponse>;
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/**
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* Signs a document by a document ID.
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* @param id The Document ID for the document to sign.
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* @param body (optional) Data about the signing.
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* @return No Content
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*/
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sign(id: string, body: SignDocument | undefined): Promise<void>;
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protected processSign(response: Response): Promise<void>;
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/**
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* Downloads a document using document ID and token. The document is accessed anonymously using a secure token.
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* @param id The Document ID for the document to download.
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* @param token The secure token required to access the document.
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*/
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download(id: string, token: string): Promise<void>;
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protected processDownload(response: Response): Promise<void>;
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/**
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* Create a Financial Advisor in the primary offering.
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* @param body (optional) create Financial Advisor information.
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* @return The newly created Financial Advisor.
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*/
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financialAdvisorPOST(body: CreateFinancialAdvisor | undefined): Promise<FinancialAdvisor>;
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protected processFinancialAdvisorPOST(response: Response): Promise<FinancialAdvisor>;
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/**
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* Update an entire Financial Advisor in the primary offering.
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* @param body (optional) update Financial Advisor information.
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* @return The updated Financial Advisor.
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*/
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financialAdvisorPUT(body: UpdateFinancialAdvisor | undefined): Promise<FinancialAdvisor>;
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protected processFinancialAdvisorPUT(response: Response): Promise<FinancialAdvisor>;
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/**
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* Get all Financial Advisors for the authenticated partner's financial institutions.
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* @param page (optional) The page number for pagination.
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* @param pageSize (optional) The number of items per page.
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* @param sortOrder (optional) The order in which to sort the financial advisors.
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* @param financialInstitutionId (optional) Optional filter by Financial Institution ID.
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* @return Returns the list of Financial Advisors.
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*/
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financialAdvisorGET(page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder2 | undefined, financialInstitutionId: string | undefined): Promise<FinancialAdvisorApiResponse>;
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protected processFinancialAdvisorGET(response: Response): Promise<FinancialAdvisorApiResponse>;
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/**
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* Get the Financial Advisor by the specified Id.
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* @param id Id of the Financial Advisor to find.
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* @return Returns the Financial Advisor with the specified Id.
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*/
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financialAdvisorGET2(id: string): Promise<FinancialAdvisor>;
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protected processFinancialAdvisorGET2(response: Response): Promise<FinancialAdvisor>;
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/**
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* Gets a Financial Institution by ID.
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* @param id ID of the Financial Institution to retrieve.
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* @return OK
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*/
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financialInstitution(id: string): Promise<FinancialInstitution>;
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protected processFinancialInstitution(response: Response): Promise<FinancialInstitution>;
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/**
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* Get all Financial Institutions
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* @param page (optional)
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* @param pageSize (optional)
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* @param sortOrder (optional)
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* @return OK
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*/
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financialInstitution2(page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder3 | undefined): Promise<FinancialInstitutionApiResponse>;
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protected processFinancialInstitution2(response: Response): Promise<FinancialInstitutionApiResponse>;
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/**
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* Create an Indication of Interest
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* @param body (optional) create IndicationOfInterest information.
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* @return The newly created IndicationOfInterest.
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*/
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indicationOfInterestPOST(body: CreateIndicationOfInterest | undefined): Promise<IndicationOfInterest>;
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protected processIndicationOfInterestPOST(response: Response): Promise<IndicationOfInterest>;
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/**
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* Update an Indication of Interest
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* @param body (optional) Update Indication of Interest information.
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* @return The updated Indication of Interest.
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*/
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indicationOfInterestPUT(body: UpdateIndicationOfInterest | undefined): Promise<IndicationOfInterest>;
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protected processIndicationOfInterestPUT(response: Response): Promise<IndicationOfInterest>;
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/**
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* Get all IndicationOfInterests.
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* @param searchTerm (optional) Optional search term on the PreIPOCompany name.
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* @param investorId (optional) Filter the returned IndicationOfInterests by an InvestorId.
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* @param sortProperty (optional) Which property to sort by.
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* @param sortOrder (optional) Which direction to sort by.
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* @param page (optional)
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* @param pageSize (optional)
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* @return Returns the list of IndicationOfInterest.
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*/
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indicationOfInterestGET(searchTerm: string | undefined, investorId: string | undefined, sortProperty: SortProperty | undefined, sortOrder: SortOrder4 | undefined, page: number | undefined, pageSize: number | undefined): Promise<IndicationOfInterestApiResponse>;
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protected processIndicationOfInterestGET(response: Response): Promise<IndicationOfInterestApiResponse>;
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/**
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* Delete an Indication of Interest by ID.
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* @param id The ID of the Indication of Interest to delete.
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* @return The Indication of Interest was successfully deleted.
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*/
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indicationOfInterestDELETE(id: string): Promise<void>;
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protected processIndicationOfInterestDELETE(response: Response): Promise<void>;
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/**
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* Get an IndicationOfInterest by Id
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* @param id Unique ID of the IOI to find.
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* @return Returns the IndicationOfInterest with the specified Id.
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*/
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indicationOfInterestGET2(id: string): Promise<IndicationOfInterest>;
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protected processIndicationOfInterestGET2(response: Response): Promise<IndicationOfInterest>;
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/**
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* Create an Investor.
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* @param body (optional) create Investor information.
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* @return The created Investor.
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*/
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investorPOST(body: CreateInvestor | undefined): Promise<Investor>;
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protected processInvestorPOST(response: Response): Promise<Investor>;
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/**
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* Update an Investor’s Information.
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* @param body (optional) Update Investor Request.
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* @return The Updated Investor.
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*/
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investorPUT(body: UpdateInvestor | undefined): Promise<Investor>;
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protected processInvestorPUT(response: Response): Promise<Investor>;
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/**
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* Get all Investors.
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* @param page (optional) The page number to retrieve (default is 1).
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* @param pageSize (optional) The number of items per page (default is 25).
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* @param sortOrder (optional) The sorting order, either ascending or descending (default is descending).
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* @param investorStatus (optional) Optional filter for the status of the investors.
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* @param financialInstitutionId (optional) Optional filter to get by the Financial Institution.
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* @return Returns the paginated list of Investors.
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*/
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investorGET(page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder5 | undefined, investorStatus: InvestorStatus | undefined, financialInstitutionId: string | undefined): Promise<InvestorApiResponse>;
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protected processInvestorGET(response: Response): Promise<InvestorApiResponse>;
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/**
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* Update an Investor’s accreditation status.
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* @param body (optional) M:primary_offering_web_api.Controllers.InvestorController.UpdateInvestorAccreditation(primary_offering_api_models.Investors.UpdateInvestorAccreditation,System.Threading.CancellationToken) from body.
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* @return No Content
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*/
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accreditation(body: UpdateInvestorAccreditation | undefined): Promise<void>;
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protected processAccreditation(response: Response): Promise<void>;
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/**
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* Get the Investor by investorId.
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* @param id ID of the Investor to find.
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* @return Returns the Investor with the specified ID.
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*/
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investorGET2(id: string): Promise<Investor>;
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protected processInvestorGET2(response: Response): Promise<Investor>;
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/**
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* Get the Investor by investorReferenceId.
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* @param investorReferenceId InvestorReferenceId of the Investor to find.
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* @return Returns the Investor with the specified InvestorReference.
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*/
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byReference(investorReferenceId: string): Promise<Investor>;
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protected processByReference(response: Response): Promise<Investor>;
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/**
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* Get an entity's UBO.
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* @param investorId ID of the investor to get individual entity investors for.
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* @return Returns the list of individual entity investors.
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*/
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individualEntityInvestorAll(investorId: string): Promise<IndividualEntityInvestor[]>;
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protected processIndividualEntityInvestorAll(response: Response): Promise<IndividualEntityInvestor[]>;
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/**
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* Create an entity's UBO.
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* @param body (optional)
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* @return OK
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*/
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individualEntityInvestorPOST(investorId: string, body: CreateIndividualEntityInvestors | undefined): Promise<IndividualEntityInvestor>;
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protected processIndividualEntityInvestorPOST(response: Response): Promise<IndividualEntityInvestor>;
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/**
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* Update a UBO's information.
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* @param body (optional)
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* @return The Updated Investor.
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*/
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individualEntityInvestorPUT(investorId: string, body: UpdateIndividualEntityInvestor | undefined): Promise<IndividualEntityInvestor>;
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protected processIndividualEntityInvestorPUT(response: Response): Promise<IndividualEntityInvestor>;
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/**
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* Delete a UBO.
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* @param investorId ID of the investor that owns the UBO.
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* @param id ID of the UBO to delete.
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* @return No Content
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*/
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individualEntityInvestorDELETE(investorId: string, id: string): Promise<void>;
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protected processIndividualEntityInvestorDELETE(response: Response): Promise<void>;
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/**
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* Create an InvestorSubscription.
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* @param body (optional) Investor Subscription Properties.
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* @return Created
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*/
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investorSubscriptionPOST(body: CreateInvestorSubscription | undefined): Promise<InvestorSubscription>;
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protected processInvestorSubscriptionPOST(response: Response): Promise<InvestorSubscription>;
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/**
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* Get all InvestorSubscriptions.
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* @param preIpoCompanySpvId (optional) SPV to filter by.
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* @param investorId (optional) Optional investorId to filter on.
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* @param status (optional) Optional subscription status to filter on.
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* @param preIPOCompanyName (optional) Optional Company Name to filter on.
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* @param preIPOCompanySPVName (optional) Optional SPV Name to filter on.
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* @param page (optional)
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* @param pageSize (optional)
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* @param sortOrder (optional)
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* @return OK
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*/
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investorSubscriptionGET(preIpoCompanySpvId: string | undefined, investorId: string | undefined, status: Status | undefined, preIPOCompanyName: string | undefined, preIPOCompanySPVName: string | undefined, page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder6 | undefined): Promise<InvestorSubscriptionApiResponse>;
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protected processInvestorSubscriptionGET(response: Response): Promise<InvestorSubscriptionApiResponse>;
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/**
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* Update an InvestorSubscription.
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* @param body (optional) The request containing the updated order reference information.
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* @return No Content
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*/
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investorSubscriptionPUT(body: UpdateInvestorSubscription | undefined): Promise<void>;
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protected processInvestorSubscriptionPUT(response: Response): Promise<void>;
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/**
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* Get InvestorSubscription by InvestorId and PreIPOCompanySPVId.
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* @param investorId Filter InvestorSubscription by Investor ID.
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* @param spvId Filter InvestorSubscription by SPV ID.
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* @return OK
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*/
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preIpoCompanySpv(investorId: string, spvId: string): Promise<InvestorSubscription>;
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protected processPreIpoCompanySpv(response: Response): Promise<InvestorSubscription>;
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/**
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* Get InvestorSubscriptions by InvestorId.
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* @param investorId Filter InvestorSubscriptions by Investor ID.
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* @return OK
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*/
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investorAll(investorId: string): Promise<InvestorSubscription[]>;
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protected processInvestorAll(response: Response): Promise<InvestorSubscription[]>;
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/**
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* Get an InvestorSubscription by ID.
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* @param id ID of the InvestorSubscription to find.
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* @return OK
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*/
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investorSubscriptionGET2(id: string): Promise<InvestorSubscription>;
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protected processInvestorSubscriptionGET2(response: Response): Promise<InvestorSubscription>;
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/**
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* Signs an Existing Subscription.
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* @param id ID of subscription to sign.
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* @return OK
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*/
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sign2(id: string): Promise<InvestorSubscription>;
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protected processSign2(response: Response): Promise<InvestorSubscription>;
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/**
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* Update an InvestorSubscription's Order Reference ID.
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* @param body (optional) The request containing the updated order reference information.
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* @return No Content
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*/
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orderReference(body: UpdateInvestorSubscriptionOrderReference | undefined): Promise<void>;
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protected processOrderReference(response: Response): Promise<void>;
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/**
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* Get all InvestorSubscriptionActions by InvestorSubscription.
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* @param investorSubscriptionId The ID of the InvestorSubscription to get the actions for.
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* @return OK
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*/
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investorSubscriptionAll(investorSubscriptionId: string): Promise<InvestorSubscriptionAction[]>;
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protected processInvestorSubscriptionAll(response: Response): Promise<InvestorSubscriptionAction[]>;
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/**
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* Get an InvestorSubscriptionAction by Id
|
|
282
|
+
* @param id ID of the InvestorSubscriptionAction to find.
|
|
283
|
+
* @return OK
|
|
284
|
+
*/
|
|
285
|
+
investorSubscriptionAction(id: string): Promise<InvestorSubscriptionAction>;
|
|
286
|
+
protected processInvestorSubscriptionAction(response: Response): Promise<InvestorSubscriptionAction>;
|
|
287
|
+
/**
|
|
288
|
+
* Complete an InvestorSubscriptionAction.
|
|
289
|
+
* @param id The ID of the InvestorSubscriptionAction to complete.
|
|
290
|
+
* @return No Content
|
|
291
|
+
*/
|
|
292
|
+
complete(id: string): Promise<void>;
|
|
293
|
+
protected processComplete(response: Response): Promise<void>;
|
|
294
|
+
/**
|
|
295
|
+
* Get the Partner of the authenticated user.
|
|
296
|
+
* @return Returns the Partner with the specified Id.
|
|
297
|
+
*/
|
|
298
|
+
partner(): Promise<Partner>;
|
|
299
|
+
protected processPartner(response: Response): Promise<Partner>;
|
|
300
|
+
/**
|
|
301
|
+
* Get a PreIPOCompany by Id
|
|
302
|
+
* @param id ID of the PreIPOCompany to find.
|
|
303
|
+
* @return Returns the PreIPOCompany with the specified Id.
|
|
304
|
+
*/
|
|
305
|
+
preIpoCompany(id: string): Promise<PreIPOCompany>;
|
|
306
|
+
protected processPreIpoCompany(response: Response): Promise<PreIPOCompany>;
|
|
307
|
+
/**
|
|
308
|
+
* Get all PreIPOCompanies.
|
|
309
|
+
* @param searchTerm (optional) Search term to filter results on based on 'Name' field
|
|
310
|
+
* @param searchCategories (optional) List of categories to filter by.
|
|
311
|
+
* @param sortBy (optional) Which property to sort the companies by.
|
|
312
|
+
* @param sortOrder (optional) Which way to sort order, defaults to Descending.
|
|
313
|
+
* @param minLastValuation (optional) Minimum last valuation filter.
|
|
314
|
+
* @param maxLastValuation (optional) Maximum last valuation filter.
|
|
315
|
+
* @param minTotalFunding (optional) Minimum total funding filter.
|
|
316
|
+
* @param maxTotalFunding (optional) Maximum total funding filter.
|
|
317
|
+
* @param page (optional) Which page number to return.
|
|
318
|
+
* @param pageSize (optional) The maximum number of items to return in each page, defaults to 25.
|
|
319
|
+
* @return OK
|
|
320
|
+
*/
|
|
321
|
+
preIpoCompany2(searchTerm: string | undefined, searchCategories: string[] | undefined, sortBy: SortBy | undefined, sortOrder: SortOrder7 | undefined, minLastValuation: number | undefined, maxLastValuation: number | undefined, minTotalFunding: number | undefined, maxTotalFunding: number | undefined, page: number | undefined, pageSize: number | undefined): Promise<PreIPOCompanyApiResponse>;
|
|
322
|
+
protected processPreIpoCompany2(response: Response): Promise<PreIPOCompanyApiResponse>;
|
|
323
|
+
/**
|
|
324
|
+
* Get the PreIPOCompanyFundingRound by the specified Id.
|
|
325
|
+
* @param id ID of the PreIPOCompanyFundingRound to find.
|
|
326
|
+
* @return Returns the PreIPOCompanyFundingRound with the specified Id.
|
|
327
|
+
*/
|
|
328
|
+
preIpoCompanyFundingRound(id: string): Promise<PreIPOCompanyFundingRound>;
|
|
329
|
+
protected processPreIpoCompanyFundingRound(response: Response): Promise<PreIPOCompanyFundingRound>;
|
|
330
|
+
/**
|
|
331
|
+
* Get all PreIPOCompanyFundingRounds.
|
|
332
|
+
* @param preIPOCompanyId (optional) The PreIPOCompanyId to retrieve the news for.
|
|
333
|
+
* @param searchTerm (optional) Search term to filter results on based on 'RoundName' field.
|
|
334
|
+
* @param sortOrder (optional)
|
|
335
|
+
* @param page (optional) Which page number to return.
|
|
336
|
+
* @param pageSize (optional) The maximum number of items to return in each page, defaults to 25.
|
|
337
|
+
* @return OK
|
|
338
|
+
*/
|
|
339
|
+
preIpoCompanyFundingRound2(preIPOCompanyId: string | undefined, searchTerm: string | undefined, sortOrder: SortOrder8 | undefined, page: number | undefined, pageSize: number | undefined): Promise<PreIPOCompanyFundingRoundApiResponse>;
|
|
340
|
+
protected processPreIpoCompanyFundingRound2(response: Response): Promise<PreIPOCompanyFundingRoundApiResponse>;
|
|
341
|
+
/**
|
|
342
|
+
* Get a PreIPOCompanyInvestment by Id
|
|
343
|
+
* @param id ID of the PreIPOCompanyInvestment to find.
|
|
344
|
+
* @param investorId The investorId making the request
|
|
345
|
+
* @return Returns the PreIPOCompanyInvestment with the specified Id.
|
|
346
|
+
*/
|
|
347
|
+
investorGET3(id: string, investorId: string): Promise<PreIPOCompanyInvestment>;
|
|
348
|
+
protected processInvestorGET3(response: Response): Promise<PreIPOCompanyInvestment>;
|
|
349
|
+
/**
|
|
350
|
+
* Get all PreIPOCompanyInvestments
|
|
351
|
+
* @param investorId The investorId making the request
|
|
352
|
+
* @param nameFilter (optional) Company name to filter by.
|
|
353
|
+
* @param preIpoCompanyId (optional) Company Id to filter by.
|
|
354
|
+
* @param page (optional) Page number to return.
|
|
355
|
+
* @param pageSize (optional) The maximum number of items to return in each page, defaults to 25.
|
|
356
|
+
* @param sortOrder (optional)
|
|
357
|
+
* @return OK
|
|
358
|
+
*/
|
|
359
|
+
investorGET4(investorId: string, nameFilter: string | undefined, preIpoCompanyId: string | undefined, page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder9 | undefined): Promise<PreIPOCompanyInvestmentApiResponse>;
|
|
360
|
+
protected processInvestorGET4(response: Response): Promise<PreIPOCompanyInvestmentApiResponse>;
|
|
361
|
+
/**
|
|
362
|
+
* Get a PreIPOCompanyNews by Id.
|
|
363
|
+
* @param id ID of the PreIPOCompanyNews to find.
|
|
364
|
+
* @return Returns the PreIPOCompanyNews with the specified Id.
|
|
365
|
+
*/
|
|
366
|
+
preIpoCompanyNews(id: string): Promise<PreIPOCompanyNews>;
|
|
367
|
+
protected processPreIpoCompanyNews(response: Response): Promise<PreIPOCompanyNews>;
|
|
368
|
+
/**
|
|
369
|
+
* Get all PreIPOCompanyNews.
|
|
370
|
+
* @param searchTerm (optional) Search term to filter results on based on 'Headline' field.
|
|
371
|
+
* @param preIPOCompanyId (optional) The PreIPOCompanyId to retrieve the news for.
|
|
372
|
+
* @param page (optional) Which page number to return.
|
|
373
|
+
* @param pageSize (optional) The maximum number of items to return in each page, defaults to 25.
|
|
374
|
+
* @param sortOrder (optional)
|
|
375
|
+
* @return OK
|
|
376
|
+
*/
|
|
377
|
+
preIpoCompanyNews2(searchTerm: string | undefined, preIPOCompanyId: string | undefined, page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder10 | undefined): Promise<PreIPOCompanyNewsApiResponse>;
|
|
378
|
+
protected processPreIpoCompanyNews2(response: Response): Promise<PreIPOCompanyNewsApiResponse>;
|
|
379
|
+
/**
|
|
380
|
+
* Get a PreIPOCompanyResearch by Id.
|
|
381
|
+
* @param id ID of the PreIPOCompanyResearch to find.
|
|
382
|
+
* @return Returns the PreIPOCompanyResearch with the specified Id.
|
|
383
|
+
*/
|
|
384
|
+
preIpoCompanyResearch(id: string): Promise<PreIPOCompanyResearch>;
|
|
385
|
+
protected processPreIpoCompanyResearch(response: Response): Promise<PreIPOCompanyResearch>;
|
|
386
|
+
/**
|
|
387
|
+
* Get all PreIPOCompanyResearch.
|
|
388
|
+
* @param searchTerm (optional) Search term to filter results on based on 'Title' field.
|
|
389
|
+
* @param preIPOCompanyId (optional)
|
|
390
|
+
* @param page (optional) Which page number to return.
|
|
391
|
+
* @param pageSize (optional) The maximum number of items to return in each page, defaults to 25.
|
|
392
|
+
* @param sortOrder (optional)
|
|
393
|
+
* @param researchType (optional)
|
|
394
|
+
* @param relation (optional)
|
|
395
|
+
* @return OK
|
|
396
|
+
*/
|
|
397
|
+
preIpoCompanyResearch2(searchTerm: string | undefined, preIPOCompanyId: string | undefined, page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder11 | undefined, researchType: ResearchType | undefined, relation: Relation | undefined): Promise<PreIPOCompanyResearchApiResponse>;
|
|
398
|
+
protected processPreIpoCompanyResearch2(response: Response): Promise<PreIPOCompanyResearchApiResponse>;
|
|
399
|
+
/**
|
|
400
|
+
* Get a PreIPOCompanySPV by Id
|
|
401
|
+
* @param id ID of the PreIPOCompanySPV to find.
|
|
402
|
+
* @param investorId Investor that the SPV's are being retrieved for.
|
|
403
|
+
* @param includeDocuments (optional) Returns specific documents associated with an SPV.
|
|
404
|
+
* @return Returns the PreIPOCompanySPV with the specified Id.
|
|
405
|
+
*/
|
|
406
|
+
investorGET5(id: string, investorId: string, includeDocuments: boolean | undefined): Promise<PreIPOCompanySPV>;
|
|
407
|
+
protected processInvestorGET5(response: Response): Promise<PreIPOCompanySPV>;
|
|
408
|
+
/**
|
|
409
|
+
* Get all PreIPOCompanySPVs
|
|
410
|
+
* @param monarkStage (optional) Optional param to filter returned spv's based on Monark Stage.
|
|
411
|
+
* @param nameFilter (optional) Optional param to filter returned spv's based on the company name.
|
|
412
|
+
* @param preIPOCompanyId (optional) Optional param to only return spv's for the preIPOCompany.
|
|
413
|
+
* @param preIPOCompanyInvestmentId (optional) Optional param to only return spv's for the preIPOCompanyInvestment.
|
|
414
|
+
* @param page (optional) Which page number to return.
|
|
415
|
+
* @param pageSize (optional) The maximum number of items to return in each page, defaults to 25.
|
|
416
|
+
* @param sortOrder (optional)
|
|
417
|
+
* @param sortBy (optional)
|
|
418
|
+
* @return OK
|
|
419
|
+
*/
|
|
420
|
+
investorGET6(investorId: string, monarkStage: MonarkStage | undefined, nameFilter: string | undefined, preIPOCompanyId: string | undefined, preIPOCompanyInvestmentId: string | undefined, page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder12 | undefined, sortBy: SortBy2 | undefined): Promise<PreIPOCompanySPVApiResponse>;
|
|
421
|
+
protected processInvestorGET6(response: Response): Promise<PreIPOCompanySPVApiResponse>;
|
|
422
|
+
/**
|
|
423
|
+
* Get a Questionnaire by Id
|
|
424
|
+
* @param id ID of the Questionnaire to find.
|
|
425
|
+
* @return Returns the Questionnaire with the specified Id.
|
|
426
|
+
*/
|
|
427
|
+
questionnaire(id: string): Promise<Questionnaire>;
|
|
428
|
+
protected processQuestionnaire(response: Response): Promise<Questionnaire>;
|
|
429
|
+
/**
|
|
430
|
+
* Get all Questionnaires
|
|
431
|
+
* @param page (optional)
|
|
432
|
+
* @param pageSize (optional)
|
|
433
|
+
* @param sortOrder (optional)
|
|
434
|
+
* @return Returns the list of Questionnaires.
|
|
435
|
+
*/
|
|
436
|
+
questionnaire2(page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder13 | undefined): Promise<QuestionnaireApiResponse>;
|
|
437
|
+
protected processQuestionnaire2(response: Response): Promise<QuestionnaireApiResponse>;
|
|
438
|
+
/**
|
|
439
|
+
* Create a QuestionnaireAnswer
|
|
440
|
+
* @param body (optional) create QuestionnaireAnswer information.
|
|
441
|
+
* @return The newly created QuestionnaireAnswer.
|
|
442
|
+
*/
|
|
443
|
+
questionnaireAnswerPOST(body: CreateQuestionnaireAnswer | undefined): Promise<QuestionnaireAnswer>;
|
|
444
|
+
protected processQuestionnaireAnswerPOST(response: Response): Promise<QuestionnaireAnswer>;
|
|
445
|
+
/**
|
|
446
|
+
* Get a QuestionnaireAnswer by Id
|
|
447
|
+
* @param id ID of the QuestionnaireAnswer to find.
|
|
448
|
+
* @return Returns the QuestionnaireAnswer with the specified Id.
|
|
449
|
+
*/
|
|
450
|
+
questionnaireAnswerGET(id: string): Promise<QuestionnaireAnswer>;
|
|
451
|
+
protected processQuestionnaireAnswerGET(response: Response): Promise<QuestionnaireAnswer>;
|
|
452
|
+
/**
|
|
453
|
+
* Get the RegisteredFund by the specified Id.
|
|
454
|
+
* @param id ID of the RegisteredFund to find.
|
|
455
|
+
* @param includeDocuments (optional) Return associated documents
|
|
456
|
+
* @return Returns the RegisteredFund with the specified Id.
|
|
457
|
+
*/
|
|
458
|
+
registeredFund(id: string, includeDocuments: boolean | undefined): Promise<RegisteredFund>;
|
|
459
|
+
protected processRegisteredFund(response: Response): Promise<RegisteredFund>;
|
|
460
|
+
/**
|
|
461
|
+
* Get all RegisteredFunds
|
|
462
|
+
* @param searchTerm (optional) Search term to filter results on based on 'Name' field
|
|
463
|
+
* @param sortOrder (optional) Which way to sort order, defaults to Descending.
|
|
464
|
+
* @param page (optional) Which page number to return.
|
|
465
|
+
* @param pageSize (optional) The maximum number of items to return in each page, defaults to 25.
|
|
466
|
+
* @return OK
|
|
467
|
+
*/
|
|
468
|
+
registeredFund2(searchTerm: string | undefined, sortOrder: SortOrder14 | undefined, page: number | undefined, pageSize: number | undefined): Promise<RegisteredFundApiResponse>;
|
|
469
|
+
protected processRegisteredFund2(response: Response): Promise<RegisteredFundApiResponse>;
|
|
470
|
+
/**
|
|
471
|
+
* Creates a new registered fund subscription.
|
|
472
|
+
* @param body (optional) The subscription creation request.
|
|
473
|
+
* @return Created
|
|
474
|
+
*/
|
|
475
|
+
registeredFundSubscriptionPOST(body: CreateRegisteredFundSubscription | undefined): Promise<RegisteredFundSubscription>;
|
|
476
|
+
protected processRegisteredFundSubscriptionPOST(response: Response): Promise<RegisteredFundSubscription>;
|
|
477
|
+
/**
|
|
478
|
+
* Gets all registered fund subscriptions with optional filtering.
|
|
479
|
+
* @param registeredFundId (optional) Optional registered fund ID to filter subscriptions.
|
|
480
|
+
* @param investorId (optional) Optional investor ID to filter subscriptions.
|
|
481
|
+
* @param pageNumber (optional) Page number for pagination (default: 1).
|
|
482
|
+
* @param pageSize (optional) Page size for pagination (default: 25).
|
|
483
|
+
* @param sortOrder (optional) Sort order for results (default: Descending).
|
|
484
|
+
* @return OK
|
|
485
|
+
*/
|
|
486
|
+
registeredFundSubscriptionGET(registeredFundId: string | undefined, investorId: string | undefined, pageNumber: number | undefined, pageSize: number | undefined, sortOrder: SortOrder15 | undefined): Promise<RegisteredFundSubscriptionApiResponse>;
|
|
487
|
+
protected processRegisteredFundSubscriptionGET(response: Response): Promise<RegisteredFundSubscriptionApiResponse>;
|
|
488
|
+
/**
|
|
489
|
+
* Gets a subscription by ID.
|
|
490
|
+
* @param id The subscription ID.
|
|
491
|
+
* @return OK
|
|
492
|
+
*/
|
|
493
|
+
registeredFundSubscriptionGET2(id: string): Promise<RegisteredFundSubscription>;
|
|
494
|
+
protected processRegisteredFundSubscriptionGET2(response: Response): Promise<RegisteredFundSubscription>;
|
|
495
|
+
/**
|
|
496
|
+
* Generates a preview of the subscription document with filled data.
|
|
497
|
+
* @param id The subscription ID.
|
|
498
|
+
* @return OK
|
|
499
|
+
*/
|
|
500
|
+
preview(id: string): Promise<FileResponse>;
|
|
501
|
+
protected processPreview(response: Response): Promise<FileResponse>;
|
|
502
|
+
/**
|
|
503
|
+
* Signs the document as an investor.
|
|
504
|
+
* @param id The subscription ID.
|
|
505
|
+
* @param body (optional) The signature request.
|
|
506
|
+
* @return OK
|
|
507
|
+
*/
|
|
508
|
+
signInvestor(id: string, body: SignatureRequest | undefined): Promise<RegisteredFundSubscription>;
|
|
509
|
+
protected processSignInvestor(response: Response): Promise<RegisteredFundSubscription>;
|
|
510
|
+
/**
|
|
511
|
+
* Signs the document as a financial advisor.
|
|
512
|
+
* @param id The subscription ID.
|
|
513
|
+
* @param body (optional) The signature request.
|
|
514
|
+
* @return OK
|
|
515
|
+
*/
|
|
516
|
+
signAdvisor(id: string, body: SignatureRequest | undefined): Promise<RegisteredFundSubscription>;
|
|
517
|
+
protected processSignAdvisor(response: Response): Promise<RegisteredFundSubscription>;
|
|
518
|
+
/**
|
|
519
|
+
* Gets the current document for a subscription based on its status.
|
|
520
|
+
Returns the appropriate document version.
|
|
521
|
+
* @param id The subscription ID.
|
|
522
|
+
* @return OK
|
|
523
|
+
*/
|
|
524
|
+
document3(id: string): Promise<FileResponse>;
|
|
525
|
+
protected processDocument3(response: Response): Promise<FileResponse>;
|
|
526
|
+
/**
|
|
527
|
+
* Get the API version
|
|
528
|
+
* @return Returns the API version
|
|
529
|
+
*/
|
|
530
|
+
version(): Promise<ApiVersion>;
|
|
531
|
+
protected processVersion(response: Response): Promise<ApiVersion>;
|
|
532
|
+
/**
|
|
533
|
+
* Create a Webhook
|
|
534
|
+
* @param body (optional) Create Webhook information.
|
|
535
|
+
* @return The newly created Webhook.
|
|
536
|
+
*/
|
|
537
|
+
webhookPOST(body: CreateWebhook | undefined): Promise<Webhook>;
|
|
538
|
+
protected processWebhookPOST(response: Response): Promise<Webhook>;
|
|
539
|
+
/**
|
|
540
|
+
* Get all Webhooks
|
|
541
|
+
* @param page (optional) Page number to return.
|
|
542
|
+
* @param pageSize (optional) The number of items to return.
|
|
543
|
+
* @param sortOrder (optional) Order of which to sort the webhooks by. Default is Descending
|
|
544
|
+
* @return Returns a list of Webhooks.
|
|
545
|
+
*/
|
|
546
|
+
webhookGET(page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder16 | undefined): Promise<WebhookApiResponse>;
|
|
547
|
+
protected processWebhookGET(response: Response): Promise<WebhookApiResponse>;
|
|
548
|
+
/**
|
|
549
|
+
* Update a Webhook’s Information
|
|
550
|
+
* @param body (optional) Update Webhook Request.
|
|
551
|
+
* @return The Updated Webhook.
|
|
552
|
+
*/
|
|
553
|
+
webhookPUT(body: UpdateWebhook | undefined): Promise<void>;
|
|
554
|
+
protected processWebhookPUT(response: Response): Promise<void>;
|
|
555
|
+
/**
|
|
556
|
+
* Get a Webhook
|
|
557
|
+
* @param id Id of the webhook to get.
|
|
558
|
+
* @return Returns the Webhook with the specified Id.
|
|
559
|
+
*/
|
|
560
|
+
webhookGET2(id: string): Promise<Webhook>;
|
|
561
|
+
protected processWebhookGET2(response: Response): Promise<Webhook>;
|
|
562
|
+
/**
|
|
563
|
+
* Delete a Webhook
|
|
564
|
+
* @param id The Webhooks ID.
|
|
565
|
+
* @return The Webhook was deleted.
|
|
566
|
+
*/
|
|
567
|
+
webhookDELETE(id: string): Promise<void>;
|
|
568
|
+
protected processWebhookDELETE(response: Response): Promise<void>;
|
|
569
|
+
/**
|
|
570
|
+
* Get all Webhook Events for a specified Webhook
|
|
571
|
+
* @param id The Webhook's ID.
|
|
572
|
+
* @param from Filters events so that only events from this datetime is returned.
|
|
573
|
+
* @param to Filters events so that only events to this datetime is returned.
|
|
574
|
+
* @param sortOrder (optional) Order of which to sort the events by. Default is Descending.
|
|
575
|
+
* @param eventType (optional) Optional filter by event type.
|
|
576
|
+
* @param deliveryStatus (optional) Optional filter by delivery status.
|
|
577
|
+
* @param page (optional) The page number to return.
|
|
578
|
+
* @param pageSize (optional)
|
|
579
|
+
* @return Returns a list of Webhook Events.
|
|
580
|
+
*/
|
|
581
|
+
events(id: string, from: Date, to: Date, sortOrder: SortOrder17 | undefined, eventType: EventType | undefined, deliveryStatus: DeliveryStatus | undefined, page: number | undefined, pageSize: number | undefined): Promise<WebhookEventApiResponse>;
|
|
582
|
+
protected processEvents(response: Response): Promise<WebhookEventApiResponse>;
|
|
583
|
+
}
|
|
584
|
+
/** Represents the version information of the API */
|
|
585
|
+
export declare class ApiVersion implements IApiVersion {
|
|
586
|
+
/** The version of the API */
|
|
587
|
+
version?: string | undefined;
|
|
588
|
+
constructor(data?: IApiVersion);
|
|
589
|
+
init(_data?: any): void;
|
|
590
|
+
static fromJS(data: any): ApiVersion;
|
|
591
|
+
toJSON(data?: any): any;
|
|
592
|
+
}
|
|
593
|
+
/** Represents the version information of the API */
|
|
594
|
+
export interface IApiVersion {
|
|
595
|
+
/** The version of the API */
|
|
596
|
+
version?: string | undefined;
|
|
597
|
+
}
|
|
598
|
+
export declare class Citation implements ICitation {
|
|
599
|
+
/** Type of the citation. */
|
|
600
|
+
type: string;
|
|
601
|
+
/** Url of the citation. */
|
|
602
|
+
url: string;
|
|
603
|
+
/** Updated at the specified date. */
|
|
604
|
+
updatedAt?: Date | undefined;
|
|
605
|
+
constructor(data?: ICitation);
|
|
606
|
+
init(_data?: any): void;
|
|
607
|
+
static fromJS(data: any): Citation;
|
|
608
|
+
toJSON(data?: any): any;
|
|
609
|
+
}
|
|
610
|
+
export interface ICitation {
|
|
611
|
+
/** Type of the citation. */
|
|
612
|
+
type: string;
|
|
613
|
+
/** Url of the citation. */
|
|
614
|
+
url: string;
|
|
615
|
+
/** Updated at the specified date. */
|
|
616
|
+
updatedAt?: Date | undefined;
|
|
617
|
+
}
|
|
618
|
+
export declare class CreateFinancialAdvisor implements ICreateFinancialAdvisor {
|
|
619
|
+
/** This is the unique identifier of the Institution that the Financial Advisor is attached to. */
|
|
620
|
+
financialInstitutionId?: string;
|
|
621
|
+
/** CRD Number of the Financial Advisor. */
|
|
622
|
+
crdNumber: string | undefined;
|
|
623
|
+
/** IARD Number of the Financial Advisor. */
|
|
624
|
+
iardNumber?: string | undefined;
|
|
625
|
+
/** Financial Advisor first name. */
|
|
626
|
+
firstName: string | undefined;
|
|
627
|
+
/** Financial advisor middle name. */
|
|
628
|
+
middleName?: string | undefined;
|
|
629
|
+
/** Financial advisor last name. */
|
|
630
|
+
lastName: string | undefined;
|
|
631
|
+
/** Financial advisor mailing address. */
|
|
632
|
+
mailingAddress: string | undefined;
|
|
633
|
+
/** Financial advisor mailing city. */
|
|
634
|
+
mailingCity: string | undefined;
|
|
635
|
+
/** Financial advisor mailing state. */
|
|
636
|
+
mailingState: string | undefined;
|
|
637
|
+
/** Financial advisor mailing zip code. */
|
|
638
|
+
mailingZipCode: string | undefined;
|
|
639
|
+
/** Financial advisor mailing country code. */
|
|
640
|
+
mailingCountryCode: string | undefined;
|
|
641
|
+
/** Financial Advisor branch number. */
|
|
642
|
+
branchNumber: string | undefined;
|
|
643
|
+
/** Financial advisor phone country code. */
|
|
644
|
+
phoneCountryCode: string | undefined;
|
|
645
|
+
/** Financial advisor phone number. */
|
|
646
|
+
phoneNumber: string | undefined;
|
|
647
|
+
/** Financial advisor phone number extension. */
|
|
648
|
+
phoneExtension?: string | undefined;
|
|
649
|
+
/** Financial advisor email address. */
|
|
650
|
+
emailAddress?: string | undefined;
|
|
651
|
+
/** Financial advisor fax number. */
|
|
652
|
+
fax?: string | undefined;
|
|
653
|
+
/** Prefix for the Financial Advisor. */
|
|
654
|
+
prefix: string | undefined;
|
|
655
|
+
/** Financial advisor broker. */
|
|
656
|
+
broker: string | undefined;
|
|
657
|
+
constructor(data?: ICreateFinancialAdvisor);
|
|
658
|
+
init(_data?: any): void;
|
|
659
|
+
static fromJS(data: any): CreateFinancialAdvisor;
|
|
660
|
+
toJSON(data?: any): any;
|
|
661
|
+
}
|
|
662
|
+
export interface ICreateFinancialAdvisor {
|
|
663
|
+
/** This is the unique identifier of the Institution that the Financial Advisor is attached to. */
|
|
664
|
+
financialInstitutionId?: string;
|
|
665
|
+
/** CRD Number of the Financial Advisor. */
|
|
666
|
+
crdNumber: string | undefined;
|
|
667
|
+
/** IARD Number of the Financial Advisor. */
|
|
668
|
+
iardNumber?: string | undefined;
|
|
669
|
+
/** Financial Advisor first name. */
|
|
670
|
+
firstName: string | undefined;
|
|
671
|
+
/** Financial advisor middle name. */
|
|
672
|
+
middleName?: string | undefined;
|
|
673
|
+
/** Financial advisor last name. */
|
|
674
|
+
lastName: string | undefined;
|
|
675
|
+
/** Financial advisor mailing address. */
|
|
676
|
+
mailingAddress: string | undefined;
|
|
677
|
+
/** Financial advisor mailing city. */
|
|
678
|
+
mailingCity: string | undefined;
|
|
679
|
+
/** Financial advisor mailing state. */
|
|
680
|
+
mailingState: string | undefined;
|
|
681
|
+
/** Financial advisor mailing zip code. */
|
|
682
|
+
mailingZipCode: string | undefined;
|
|
683
|
+
/** Financial advisor mailing country code. */
|
|
684
|
+
mailingCountryCode: string | undefined;
|
|
685
|
+
/** Financial Advisor branch number. */
|
|
686
|
+
branchNumber: string | undefined;
|
|
687
|
+
/** Financial advisor phone country code. */
|
|
688
|
+
phoneCountryCode: string | undefined;
|
|
689
|
+
/** Financial advisor phone number. */
|
|
690
|
+
phoneNumber: string | undefined;
|
|
691
|
+
/** Financial advisor phone number extension. */
|
|
692
|
+
phoneExtension?: string | undefined;
|
|
693
|
+
/** Financial advisor email address. */
|
|
694
|
+
emailAddress?: string | undefined;
|
|
695
|
+
/** Financial advisor fax number. */
|
|
696
|
+
fax?: string | undefined;
|
|
697
|
+
/** Prefix for the Financial Advisor. */
|
|
698
|
+
prefix: string | undefined;
|
|
699
|
+
/** Financial advisor broker. */
|
|
700
|
+
broker: string | undefined;
|
|
701
|
+
}
|
|
702
|
+
/** CreateIndicationOfInterest represents the primary offering information to Create an IoI. */
|
|
703
|
+
export declare class CreateIndicationOfInterest implements ICreateIndicationOfInterest {
|
|
704
|
+
/** Represents the unique ID, provided by Monark, associated with the Investor submitting an IOI, investing in an SPV, or taking any action in the secondary market. */
|
|
705
|
+
investorId: string;
|
|
706
|
+
/** The unique ID of the PreIPOCompany associated with a submission of an Indication of Interest. */
|
|
707
|
+
preIPOCompanyId: string;
|
|
708
|
+
/** Notional amount of an IOI. */
|
|
709
|
+
notionalAmount: number;
|
|
710
|
+
/** Currency in which the IOI was submitted. Monark only accepts IOIs submitted in USD. */
|
|
711
|
+
currency: string;
|
|
712
|
+
constructor(data?: ICreateIndicationOfInterest);
|
|
713
|
+
init(_data?: any): void;
|
|
714
|
+
static fromJS(data: any): CreateIndicationOfInterest;
|
|
715
|
+
toJSON(data?: any): any;
|
|
716
|
+
}
|
|
717
|
+
/** CreateIndicationOfInterest represents the primary offering information to Create an IoI. */
|
|
718
|
+
export interface ICreateIndicationOfInterest {
|
|
719
|
+
/** Represents the unique ID, provided by Monark, associated with the Investor submitting an IOI, investing in an SPV, or taking any action in the secondary market. */
|
|
720
|
+
investorId: string;
|
|
721
|
+
/** The unique ID of the PreIPOCompany associated with a submission of an Indication of Interest. */
|
|
722
|
+
preIPOCompanyId: string;
|
|
723
|
+
/** Notional amount of an IOI. */
|
|
724
|
+
notionalAmount: number;
|
|
725
|
+
/** Currency in which the IOI was submitted. Monark only accepts IOIs submitted in USD. */
|
|
726
|
+
currency: string;
|
|
727
|
+
}
|
|
728
|
+
export declare class CreateIndividualEntityInvestors implements ICreateIndividualEntityInvestors {
|
|
729
|
+
individualInvestors?: IndividualEntityInvestorBase[] | undefined;
|
|
730
|
+
constructor(data?: ICreateIndividualEntityInvestors);
|
|
731
|
+
init(_data?: any): void;
|
|
732
|
+
static fromJS(data: any): CreateIndividualEntityInvestors;
|
|
733
|
+
toJSON(data?: any): any;
|
|
734
|
+
}
|
|
735
|
+
export interface ICreateIndividualEntityInvestors {
|
|
736
|
+
individualInvestors?: IndividualEntityInvestorBase[] | undefined;
|
|
737
|
+
}
|
|
738
|
+
/** Create Investor Lead represents the investor lead information required for the primary offering. */
|
|
739
|
+
export declare class CreateInvestor implements ICreateInvestor {
|
|
740
|
+
/** The Financial Institution ID associated with the Investor.
|
|
741
|
+
If not provided, the default Financial Institution for the Partner will be used. */
|
|
742
|
+
financialInstitutionId?: string | undefined;
|
|
743
|
+
/** The Financial Advisor ID associated with the Investor. */
|
|
744
|
+
financialAdvisorId?: string | undefined;
|
|
745
|
+
/** Represents the unique ID provided by a Partner, used to identify an Investor. */
|
|
746
|
+
investorReferenceId: string;
|
|
747
|
+
/** Type of the Investor. */
|
|
748
|
+
type?: CreateInvestorType;
|
|
749
|
+
constructor(data?: ICreateInvestor);
|
|
750
|
+
init(_data?: any): void;
|
|
751
|
+
static fromJS(data: any): CreateInvestor;
|
|
752
|
+
toJSON(data?: any): any;
|
|
753
|
+
}
|
|
754
|
+
/** Create Investor Lead represents the investor lead information required for the primary offering. */
|
|
755
|
+
export interface ICreateInvestor {
|
|
756
|
+
/** The Financial Institution ID associated with the Investor.
|
|
757
|
+
If not provided, the default Financial Institution for the Partner will be used. */
|
|
758
|
+
financialInstitutionId?: string | undefined;
|
|
759
|
+
/** The Financial Advisor ID associated with the Investor. */
|
|
760
|
+
financialAdvisorId?: string | undefined;
|
|
761
|
+
/** Represents the unique ID provided by a Partner, used to identify an Investor. */
|
|
762
|
+
investorReferenceId: string;
|
|
763
|
+
/** Type of the Investor. */
|
|
764
|
+
type?: CreateInvestorType;
|
|
765
|
+
}
|
|
766
|
+
export declare class CreateInvestorSubscription implements ICreateInvestorSubscription {
|
|
767
|
+
/** The SPV ID that this Subscription relates to. */
|
|
768
|
+
preIPOCompanySPVId: string;
|
|
769
|
+
/** ID of the Investor associated with this InvestorSubscription. */
|
|
770
|
+
investorId: string;
|
|
771
|
+
/** Describes the amount, in dollars, an Investor intends to invest into an SPV. */
|
|
772
|
+
amountReservedDollars: number;
|
|
773
|
+
/** Describes how many underlying shares in the pre-IPO company are associated with this InvestorSubscription. This must be a whole number of shares. */
|
|
774
|
+
amountReservedShares: number;
|
|
775
|
+
constructor(data?: ICreateInvestorSubscription);
|
|
776
|
+
init(_data?: any): void;
|
|
777
|
+
static fromJS(data: any): CreateInvestorSubscription;
|
|
778
|
+
toJSON(data?: any): any;
|
|
779
|
+
}
|
|
780
|
+
export interface ICreateInvestorSubscription {
|
|
781
|
+
/** The SPV ID that this Subscription relates to. */
|
|
782
|
+
preIPOCompanySPVId: string;
|
|
783
|
+
/** ID of the Investor associated with this InvestorSubscription. */
|
|
784
|
+
investorId: string;
|
|
785
|
+
/** Describes the amount, in dollars, an Investor intends to invest into an SPV. */
|
|
786
|
+
amountReservedDollars: number;
|
|
787
|
+
/** Describes how many underlying shares in the pre-IPO company are associated with this InvestorSubscription. This must be a whole number of shares. */
|
|
788
|
+
amountReservedShares: number;
|
|
789
|
+
}
|
|
790
|
+
/** Create the Questionnaire answer. */
|
|
791
|
+
export declare class CreateQuestionnaireAnswer implements ICreateQuestionnaireAnswer {
|
|
792
|
+
/** Unique ID of the Questionnaire being answered. */
|
|
793
|
+
questionnaireId: string;
|
|
794
|
+
/** The linked InvestorId. */
|
|
795
|
+
investorId: string;
|
|
796
|
+
/** Pairing of all the Questions and Investor-provided responses associated with the Questionnaire. */
|
|
797
|
+
createQuestionAnswers: CreateQuestionnaireQuestionAnswer[];
|
|
798
|
+
constructor(data?: ICreateQuestionnaireAnswer);
|
|
799
|
+
init(_data?: any): void;
|
|
800
|
+
static fromJS(data: any): CreateQuestionnaireAnswer;
|
|
801
|
+
toJSON(data?: any): any;
|
|
802
|
+
}
|
|
803
|
+
/** Create the Questionnaire answer. */
|
|
804
|
+
export interface ICreateQuestionnaireAnswer {
|
|
805
|
+
/** Unique ID of the Questionnaire being answered. */
|
|
806
|
+
questionnaireId: string;
|
|
807
|
+
/** The linked InvestorId. */
|
|
808
|
+
investorId: string;
|
|
809
|
+
/** Pairing of all the Questions and Investor-provided responses associated with the Questionnaire. */
|
|
810
|
+
createQuestionAnswers: CreateQuestionnaireQuestionAnswer[];
|
|
811
|
+
}
|
|
812
|
+
/** Create the Questionnaire Question Answer. */
|
|
813
|
+
export declare class CreateQuestionnaireQuestionAnswer implements ICreateQuestionnaireQuestionAnswer {
|
|
814
|
+
/** Questionnaire QuestionId of the question being answered. */
|
|
815
|
+
questionnaireQuestionId: string;
|
|
816
|
+
/** Value of the answer to the question. */
|
|
817
|
+
value: string;
|
|
818
|
+
constructor(data?: ICreateQuestionnaireQuestionAnswer);
|
|
819
|
+
init(_data?: any): void;
|
|
820
|
+
static fromJS(data: any): CreateQuestionnaireQuestionAnswer;
|
|
821
|
+
toJSON(data?: any): any;
|
|
822
|
+
}
|
|
823
|
+
/** Create the Questionnaire Question Answer. */
|
|
824
|
+
export interface ICreateQuestionnaireQuestionAnswer {
|
|
825
|
+
/** Questionnaire QuestionId of the question being answered. */
|
|
826
|
+
questionnaireQuestionId: string;
|
|
827
|
+
/** Value of the answer to the question. */
|
|
828
|
+
value: string;
|
|
829
|
+
}
|
|
830
|
+
/** Request model for creating a registered fund subscription. */
|
|
831
|
+
export declare class CreateRegisteredFundSubscription implements ICreateRegisteredFundSubscription {
|
|
832
|
+
/** The Registered Fund to subscribe to. */
|
|
833
|
+
registeredFundId: string;
|
|
834
|
+
/** The investor making the subscription. */
|
|
835
|
+
investorId: string;
|
|
836
|
+
/** Amount being invested. */
|
|
837
|
+
subscriptionAmount: number;
|
|
838
|
+
constructor(data?: ICreateRegisteredFundSubscription);
|
|
839
|
+
init(_data?: any): void;
|
|
840
|
+
static fromJS(data: any): CreateRegisteredFundSubscription;
|
|
841
|
+
toJSON(data?: any): any;
|
|
842
|
+
}
|
|
843
|
+
/** Request model for creating a registered fund subscription. */
|
|
844
|
+
export interface ICreateRegisteredFundSubscription {
|
|
845
|
+
/** The Registered Fund to subscribe to. */
|
|
846
|
+
registeredFundId: string;
|
|
847
|
+
/** The investor making the subscription. */
|
|
848
|
+
investorId: string;
|
|
849
|
+
/** Amount being invested. */
|
|
850
|
+
subscriptionAmount: number;
|
|
851
|
+
}
|
|
852
|
+
export declare class CreateWebhook implements ICreateWebhook {
|
|
853
|
+
/** The delivery url for the webhook */
|
|
854
|
+
url: string;
|
|
855
|
+
/** Token value used to create a signature on webhook delivery. */
|
|
856
|
+
token: string;
|
|
857
|
+
constructor(data?: ICreateWebhook);
|
|
858
|
+
init(_data?: any): void;
|
|
859
|
+
static fromJS(data: any): CreateWebhook;
|
|
860
|
+
toJSON(data?: any): any;
|
|
861
|
+
}
|
|
862
|
+
export interface ICreateWebhook {
|
|
863
|
+
/** The delivery url for the webhook */
|
|
864
|
+
url: string;
|
|
865
|
+
/** Token value used to create a signature on webhook delivery. */
|
|
866
|
+
token: string;
|
|
867
|
+
}
|
|
868
|
+
/** Represents a document associated with the fund admin. */
|
|
869
|
+
export declare class Document implements IDocument {
|
|
870
|
+
/** Unique identifier for the document. */
|
|
871
|
+
id?: string;
|
|
872
|
+
/** The name of the Document. */
|
|
873
|
+
name?: string | undefined;
|
|
874
|
+
/** URL link to view the document. */
|
|
875
|
+
url: string | undefined;
|
|
876
|
+
/** Unique identifier of the associated investor, if any. */
|
|
877
|
+
investorId?: string | undefined;
|
|
878
|
+
/** Unique identifier of the associated PreIPOCompany, if any. */
|
|
879
|
+
preIPOCompanyId?: string | undefined;
|
|
880
|
+
/** Unique identifier of the associated PreIPOCompanyInvestment, if any. */
|
|
881
|
+
preIPOCompanyInvestmentId?: string | undefined;
|
|
882
|
+
/** Unique identifier of the associated PreIPOCompanySPV, if any. */
|
|
883
|
+
preIPOCompanySPVId?: string | undefined;
|
|
884
|
+
/** Unique identifier of the associated InvestorSubscription, if any. */
|
|
885
|
+
investorSubscriptionId?: string | undefined;
|
|
886
|
+
/** Unique identifier of the associated partner, if any. */
|
|
887
|
+
partnerId?: string | undefined;
|
|
888
|
+
/** Unique identifier of the registered fund, if any. */
|
|
889
|
+
registeredFundId?: string | undefined;
|
|
890
|
+
/** The type of Document. */
|
|
891
|
+
type?: DocumentType2;
|
|
892
|
+
/** Boolean value to dictate if this is a template. */
|
|
893
|
+
templateDocument?: boolean;
|
|
894
|
+
/** Optional tax year to tag the document with. */
|
|
895
|
+
taxYear?: number | undefined;
|
|
896
|
+
/** Description of the Document. */
|
|
897
|
+
description?: string | undefined;
|
|
898
|
+
constructor(data?: IDocument);
|
|
899
|
+
init(_data?: any): void;
|
|
900
|
+
static fromJS(data: any): Document;
|
|
901
|
+
toJSON(data?: any): any;
|
|
902
|
+
}
|
|
903
|
+
/** Represents a document associated with the fund admin. */
|
|
904
|
+
export interface IDocument {
|
|
905
|
+
/** Unique identifier for the document. */
|
|
906
|
+
id?: string;
|
|
907
|
+
/** The name of the Document. */
|
|
908
|
+
name?: string | undefined;
|
|
909
|
+
/** URL link to view the document. */
|
|
910
|
+
url: string | undefined;
|
|
911
|
+
/** Unique identifier of the associated investor, if any. */
|
|
912
|
+
investorId?: string | undefined;
|
|
913
|
+
/** Unique identifier of the associated PreIPOCompany, if any. */
|
|
914
|
+
preIPOCompanyId?: string | undefined;
|
|
915
|
+
/** Unique identifier of the associated PreIPOCompanyInvestment, if any. */
|
|
916
|
+
preIPOCompanyInvestmentId?: string | undefined;
|
|
917
|
+
/** Unique identifier of the associated PreIPOCompanySPV, if any. */
|
|
918
|
+
preIPOCompanySPVId?: string | undefined;
|
|
919
|
+
/** Unique identifier of the associated InvestorSubscription, if any. */
|
|
920
|
+
investorSubscriptionId?: string | undefined;
|
|
921
|
+
/** Unique identifier of the associated partner, if any. */
|
|
922
|
+
partnerId?: string | undefined;
|
|
923
|
+
/** Unique identifier of the registered fund, if any. */
|
|
924
|
+
registeredFundId?: string | undefined;
|
|
925
|
+
/** The type of Document. */
|
|
926
|
+
type?: DocumentType2;
|
|
927
|
+
/** Boolean value to dictate if this is a template. */
|
|
928
|
+
templateDocument?: boolean;
|
|
929
|
+
/** Optional tax year to tag the document with. */
|
|
930
|
+
taxYear?: number | undefined;
|
|
931
|
+
/** Description of the Document. */
|
|
932
|
+
description?: string | undefined;
|
|
933
|
+
}
|
|
934
|
+
export declare class DocumentApiResponse implements IDocumentApiResponse {
|
|
935
|
+
items?: Document[] | undefined;
|
|
936
|
+
pagination?: Pagination | undefined;
|
|
937
|
+
constructor(data?: IDocumentApiResponse);
|
|
938
|
+
init(_data?: any): void;
|
|
939
|
+
static fromJS(data: any): DocumentApiResponse;
|
|
940
|
+
toJSON(data?: any): any;
|
|
941
|
+
}
|
|
942
|
+
export interface IDocumentApiResponse {
|
|
943
|
+
items?: Document[] | undefined;
|
|
944
|
+
pagination?: Pagination | undefined;
|
|
945
|
+
}
|
|
946
|
+
/** Represents an entity investor within the primary offering. */
|
|
947
|
+
export declare class EntityInvestor implements IEntityInvestor {
|
|
948
|
+
/** Id of the Entity Investor. */
|
|
949
|
+
id?: string;
|
|
950
|
+
/** DBA or Trade name of the entity. */
|
|
951
|
+
dbaName: string | undefined;
|
|
952
|
+
/** Total number of beneficial owners associated with this entity investor.
|
|
953
|
+
This number is used to calculate the remaining number of seats in an SPV after an entity invests. */
|
|
954
|
+
beneficialOwnershipCount?: number;
|
|
955
|
+
/** An unformatted phone number which does not include the country code. */
|
|
956
|
+
phone: string | undefined;
|
|
957
|
+
/** Phone country code (do not include a '+' sign). */
|
|
958
|
+
phoneCountryCode: string | undefined;
|
|
959
|
+
/** Type of the entity. */
|
|
960
|
+
entityType?: EntityInvestorEntityType;
|
|
961
|
+
/** Either a US state or country of incorporation. */
|
|
962
|
+
jurisdiction: string | undefined;
|
|
963
|
+
/** Date that the entity was formed. */
|
|
964
|
+
formationDate?: Date;
|
|
965
|
+
/** Tax classification of the entity. */
|
|
966
|
+
taxClassification?: EntityInvestorTaxClassification;
|
|
967
|
+
/** The tax id (EIN) for entities; for revocable trusts, a tax id is not required.
|
|
968
|
+
This PII field is tokenized. */
|
|
969
|
+
taxId?: string | undefined;
|
|
970
|
+
/** Primary address street of the entity. */
|
|
971
|
+
street: string | undefined;
|
|
972
|
+
/** City where the entity is located. */
|
|
973
|
+
city: string | undefined;
|
|
974
|
+
/** State (or region) of the entity. Use valid state/region codes.
|
|
975
|
+
See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
|
|
976
|
+
state: string | undefined;
|
|
977
|
+
/** Zip code of the entity. */
|
|
978
|
+
zipCode: string | undefined;
|
|
979
|
+
/** Country code of the entity. Country code of the investor. Check
|
|
980
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
981
|
+
countryCode: string | undefined;
|
|
982
|
+
/** Street mailing address of the entity. */
|
|
983
|
+
mailingAddressStreet: string | undefined;
|
|
984
|
+
/** City mailing address of the entity. */
|
|
985
|
+
mailingAddressCity: string | undefined;
|
|
986
|
+
/** State mailing address of the entity.
|
|
987
|
+
See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
|
|
988
|
+
mailingAddressState: string | undefined;
|
|
989
|
+
/** Zip code mailing address of the entity. */
|
|
990
|
+
mailingAddressZipCode: string | undefined;
|
|
991
|
+
/** Country mailing address of the entity. Check
|
|
992
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
993
|
+
mailingAddressCountry: string | undefined;
|
|
994
|
+
/** Indicates if the person is registered as an adviser for the subscription or as an exempt reporting adviser. */
|
|
995
|
+
isSubscriptionAdvisorOrERA?: boolean;
|
|
996
|
+
/** Trust type (nullable). */
|
|
997
|
+
trustType?: EntityInvestorTrustType | undefined;
|
|
998
|
+
constructor(data?: IEntityInvestor);
|
|
999
|
+
init(_data?: any): void;
|
|
1000
|
+
static fromJS(data: any): EntityInvestor;
|
|
1001
|
+
toJSON(data?: any): any;
|
|
1002
|
+
}
|
|
1003
|
+
/** Represents an entity investor within the primary offering. */
|
|
1004
|
+
export interface IEntityInvestor {
|
|
1005
|
+
/** Id of the Entity Investor. */
|
|
1006
|
+
id?: string;
|
|
1007
|
+
/** DBA or Trade name of the entity. */
|
|
1008
|
+
dbaName: string | undefined;
|
|
1009
|
+
/** Total number of beneficial owners associated with this entity investor.
|
|
1010
|
+
This number is used to calculate the remaining number of seats in an SPV after an entity invests. */
|
|
1011
|
+
beneficialOwnershipCount?: number;
|
|
1012
|
+
/** An unformatted phone number which does not include the country code. */
|
|
1013
|
+
phone: string | undefined;
|
|
1014
|
+
/** Phone country code (do not include a '+' sign). */
|
|
1015
|
+
phoneCountryCode: string | undefined;
|
|
1016
|
+
/** Type of the entity. */
|
|
1017
|
+
entityType?: EntityInvestorEntityType;
|
|
1018
|
+
/** Either a US state or country of incorporation. */
|
|
1019
|
+
jurisdiction: string | undefined;
|
|
1020
|
+
/** Date that the entity was formed. */
|
|
1021
|
+
formationDate?: Date;
|
|
1022
|
+
/** Tax classification of the entity. */
|
|
1023
|
+
taxClassification?: EntityInvestorTaxClassification;
|
|
1024
|
+
/** The tax id (EIN) for entities; for revocable trusts, a tax id is not required.
|
|
1025
|
+
This PII field is tokenized. */
|
|
1026
|
+
taxId?: string | undefined;
|
|
1027
|
+
/** Primary address street of the entity. */
|
|
1028
|
+
street: string | undefined;
|
|
1029
|
+
/** City where the entity is located. */
|
|
1030
|
+
city: string | undefined;
|
|
1031
|
+
/** State (or region) of the entity. Use valid state/region codes.
|
|
1032
|
+
See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
|
|
1033
|
+
state: string | undefined;
|
|
1034
|
+
/** Zip code of the entity. */
|
|
1035
|
+
zipCode: string | undefined;
|
|
1036
|
+
/** Country code of the entity. Country code of the investor. Check
|
|
1037
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
1038
|
+
countryCode: string | undefined;
|
|
1039
|
+
/** Street mailing address of the entity. */
|
|
1040
|
+
mailingAddressStreet: string | undefined;
|
|
1041
|
+
/** City mailing address of the entity. */
|
|
1042
|
+
mailingAddressCity: string | undefined;
|
|
1043
|
+
/** State mailing address of the entity.
|
|
1044
|
+
See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
|
|
1045
|
+
mailingAddressState: string | undefined;
|
|
1046
|
+
/** Zip code mailing address of the entity. */
|
|
1047
|
+
mailingAddressZipCode: string | undefined;
|
|
1048
|
+
/** Country mailing address of the entity. Check
|
|
1049
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
1050
|
+
mailingAddressCountry: string | undefined;
|
|
1051
|
+
/** Indicates if the person is registered as an adviser for the subscription or as an exempt reporting adviser. */
|
|
1052
|
+
isSubscriptionAdvisorOrERA?: boolean;
|
|
1053
|
+
/** Trust type (nullable). */
|
|
1054
|
+
trustType?: EntityInvestorTrustType | undefined;
|
|
1055
|
+
}
|
|
1056
|
+
/** Represents a fee structure that can be associated with either a registered fund or a share class. */
|
|
1057
|
+
export declare class FeeStructure implements IFeeStructure {
|
|
1058
|
+
/** Unique ID of the fee structure. */
|
|
1059
|
+
id: string;
|
|
1060
|
+
/** Optional unique ID of the Share Class associated with this Fee Structure. */
|
|
1061
|
+
shareClassId?: string | undefined;
|
|
1062
|
+
/** Optional unique ID of the Registered Fund associated with this Fee Structure. */
|
|
1063
|
+
registeredFundId?: string | undefined;
|
|
1064
|
+
/** Type of fee */
|
|
1065
|
+
feeType: FeeStructureFeeType;
|
|
1066
|
+
/** Fee value, typically a percentage */
|
|
1067
|
+
feeValue: number;
|
|
1068
|
+
/** Text field used to describe the fee structure. */
|
|
1069
|
+
description?: string | undefined;
|
|
1070
|
+
constructor(data?: IFeeStructure);
|
|
1071
|
+
init(_data?: any): void;
|
|
1072
|
+
static fromJS(data: any): FeeStructure;
|
|
1073
|
+
toJSON(data?: any): any;
|
|
1074
|
+
}
|
|
1075
|
+
/** Represents a fee structure that can be associated with either a registered fund or a share class. */
|
|
1076
|
+
export interface IFeeStructure {
|
|
1077
|
+
/** Unique ID of the fee structure. */
|
|
1078
|
+
id: string;
|
|
1079
|
+
/** Optional unique ID of the Share Class associated with this Fee Structure. */
|
|
1080
|
+
shareClassId?: string | undefined;
|
|
1081
|
+
/** Optional unique ID of the Registered Fund associated with this Fee Structure. */
|
|
1082
|
+
registeredFundId?: string | undefined;
|
|
1083
|
+
/** Type of fee */
|
|
1084
|
+
feeType: FeeStructureFeeType;
|
|
1085
|
+
/** Fee value, typically a percentage */
|
|
1086
|
+
feeValue: number;
|
|
1087
|
+
/** Text field used to describe the fee structure. */
|
|
1088
|
+
description?: string | undefined;
|
|
1089
|
+
}
|
|
1090
|
+
/** FinancialAdvisor represents the financial advisor information. */
|
|
1091
|
+
export declare class FinancialAdvisor implements IFinancialAdvisor {
|
|
1092
|
+
/** Gets or sets id represents the unique id of the Financial Advisor on the internal system. */
|
|
1093
|
+
id?: string;
|
|
1094
|
+
/** This is the unique identifier of the Institution that the Financial Advisor is attached to. */
|
|
1095
|
+
financialInstitutionId?: string;
|
|
1096
|
+
/** CRD Number of the Financial Advisor. */
|
|
1097
|
+
crdNumber: string | undefined;
|
|
1098
|
+
/** IARD Number of the Financial Advisor. */
|
|
1099
|
+
iardNumber?: string | undefined;
|
|
1100
|
+
/** Financial Advisor first name. */
|
|
1101
|
+
firstName: string | undefined;
|
|
1102
|
+
/** Financial advisor middle name. */
|
|
1103
|
+
middleName?: string | undefined;
|
|
1104
|
+
/** Financial advisor last name. */
|
|
1105
|
+
lastName: string | undefined;
|
|
1106
|
+
/** Financial advisor mailing country code. */
|
|
1107
|
+
mailingCountryCode: string | undefined;
|
|
1108
|
+
/** Financial Advisor branch number. */
|
|
1109
|
+
branchNumber: string | undefined;
|
|
1110
|
+
/** Prefix for the Financial Advisor. */
|
|
1111
|
+
prefix: string | undefined;
|
|
1112
|
+
/** Financial advisor broker. */
|
|
1113
|
+
broker: string | undefined;
|
|
1114
|
+
constructor(data?: IFinancialAdvisor);
|
|
1115
|
+
init(_data?: any): void;
|
|
1116
|
+
static fromJS(data: any): FinancialAdvisor;
|
|
1117
|
+
toJSON(data?: any): any;
|
|
1118
|
+
}
|
|
1119
|
+
/** FinancialAdvisor represents the financial advisor information. */
|
|
1120
|
+
export interface IFinancialAdvisor {
|
|
1121
|
+
/** Gets or sets id represents the unique id of the Financial Advisor on the internal system. */
|
|
1122
|
+
id?: string;
|
|
1123
|
+
/** This is the unique identifier of the Institution that the Financial Advisor is attached to. */
|
|
1124
|
+
financialInstitutionId?: string;
|
|
1125
|
+
/** CRD Number of the Financial Advisor. */
|
|
1126
|
+
crdNumber: string | undefined;
|
|
1127
|
+
/** IARD Number of the Financial Advisor. */
|
|
1128
|
+
iardNumber?: string | undefined;
|
|
1129
|
+
/** Financial Advisor first name. */
|
|
1130
|
+
firstName: string | undefined;
|
|
1131
|
+
/** Financial advisor middle name. */
|
|
1132
|
+
middleName?: string | undefined;
|
|
1133
|
+
/** Financial advisor last name. */
|
|
1134
|
+
lastName: string | undefined;
|
|
1135
|
+
/** Financial advisor mailing country code. */
|
|
1136
|
+
mailingCountryCode: string | undefined;
|
|
1137
|
+
/** Financial Advisor branch number. */
|
|
1138
|
+
branchNumber: string | undefined;
|
|
1139
|
+
/** Prefix for the Financial Advisor. */
|
|
1140
|
+
prefix: string | undefined;
|
|
1141
|
+
/** Financial advisor broker. */
|
|
1142
|
+
broker: string | undefined;
|
|
1143
|
+
}
|
|
1144
|
+
export declare class FinancialAdvisorApiResponse implements IFinancialAdvisorApiResponse {
|
|
1145
|
+
items?: FinancialAdvisor[] | undefined;
|
|
1146
|
+
pagination?: Pagination | undefined;
|
|
1147
|
+
constructor(data?: IFinancialAdvisorApiResponse);
|
|
1148
|
+
init(_data?: any): void;
|
|
1149
|
+
static fromJS(data: any): FinancialAdvisorApiResponse;
|
|
1150
|
+
toJSON(data?: any): any;
|
|
1151
|
+
}
|
|
1152
|
+
export interface IFinancialAdvisorApiResponse {
|
|
1153
|
+
items?: FinancialAdvisor[] | undefined;
|
|
1154
|
+
pagination?: Pagination | undefined;
|
|
1155
|
+
}
|
|
1156
|
+
export declare class FinancialInstitution implements IFinancialInstitution {
|
|
1157
|
+
/** Unique ID associated with a FinancialInstitution. */
|
|
1158
|
+
id?: string;
|
|
1159
|
+
/** The partner associated with this FinancialInstitution. */
|
|
1160
|
+
partnerId?: string;
|
|
1161
|
+
/** Legal name of the legal entity interacting with Monark's APIs. */
|
|
1162
|
+
legalName?: string | undefined;
|
|
1163
|
+
/** CRD number associated with this financial institution. */
|
|
1164
|
+
crdNumber?: string | undefined;
|
|
1165
|
+
/** The type of Financial Institution. */
|
|
1166
|
+
financialInstitutionType?: FinancialInstitutionType;
|
|
1167
|
+
/** The KYC requirements for the Financial Institution. */
|
|
1168
|
+
kycRequired?: FinancialInstitutionKycRequired;
|
|
1169
|
+
/** Indicates if this is the default Financial Institution for the Partner. */
|
|
1170
|
+
isDefault?: boolean;
|
|
1171
|
+
/** City where the FinancialInstitution resides. */
|
|
1172
|
+
city: string | undefined;
|
|
1173
|
+
/** State of the FinancialInstitution.
|
|
1174
|
+
See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
|
|
1175
|
+
state: string | undefined;
|
|
1176
|
+
/** Zip code of the FinancialInstitution. */
|
|
1177
|
+
zipCode: string | undefined;
|
|
1178
|
+
/** Country code of the FinancialInstitution. */
|
|
1179
|
+
countryCode: string | undefined;
|
|
1180
|
+
/** Date the FinancialInstitution was created. */
|
|
1181
|
+
createdAt?: Date;
|
|
1182
|
+
/** Date the FinancialInstitution was last updated. */
|
|
1183
|
+
updatedAt?: Date;
|
|
1184
|
+
/** The linked Partner. */
|
|
1185
|
+
partner?: Partner | undefined;
|
|
1186
|
+
constructor(data?: IFinancialInstitution);
|
|
1187
|
+
init(_data?: any): void;
|
|
1188
|
+
static fromJS(data: any): FinancialInstitution;
|
|
1189
|
+
toJSON(data?: any): any;
|
|
1190
|
+
}
|
|
1191
|
+
export interface IFinancialInstitution {
|
|
1192
|
+
/** Unique ID associated with a FinancialInstitution. */
|
|
1193
|
+
id?: string;
|
|
1194
|
+
/** The partner associated with this FinancialInstitution. */
|
|
1195
|
+
partnerId?: string;
|
|
1196
|
+
/** Legal name of the legal entity interacting with Monark's APIs. */
|
|
1197
|
+
legalName?: string | undefined;
|
|
1198
|
+
/** CRD number associated with this financial institution. */
|
|
1199
|
+
crdNumber?: string | undefined;
|
|
1200
|
+
/** The type of Financial Institution. */
|
|
1201
|
+
financialInstitutionType?: FinancialInstitutionType;
|
|
1202
|
+
/** The KYC requirements for the Financial Institution. */
|
|
1203
|
+
kycRequired?: FinancialInstitutionKycRequired;
|
|
1204
|
+
/** Indicates if this is the default Financial Institution for the Partner. */
|
|
1205
|
+
isDefault?: boolean;
|
|
1206
|
+
/** City where the FinancialInstitution resides. */
|
|
1207
|
+
city: string | undefined;
|
|
1208
|
+
/** State of the FinancialInstitution.
|
|
1209
|
+
See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
|
|
1210
|
+
state: string | undefined;
|
|
1211
|
+
/** Zip code of the FinancialInstitution. */
|
|
1212
|
+
zipCode: string | undefined;
|
|
1213
|
+
/** Country code of the FinancialInstitution. */
|
|
1214
|
+
countryCode: string | undefined;
|
|
1215
|
+
/** Date the FinancialInstitution was created. */
|
|
1216
|
+
createdAt?: Date;
|
|
1217
|
+
/** Date the FinancialInstitution was last updated. */
|
|
1218
|
+
updatedAt?: Date;
|
|
1219
|
+
/** The linked Partner. */
|
|
1220
|
+
partner?: Partner | undefined;
|
|
1221
|
+
}
|
|
1222
|
+
export declare class FinancialInstitutionApiResponse implements IFinancialInstitutionApiResponse {
|
|
1223
|
+
items?: FinancialInstitution[] | undefined;
|
|
1224
|
+
pagination?: Pagination | undefined;
|
|
1225
|
+
constructor(data?: IFinancialInstitutionApiResponse);
|
|
1226
|
+
init(_data?: any): void;
|
|
1227
|
+
static fromJS(data: any): FinancialInstitutionApiResponse;
|
|
1228
|
+
toJSON(data?: any): any;
|
|
1229
|
+
}
|
|
1230
|
+
export interface IFinancialInstitutionApiResponse {
|
|
1231
|
+
items?: FinancialInstitution[] | undefined;
|
|
1232
|
+
pagination?: Pagination | undefined;
|
|
1233
|
+
}
|
|
1234
|
+
/** FundAdvisor represents the advisor responsible for managing the Registered Fund */
|
|
1235
|
+
export declare class FundAdvisor implements IFundAdvisor {
|
|
1236
|
+
/** Unique ID for fund advisor */
|
|
1237
|
+
id: string;
|
|
1238
|
+
/** Fund advisor name */
|
|
1239
|
+
name: string | undefined;
|
|
1240
|
+
/** Fund advisor legal name */
|
|
1241
|
+
legalName: string | undefined;
|
|
1242
|
+
/** Link to representative logo for fund advisor */
|
|
1243
|
+
logoUrl: string | undefined;
|
|
1244
|
+
/** Year when fund advisor firm was first established */
|
|
1245
|
+
foundingDate?: Date | undefined;
|
|
1246
|
+
/** Total AUM of fund advisor */
|
|
1247
|
+
aum?: number | undefined;
|
|
1248
|
+
/** Brief description of focus, history, and experience of fund advisor */
|
|
1249
|
+
description?: string | undefined;
|
|
1250
|
+
/** Central location of fund advisor */
|
|
1251
|
+
countryCode: string | undefined;
|
|
1252
|
+
/** State where fund advisor was established */
|
|
1253
|
+
state?: string | undefined;
|
|
1254
|
+
/** City where fund advisor was established */
|
|
1255
|
+
city?: string | undefined;
|
|
1256
|
+
/** Registration or exemption */
|
|
1257
|
+
registration?: FundAdvisorRegistration | undefined;
|
|
1258
|
+
/** CRD number if fund advisor firm is registered */
|
|
1259
|
+
crdNumber?: string | undefined;
|
|
1260
|
+
/** Link to fund advisor's website */
|
|
1261
|
+
website: string | undefined;
|
|
1262
|
+
/** Link to fund advisor's LinkedIn page */
|
|
1263
|
+
linkedIn?: string | undefined;
|
|
1264
|
+
/** Link to fund advisor's X page */
|
|
1265
|
+
x?: string | undefined;
|
|
1266
|
+
/** Email address for general inbox of fund advisor */
|
|
1267
|
+
email?: string | undefined;
|
|
1268
|
+
/** Main office phone number of fund advisor */
|
|
1269
|
+
phone?: string | undefined;
|
|
1270
|
+
constructor(data?: IFundAdvisor);
|
|
1271
|
+
init(_data?: any): void;
|
|
1272
|
+
static fromJS(data: any): FundAdvisor;
|
|
1273
|
+
toJSON(data?: any): any;
|
|
1274
|
+
}
|
|
1275
|
+
/** FundAdvisor represents the advisor responsible for managing the Registered Fund */
|
|
1276
|
+
export interface IFundAdvisor {
|
|
1277
|
+
/** Unique ID for fund advisor */
|
|
1278
|
+
id: string;
|
|
1279
|
+
/** Fund advisor name */
|
|
1280
|
+
name: string | undefined;
|
|
1281
|
+
/** Fund advisor legal name */
|
|
1282
|
+
legalName: string | undefined;
|
|
1283
|
+
/** Link to representative logo for fund advisor */
|
|
1284
|
+
logoUrl: string | undefined;
|
|
1285
|
+
/** Year when fund advisor firm was first established */
|
|
1286
|
+
foundingDate?: Date | undefined;
|
|
1287
|
+
/** Total AUM of fund advisor */
|
|
1288
|
+
aum?: number | undefined;
|
|
1289
|
+
/** Brief description of focus, history, and experience of fund advisor */
|
|
1290
|
+
description?: string | undefined;
|
|
1291
|
+
/** Central location of fund advisor */
|
|
1292
|
+
countryCode: string | undefined;
|
|
1293
|
+
/** State where fund advisor was established */
|
|
1294
|
+
state?: string | undefined;
|
|
1295
|
+
/** City where fund advisor was established */
|
|
1296
|
+
city?: string | undefined;
|
|
1297
|
+
/** Registration or exemption */
|
|
1298
|
+
registration?: FundAdvisorRegistration | undefined;
|
|
1299
|
+
/** CRD number if fund advisor firm is registered */
|
|
1300
|
+
crdNumber?: string | undefined;
|
|
1301
|
+
/** Link to fund advisor's website */
|
|
1302
|
+
website: string | undefined;
|
|
1303
|
+
/** Link to fund advisor's LinkedIn page */
|
|
1304
|
+
linkedIn?: string | undefined;
|
|
1305
|
+
/** Link to fund advisor's X page */
|
|
1306
|
+
x?: string | undefined;
|
|
1307
|
+
/** Email address for general inbox of fund advisor */
|
|
1308
|
+
email?: string | undefined;
|
|
1309
|
+
/** Main office phone number of fund advisor */
|
|
1310
|
+
phone?: string | undefined;
|
|
1311
|
+
}
|
|
1312
|
+
/** IndicationOfInterest represents the primary offering information on the IoI. */
|
|
1313
|
+
export declare class IndicationOfInterest implements IIndicationOfInterest {
|
|
1314
|
+
/** Unique ID associated with an IOI. */
|
|
1315
|
+
id?: string;
|
|
1316
|
+
/** Represents the unique ID, provided by Monark, associated with the Investor submitting an IOI, investing in an SPV, or taking any action in the secondary market. */
|
|
1317
|
+
investorId?: string;
|
|
1318
|
+
/** The unique ID of the PreIPOCompany associated with a submission of an Indication of Interest. */
|
|
1319
|
+
preIPOCompanyId?: string;
|
|
1320
|
+
/** Notional amount of an IOI. */
|
|
1321
|
+
notionalAmount: number;
|
|
1322
|
+
/** Currency in which the IOI was submitted. Monark only accepts IOIs submitted in USD. */
|
|
1323
|
+
currency: string | undefined;
|
|
1324
|
+
/** Created at the specified date. */
|
|
1325
|
+
createdAt?: Date;
|
|
1326
|
+
/** Updated at the specified date. */
|
|
1327
|
+
updatedAt?: Date | undefined;
|
|
1328
|
+
/** Name of the Partner associated with an IOI. */
|
|
1329
|
+
partnerName?: string | undefined;
|
|
1330
|
+
/** The first name of the Investor. */
|
|
1331
|
+
investorFirstName?: string | undefined;
|
|
1332
|
+
/** The last name of the Investor. */
|
|
1333
|
+
investorLastName?: string | undefined;
|
|
1334
|
+
/** The name of the Pre IPO Company. */
|
|
1335
|
+
preIPOCompanyName?: string | undefined;
|
|
1336
|
+
constructor(data?: IIndicationOfInterest);
|
|
1337
|
+
init(_data?: any): void;
|
|
1338
|
+
static fromJS(data: any): IndicationOfInterest;
|
|
1339
|
+
toJSON(data?: any): any;
|
|
1340
|
+
}
|
|
1341
|
+
/** IndicationOfInterest represents the primary offering information on the IoI. */
|
|
1342
|
+
export interface IIndicationOfInterest {
|
|
1343
|
+
/** Unique ID associated with an IOI. */
|
|
1344
|
+
id?: string;
|
|
1345
|
+
/** Represents the unique ID, provided by Monark, associated with the Investor submitting an IOI, investing in an SPV, or taking any action in the secondary market. */
|
|
1346
|
+
investorId?: string;
|
|
1347
|
+
/** The unique ID of the PreIPOCompany associated with a submission of an Indication of Interest. */
|
|
1348
|
+
preIPOCompanyId?: string;
|
|
1349
|
+
/** Notional amount of an IOI. */
|
|
1350
|
+
notionalAmount: number;
|
|
1351
|
+
/** Currency in which the IOI was submitted. Monark only accepts IOIs submitted in USD. */
|
|
1352
|
+
currency: string | undefined;
|
|
1353
|
+
/** Created at the specified date. */
|
|
1354
|
+
createdAt?: Date;
|
|
1355
|
+
/** Updated at the specified date. */
|
|
1356
|
+
updatedAt?: Date | undefined;
|
|
1357
|
+
/** Name of the Partner associated with an IOI. */
|
|
1358
|
+
partnerName?: string | undefined;
|
|
1359
|
+
/** The first name of the Investor. */
|
|
1360
|
+
investorFirstName?: string | undefined;
|
|
1361
|
+
/** The last name of the Investor. */
|
|
1362
|
+
investorLastName?: string | undefined;
|
|
1363
|
+
/** The name of the Pre IPO Company. */
|
|
1364
|
+
preIPOCompanyName?: string | undefined;
|
|
1365
|
+
}
|
|
1366
|
+
export declare class IndicationOfInterestApiResponse implements IIndicationOfInterestApiResponse {
|
|
1367
|
+
items?: IndicationOfInterest[] | undefined;
|
|
1368
|
+
pagination?: Pagination | undefined;
|
|
1369
|
+
constructor(data?: IIndicationOfInterestApiResponse);
|
|
1370
|
+
init(_data?: any): void;
|
|
1371
|
+
static fromJS(data: any): IndicationOfInterestApiResponse;
|
|
1372
|
+
toJSON(data?: any): any;
|
|
1373
|
+
}
|
|
1374
|
+
export interface IIndicationOfInterestApiResponse {
|
|
1375
|
+
items?: IndicationOfInterest[] | undefined;
|
|
1376
|
+
pagination?: Pagination | undefined;
|
|
1377
|
+
}
|
|
1378
|
+
export declare class IndividualEntityInvestor implements IIndividualEntityInvestor {
|
|
1379
|
+
/** First name of the Investor. */
|
|
1380
|
+
firstName: string | undefined;
|
|
1381
|
+
/** Last name of the Investor. */
|
|
1382
|
+
lastName: string | undefined;
|
|
1383
|
+
/** Is the Investor based in the United States? */
|
|
1384
|
+
isUSBased?: boolean;
|
|
1385
|
+
/** Investor’s date of birth. */
|
|
1386
|
+
dateOfBirth?: Date;
|
|
1387
|
+
/** Investor’s primary address. */
|
|
1388
|
+
street1: string | undefined;
|
|
1389
|
+
/** Investor’s secondary address. */
|
|
1390
|
+
street2?: string | undefined;
|
|
1391
|
+
/** City where the Investor resides. */
|
|
1392
|
+
city: string | undefined;
|
|
1393
|
+
/** 2/3 letter state code of the investor. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid state (region) codes */
|
|
1394
|
+
state: string | undefined;
|
|
1395
|
+
/** Zip code of the Investor. */
|
|
1396
|
+
zipCode: string | undefined;
|
|
1397
|
+
/** Country code of the investor. Check
|
|
1398
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
1399
|
+
countryCode: string | undefined;
|
|
1400
|
+
/** When creating or updating a resource send both phone and phone_country_code or neither. Phone country code is validated against a valid list of phone country codes which you can find here (https://github.com/mukeshsoni/country-telephone-data). Do not include a + (plus sign) at the beginning of this string. */
|
|
1401
|
+
phoneCountryCode: string | undefined;
|
|
1402
|
+
/** An unformatted phone number which does not include country code. Refer to this region data (https://github.com/mukeshsoni/country-telephone-data) to select the correct phone country code. Phone numbers where phone_country_code is "1" must have 10 digits. */
|
|
1403
|
+
phoneNumber: string | undefined;
|
|
1404
|
+
/** Investor’s primary mailing address. */
|
|
1405
|
+
mailingStreet1: string | undefined;
|
|
1406
|
+
/** Investor’s secondary mailing address. */
|
|
1407
|
+
mailingStreet2?: string | undefined;
|
|
1408
|
+
/** Investor's primary mailing Apt or Suite Number. */
|
|
1409
|
+
mailingAddressAptSuiteNo?: string | undefined;
|
|
1410
|
+
/** Investor's primary mailing address city. */
|
|
1411
|
+
mailingAddressCity: string | undefined;
|
|
1412
|
+
/** Investor's primary mailing address state.
|
|
1413
|
+
See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
|
|
1414
|
+
mailingAddressState: string | undefined;
|
|
1415
|
+
/** Investor's primary mailing address zip code. */
|
|
1416
|
+
mailingAddressZipCode: string | undefined;
|
|
1417
|
+
/** Investor's primary mailing address country. Check
|
|
1418
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
1419
|
+
mailingAddressCountry: string | undefined;
|
|
1420
|
+
/** Describes if the Investor is subject to backup withholding. */
|
|
1421
|
+
hasBackupWithholding?: boolean | undefined;
|
|
1422
|
+
/** Investor’s exempt payee code if the Investor is exempt from backup withholding. */
|
|
1423
|
+
exemptPayeeCode?: string | undefined;
|
|
1424
|
+
/** Is the investor registered as an adviser for the subscription or an exempt reporting adviser? */
|
|
1425
|
+
isSubscriptionAdvisorOrERA?: boolean;
|
|
1426
|
+
/** Email address associated with an Investor. */
|
|
1427
|
+
email: string | undefined;
|
|
1428
|
+
/** Investor’s Social Security Number. */
|
|
1429
|
+
taxId: string | undefined;
|
|
1430
|
+
/** Investor Passport Number. - Only Required for Non-US Investors. */
|
|
1431
|
+
passportNumber?: string | undefined;
|
|
1432
|
+
/** Country code of the Investor’s citizenship. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes */
|
|
1433
|
+
citizenship: string | undefined;
|
|
1434
|
+
/** The qualification status of an Investor. */
|
|
1435
|
+
qualifiedStatus?: IndividualEntityInvestorQualifiedStatus | undefined;
|
|
1436
|
+
/** The type of entity investor, if the investor is an entity investor. */
|
|
1437
|
+
entityInvestorType?: IndividualEntityInvestorEntityInvestorType;
|
|
1438
|
+
/** The percentage of the entity owned by the investor. */
|
|
1439
|
+
percentageOwned?: number;
|
|
1440
|
+
/** Id of the individual investor. */
|
|
1441
|
+
id?: string;
|
|
1442
|
+
constructor(data?: IIndividualEntityInvestor);
|
|
1443
|
+
init(_data?: any): void;
|
|
1444
|
+
static fromJS(data: any): IndividualEntityInvestor;
|
|
1445
|
+
toJSON(data?: any): any;
|
|
1446
|
+
}
|
|
1447
|
+
export interface IIndividualEntityInvestor {
|
|
1448
|
+
/** First name of the Investor. */
|
|
1449
|
+
firstName: string | undefined;
|
|
1450
|
+
/** Last name of the Investor. */
|
|
1451
|
+
lastName: string | undefined;
|
|
1452
|
+
/** Is the Investor based in the United States? */
|
|
1453
|
+
isUSBased?: boolean;
|
|
1454
|
+
/** Investor’s date of birth. */
|
|
1455
|
+
dateOfBirth?: Date;
|
|
1456
|
+
/** Investor’s primary address. */
|
|
1457
|
+
street1: string | undefined;
|
|
1458
|
+
/** Investor’s secondary address. */
|
|
1459
|
+
street2?: string | undefined;
|
|
1460
|
+
/** City where the Investor resides. */
|
|
1461
|
+
city: string | undefined;
|
|
1462
|
+
/** 2/3 letter state code of the investor. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid state (region) codes */
|
|
1463
|
+
state: string | undefined;
|
|
1464
|
+
/** Zip code of the Investor. */
|
|
1465
|
+
zipCode: string | undefined;
|
|
1466
|
+
/** Country code of the investor. Check
|
|
1467
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
1468
|
+
countryCode: string | undefined;
|
|
1469
|
+
/** When creating or updating a resource send both phone and phone_country_code or neither. Phone country code is validated against a valid list of phone country codes which you can find here (https://github.com/mukeshsoni/country-telephone-data). Do not include a + (plus sign) at the beginning of this string. */
|
|
1470
|
+
phoneCountryCode: string | undefined;
|
|
1471
|
+
/** An unformatted phone number which does not include country code. Refer to this region data (https://github.com/mukeshsoni/country-telephone-data) to select the correct phone country code. Phone numbers where phone_country_code is "1" must have 10 digits. */
|
|
1472
|
+
phoneNumber: string | undefined;
|
|
1473
|
+
/** Investor’s primary mailing address. */
|
|
1474
|
+
mailingStreet1: string | undefined;
|
|
1475
|
+
/** Investor’s secondary mailing address. */
|
|
1476
|
+
mailingStreet2?: string | undefined;
|
|
1477
|
+
/** Investor's primary mailing Apt or Suite Number. */
|
|
1478
|
+
mailingAddressAptSuiteNo?: string | undefined;
|
|
1479
|
+
/** Investor's primary mailing address city. */
|
|
1480
|
+
mailingAddressCity: string | undefined;
|
|
1481
|
+
/** Investor's primary mailing address state.
|
|
1482
|
+
See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
|
|
1483
|
+
mailingAddressState: string | undefined;
|
|
1484
|
+
/** Investor's primary mailing address zip code. */
|
|
1485
|
+
mailingAddressZipCode: string | undefined;
|
|
1486
|
+
/** Investor's primary mailing address country. Check
|
|
1487
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
1488
|
+
mailingAddressCountry: string | undefined;
|
|
1489
|
+
/** Describes if the Investor is subject to backup withholding. */
|
|
1490
|
+
hasBackupWithholding?: boolean | undefined;
|
|
1491
|
+
/** Investor’s exempt payee code if the Investor is exempt from backup withholding. */
|
|
1492
|
+
exemptPayeeCode?: string | undefined;
|
|
1493
|
+
/** Is the investor registered as an adviser for the subscription or an exempt reporting adviser? */
|
|
1494
|
+
isSubscriptionAdvisorOrERA?: boolean;
|
|
1495
|
+
/** Email address associated with an Investor. */
|
|
1496
|
+
email: string | undefined;
|
|
1497
|
+
/** Investor’s Social Security Number. */
|
|
1498
|
+
taxId: string | undefined;
|
|
1499
|
+
/** Investor Passport Number. - Only Required for Non-US Investors. */
|
|
1500
|
+
passportNumber?: string | undefined;
|
|
1501
|
+
/** Country code of the Investor’s citizenship. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes */
|
|
1502
|
+
citizenship: string | undefined;
|
|
1503
|
+
/** The qualification status of an Investor. */
|
|
1504
|
+
qualifiedStatus?: IndividualEntityInvestorQualifiedStatus | undefined;
|
|
1505
|
+
/** The type of entity investor, if the investor is an entity investor. */
|
|
1506
|
+
entityInvestorType?: IndividualEntityInvestorEntityInvestorType;
|
|
1507
|
+
/** The percentage of the entity owned by the investor. */
|
|
1508
|
+
percentageOwned?: number;
|
|
1509
|
+
/** Id of the individual investor. */
|
|
1510
|
+
id?: string;
|
|
1511
|
+
}
|
|
1512
|
+
export declare class IndividualEntityInvestorBase implements IIndividualEntityInvestorBase {
|
|
1513
|
+
/** First name of the Investor. */
|
|
1514
|
+
firstName: string;
|
|
1515
|
+
/** Last name of the Investor. */
|
|
1516
|
+
lastName: string;
|
|
1517
|
+
/** Is the Investor based in the United States? */
|
|
1518
|
+
isUSBased: boolean;
|
|
1519
|
+
/** Investor’s date of birth. */
|
|
1520
|
+
dateOfBirth: Date;
|
|
1521
|
+
/** Investor’s primary address. */
|
|
1522
|
+
street1: string;
|
|
1523
|
+
/** Investor’s secondary address. */
|
|
1524
|
+
street2?: string | undefined;
|
|
1525
|
+
/** City where the Investor resides. */
|
|
1526
|
+
city: string;
|
|
1527
|
+
/** 2/3 letter state code of the investor. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid state (region) codes */
|
|
1528
|
+
state: string;
|
|
1529
|
+
/** Zip code of the Investor. */
|
|
1530
|
+
zipCode: string;
|
|
1531
|
+
/** Country code of the investor. Check
|
|
1532
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
1533
|
+
countryCode: string;
|
|
1534
|
+
/** When creating or updating a resource send both phone and phone_country_code or neither. Phone country code is validated against a valid list of phone country codes which you can find here (https://github.com/mukeshsoni/country-telephone-data). Do not include a + (plus sign) at the beginning of this string. */
|
|
1535
|
+
phoneCountryCode: string;
|
|
1536
|
+
/** An unformatted phone number which does not include country code. Refer to this region data (https://github.com/mukeshsoni/country-telephone-data) to select the correct phone country code. Phone numbers where phone_country_code is "1" must have 10 digits. */
|
|
1537
|
+
phoneNumber: string;
|
|
1538
|
+
/** Investor’s primary mailing address. */
|
|
1539
|
+
mailingStreet1: string;
|
|
1540
|
+
/** Investor’s secondary mailing address. */
|
|
1541
|
+
mailingStreet2?: string | undefined;
|
|
1542
|
+
/** Investor's primary mailing Apt or Suite Number. */
|
|
1543
|
+
mailingAddressAptSuiteNo?: string | undefined;
|
|
1544
|
+
/** Investor's primary mailing address city. */
|
|
1545
|
+
mailingAddressCity: string;
|
|
1546
|
+
/** Investor's primary mailing address state.
|
|
1547
|
+
See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
|
|
1548
|
+
mailingAddressState: string;
|
|
1549
|
+
/** Investor's primary mailing address zip code. */
|
|
1550
|
+
mailingAddressZipCode: string;
|
|
1551
|
+
/** Investor's primary mailing address country. Check
|
|
1552
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
1553
|
+
mailingAddressCountry: string;
|
|
1554
|
+
/** Describes if the Investor is subject to backup withholding. */
|
|
1555
|
+
hasBackupWithholding?: boolean | undefined;
|
|
1556
|
+
/** Investor’s exempt payee code if the Investor is exempt from backup withholding. */
|
|
1557
|
+
exemptPayeeCode?: string | undefined;
|
|
1558
|
+
/** Is the investor registered as an adviser for the subscription or an exempt reporting adviser? */
|
|
1559
|
+
isSubscriptionAdvisorOrERA: boolean;
|
|
1560
|
+
/** Email address associated with an Investor. */
|
|
1561
|
+
email: string;
|
|
1562
|
+
/** Investor’s Social Security Number. */
|
|
1563
|
+
taxId: string | undefined;
|
|
1564
|
+
/** Investor Passport Number. - Only Required for Non-US Investors. */
|
|
1565
|
+
passportNumber?: string | undefined;
|
|
1566
|
+
/** Country code of the Investor’s citizenship. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes */
|
|
1567
|
+
citizenship: string;
|
|
1568
|
+
/** The qualification status of an Investor. */
|
|
1569
|
+
qualifiedStatus?: IndividualEntityInvestorBaseQualifiedStatus | undefined;
|
|
1570
|
+
/** The type of entity investor, if the investor is an entity investor. */
|
|
1571
|
+
entityInvestorType?: IndividualEntityInvestorBaseEntityInvestorType;
|
|
1572
|
+
/** The percentage of the entity owned by the investor. */
|
|
1573
|
+
percentageOwned?: number;
|
|
1574
|
+
constructor(data?: IIndividualEntityInvestorBase);
|
|
1575
|
+
init(_data?: any): void;
|
|
1576
|
+
static fromJS(data: any): IndividualEntityInvestorBase;
|
|
1577
|
+
toJSON(data?: any): any;
|
|
1578
|
+
}
|
|
1579
|
+
export interface IIndividualEntityInvestorBase {
|
|
1580
|
+
/** First name of the Investor. */
|
|
1581
|
+
firstName: string;
|
|
1582
|
+
/** Last name of the Investor. */
|
|
1583
|
+
lastName: string;
|
|
1584
|
+
/** Is the Investor based in the United States? */
|
|
1585
|
+
isUSBased: boolean;
|
|
1586
|
+
/** Investor’s date of birth. */
|
|
1587
|
+
dateOfBirth: Date;
|
|
1588
|
+
/** Investor’s primary address. */
|
|
1589
|
+
street1: string;
|
|
1590
|
+
/** Investor’s secondary address. */
|
|
1591
|
+
street2?: string | undefined;
|
|
1592
|
+
/** City where the Investor resides. */
|
|
1593
|
+
city: string;
|
|
1594
|
+
/** 2/3 letter state code of the investor. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid state (region) codes */
|
|
1595
|
+
state: string;
|
|
1596
|
+
/** Zip code of the Investor. */
|
|
1597
|
+
zipCode: string;
|
|
1598
|
+
/** Country code of the investor. Check
|
|
1599
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
1600
|
+
countryCode: string;
|
|
1601
|
+
/** When creating or updating a resource send both phone and phone_country_code or neither. Phone country code is validated against a valid list of phone country codes which you can find here (https://github.com/mukeshsoni/country-telephone-data). Do not include a + (plus sign) at the beginning of this string. */
|
|
1602
|
+
phoneCountryCode: string;
|
|
1603
|
+
/** An unformatted phone number which does not include country code. Refer to this region data (https://github.com/mukeshsoni/country-telephone-data) to select the correct phone country code. Phone numbers where phone_country_code is "1" must have 10 digits. */
|
|
1604
|
+
phoneNumber: string;
|
|
1605
|
+
/** Investor’s primary mailing address. */
|
|
1606
|
+
mailingStreet1: string;
|
|
1607
|
+
/** Investor’s secondary mailing address. */
|
|
1608
|
+
mailingStreet2?: string | undefined;
|
|
1609
|
+
/** Investor's primary mailing Apt or Suite Number. */
|
|
1610
|
+
mailingAddressAptSuiteNo?: string | undefined;
|
|
1611
|
+
/** Investor's primary mailing address city. */
|
|
1612
|
+
mailingAddressCity: string;
|
|
1613
|
+
/** Investor's primary mailing address state.
|
|
1614
|
+
See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
|
|
1615
|
+
mailingAddressState: string;
|
|
1616
|
+
/** Investor's primary mailing address zip code. */
|
|
1617
|
+
mailingAddressZipCode: string;
|
|
1618
|
+
/** Investor's primary mailing address country. Check
|
|
1619
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
1620
|
+
mailingAddressCountry: string;
|
|
1621
|
+
/** Describes if the Investor is subject to backup withholding. */
|
|
1622
|
+
hasBackupWithholding?: boolean | undefined;
|
|
1623
|
+
/** Investor’s exempt payee code if the Investor is exempt from backup withholding. */
|
|
1624
|
+
exemptPayeeCode?: string | undefined;
|
|
1625
|
+
/** Is the investor registered as an adviser for the subscription or an exempt reporting adviser? */
|
|
1626
|
+
isSubscriptionAdvisorOrERA: boolean;
|
|
1627
|
+
/** Email address associated with an Investor. */
|
|
1628
|
+
email: string;
|
|
1629
|
+
/** Investor’s Social Security Number. */
|
|
1630
|
+
taxId: string | undefined;
|
|
1631
|
+
/** Investor Passport Number. - Only Required for Non-US Investors. */
|
|
1632
|
+
passportNumber?: string | undefined;
|
|
1633
|
+
/** Country code of the Investor’s citizenship. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes */
|
|
1634
|
+
citizenship: string;
|
|
1635
|
+
/** The qualification status of an Investor. */
|
|
1636
|
+
qualifiedStatus?: IndividualEntityInvestorBaseQualifiedStatus | undefined;
|
|
1637
|
+
/** The type of entity investor, if the investor is an entity investor. */
|
|
1638
|
+
entityInvestorType?: IndividualEntityInvestorBaseEntityInvestorType;
|
|
1639
|
+
/** The percentage of the entity owned by the investor. */
|
|
1640
|
+
percentageOwned?: number;
|
|
1641
|
+
}
|
|
1642
|
+
export declare class IndividualInvestor implements IIndividualInvestor {
|
|
1643
|
+
/** First name of the Investor. */
|
|
1644
|
+
firstName: string | undefined;
|
|
1645
|
+
/** Last name of the Investor. */
|
|
1646
|
+
lastName: string | undefined;
|
|
1647
|
+
/** Is the Investor based in the United States? */
|
|
1648
|
+
isUSBased?: boolean;
|
|
1649
|
+
/** Investor’s date of birth. */
|
|
1650
|
+
dateOfBirth?: Date;
|
|
1651
|
+
/** Investor’s primary address. */
|
|
1652
|
+
street1: string | undefined;
|
|
1653
|
+
/** Investor’s secondary address. */
|
|
1654
|
+
street2?: string | undefined;
|
|
1655
|
+
/** City where the Investor resides. */
|
|
1656
|
+
city: string | undefined;
|
|
1657
|
+
/** 2/3 letter state code of the investor. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid state (region) codes */
|
|
1658
|
+
state: string | undefined;
|
|
1659
|
+
/** Zip code of the Investor. */
|
|
1660
|
+
zipCode: string | undefined;
|
|
1661
|
+
/** Country code of the investor. Check
|
|
1662
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
1663
|
+
countryCode: string | undefined;
|
|
1664
|
+
/** When creating or updating a resource send both phone and phone_country_code or neither. Phone country code is validated against a valid list of phone country codes which you can find here (https://github.com/mukeshsoni/country-telephone-data). Do not include a + (plus sign) at the beginning of this string. */
|
|
1665
|
+
phoneCountryCode: string | undefined;
|
|
1666
|
+
/** An unformatted phone number which does not include country code. Refer to this region data (https://github.com/mukeshsoni/country-telephone-data) to select the correct phone country code. Phone numbers where phone_country_code is "1" must have 10 digits. */
|
|
1667
|
+
phoneNumber: string | undefined;
|
|
1668
|
+
/** Investor’s primary mailing address. */
|
|
1669
|
+
mailingStreet1: string | undefined;
|
|
1670
|
+
/** Investor’s secondary mailing address. */
|
|
1671
|
+
mailingStreet2?: string | undefined;
|
|
1672
|
+
/** Investor's primary mailing Apt or Suite Number. */
|
|
1673
|
+
mailingAddressAptSuiteNo?: string | undefined;
|
|
1674
|
+
/** Investor's primary mailing address city. */
|
|
1675
|
+
mailingAddressCity: string | undefined;
|
|
1676
|
+
/** Investor's primary mailing address state.
|
|
1677
|
+
See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
|
|
1678
|
+
mailingAddressState: string | undefined;
|
|
1679
|
+
/** Investor's primary mailing address zip code. */
|
|
1680
|
+
mailingAddressZipCode: string | undefined;
|
|
1681
|
+
/** Investor's primary mailing address country. Check
|
|
1682
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
1683
|
+
mailingAddressCountry: string | undefined;
|
|
1684
|
+
/** Describes if the Investor is subject to backup withholding. */
|
|
1685
|
+
hasBackupWithholding?: boolean | undefined;
|
|
1686
|
+
/** Investor’s exempt payee code if the Investor is exempt from backup withholding. */
|
|
1687
|
+
exemptPayeeCode?: string | undefined;
|
|
1688
|
+
/** Is the investor registered as an adviser for the subscription or an exempt reporting adviser? */
|
|
1689
|
+
isSubscriptionAdvisorOrERA?: boolean;
|
|
1690
|
+
/** Email address associated with an Investor. */
|
|
1691
|
+
email: string | undefined;
|
|
1692
|
+
/** Investor’s Social Security Number. */
|
|
1693
|
+
taxId: string | undefined;
|
|
1694
|
+
/** Investor Passport Number. - Only Required for Non-US Investors. */
|
|
1695
|
+
passportNumber?: string | undefined;
|
|
1696
|
+
/** Country code of the Investor’s citizenship. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes */
|
|
1697
|
+
citizenship: string | undefined;
|
|
1698
|
+
/** The qualification status of an Investor. */
|
|
1699
|
+
qualifiedStatus?: IndividualInvestorQualifiedStatus | undefined;
|
|
1700
|
+
/** Id of the individual investor. */
|
|
1701
|
+
id?: string;
|
|
1702
|
+
/** Investor’s KYC status. */
|
|
1703
|
+
kycStatus?: IndividualInvestorKycStatus | undefined;
|
|
1704
|
+
/** Date that KYC expires. */
|
|
1705
|
+
kycUpdatedAt?: Date | undefined;
|
|
1706
|
+
constructor(data?: IIndividualInvestor);
|
|
1707
|
+
init(_data?: any): void;
|
|
1708
|
+
static fromJS(data: any): IndividualInvestor;
|
|
1709
|
+
toJSON(data?: any): any;
|
|
1710
|
+
}
|
|
1711
|
+
export interface IIndividualInvestor {
|
|
1712
|
+
/** First name of the Investor. */
|
|
1713
|
+
firstName: string | undefined;
|
|
1714
|
+
/** Last name of the Investor. */
|
|
1715
|
+
lastName: string | undefined;
|
|
1716
|
+
/** Is the Investor based in the United States? */
|
|
1717
|
+
isUSBased?: boolean;
|
|
1718
|
+
/** Investor’s date of birth. */
|
|
1719
|
+
dateOfBirth?: Date;
|
|
1720
|
+
/** Investor’s primary address. */
|
|
1721
|
+
street1: string | undefined;
|
|
1722
|
+
/** Investor’s secondary address. */
|
|
1723
|
+
street2?: string | undefined;
|
|
1724
|
+
/** City where the Investor resides. */
|
|
1725
|
+
city: string | undefined;
|
|
1726
|
+
/** 2/3 letter state code of the investor. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid state (region) codes */
|
|
1727
|
+
state: string | undefined;
|
|
1728
|
+
/** Zip code of the Investor. */
|
|
1729
|
+
zipCode: string | undefined;
|
|
1730
|
+
/** Country code of the investor. Check
|
|
1731
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
1732
|
+
countryCode: string | undefined;
|
|
1733
|
+
/** When creating or updating a resource send both phone and phone_country_code or neither. Phone country code is validated against a valid list of phone country codes which you can find here (https://github.com/mukeshsoni/country-telephone-data). Do not include a + (plus sign) at the beginning of this string. */
|
|
1734
|
+
phoneCountryCode: string | undefined;
|
|
1735
|
+
/** An unformatted phone number which does not include country code. Refer to this region data (https://github.com/mukeshsoni/country-telephone-data) to select the correct phone country code. Phone numbers where phone_country_code is "1" must have 10 digits. */
|
|
1736
|
+
phoneNumber: string | undefined;
|
|
1737
|
+
/** Investor’s primary mailing address. */
|
|
1738
|
+
mailingStreet1: string | undefined;
|
|
1739
|
+
/** Investor’s secondary mailing address. */
|
|
1740
|
+
mailingStreet2?: string | undefined;
|
|
1741
|
+
/** Investor's primary mailing Apt or Suite Number. */
|
|
1742
|
+
mailingAddressAptSuiteNo?: string | undefined;
|
|
1743
|
+
/** Investor's primary mailing address city. */
|
|
1744
|
+
mailingAddressCity: string | undefined;
|
|
1745
|
+
/** Investor's primary mailing address state.
|
|
1746
|
+
See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
|
|
1747
|
+
mailingAddressState: string | undefined;
|
|
1748
|
+
/** Investor's primary mailing address zip code. */
|
|
1749
|
+
mailingAddressZipCode: string | undefined;
|
|
1750
|
+
/** Investor's primary mailing address country. Check
|
|
1751
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
1752
|
+
mailingAddressCountry: string | undefined;
|
|
1753
|
+
/** Describes if the Investor is subject to backup withholding. */
|
|
1754
|
+
hasBackupWithholding?: boolean | undefined;
|
|
1755
|
+
/** Investor’s exempt payee code if the Investor is exempt from backup withholding. */
|
|
1756
|
+
exemptPayeeCode?: string | undefined;
|
|
1757
|
+
/** Is the investor registered as an adviser for the subscription or an exempt reporting adviser? */
|
|
1758
|
+
isSubscriptionAdvisorOrERA?: boolean;
|
|
1759
|
+
/** Email address associated with an Investor. */
|
|
1760
|
+
email: string | undefined;
|
|
1761
|
+
/** Investor’s Social Security Number. */
|
|
1762
|
+
taxId: string | undefined;
|
|
1763
|
+
/** Investor Passport Number. - Only Required for Non-US Investors. */
|
|
1764
|
+
passportNumber?: string | undefined;
|
|
1765
|
+
/** Country code of the Investor’s citizenship. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes */
|
|
1766
|
+
citizenship: string | undefined;
|
|
1767
|
+
/** The qualification status of an Investor. */
|
|
1768
|
+
qualifiedStatus?: IndividualInvestorQualifiedStatus | undefined;
|
|
1769
|
+
/** Id of the individual investor. */
|
|
1770
|
+
id?: string;
|
|
1771
|
+
/** Investor’s KYC status. */
|
|
1772
|
+
kycStatus?: IndividualInvestorKycStatus | undefined;
|
|
1773
|
+
/** Date that KYC expires. */
|
|
1774
|
+
kycUpdatedAt?: Date | undefined;
|
|
1775
|
+
}
|
|
1776
|
+
/** Investor represents the primary offering information on the investor. */
|
|
1777
|
+
export declare class Investor implements IInvestor {
|
|
1778
|
+
/** Unique ID, provided by Monark, associated with an Investor. */
|
|
1779
|
+
id: string;
|
|
1780
|
+
/** ID of the Partner associated with an Investor. */
|
|
1781
|
+
partnerId: string;
|
|
1782
|
+
/** The Financial Institution ID associated with the Investor. */
|
|
1783
|
+
financialInstitutionId: string | undefined;
|
|
1784
|
+
/** The Financial Advisor ID associated with the Investor. */
|
|
1785
|
+
financialAdvisorId: string | undefined;
|
|
1786
|
+
/** Updated at the specified date. */
|
|
1787
|
+
updatedAt?: Date | undefined;
|
|
1788
|
+
/** Represents the unique ID provided by a Partner, used to identify an Investor. */
|
|
1789
|
+
investorReferenceId?: string | undefined;
|
|
1790
|
+
/** Status of the Investor. */
|
|
1791
|
+
status?: InvestorStatus2;
|
|
1792
|
+
/** Investor’s accreditation status. */
|
|
1793
|
+
accreditationStatus?: InvestorAccreditationStatus | undefined;
|
|
1794
|
+
/** Date that accreditation expires. */
|
|
1795
|
+
accreditationUpdatedAt?: Date | undefined;
|
|
1796
|
+
/** Type of the Investor. */
|
|
1797
|
+
type?: InvestorType;
|
|
1798
|
+
/** Information about any individual investors associated with this Investor. */
|
|
1799
|
+
individualInvestor?: IndividualInvestor | undefined;
|
|
1800
|
+
/** Information about the entity investor if this Investor is of that type. */
|
|
1801
|
+
entityInvestor?: EntityInvestor | undefined;
|
|
1802
|
+
/** The name of the associated partner. */
|
|
1803
|
+
partnerName?: string | undefined;
|
|
1804
|
+
/** The name of the associated Financial Institution. */
|
|
1805
|
+
financialInstitutionName?: string | undefined;
|
|
1806
|
+
constructor(data?: IInvestor);
|
|
1807
|
+
init(_data?: any): void;
|
|
1808
|
+
static fromJS(data: any): Investor;
|
|
1809
|
+
toJSON(data?: any): any;
|
|
1810
|
+
}
|
|
1811
|
+
/** Investor represents the primary offering information on the investor. */
|
|
1812
|
+
export interface IInvestor {
|
|
1813
|
+
/** Unique ID, provided by Monark, associated with an Investor. */
|
|
1814
|
+
id: string;
|
|
1815
|
+
/** ID of the Partner associated with an Investor. */
|
|
1816
|
+
partnerId: string;
|
|
1817
|
+
/** The Financial Institution ID associated with the Investor. */
|
|
1818
|
+
financialInstitutionId: string | undefined;
|
|
1819
|
+
/** The Financial Advisor ID associated with the Investor. */
|
|
1820
|
+
financialAdvisorId: string | undefined;
|
|
1821
|
+
/** Updated at the specified date. */
|
|
1822
|
+
updatedAt?: Date | undefined;
|
|
1823
|
+
/** Represents the unique ID provided by a Partner, used to identify an Investor. */
|
|
1824
|
+
investorReferenceId?: string | undefined;
|
|
1825
|
+
/** Status of the Investor. */
|
|
1826
|
+
status?: InvestorStatus2;
|
|
1827
|
+
/** Investor’s accreditation status. */
|
|
1828
|
+
accreditationStatus?: InvestorAccreditationStatus | undefined;
|
|
1829
|
+
/** Date that accreditation expires. */
|
|
1830
|
+
accreditationUpdatedAt?: Date | undefined;
|
|
1831
|
+
/** Type of the Investor. */
|
|
1832
|
+
type?: InvestorType;
|
|
1833
|
+
/** Information about any individual investors associated with this Investor. */
|
|
1834
|
+
individualInvestor?: IndividualInvestor | undefined;
|
|
1835
|
+
/** Information about the entity investor if this Investor is of that type. */
|
|
1836
|
+
entityInvestor?: EntityInvestor | undefined;
|
|
1837
|
+
/** The name of the associated partner. */
|
|
1838
|
+
partnerName?: string | undefined;
|
|
1839
|
+
/** The name of the associated Financial Institution. */
|
|
1840
|
+
financialInstitutionName?: string | undefined;
|
|
1841
|
+
}
|
|
1842
|
+
export declare class InvestorApiResponse implements IInvestorApiResponse {
|
|
1843
|
+
items?: Investor[] | undefined;
|
|
1844
|
+
pagination?: Pagination | undefined;
|
|
1845
|
+
constructor(data?: IInvestorApiResponse);
|
|
1846
|
+
init(_data?: any): void;
|
|
1847
|
+
static fromJS(data: any): InvestorApiResponse;
|
|
1848
|
+
toJSON(data?: any): any;
|
|
1849
|
+
}
|
|
1850
|
+
export interface IInvestorApiResponse {
|
|
1851
|
+
items?: Investor[] | undefined;
|
|
1852
|
+
pagination?: Pagination | undefined;
|
|
1853
|
+
}
|
|
1854
|
+
export declare class InvestorSubscription implements IInvestorSubscription {
|
|
1855
|
+
/** Unique ID associated with an InvestorSubscription. */
|
|
1856
|
+
id?: string;
|
|
1857
|
+
/** The SPV ID that this Subscription relates to. */
|
|
1858
|
+
preIPOCompanySPVId?: string;
|
|
1859
|
+
/** ID of the Investor associated with this InvestorSubscription. */
|
|
1860
|
+
investorId?: string;
|
|
1861
|
+
/** Describes the amount, in dollars, an Investor intends to invest into an SPV. */
|
|
1862
|
+
amountReservedDollars: number;
|
|
1863
|
+
/** Describes how many underlying shares in the pre-IPO company are associated with this InvestorSubscription. This must be a whole number of shares. */
|
|
1864
|
+
amountReservedShares: number;
|
|
1865
|
+
/** The current status of this InvestorSubscription. */
|
|
1866
|
+
status: InvestorSubscriptionStatus;
|
|
1867
|
+
/** Created at the specified Date. */
|
|
1868
|
+
createdAt?: Date;
|
|
1869
|
+
/** Updated at the specified Date. */
|
|
1870
|
+
updatedAt?: Date | undefined;
|
|
1871
|
+
/** Name of the Partner associated with the investor. */
|
|
1872
|
+
partnerName?: string | undefined;
|
|
1873
|
+
/** The investor name for this subscription */
|
|
1874
|
+
investorName?: string | undefined;
|
|
1875
|
+
/** The reference ID of an order submitted. */
|
|
1876
|
+
orderReferenceId?: string | undefined;
|
|
1877
|
+
constructor(data?: IInvestorSubscription);
|
|
1878
|
+
init(_data?: any): void;
|
|
1879
|
+
static fromJS(data: any): InvestorSubscription;
|
|
1880
|
+
toJSON(data?: any): any;
|
|
1881
|
+
}
|
|
1882
|
+
export interface IInvestorSubscription {
|
|
1883
|
+
/** Unique ID associated with an InvestorSubscription. */
|
|
1884
|
+
id?: string;
|
|
1885
|
+
/** The SPV ID that this Subscription relates to. */
|
|
1886
|
+
preIPOCompanySPVId?: string;
|
|
1887
|
+
/** ID of the Investor associated with this InvestorSubscription. */
|
|
1888
|
+
investorId?: string;
|
|
1889
|
+
/** Describes the amount, in dollars, an Investor intends to invest into an SPV. */
|
|
1890
|
+
amountReservedDollars: number;
|
|
1891
|
+
/** Describes how many underlying shares in the pre-IPO company are associated with this InvestorSubscription. This must be a whole number of shares. */
|
|
1892
|
+
amountReservedShares: number;
|
|
1893
|
+
/** The current status of this InvestorSubscription. */
|
|
1894
|
+
status: InvestorSubscriptionStatus;
|
|
1895
|
+
/** Created at the specified Date. */
|
|
1896
|
+
createdAt?: Date;
|
|
1897
|
+
/** Updated at the specified Date. */
|
|
1898
|
+
updatedAt?: Date | undefined;
|
|
1899
|
+
/** Name of the Partner associated with the investor. */
|
|
1900
|
+
partnerName?: string | undefined;
|
|
1901
|
+
/** The investor name for this subscription */
|
|
1902
|
+
investorName?: string | undefined;
|
|
1903
|
+
/** The reference ID of an order submitted. */
|
|
1904
|
+
orderReferenceId?: string | undefined;
|
|
1905
|
+
}
|
|
1906
|
+
export declare class InvestorSubscriptionAction implements IInvestorSubscriptionAction {
|
|
1907
|
+
/** Unique ID associated with an InvestorSubscriptionAction. */
|
|
1908
|
+
id?: string;
|
|
1909
|
+
/** Investor SubscriptionId for the InvestorSubscriptionAction record. */
|
|
1910
|
+
investorSubscriptionId?: string;
|
|
1911
|
+
/** The name of this InvestorSubscriptionAction. */
|
|
1912
|
+
name: string | undefined;
|
|
1913
|
+
/** A description for this action. */
|
|
1914
|
+
description?: string | undefined;
|
|
1915
|
+
/** Optional DataId for related object. */
|
|
1916
|
+
dataId?: string | undefined;
|
|
1917
|
+
/** The current status of this InvestorSubscriptionAction. */
|
|
1918
|
+
status: InvestorSubscriptionActionStatus;
|
|
1919
|
+
/** The type of action required to be performed by the Investor, as part of executing the Subscription. DocumentSign and DocumentAcknowledge can both be completed by “signing” the associated document. InvestorSubscriptionActions with a type of DocumentSign mean that the associated document, once signed, will be populated with an automatically generated signature. InvestorSubscriptionActions with a type of DocumentAcknowledge mean that the associated document, once signed, will be counted as acknowledged but are not required to be populated by a signature. */
|
|
1920
|
+
type: InvestorSubscriptionActionType;
|
|
1921
|
+
/** This describes the entity responsible for acknowledging that the Action has been completed. Partners acknowledge that actions have been completed on behalf of their Investors. */
|
|
1922
|
+
responsibleParty: InvestorSubscriptionActionResponsibleParty;
|
|
1923
|
+
/** Text for an action that is a text acknowledgement. */
|
|
1924
|
+
actionText?: string | undefined;
|
|
1925
|
+
constructor(data?: IInvestorSubscriptionAction);
|
|
1926
|
+
init(_data?: any): void;
|
|
1927
|
+
static fromJS(data: any): InvestorSubscriptionAction;
|
|
1928
|
+
toJSON(data?: any): any;
|
|
1929
|
+
}
|
|
1930
|
+
export interface IInvestorSubscriptionAction {
|
|
1931
|
+
/** Unique ID associated with an InvestorSubscriptionAction. */
|
|
1932
|
+
id?: string;
|
|
1933
|
+
/** Investor SubscriptionId for the InvestorSubscriptionAction record. */
|
|
1934
|
+
investorSubscriptionId?: string;
|
|
1935
|
+
/** The name of this InvestorSubscriptionAction. */
|
|
1936
|
+
name: string | undefined;
|
|
1937
|
+
/** A description for this action. */
|
|
1938
|
+
description?: string | undefined;
|
|
1939
|
+
/** Optional DataId for related object. */
|
|
1940
|
+
dataId?: string | undefined;
|
|
1941
|
+
/** The current status of this InvestorSubscriptionAction. */
|
|
1942
|
+
status: InvestorSubscriptionActionStatus;
|
|
1943
|
+
/** The type of action required to be performed by the Investor, as part of executing the Subscription. DocumentSign and DocumentAcknowledge can both be completed by “signing” the associated document. InvestorSubscriptionActions with a type of DocumentSign mean that the associated document, once signed, will be populated with an automatically generated signature. InvestorSubscriptionActions with a type of DocumentAcknowledge mean that the associated document, once signed, will be counted as acknowledged but are not required to be populated by a signature. */
|
|
1944
|
+
type: InvestorSubscriptionActionType;
|
|
1945
|
+
/** This describes the entity responsible for acknowledging that the Action has been completed. Partners acknowledge that actions have been completed on behalf of their Investors. */
|
|
1946
|
+
responsibleParty: InvestorSubscriptionActionResponsibleParty;
|
|
1947
|
+
/** Text for an action that is a text acknowledgement. */
|
|
1948
|
+
actionText?: string | undefined;
|
|
1949
|
+
}
|
|
1950
|
+
export declare class InvestorSubscriptionApiResponse implements IInvestorSubscriptionApiResponse {
|
|
1951
|
+
items?: InvestorSubscription[] | undefined;
|
|
1952
|
+
pagination?: Pagination | undefined;
|
|
1953
|
+
constructor(data?: IInvestorSubscriptionApiResponse);
|
|
1954
|
+
init(_data?: any): void;
|
|
1955
|
+
static fromJS(data: any): InvestorSubscriptionApiResponse;
|
|
1956
|
+
toJSON(data?: any): any;
|
|
1957
|
+
}
|
|
1958
|
+
export interface IInvestorSubscriptionApiResponse {
|
|
1959
|
+
items?: InvestorSubscription[] | undefined;
|
|
1960
|
+
pagination?: Pagination | undefined;
|
|
1961
|
+
}
|
|
1962
|
+
export declare class LayeredSPV implements ILayeredSPV {
|
|
1963
|
+
/** The management fee charged by the manager of the Layered SPV, expressed as a percentage. */
|
|
1964
|
+
managementFee?: number | undefined;
|
|
1965
|
+
/** Indicates how often the management fee is charged (e.g., "Annual"). */
|
|
1966
|
+
managementFeeFrequency?: string | undefined;
|
|
1967
|
+
/** Carried interest charged by the Layered SPV. */
|
|
1968
|
+
carriedInterest?: number | undefined;
|
|
1969
|
+
/** The name of the general partner serving on the Layered SPV. This field is not nullable and intended for internal use only. */
|
|
1970
|
+
gpName: string;
|
|
1971
|
+
/** Describes the fund structure, such as "3(c)(1)" or "3(c)(7)." This field is not nullable. */
|
|
1972
|
+
fundStructure?: LayeredSPVFundStructure;
|
|
1973
|
+
/** The total number of shares issued by the Layered SPV. This number may be used to calculate the 10% threshold for triggering a look-through provision. */
|
|
1974
|
+
spvOutstandingShareCount?: number;
|
|
1975
|
+
/** Describes the size, in number of shares in the Layered SPV, of the position involved in this transaction. */
|
|
1976
|
+
lpStakeShareCount?: number;
|
|
1977
|
+
/** Describes the portion of the whole SPV represented by the LP stake being sold. This number can be found by dividing: SPVOutstandingShareCount / LPStakeShareCount. This number, represented as a percentage, may be used to determine whether or not the 10% lookthrough provision should be triggered. */
|
|
1978
|
+
lpStakePercentage?: number;
|
|
1979
|
+
constructor(data?: ILayeredSPV);
|
|
1980
|
+
init(_data?: any): void;
|
|
1981
|
+
static fromJS(data: any): LayeredSPV;
|
|
1982
|
+
toJSON(data?: any): any;
|
|
1983
|
+
}
|
|
1984
|
+
export interface ILayeredSPV {
|
|
1985
|
+
/** The management fee charged by the manager of the Layered SPV, expressed as a percentage. */
|
|
1986
|
+
managementFee?: number | undefined;
|
|
1987
|
+
/** Indicates how often the management fee is charged (e.g., "Annual"). */
|
|
1988
|
+
managementFeeFrequency?: string | undefined;
|
|
1989
|
+
/** Carried interest charged by the Layered SPV. */
|
|
1990
|
+
carriedInterest?: number | undefined;
|
|
1991
|
+
/** The name of the general partner serving on the Layered SPV. This field is not nullable and intended for internal use only. */
|
|
1992
|
+
gpName: string;
|
|
1993
|
+
/** Describes the fund structure, such as "3(c)(1)" or "3(c)(7)." This field is not nullable. */
|
|
1994
|
+
fundStructure?: LayeredSPVFundStructure;
|
|
1995
|
+
/** The total number of shares issued by the Layered SPV. This number may be used to calculate the 10% threshold for triggering a look-through provision. */
|
|
1996
|
+
spvOutstandingShareCount?: number;
|
|
1997
|
+
/** Describes the size, in number of shares in the Layered SPV, of the position involved in this transaction. */
|
|
1998
|
+
lpStakeShareCount?: number;
|
|
1999
|
+
/** Describes the portion of the whole SPV represented by the LP stake being sold. This number can be found by dividing: SPVOutstandingShareCount / LPStakeShareCount. This number, represented as a percentage, may be used to determine whether or not the 10% lookthrough provision should be triggered. */
|
|
2000
|
+
lpStakePercentage?: number;
|
|
2001
|
+
}
|
|
2002
|
+
export declare class ModifyIndividualInvestor implements IModifyIndividualInvestor {
|
|
2003
|
+
/** First name of the Investor. */
|
|
2004
|
+
firstName: string;
|
|
2005
|
+
/** Last name of the Investor. */
|
|
2006
|
+
lastName: string;
|
|
2007
|
+
/** Is the Investor based in the United States? */
|
|
2008
|
+
isUSBased: boolean;
|
|
2009
|
+
/** Investor’s date of birth. */
|
|
2010
|
+
dateOfBirth: Date;
|
|
2011
|
+
/** Investor’s primary address. */
|
|
2012
|
+
street1: string;
|
|
2013
|
+
/** Investor’s secondary address. */
|
|
2014
|
+
street2?: string | undefined;
|
|
2015
|
+
/** City where the Investor resides. */
|
|
2016
|
+
city: string;
|
|
2017
|
+
/** 2/3 letter state code of the investor. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid state (region) codes */
|
|
2018
|
+
state: string;
|
|
2019
|
+
/** Zip code of the Investor. */
|
|
2020
|
+
zipCode: string;
|
|
2021
|
+
/** Country code of the investor. Check
|
|
2022
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
2023
|
+
countryCode: string;
|
|
2024
|
+
/** When creating or updating a resource send both phone and phone_country_code or neither. Phone country code is validated against a valid list of phone country codes which you can find here (https://github.com/mukeshsoni/country-telephone-data). Do not include a + (plus sign) at the beginning of this string. */
|
|
2025
|
+
phoneCountryCode: string;
|
|
2026
|
+
/** An unformatted phone number which does not include country code. Refer to this region data (https://github.com/mukeshsoni/country-telephone-data) to select the correct phone country code. Phone numbers where phone_country_code is "1" must have 10 digits. */
|
|
2027
|
+
phoneNumber: string;
|
|
2028
|
+
/** Investor’s primary mailing address. */
|
|
2029
|
+
mailingStreet1: string;
|
|
2030
|
+
/** Investor’s secondary mailing address. */
|
|
2031
|
+
mailingStreet2?: string | undefined;
|
|
2032
|
+
/** Investor's primary mailing Apt or Suite Number. */
|
|
2033
|
+
mailingAddressAptSuiteNo?: string | undefined;
|
|
2034
|
+
/** Investor's primary mailing address city. */
|
|
2035
|
+
mailingAddressCity: string;
|
|
2036
|
+
/** Investor's primary mailing address state.
|
|
2037
|
+
See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
|
|
2038
|
+
mailingAddressState: string;
|
|
2039
|
+
/** Investor's primary mailing address zip code. */
|
|
2040
|
+
mailingAddressZipCode: string;
|
|
2041
|
+
/** Investor's primary mailing address country. Check
|
|
2042
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
2043
|
+
mailingAddressCountry: string;
|
|
2044
|
+
/** Describes if the Investor is subject to backup withholding. */
|
|
2045
|
+
hasBackupWithholding?: boolean | undefined;
|
|
2046
|
+
/** Investor’s exempt payee code if the Investor is exempt from backup withholding. */
|
|
2047
|
+
exemptPayeeCode?: string | undefined;
|
|
2048
|
+
/** Is the investor registered as an adviser for the subscription or an exempt reporting adviser? */
|
|
2049
|
+
isSubscriptionAdvisorOrERA: boolean;
|
|
2050
|
+
/** Email address associated with an Investor. */
|
|
2051
|
+
email: string;
|
|
2052
|
+
/** Investor’s Social Security Number. */
|
|
2053
|
+
taxId: string | undefined;
|
|
2054
|
+
/** Investor Passport Number. - Only Required for Non-US Investors. */
|
|
2055
|
+
passportNumber?: string | undefined;
|
|
2056
|
+
/** Country code of the Investor’s citizenship. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes */
|
|
2057
|
+
citizenship: string;
|
|
2058
|
+
/** The qualification status of an Investor. */
|
|
2059
|
+
qualifiedStatus?: ModifyIndividualInvestorQualifiedStatus | undefined;
|
|
2060
|
+
constructor(data?: IModifyIndividualInvestor);
|
|
2061
|
+
init(_data?: any): void;
|
|
2062
|
+
static fromJS(data: any): ModifyIndividualInvestor;
|
|
2063
|
+
toJSON(data?: any): any;
|
|
2064
|
+
}
|
|
2065
|
+
export interface IModifyIndividualInvestor {
|
|
2066
|
+
/** First name of the Investor. */
|
|
2067
|
+
firstName: string;
|
|
2068
|
+
/** Last name of the Investor. */
|
|
2069
|
+
lastName: string;
|
|
2070
|
+
/** Is the Investor based in the United States? */
|
|
2071
|
+
isUSBased: boolean;
|
|
2072
|
+
/** Investor’s date of birth. */
|
|
2073
|
+
dateOfBirth: Date;
|
|
2074
|
+
/** Investor’s primary address. */
|
|
2075
|
+
street1: string;
|
|
2076
|
+
/** Investor’s secondary address. */
|
|
2077
|
+
street2?: string | undefined;
|
|
2078
|
+
/** City where the Investor resides. */
|
|
2079
|
+
city: string;
|
|
2080
|
+
/** 2/3 letter state code of the investor. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid state (region) codes */
|
|
2081
|
+
state: string;
|
|
2082
|
+
/** Zip code of the Investor. */
|
|
2083
|
+
zipCode: string;
|
|
2084
|
+
/** Country code of the investor. Check
|
|
2085
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
2086
|
+
countryCode: string;
|
|
2087
|
+
/** When creating or updating a resource send both phone and phone_country_code or neither. Phone country code is validated against a valid list of phone country codes which you can find here (https://github.com/mukeshsoni/country-telephone-data). Do not include a + (plus sign) at the beginning of this string. */
|
|
2088
|
+
phoneCountryCode: string;
|
|
2089
|
+
/** An unformatted phone number which does not include country code. Refer to this region data (https://github.com/mukeshsoni/country-telephone-data) to select the correct phone country code. Phone numbers where phone_country_code is "1" must have 10 digits. */
|
|
2090
|
+
phoneNumber: string;
|
|
2091
|
+
/** Investor’s primary mailing address. */
|
|
2092
|
+
mailingStreet1: string;
|
|
2093
|
+
/** Investor’s secondary mailing address. */
|
|
2094
|
+
mailingStreet2?: string | undefined;
|
|
2095
|
+
/** Investor's primary mailing Apt or Suite Number. */
|
|
2096
|
+
mailingAddressAptSuiteNo?: string | undefined;
|
|
2097
|
+
/** Investor's primary mailing address city. */
|
|
2098
|
+
mailingAddressCity: string;
|
|
2099
|
+
/** Investor's primary mailing address state.
|
|
2100
|
+
See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
|
|
2101
|
+
mailingAddressState: string;
|
|
2102
|
+
/** Investor's primary mailing address zip code. */
|
|
2103
|
+
mailingAddressZipCode: string;
|
|
2104
|
+
/** Investor's primary mailing address country. Check
|
|
2105
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
2106
|
+
mailingAddressCountry: string;
|
|
2107
|
+
/** Describes if the Investor is subject to backup withholding. */
|
|
2108
|
+
hasBackupWithholding?: boolean | undefined;
|
|
2109
|
+
/** Investor’s exempt payee code if the Investor is exempt from backup withholding. */
|
|
2110
|
+
exemptPayeeCode?: string | undefined;
|
|
2111
|
+
/** Is the investor registered as an adviser for the subscription or an exempt reporting adviser? */
|
|
2112
|
+
isSubscriptionAdvisorOrERA: boolean;
|
|
2113
|
+
/** Email address associated with an Investor. */
|
|
2114
|
+
email: string;
|
|
2115
|
+
/** Investor’s Social Security Number. */
|
|
2116
|
+
taxId: string | undefined;
|
|
2117
|
+
/** Investor Passport Number. - Only Required for Non-US Investors. */
|
|
2118
|
+
passportNumber?: string | undefined;
|
|
2119
|
+
/** Country code of the Investor’s citizenship. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes */
|
|
2120
|
+
citizenship: string;
|
|
2121
|
+
/** The qualification status of an Investor. */
|
|
2122
|
+
qualifiedStatus?: ModifyIndividualInvestorQualifiedStatus | undefined;
|
|
2123
|
+
}
|
|
2124
|
+
/** Represents a transition of an SPV to a specific stage in its lifecycle. */
|
|
2125
|
+
export declare class MonarkStageTransition implements IMonarkStageTransition {
|
|
2126
|
+
/** The stage the SPV transitioned to. */
|
|
2127
|
+
stage?: MonarkStageTransitionStage;
|
|
2128
|
+
/** The UTC timestamp when the transition to this stage occurred. */
|
|
2129
|
+
timestamp?: Date;
|
|
2130
|
+
/** Optional identifier of the user or system that triggered the transition. */
|
|
2131
|
+
changedBy?: string | undefined;
|
|
2132
|
+
/** Optional note or reason associated with the stage transition. */
|
|
2133
|
+
note?: string | undefined;
|
|
2134
|
+
constructor(data?: IMonarkStageTransition);
|
|
2135
|
+
init(_data?: any): void;
|
|
2136
|
+
static fromJS(data: any): MonarkStageTransition;
|
|
2137
|
+
toJSON(data?: any): any;
|
|
2138
|
+
}
|
|
2139
|
+
/** Represents a transition of an SPV to a specific stage in its lifecycle. */
|
|
2140
|
+
export interface IMonarkStageTransition {
|
|
2141
|
+
/** The stage the SPV transitioned to. */
|
|
2142
|
+
stage?: MonarkStageTransitionStage;
|
|
2143
|
+
/** The UTC timestamp when the transition to this stage occurred. */
|
|
2144
|
+
timestamp?: Date;
|
|
2145
|
+
/** Optional identifier of the user or system that triggered the transition. */
|
|
2146
|
+
changedBy?: string | undefined;
|
|
2147
|
+
/** Optional note or reason associated with the stage transition. */
|
|
2148
|
+
note?: string | undefined;
|
|
2149
|
+
}
|
|
2150
|
+
/** Represents a NAV (Net Asset Value) report for a share class. */
|
|
2151
|
+
export declare class NAVReport implements INAVReport {
|
|
2152
|
+
/** Unique ID associated with this NAV report */
|
|
2153
|
+
id: string;
|
|
2154
|
+
/** The ID of the class of shares associated with this NAV report */
|
|
2155
|
+
shareClassId: string;
|
|
2156
|
+
/** The date of this NAV report */
|
|
2157
|
+
reportDate: Date;
|
|
2158
|
+
/** Net Asset Value as of the reported date */
|
|
2159
|
+
nav: number;
|
|
2160
|
+
constructor(data?: INAVReport);
|
|
2161
|
+
init(_data?: any): void;
|
|
2162
|
+
static fromJS(data: any): NAVReport;
|
|
2163
|
+
toJSON(data?: any): any;
|
|
2164
|
+
}
|
|
2165
|
+
/** Represents a NAV (Net Asset Value) report for a share class. */
|
|
2166
|
+
export interface INAVReport {
|
|
2167
|
+
/** Unique ID associated with this NAV report */
|
|
2168
|
+
id: string;
|
|
2169
|
+
/** The ID of the class of shares associated with this NAV report */
|
|
2170
|
+
shareClassId: string;
|
|
2171
|
+
/** The date of this NAV report */
|
|
2172
|
+
reportDate: Date;
|
|
2173
|
+
/** Net Asset Value as of the reported date */
|
|
2174
|
+
nav: number;
|
|
2175
|
+
}
|
|
2176
|
+
export declare class Pagination implements IPagination {
|
|
2177
|
+
totalRecords?: number;
|
|
2178
|
+
totalPages?: number;
|
|
2179
|
+
currentPage?: number;
|
|
2180
|
+
constructor(data?: IPagination);
|
|
2181
|
+
init(_data?: any): void;
|
|
2182
|
+
static fromJS(data: any): Pagination;
|
|
2183
|
+
toJSON(data?: any): any;
|
|
2184
|
+
}
|
|
2185
|
+
export interface IPagination {
|
|
2186
|
+
totalRecords?: number;
|
|
2187
|
+
totalPages?: number;
|
|
2188
|
+
currentPage?: number;
|
|
2189
|
+
}
|
|
2190
|
+
/** Manager represents the entity responsible for making investment decisions on behalf of the SPV. */
|
|
2191
|
+
export declare class Partner implements IPartner {
|
|
2192
|
+
/** Unique ID, provided by Monark, associated with a Partner. */
|
|
2193
|
+
id: string;
|
|
2194
|
+
/** Name of the Partner. */
|
|
2195
|
+
name: string | undefined;
|
|
2196
|
+
/** Type of the Partner. */
|
|
2197
|
+
partnerType: PartnerType;
|
|
2198
|
+
/** Legal Entity Name of the partner. */
|
|
2199
|
+
legalEntityName: string | undefined;
|
|
2200
|
+
/** Country code of the investor. */
|
|
2201
|
+
countryCode: string | undefined;
|
|
2202
|
+
/** Website of the Partner. */
|
|
2203
|
+
website?: string | undefined;
|
|
2204
|
+
/** Executive Team of the partner. */
|
|
2205
|
+
executiveTeam?: string[] | undefined;
|
|
2206
|
+
/** DBA name for the Partner. */
|
|
2207
|
+
dbaName?: string | undefined;
|
|
2208
|
+
/** Link to representative logo for management firm. */
|
|
2209
|
+
logoUrl?: string | undefined;
|
|
2210
|
+
/** Year when management firm was first established. */
|
|
2211
|
+
foundingDate?: Date | undefined;
|
|
2212
|
+
/** Total AUM of manager. */
|
|
2213
|
+
aum?: number | undefined;
|
|
2214
|
+
/** Brief description of focus, history, and experience of management firm. */
|
|
2215
|
+
description?: string | undefined;
|
|
2216
|
+
/** Additional locations in which the Manager firm has representation. */
|
|
2217
|
+
secondaryLocation?: string | undefined;
|
|
2218
|
+
/** Registration or exemption. */
|
|
2219
|
+
registration?: PartnerRegistration | undefined;
|
|
2220
|
+
/** CRD number if manager firm is registered. If the Manager firm operated multiple registered / reporting entities,
|
|
2221
|
+
all CRD numbers can be listed here. */
|
|
2222
|
+
managerCRD?: string[] | undefined;
|
|
2223
|
+
constructor(data?: IPartner);
|
|
2224
|
+
init(_data?: any): void;
|
|
2225
|
+
static fromJS(data: any): Partner;
|
|
2226
|
+
toJSON(data?: any): any;
|
|
2227
|
+
}
|
|
2228
|
+
/** Manager represents the entity responsible for making investment decisions on behalf of the SPV. */
|
|
2229
|
+
export interface IPartner {
|
|
2230
|
+
/** Unique ID, provided by Monark, associated with a Partner. */
|
|
2231
|
+
id: string;
|
|
2232
|
+
/** Name of the Partner. */
|
|
2233
|
+
name: string | undefined;
|
|
2234
|
+
/** Type of the Partner. */
|
|
2235
|
+
partnerType: PartnerType;
|
|
2236
|
+
/** Legal Entity Name of the partner. */
|
|
2237
|
+
legalEntityName: string | undefined;
|
|
2238
|
+
/** Country code of the investor. */
|
|
2239
|
+
countryCode: string | undefined;
|
|
2240
|
+
/** Website of the Partner. */
|
|
2241
|
+
website?: string | undefined;
|
|
2242
|
+
/** Executive Team of the partner. */
|
|
2243
|
+
executiveTeam?: string[] | undefined;
|
|
2244
|
+
/** DBA name for the Partner. */
|
|
2245
|
+
dbaName?: string | undefined;
|
|
2246
|
+
/** Link to representative logo for management firm. */
|
|
2247
|
+
logoUrl?: string | undefined;
|
|
2248
|
+
/** Year when management firm was first established. */
|
|
2249
|
+
foundingDate?: Date | undefined;
|
|
2250
|
+
/** Total AUM of manager. */
|
|
2251
|
+
aum?: number | undefined;
|
|
2252
|
+
/** Brief description of focus, history, and experience of management firm. */
|
|
2253
|
+
description?: string | undefined;
|
|
2254
|
+
/** Additional locations in which the Manager firm has representation. */
|
|
2255
|
+
secondaryLocation?: string | undefined;
|
|
2256
|
+
/** Registration or exemption. */
|
|
2257
|
+
registration?: PartnerRegistration | undefined;
|
|
2258
|
+
/** CRD number if manager firm is registered. If the Manager firm operated multiple registered / reporting entities,
|
|
2259
|
+
all CRD numbers can be listed here. */
|
|
2260
|
+
managerCRD?: string[] | undefined;
|
|
2261
|
+
}
|
|
2262
|
+
/** PreIPOCompany represents the public information we provide for a PreIPOCompany in the Primary Offering. */
|
|
2263
|
+
export declare class PreIPOCompany implements IPreIPOCompany {
|
|
2264
|
+
/** Unique ID associated with a PreIPOCompany. */
|
|
2265
|
+
id: string;
|
|
2266
|
+
/** The name of the PreIPOCompany. */
|
|
2267
|
+
name: string | undefined;
|
|
2268
|
+
/** Domain URL of the PreIPOCompany. */
|
|
2269
|
+
domain: string | undefined;
|
|
2270
|
+
/** The LinkedIn profile URL associated with the PreIPOCompany. */
|
|
2271
|
+
linkedIn?: string | undefined;
|
|
2272
|
+
/** The PreIPOCompany’s X profile URL. */
|
|
2273
|
+
x?: string | undefined;
|
|
2274
|
+
/** The Facebook profile URL of the PreIPOCompany. */
|
|
2275
|
+
facebook?: string | undefined;
|
|
2276
|
+
/** Country where the PreIPOCompany is located. */
|
|
2277
|
+
country?: string | undefined;
|
|
2278
|
+
/** PreIPOCompany’s address. This attribute will describe the company’s headquarters. */
|
|
2279
|
+
address?: string | undefined;
|
|
2280
|
+
/** Type of entity of the PreIPOCompany. */
|
|
2281
|
+
type?: PreIPOCompanyType;
|
|
2282
|
+
/** The year the PreIPOCompany was established. */
|
|
2283
|
+
yearEst?: Date | undefined;
|
|
2284
|
+
/** The number of employees at the PreIPO Company. */
|
|
2285
|
+
numJobs?: number | undefined;
|
|
2286
|
+
/** Short description of the PreIPOCompany. */
|
|
2287
|
+
description: string | undefined;
|
|
2288
|
+
/** The founder of the PreIPOCompany. */
|
|
2289
|
+
founder?: string | undefined;
|
|
2290
|
+
/** A URL link associated with the PreIPOCompany’s logo. */
|
|
2291
|
+
logoURL?: string | undefined;
|
|
2292
|
+
/** PreIPOCompany total funding, expressed in USD. */
|
|
2293
|
+
totalFunding?: number | undefined;
|
|
2294
|
+
/** The most recent funding series. */
|
|
2295
|
+
lastFundingSeries?: string | undefined;
|
|
2296
|
+
/** The total size of the last funding round, expressed in USD. */
|
|
2297
|
+
lastFundingTotal?: number | undefined;
|
|
2298
|
+
/** PreIPOCompany total number of funding rounds. */
|
|
2299
|
+
totalFundingRounds?: number | undefined;
|
|
2300
|
+
/** The date of the PreIPOCompany’s most recent funding. */
|
|
2301
|
+
lastFundingDate?: Date | undefined;
|
|
2302
|
+
/** The type (Equity or Debt) of the last funding round. */
|
|
2303
|
+
lastFundingType?: string | undefined;
|
|
2304
|
+
/** The number of investors in a PreIPOCompany. This number represents the number of institutional investors that have participated in primary fundraises. */
|
|
2305
|
+
numInvestors?: number | undefined;
|
|
2306
|
+
/** Revenue generated in the previous 12 months by this PreIPOCompany. */
|
|
2307
|
+
twelveMonthTrailingRevenue?: number | undefined;
|
|
2308
|
+
/** Most recent valuation of the PreIPOCompany, based on the most recent funding round. Expressed in USD. */
|
|
2309
|
+
lastValuation?: number | undefined;
|
|
2310
|
+
/** The PreIPOCompany’s share price at the most recent funding round, expressed in USD. */
|
|
2311
|
+
lastSharePrice?: number | undefined;
|
|
2312
|
+
/** The number of customers serviced by a Pre-IPO Company. */
|
|
2313
|
+
numCustomers?: number | undefined;
|
|
2314
|
+
/** Array of the PreIPOCompany’s executive or management team. */
|
|
2315
|
+
executiveTeam?: string[] | undefined;
|
|
2316
|
+
/** The number of shares that have been issued by the PreIPOCompany. */
|
|
2317
|
+
numSharesOutstanding?: number | undefined;
|
|
2318
|
+
/** A list of the notable investors’ logos associated with a PreIPOCompany. */
|
|
2319
|
+
notableInvestorsLogos?: string[] | undefined;
|
|
2320
|
+
/** A list of the categories a PreIPOCompany belongs to. */
|
|
2321
|
+
categories?: string[] | undefined;
|
|
2322
|
+
/** The PreIPOCompany’s reference price, expressed in USD. */
|
|
2323
|
+
referencePrice?: number | undefined;
|
|
2324
|
+
/** Date and time when the PreIPOCompany's reference price was last updated. */
|
|
2325
|
+
referencePriceDate?: Date | undefined;
|
|
2326
|
+
/** Unique symbol assigned to this Pre-IPO Company. Each single asset SPV associated with this Pre-IPO Company will have its own, SPV-specific symbol that leverages this symbol as its "base". */
|
|
2327
|
+
symbol?: string | undefined;
|
|
2328
|
+
constructor(data?: IPreIPOCompany);
|
|
2329
|
+
init(_data?: any): void;
|
|
2330
|
+
static fromJS(data: any): PreIPOCompany;
|
|
2331
|
+
toJSON(data?: any): any;
|
|
2332
|
+
}
|
|
2333
|
+
/** PreIPOCompany represents the public information we provide for a PreIPOCompany in the Primary Offering. */
|
|
2334
|
+
export interface IPreIPOCompany {
|
|
2335
|
+
/** Unique ID associated with a PreIPOCompany. */
|
|
2336
|
+
id: string;
|
|
2337
|
+
/** The name of the PreIPOCompany. */
|
|
2338
|
+
name: string | undefined;
|
|
2339
|
+
/** Domain URL of the PreIPOCompany. */
|
|
2340
|
+
domain: string | undefined;
|
|
2341
|
+
/** The LinkedIn profile URL associated with the PreIPOCompany. */
|
|
2342
|
+
linkedIn?: string | undefined;
|
|
2343
|
+
/** The PreIPOCompany’s X profile URL. */
|
|
2344
|
+
x?: string | undefined;
|
|
2345
|
+
/** The Facebook profile URL of the PreIPOCompany. */
|
|
2346
|
+
facebook?: string | undefined;
|
|
2347
|
+
/** Country where the PreIPOCompany is located. */
|
|
2348
|
+
country?: string | undefined;
|
|
2349
|
+
/** PreIPOCompany’s address. This attribute will describe the company’s headquarters. */
|
|
2350
|
+
address?: string | undefined;
|
|
2351
|
+
/** Type of entity of the PreIPOCompany. */
|
|
2352
|
+
type?: PreIPOCompanyType;
|
|
2353
|
+
/** The year the PreIPOCompany was established. */
|
|
2354
|
+
yearEst?: Date | undefined;
|
|
2355
|
+
/** The number of employees at the PreIPO Company. */
|
|
2356
|
+
numJobs?: number | undefined;
|
|
2357
|
+
/** Short description of the PreIPOCompany. */
|
|
2358
|
+
description: string | undefined;
|
|
2359
|
+
/** The founder of the PreIPOCompany. */
|
|
2360
|
+
founder?: string | undefined;
|
|
2361
|
+
/** A URL link associated with the PreIPOCompany’s logo. */
|
|
2362
|
+
logoURL?: string | undefined;
|
|
2363
|
+
/** PreIPOCompany total funding, expressed in USD. */
|
|
2364
|
+
totalFunding?: number | undefined;
|
|
2365
|
+
/** The most recent funding series. */
|
|
2366
|
+
lastFundingSeries?: string | undefined;
|
|
2367
|
+
/** The total size of the last funding round, expressed in USD. */
|
|
2368
|
+
lastFundingTotal?: number | undefined;
|
|
2369
|
+
/** PreIPOCompany total number of funding rounds. */
|
|
2370
|
+
totalFundingRounds?: number | undefined;
|
|
2371
|
+
/** The date of the PreIPOCompany’s most recent funding. */
|
|
2372
|
+
lastFundingDate?: Date | undefined;
|
|
2373
|
+
/** The type (Equity or Debt) of the last funding round. */
|
|
2374
|
+
lastFundingType?: string | undefined;
|
|
2375
|
+
/** The number of investors in a PreIPOCompany. This number represents the number of institutional investors that have participated in primary fundraises. */
|
|
2376
|
+
numInvestors?: number | undefined;
|
|
2377
|
+
/** Revenue generated in the previous 12 months by this PreIPOCompany. */
|
|
2378
|
+
twelveMonthTrailingRevenue?: number | undefined;
|
|
2379
|
+
/** Most recent valuation of the PreIPOCompany, based on the most recent funding round. Expressed in USD. */
|
|
2380
|
+
lastValuation?: number | undefined;
|
|
2381
|
+
/** The PreIPOCompany’s share price at the most recent funding round, expressed in USD. */
|
|
2382
|
+
lastSharePrice?: number | undefined;
|
|
2383
|
+
/** The number of customers serviced by a Pre-IPO Company. */
|
|
2384
|
+
numCustomers?: number | undefined;
|
|
2385
|
+
/** Array of the PreIPOCompany’s executive or management team. */
|
|
2386
|
+
executiveTeam?: string[] | undefined;
|
|
2387
|
+
/** The number of shares that have been issued by the PreIPOCompany. */
|
|
2388
|
+
numSharesOutstanding?: number | undefined;
|
|
2389
|
+
/** A list of the notable investors’ logos associated with a PreIPOCompany. */
|
|
2390
|
+
notableInvestorsLogos?: string[] | undefined;
|
|
2391
|
+
/** A list of the categories a PreIPOCompany belongs to. */
|
|
2392
|
+
categories?: string[] | undefined;
|
|
2393
|
+
/** The PreIPOCompany’s reference price, expressed in USD. */
|
|
2394
|
+
referencePrice?: number | undefined;
|
|
2395
|
+
/** Date and time when the PreIPOCompany's reference price was last updated. */
|
|
2396
|
+
referencePriceDate?: Date | undefined;
|
|
2397
|
+
/** Unique symbol assigned to this Pre-IPO Company. Each single asset SPV associated with this Pre-IPO Company will have its own, SPV-specific symbol that leverages this symbol as its "base". */
|
|
2398
|
+
symbol?: string | undefined;
|
|
2399
|
+
}
|
|
2400
|
+
export declare class PreIPOCompanyApiResponse implements IPreIPOCompanyApiResponse {
|
|
2401
|
+
items?: PreIPOCompany[] | undefined;
|
|
2402
|
+
pagination?: Pagination | undefined;
|
|
2403
|
+
constructor(data?: IPreIPOCompanyApiResponse);
|
|
2404
|
+
init(_data?: any): void;
|
|
2405
|
+
static fromJS(data: any): PreIPOCompanyApiResponse;
|
|
2406
|
+
toJSON(data?: any): any;
|
|
2407
|
+
}
|
|
2408
|
+
export interface IPreIPOCompanyApiResponse {
|
|
2409
|
+
items?: PreIPOCompany[] | undefined;
|
|
2410
|
+
pagination?: Pagination | undefined;
|
|
2411
|
+
}
|
|
2412
|
+
export declare class PreIPOCompanyFundingRound implements IPreIPOCompanyFundingRound {
|
|
2413
|
+
/** The entity ID attached to this funding round. */
|
|
2414
|
+
id: string;
|
|
2415
|
+
/** The unique ID of the PreIPOCompany associated with the funding round. */
|
|
2416
|
+
preIPOCompanyId?: string;
|
|
2417
|
+
/** Represents the name of the funding round. */
|
|
2418
|
+
roundName: string | undefined;
|
|
2419
|
+
/** Collection of share details associated with the funding rounds. */
|
|
2420
|
+
shareDetails?: ShareDetail[] | undefined;
|
|
2421
|
+
/** Collection of citations associated with the funding rounds. */
|
|
2422
|
+
citations?: Citation[] | undefined;
|
|
2423
|
+
/** The source of the PreIPOCompanyFundingRound. */
|
|
2424
|
+
source: string | undefined;
|
|
2425
|
+
/** Issued at the specified date. */
|
|
2426
|
+
issuedAt?: Date | undefined;
|
|
2427
|
+
constructor(data?: IPreIPOCompanyFundingRound);
|
|
2428
|
+
init(_data?: any): void;
|
|
2429
|
+
static fromJS(data: any): PreIPOCompanyFundingRound;
|
|
2430
|
+
toJSON(data?: any): any;
|
|
2431
|
+
}
|
|
2432
|
+
export interface IPreIPOCompanyFundingRound {
|
|
2433
|
+
/** The entity ID attached to this funding round. */
|
|
2434
|
+
id: string;
|
|
2435
|
+
/** The unique ID of the PreIPOCompany associated with the funding round. */
|
|
2436
|
+
preIPOCompanyId?: string;
|
|
2437
|
+
/** Represents the name of the funding round. */
|
|
2438
|
+
roundName: string | undefined;
|
|
2439
|
+
/** Collection of share details associated with the funding rounds. */
|
|
2440
|
+
shareDetails?: ShareDetail[] | undefined;
|
|
2441
|
+
/** Collection of citations associated with the funding rounds. */
|
|
2442
|
+
citations?: Citation[] | undefined;
|
|
2443
|
+
/** The source of the PreIPOCompanyFundingRound. */
|
|
2444
|
+
source: string | undefined;
|
|
2445
|
+
/** Issued at the specified date. */
|
|
2446
|
+
issuedAt?: Date | undefined;
|
|
2447
|
+
}
|
|
2448
|
+
export declare class PreIPOCompanyFundingRoundApiResponse implements IPreIPOCompanyFundingRoundApiResponse {
|
|
2449
|
+
items?: PreIPOCompanyFundingRound[] | undefined;
|
|
2450
|
+
pagination?: Pagination | undefined;
|
|
2451
|
+
constructor(data?: IPreIPOCompanyFundingRoundApiResponse);
|
|
2452
|
+
init(_data?: any): void;
|
|
2453
|
+
static fromJS(data: any): PreIPOCompanyFundingRoundApiResponse;
|
|
2454
|
+
toJSON(data?: any): any;
|
|
2455
|
+
}
|
|
2456
|
+
export interface IPreIPOCompanyFundingRoundApiResponse {
|
|
2457
|
+
items?: PreIPOCompanyFundingRound[] | undefined;
|
|
2458
|
+
pagination?: Pagination | undefined;
|
|
2459
|
+
}
|
|
2460
|
+
export declare class PreIPOCompanyInvestment implements IPreIPOCompanyInvestment {
|
|
2461
|
+
/** Unique identifier for the PreIPOCompanyInvestment. */
|
|
2462
|
+
id?: string;
|
|
2463
|
+
/** The PreIPOCompany associated with this Investment. */
|
|
2464
|
+
preIPOCompanyID?: string;
|
|
2465
|
+
/** Created at the specified Date. */
|
|
2466
|
+
createdAt?: Date;
|
|
2467
|
+
/** Updated at the specified Date. */
|
|
2468
|
+
updatedAt?: Date | undefined;
|
|
2469
|
+
/** Indicates the type of shares for the Pre-IPOCompanyInvestment. Possible values may include "Common," "Preferred," or "Common and Preferred." */
|
|
2470
|
+
shareType: string | undefined;
|
|
2471
|
+
/** Share class of PreIPOCompany. Can be Series A, Series B, Series C, etc. */
|
|
2472
|
+
shareClass: string | undefined;
|
|
2473
|
+
/** The number of shares in the PreIPOCompany associated with this Investment. */
|
|
2474
|
+
numberOfShares?: number | undefined;
|
|
2475
|
+
/** The net amount of capital, including all commissions and fees associated with this PreIPOCompanyInvestment. This number determines the total amount of cash that needs to be syndicated in order to execute the transaction. */
|
|
2476
|
+
totalCapitalRaise?: number | undefined;
|
|
2477
|
+
/** This is the total amount that will be sent to the seller or issuer, after all commissions and fees have been paid. */
|
|
2478
|
+
investmentSize?: number;
|
|
2479
|
+
/** The price per share of the PreIPOCompany that will be paid to acquire the shares. */
|
|
2480
|
+
pricePerShare?: number | undefined;
|
|
2481
|
+
/** A transactionType of primary means that Monark has received an allocation in a PreIPOCompany's primary capital raise, and we are syndicating capital through an SPV to participate in the raise. transactionType of secondary means that an existing shareholder in the PreIPOCompany is looking for liquidity and Monark is interacting with the shareholder as a single LP, raising capital through the SPV and buying shares from the seller. transactionType of Tender Offer means that Monark is participating in a company sponsored share repurchase program through an SPV, helping the PreIPOCompany offer shareholders liquidity. */
|
|
2482
|
+
transactionType?: PreIPOCompanyInvestmentTransactionType;
|
|
2483
|
+
/** Describes whether or not the PreIPOCompanyInvestment is taking place through a Layered SPV. */
|
|
2484
|
+
layeredSPV?: LayeredSPV | undefined;
|
|
2485
|
+
/** The name of the PreIPOCompany. */
|
|
2486
|
+
companyName?: string | undefined;
|
|
2487
|
+
constructor(data?: IPreIPOCompanyInvestment);
|
|
2488
|
+
init(_data?: any): void;
|
|
2489
|
+
static fromJS(data: any): PreIPOCompanyInvestment;
|
|
2490
|
+
toJSON(data?: any): any;
|
|
2491
|
+
}
|
|
2492
|
+
export interface IPreIPOCompanyInvestment {
|
|
2493
|
+
/** Unique identifier for the PreIPOCompanyInvestment. */
|
|
2494
|
+
id?: string;
|
|
2495
|
+
/** The PreIPOCompany associated with this Investment. */
|
|
2496
|
+
preIPOCompanyID?: string;
|
|
2497
|
+
/** Created at the specified Date. */
|
|
2498
|
+
createdAt?: Date;
|
|
2499
|
+
/** Updated at the specified Date. */
|
|
2500
|
+
updatedAt?: Date | undefined;
|
|
2501
|
+
/** Indicates the type of shares for the Pre-IPOCompanyInvestment. Possible values may include "Common," "Preferred," or "Common and Preferred." */
|
|
2502
|
+
shareType: string | undefined;
|
|
2503
|
+
/** Share class of PreIPOCompany. Can be Series A, Series B, Series C, etc. */
|
|
2504
|
+
shareClass: string | undefined;
|
|
2505
|
+
/** The number of shares in the PreIPOCompany associated with this Investment. */
|
|
2506
|
+
numberOfShares?: number | undefined;
|
|
2507
|
+
/** The net amount of capital, including all commissions and fees associated with this PreIPOCompanyInvestment. This number determines the total amount of cash that needs to be syndicated in order to execute the transaction. */
|
|
2508
|
+
totalCapitalRaise?: number | undefined;
|
|
2509
|
+
/** This is the total amount that will be sent to the seller or issuer, after all commissions and fees have been paid. */
|
|
2510
|
+
investmentSize?: number;
|
|
2511
|
+
/** The price per share of the PreIPOCompany that will be paid to acquire the shares. */
|
|
2512
|
+
pricePerShare?: number | undefined;
|
|
2513
|
+
/** A transactionType of primary means that Monark has received an allocation in a PreIPOCompany's primary capital raise, and we are syndicating capital through an SPV to participate in the raise. transactionType of secondary means that an existing shareholder in the PreIPOCompany is looking for liquidity and Monark is interacting with the shareholder as a single LP, raising capital through the SPV and buying shares from the seller. transactionType of Tender Offer means that Monark is participating in a company sponsored share repurchase program through an SPV, helping the PreIPOCompany offer shareholders liquidity. */
|
|
2514
|
+
transactionType?: PreIPOCompanyInvestmentTransactionType;
|
|
2515
|
+
/** Describes whether or not the PreIPOCompanyInvestment is taking place through a Layered SPV. */
|
|
2516
|
+
layeredSPV?: LayeredSPV | undefined;
|
|
2517
|
+
/** The name of the PreIPOCompany. */
|
|
2518
|
+
companyName?: string | undefined;
|
|
2519
|
+
}
|
|
2520
|
+
export declare class PreIPOCompanyInvestmentApiResponse implements IPreIPOCompanyInvestmentApiResponse {
|
|
2521
|
+
items?: PreIPOCompanyInvestment[] | undefined;
|
|
2522
|
+
pagination?: Pagination | undefined;
|
|
2523
|
+
constructor(data?: IPreIPOCompanyInvestmentApiResponse);
|
|
2524
|
+
init(_data?: any): void;
|
|
2525
|
+
static fromJS(data: any): PreIPOCompanyInvestmentApiResponse;
|
|
2526
|
+
toJSON(data?: any): any;
|
|
2527
|
+
}
|
|
2528
|
+
export interface IPreIPOCompanyInvestmentApiResponse {
|
|
2529
|
+
items?: PreIPOCompanyInvestment[] | undefined;
|
|
2530
|
+
pagination?: Pagination | undefined;
|
|
2531
|
+
}
|
|
2532
|
+
export declare class PreIPOCompanyNews implements IPreIPOCompanyNews {
|
|
2533
|
+
/** The unique ID attached to this news object. */
|
|
2534
|
+
id: string;
|
|
2535
|
+
/** The unique ID of the PreIPOCompany associated with the news. */
|
|
2536
|
+
preIPOCompanyId?: string;
|
|
2537
|
+
/** The ID for this news object, generated by our third party data provider. */
|
|
2538
|
+
newsId: string | undefined;
|
|
2539
|
+
/** Link to the news. */
|
|
2540
|
+
link: string | undefined;
|
|
2541
|
+
/** The headline of the news. */
|
|
2542
|
+
headline: string | undefined;
|
|
2543
|
+
/** Metadata of the news. */
|
|
2544
|
+
description?: string | undefined;
|
|
2545
|
+
/** The source of the news. */
|
|
2546
|
+
source: string | undefined;
|
|
2547
|
+
/** The release date of the news. */
|
|
2548
|
+
releaseDate?: Date | undefined;
|
|
2549
|
+
/** A list of articles associated with the News. */
|
|
2550
|
+
articles?: PreIPOCompanyNewsArticle[] | undefined;
|
|
2551
|
+
constructor(data?: IPreIPOCompanyNews);
|
|
2552
|
+
init(_data?: any): void;
|
|
2553
|
+
static fromJS(data: any): PreIPOCompanyNews;
|
|
2554
|
+
toJSON(data?: any): any;
|
|
2555
|
+
}
|
|
2556
|
+
export interface IPreIPOCompanyNews {
|
|
2557
|
+
/** The unique ID attached to this news object. */
|
|
2558
|
+
id: string;
|
|
2559
|
+
/** The unique ID of the PreIPOCompany associated with the news. */
|
|
2560
|
+
preIPOCompanyId?: string;
|
|
2561
|
+
/** The ID for this news object, generated by our third party data provider. */
|
|
2562
|
+
newsId: string | undefined;
|
|
2563
|
+
/** Link to the news. */
|
|
2564
|
+
link: string | undefined;
|
|
2565
|
+
/** The headline of the news. */
|
|
2566
|
+
headline: string | undefined;
|
|
2567
|
+
/** Metadata of the news. */
|
|
2568
|
+
description?: string | undefined;
|
|
2569
|
+
/** The source of the news. */
|
|
2570
|
+
source: string | undefined;
|
|
2571
|
+
/** The release date of the news. */
|
|
2572
|
+
releaseDate?: Date | undefined;
|
|
2573
|
+
/** A list of articles associated with the News. */
|
|
2574
|
+
articles?: PreIPOCompanyNewsArticle[] | undefined;
|
|
2575
|
+
}
|
|
2576
|
+
export declare class PreIPOCompanyNewsApiResponse implements IPreIPOCompanyNewsApiResponse {
|
|
2577
|
+
items?: PreIPOCompanyNews[] | undefined;
|
|
2578
|
+
pagination?: Pagination | undefined;
|
|
2579
|
+
constructor(data?: IPreIPOCompanyNewsApiResponse);
|
|
2580
|
+
init(_data?: any): void;
|
|
2581
|
+
static fromJS(data: any): PreIPOCompanyNewsApiResponse;
|
|
2582
|
+
toJSON(data?: any): any;
|
|
2583
|
+
}
|
|
2584
|
+
export interface IPreIPOCompanyNewsApiResponse {
|
|
2585
|
+
items?: PreIPOCompanyNews[] | undefined;
|
|
2586
|
+
pagination?: Pagination | undefined;
|
|
2587
|
+
}
|
|
2588
|
+
export declare class PreIPOCompanyNewsArticle implements IPreIPOCompanyNewsArticle {
|
|
2589
|
+
/** The entity ID attached to this article. */
|
|
2590
|
+
id: string;
|
|
2591
|
+
/** The pre-IPO company news entity ID attached to this article. */
|
|
2592
|
+
preIPOCompanyNewsId?: string;
|
|
2593
|
+
/** The article id. */
|
|
2594
|
+
articleId: string | undefined;
|
|
2595
|
+
/** Link to the article. */
|
|
2596
|
+
link: string | undefined;
|
|
2597
|
+
/** The headline of the article. */
|
|
2598
|
+
headline: string | undefined;
|
|
2599
|
+
/** Metadata of the article. */
|
|
2600
|
+
shortSummary?: string | undefined;
|
|
2601
|
+
/** Publication of the article. */
|
|
2602
|
+
publication?: string | undefined;
|
|
2603
|
+
/** The source of the article. */
|
|
2604
|
+
source: string | undefined;
|
|
2605
|
+
/** The published date of the article. */
|
|
2606
|
+
datePublished?: Date;
|
|
2607
|
+
constructor(data?: IPreIPOCompanyNewsArticle);
|
|
2608
|
+
init(_data?: any): void;
|
|
2609
|
+
static fromJS(data: any): PreIPOCompanyNewsArticle;
|
|
2610
|
+
toJSON(data?: any): any;
|
|
2611
|
+
}
|
|
2612
|
+
export interface IPreIPOCompanyNewsArticle {
|
|
2613
|
+
/** The entity ID attached to this article. */
|
|
2614
|
+
id: string;
|
|
2615
|
+
/** The pre-IPO company news entity ID attached to this article. */
|
|
2616
|
+
preIPOCompanyNewsId?: string;
|
|
2617
|
+
/** The article id. */
|
|
2618
|
+
articleId: string | undefined;
|
|
2619
|
+
/** Link to the article. */
|
|
2620
|
+
link: string | undefined;
|
|
2621
|
+
/** The headline of the article. */
|
|
2622
|
+
headline: string | undefined;
|
|
2623
|
+
/** Metadata of the article. */
|
|
2624
|
+
shortSummary?: string | undefined;
|
|
2625
|
+
/** Publication of the article. */
|
|
2626
|
+
publication?: string | undefined;
|
|
2627
|
+
/** The source of the article. */
|
|
2628
|
+
source: string | undefined;
|
|
2629
|
+
/** The published date of the article. */
|
|
2630
|
+
datePublished?: Date;
|
|
2631
|
+
}
|
|
2632
|
+
export declare class PreIPOCompanyResearch implements IPreIPOCompanyResearch {
|
|
2633
|
+
/** The unique ID attached to this research document. */
|
|
2634
|
+
id: string;
|
|
2635
|
+
/** The ID of the PreIPOCompany associated with a research document. */
|
|
2636
|
+
preIPOCompanyId?: string;
|
|
2637
|
+
/** The research document id. */
|
|
2638
|
+
researchDocumentId: string | undefined;
|
|
2639
|
+
/** The title of the research document. */
|
|
2640
|
+
title: string | undefined;
|
|
2641
|
+
/** Link to the research document. */
|
|
2642
|
+
link: string | undefined;
|
|
2643
|
+
/** Date the document was published. */
|
|
2644
|
+
publishedDate?: Date | undefined;
|
|
2645
|
+
/** Type of research document. */
|
|
2646
|
+
type: PreIPOCompanyResearchType;
|
|
2647
|
+
/** Relation of entity of the research document. */
|
|
2648
|
+
relation: PreIPOCompanyResearchRelation;
|
|
2649
|
+
/** Metadata of the research document. */
|
|
2650
|
+
previewMeta?: string | undefined;
|
|
2651
|
+
/** Third party data service providing access to this research document. */
|
|
2652
|
+
source?: string | undefined;
|
|
2653
|
+
/** A detailed description of a document, including all of its contents. */
|
|
2654
|
+
documentJson?: string | undefined;
|
|
2655
|
+
constructor(data?: IPreIPOCompanyResearch);
|
|
2656
|
+
init(_data?: any): void;
|
|
2657
|
+
static fromJS(data: any): PreIPOCompanyResearch;
|
|
2658
|
+
toJSON(data?: any): any;
|
|
2659
|
+
}
|
|
2660
|
+
export interface IPreIPOCompanyResearch {
|
|
2661
|
+
/** The unique ID attached to this research document. */
|
|
2662
|
+
id: string;
|
|
2663
|
+
/** The ID of the PreIPOCompany associated with a research document. */
|
|
2664
|
+
preIPOCompanyId?: string;
|
|
2665
|
+
/** The research document id. */
|
|
2666
|
+
researchDocumentId: string | undefined;
|
|
2667
|
+
/** The title of the research document. */
|
|
2668
|
+
title: string | undefined;
|
|
2669
|
+
/** Link to the research document. */
|
|
2670
|
+
link: string | undefined;
|
|
2671
|
+
/** Date the document was published. */
|
|
2672
|
+
publishedDate?: Date | undefined;
|
|
2673
|
+
/** Type of research document. */
|
|
2674
|
+
type: PreIPOCompanyResearchType;
|
|
2675
|
+
/** Relation of entity of the research document. */
|
|
2676
|
+
relation: PreIPOCompanyResearchRelation;
|
|
2677
|
+
/** Metadata of the research document. */
|
|
2678
|
+
previewMeta?: string | undefined;
|
|
2679
|
+
/** Third party data service providing access to this research document. */
|
|
2680
|
+
source?: string | undefined;
|
|
2681
|
+
/** A detailed description of a document, including all of its contents. */
|
|
2682
|
+
documentJson?: string | undefined;
|
|
2683
|
+
}
|
|
2684
|
+
export declare class PreIPOCompanyResearchApiResponse implements IPreIPOCompanyResearchApiResponse {
|
|
2685
|
+
items?: PreIPOCompanyResearch[] | undefined;
|
|
2686
|
+
pagination?: Pagination | undefined;
|
|
2687
|
+
constructor(data?: IPreIPOCompanyResearchApiResponse);
|
|
2688
|
+
init(_data?: any): void;
|
|
2689
|
+
static fromJS(data: any): PreIPOCompanyResearchApiResponse;
|
|
2690
|
+
toJSON(data?: any): any;
|
|
2691
|
+
}
|
|
2692
|
+
export interface IPreIPOCompanyResearchApiResponse {
|
|
2693
|
+
items?: PreIPOCompanyResearch[] | undefined;
|
|
2694
|
+
pagination?: Pagination | undefined;
|
|
2695
|
+
}
|
|
2696
|
+
/** PreIPOCompanySPV represents the public information we provide for a PreIPOCompanySPV in the Primary Offering. */
|
|
2697
|
+
export declare class PreIPOCompanySPV implements IPreIPOCompanySPV {
|
|
2698
|
+
/** Unique ID associated with an SPV. */
|
|
2699
|
+
id: string;
|
|
2700
|
+
/** The unique ID of the PreIPOCompany that the SPV is investing into. */
|
|
2701
|
+
preIPOCompanyInvestmentId: string;
|
|
2702
|
+
/** The PreIPOCompany which the SPV will be investing into. */
|
|
2703
|
+
preIPOCompanyId: string;
|
|
2704
|
+
/** This number describes the total amount of capital that will be raised into the SPV, including management fees, commission paid to Partners distributing the SPV, fund admin fees, and all other expenses. */
|
|
2705
|
+
totalDollarAllocation?: number | undefined;
|
|
2706
|
+
/** The minimum amount that an Investor can invest into an SPV during a primary offering. */
|
|
2707
|
+
minCommitmentAmount?: number | undefined;
|
|
2708
|
+
/** The name of the SPV. */
|
|
2709
|
+
name: string | undefined;
|
|
2710
|
+
/** Describes the implied valuation of the associated PreIPOCompany, and it accounts for fees, commissions, markups (if any), and share price. This number is set when the SPV is created. */
|
|
2711
|
+
valuation?: number;
|
|
2712
|
+
/** Short description of the SPV. */
|
|
2713
|
+
synopsis?: string | undefined;
|
|
2714
|
+
/** Longer description of the SPV’s strategy or purpose. */
|
|
2715
|
+
description?: string | undefined;
|
|
2716
|
+
/** A list of notable investors associated with an SPV. */
|
|
2717
|
+
notableInvestors?: string[] | undefined;
|
|
2718
|
+
/** The name of the Master LLC. */
|
|
2719
|
+
masterLLCName?: string | undefined;
|
|
2720
|
+
/** The one time, up front management fee charged by the SPV. */
|
|
2721
|
+
managementFee?: number | undefined;
|
|
2722
|
+
/** The number of years over which the management fee will be paid. SPVs offered through Monark will have this number set to 1, as the SPV will charge a one time up front management fee. */
|
|
2723
|
+
managementFeeYearsPayable?: number | undefined;
|
|
2724
|
+
/** Funding deadline associated with the primary issuance of an SPV. Prefunded SPVs may not have a funding deadline. SPVs will no longer accept Subscriptions once the Funding Deadline has passed. */
|
|
2725
|
+
fundingDeadline?: Date | undefined;
|
|
2726
|
+
/** The exemptions claimed by a PreIPOCompanySPV. These align with the SEC's Form D Item 6: Federal Exemptions and Exclusions Claimed. */
|
|
2727
|
+
exemptionsClaimed?: ExemptionsClaimed[] | undefined;
|
|
2728
|
+
/** The stage that an SPV is in. Refer to the “SPV Status Transitions” page in our Guides for a detailed description of each stage. */
|
|
2729
|
+
monarkStage: PreIPOCompanySPVMonarkStage;
|
|
2730
|
+
/** CUSIP assigned to the SPV. Monark acquires and assigns the CUSIP after the first trade has been executed through our ATS. */
|
|
2731
|
+
cusip?: string | undefined;
|
|
2732
|
+
/** Symbol assigned to the SPV. This symbol is created and assigned to the SPV upon its creation. See the [Symbology guide](https://api-docs.monark-markets.com/docs/symbology) for a more detailed description of how symbols are generated. */
|
|
2733
|
+
tradingSymbol?: string | undefined;
|
|
2734
|
+
/** The date that the SPV officially closed. This field will be populated after the close of the SPV. */
|
|
2735
|
+
closeDate?: Date | undefined;
|
|
2736
|
+
/** Custodian where SPV shares are held. */
|
|
2737
|
+
spvCustodian?: string | undefined;
|
|
2738
|
+
/** The number of shares in the PreIPOCompany that will be held by the SPV. */
|
|
2739
|
+
totalShareAllocation?: number;
|
|
2740
|
+
/** The number of shares in the PreIPOCompany that will be held by the SPV. */
|
|
2741
|
+
totalNumberOfSeats?: number;
|
|
2742
|
+
/** The number of remaining LP positions in an SPV available to Investors. Each time an Investor completes a Subscription, this number decreases by one. Once this number reaches zero, the MonarkStage attribute associated with the SPV will move from “PRIMARY_FUNDRAISE” to “PRE_CLOSE_REVIEW.” */
|
|
2743
|
+
numberOfSeatsRemaining?: number;
|
|
2744
|
+
/** The remaining dollar amount in a primary fundraise of an SPV. Once this number reaches zero the SPV will no longer accept new Investors on the primary market. */
|
|
2745
|
+
remainingDollarAllocation?: number;
|
|
2746
|
+
/** The remaining number of shares in a primary fundraise of an SPV. Once this number reaches zero the SPV will no longer accept new Investors on the primary market. */
|
|
2747
|
+
remainingShareAllocation?: number;
|
|
2748
|
+
/** Indicates whether the SPV will be prefunded. */
|
|
2749
|
+
preFundedInventory?: boolean;
|
|
2750
|
+
/** Size, in USD, of the brokerage commission associated with this PreIPOCompanySPV. This is the amount left over after the ERA pays its fees out of the cash withheld from the up front management fee. */
|
|
2751
|
+
totalCommission?: number | undefined;
|
|
2752
|
+
/** The percentage of the TotalCommission that will be paid to MMM Securities LLC. */
|
|
2753
|
+
monarkCommissionSplit?: number | undefined;
|
|
2754
|
+
/** The percentage of the TotalCommission that will be paid to the Partner distributing the SPV. */
|
|
2755
|
+
demandSideCommissionSplit?: number | undefined;
|
|
2756
|
+
/** The price per share of the PreIPOCompany, excluding fees, that an investor will pay when they invest in an SPV. */
|
|
2757
|
+
investorPricePerShare?: number | undefined;
|
|
2758
|
+
/** The fee per share of the PreIPOCompany, that an Investor will pay when they invest in an SPV on the primary issuance. The InvestorPricePerShare plus the InvestorFeePerShare will determine the AllInPricePerShare. */
|
|
2759
|
+
investorFeePerShare?: number | undefined;
|
|
2760
|
+
/** The total amount per share that an Investor will pay, including fees, when they invest in an SPV. */
|
|
2761
|
+
allInPricePerShare?: number | undefined;
|
|
2762
|
+
/** The base documents associated with the SPV (Optional). */
|
|
2763
|
+
documents?: Document[] | undefined;
|
|
2764
|
+
/** SPV account ID. */
|
|
2765
|
+
spvAccountID?: number | undefined;
|
|
2766
|
+
/** The name of the parent company. */
|
|
2767
|
+
preIPOCompanyName?: string | undefined;
|
|
2768
|
+
/** The manager details of this SPV. */
|
|
2769
|
+
manager?: Partner | undefined;
|
|
2770
|
+
/** List of Co-Managers of this SPV. */
|
|
2771
|
+
coManagers?: Partner[] | undefined;
|
|
2772
|
+
constructor(data?: IPreIPOCompanySPV);
|
|
2773
|
+
init(_data?: any): void;
|
|
2774
|
+
static fromJS(data: any): PreIPOCompanySPV;
|
|
2775
|
+
toJSON(data?: any): any;
|
|
2776
|
+
}
|
|
2777
|
+
/** PreIPOCompanySPV represents the public information we provide for a PreIPOCompanySPV in the Primary Offering. */
|
|
2778
|
+
export interface IPreIPOCompanySPV {
|
|
2779
|
+
/** Unique ID associated with an SPV. */
|
|
2780
|
+
id: string;
|
|
2781
|
+
/** The unique ID of the PreIPOCompany that the SPV is investing into. */
|
|
2782
|
+
preIPOCompanyInvestmentId: string;
|
|
2783
|
+
/** The PreIPOCompany which the SPV will be investing into. */
|
|
2784
|
+
preIPOCompanyId: string;
|
|
2785
|
+
/** This number describes the total amount of capital that will be raised into the SPV, including management fees, commission paid to Partners distributing the SPV, fund admin fees, and all other expenses. */
|
|
2786
|
+
totalDollarAllocation?: number | undefined;
|
|
2787
|
+
/** The minimum amount that an Investor can invest into an SPV during a primary offering. */
|
|
2788
|
+
minCommitmentAmount?: number | undefined;
|
|
2789
|
+
/** The name of the SPV. */
|
|
2790
|
+
name: string | undefined;
|
|
2791
|
+
/** Describes the implied valuation of the associated PreIPOCompany, and it accounts for fees, commissions, markups (if any), and share price. This number is set when the SPV is created. */
|
|
2792
|
+
valuation?: number;
|
|
2793
|
+
/** Short description of the SPV. */
|
|
2794
|
+
synopsis?: string | undefined;
|
|
2795
|
+
/** Longer description of the SPV’s strategy or purpose. */
|
|
2796
|
+
description?: string | undefined;
|
|
2797
|
+
/** A list of notable investors associated with an SPV. */
|
|
2798
|
+
notableInvestors?: string[] | undefined;
|
|
2799
|
+
/** The name of the Master LLC. */
|
|
2800
|
+
masterLLCName?: string | undefined;
|
|
2801
|
+
/** The one time, up front management fee charged by the SPV. */
|
|
2802
|
+
managementFee?: number | undefined;
|
|
2803
|
+
/** The number of years over which the management fee will be paid. SPVs offered through Monark will have this number set to 1, as the SPV will charge a one time up front management fee. */
|
|
2804
|
+
managementFeeYearsPayable?: number | undefined;
|
|
2805
|
+
/** Funding deadline associated with the primary issuance of an SPV. Prefunded SPVs may not have a funding deadline. SPVs will no longer accept Subscriptions once the Funding Deadline has passed. */
|
|
2806
|
+
fundingDeadline?: Date | undefined;
|
|
2807
|
+
/** The exemptions claimed by a PreIPOCompanySPV. These align with the SEC's Form D Item 6: Federal Exemptions and Exclusions Claimed. */
|
|
2808
|
+
exemptionsClaimed?: ExemptionsClaimed[] | undefined;
|
|
2809
|
+
/** The stage that an SPV is in. Refer to the “SPV Status Transitions” page in our Guides for a detailed description of each stage. */
|
|
2810
|
+
monarkStage: PreIPOCompanySPVMonarkStage;
|
|
2811
|
+
/** CUSIP assigned to the SPV. Monark acquires and assigns the CUSIP after the first trade has been executed through our ATS. */
|
|
2812
|
+
cusip?: string | undefined;
|
|
2813
|
+
/** Symbol assigned to the SPV. This symbol is created and assigned to the SPV upon its creation. See the [Symbology guide](https://api-docs.monark-markets.com/docs/symbology) for a more detailed description of how symbols are generated. */
|
|
2814
|
+
tradingSymbol?: string | undefined;
|
|
2815
|
+
/** The date that the SPV officially closed. This field will be populated after the close of the SPV. */
|
|
2816
|
+
closeDate?: Date | undefined;
|
|
2817
|
+
/** Custodian where SPV shares are held. */
|
|
2818
|
+
spvCustodian?: string | undefined;
|
|
2819
|
+
/** The number of shares in the PreIPOCompany that will be held by the SPV. */
|
|
2820
|
+
totalShareAllocation?: number;
|
|
2821
|
+
/** The number of shares in the PreIPOCompany that will be held by the SPV. */
|
|
2822
|
+
totalNumberOfSeats?: number;
|
|
2823
|
+
/** The number of remaining LP positions in an SPV available to Investors. Each time an Investor completes a Subscription, this number decreases by one. Once this number reaches zero, the MonarkStage attribute associated with the SPV will move from “PRIMARY_FUNDRAISE” to “PRE_CLOSE_REVIEW.” */
|
|
2824
|
+
numberOfSeatsRemaining?: number;
|
|
2825
|
+
/** The remaining dollar amount in a primary fundraise of an SPV. Once this number reaches zero the SPV will no longer accept new Investors on the primary market. */
|
|
2826
|
+
remainingDollarAllocation?: number;
|
|
2827
|
+
/** The remaining number of shares in a primary fundraise of an SPV. Once this number reaches zero the SPV will no longer accept new Investors on the primary market. */
|
|
2828
|
+
remainingShareAllocation?: number;
|
|
2829
|
+
/** Indicates whether the SPV will be prefunded. */
|
|
2830
|
+
preFundedInventory?: boolean;
|
|
2831
|
+
/** Size, in USD, of the brokerage commission associated with this PreIPOCompanySPV. This is the amount left over after the ERA pays its fees out of the cash withheld from the up front management fee. */
|
|
2832
|
+
totalCommission?: number | undefined;
|
|
2833
|
+
/** The percentage of the TotalCommission that will be paid to MMM Securities LLC. */
|
|
2834
|
+
monarkCommissionSplit?: number | undefined;
|
|
2835
|
+
/** The percentage of the TotalCommission that will be paid to the Partner distributing the SPV. */
|
|
2836
|
+
demandSideCommissionSplit?: number | undefined;
|
|
2837
|
+
/** The price per share of the PreIPOCompany, excluding fees, that an investor will pay when they invest in an SPV. */
|
|
2838
|
+
investorPricePerShare?: number | undefined;
|
|
2839
|
+
/** The fee per share of the PreIPOCompany, that an Investor will pay when they invest in an SPV on the primary issuance. The InvestorPricePerShare plus the InvestorFeePerShare will determine the AllInPricePerShare. */
|
|
2840
|
+
investorFeePerShare?: number | undefined;
|
|
2841
|
+
/** The total amount per share that an Investor will pay, including fees, when they invest in an SPV. */
|
|
2842
|
+
allInPricePerShare?: number | undefined;
|
|
2843
|
+
/** The base documents associated with the SPV (Optional). */
|
|
2844
|
+
documents?: Document[] | undefined;
|
|
2845
|
+
/** SPV account ID. */
|
|
2846
|
+
spvAccountID?: number | undefined;
|
|
2847
|
+
/** The name of the parent company. */
|
|
2848
|
+
preIPOCompanyName?: string | undefined;
|
|
2849
|
+
/** The manager details of this SPV. */
|
|
2850
|
+
manager?: Partner | undefined;
|
|
2851
|
+
/** List of Co-Managers of this SPV. */
|
|
2852
|
+
coManagers?: Partner[] | undefined;
|
|
2853
|
+
}
|
|
2854
|
+
export declare class PreIPOCompanySPVApiResponse implements IPreIPOCompanySPVApiResponse {
|
|
2855
|
+
items?: PreIPOCompanySPV[] | undefined;
|
|
2856
|
+
pagination?: Pagination | undefined;
|
|
2857
|
+
constructor(data?: IPreIPOCompanySPVApiResponse);
|
|
2858
|
+
init(_data?: any): void;
|
|
2859
|
+
static fromJS(data: any): PreIPOCompanySPVApiResponse;
|
|
2860
|
+
toJSON(data?: any): any;
|
|
2861
|
+
}
|
|
2862
|
+
export interface IPreIPOCompanySPVApiResponse {
|
|
2863
|
+
items?: PreIPOCompanySPV[] | undefined;
|
|
2864
|
+
pagination?: Pagination | undefined;
|
|
2865
|
+
}
|
|
2866
|
+
export declare class ProblemDetails implements IProblemDetails {
|
|
2867
|
+
type?: string | undefined;
|
|
2868
|
+
title?: string | undefined;
|
|
2869
|
+
status?: number | undefined;
|
|
2870
|
+
detail?: string | undefined;
|
|
2871
|
+
instance?: string | undefined;
|
|
2872
|
+
[key: string]: any;
|
|
2873
|
+
constructor(data?: IProblemDetails);
|
|
2874
|
+
init(_data?: any): void;
|
|
2875
|
+
static fromJS(data: any): ProblemDetails;
|
|
2876
|
+
toJSON(data?: any): any;
|
|
2877
|
+
}
|
|
2878
|
+
export interface IProblemDetails {
|
|
2879
|
+
type?: string | undefined;
|
|
2880
|
+
title?: string | undefined;
|
|
2881
|
+
status?: number | undefined;
|
|
2882
|
+
detail?: string | undefined;
|
|
2883
|
+
instance?: string | undefined;
|
|
2884
|
+
[key: string]: any;
|
|
2885
|
+
}
|
|
2886
|
+
/** Questionnaire repesents the public information we provide for a Questionnaire in the Primary Offering. */
|
|
2887
|
+
export declare class Questionnaire implements IQuestionnaire {
|
|
2888
|
+
/** Unique ID associated with a Questionnaire. */
|
|
2889
|
+
id?: string;
|
|
2890
|
+
/** Represents the name of the Questionnaire object. */
|
|
2891
|
+
name: string | undefined;
|
|
2892
|
+
/** Title represents the display title used for the questionnaire. */
|
|
2893
|
+
title: string | undefined;
|
|
2894
|
+
/** Name of the Partner associated with an Investor. */
|
|
2895
|
+
partnerName?: string | undefined;
|
|
2896
|
+
/** Questions represents a list of questions associated with the Questionnaire. */
|
|
2897
|
+
questions?: QuestionnaireQuestion[] | undefined;
|
|
2898
|
+
/** Created at the specified date. */
|
|
2899
|
+
createdAt?: Date;
|
|
2900
|
+
/** Updated at the specified date. */
|
|
2901
|
+
updatedAt?: Date;
|
|
2902
|
+
constructor(data?: IQuestionnaire);
|
|
2903
|
+
init(_data?: any): void;
|
|
2904
|
+
static fromJS(data: any): Questionnaire;
|
|
2905
|
+
toJSON(data?: any): any;
|
|
2906
|
+
}
|
|
2907
|
+
/** Questionnaire repesents the public information we provide for a Questionnaire in the Primary Offering. */
|
|
2908
|
+
export interface IQuestionnaire {
|
|
2909
|
+
/** Unique ID associated with a Questionnaire. */
|
|
2910
|
+
id?: string;
|
|
2911
|
+
/** Represents the name of the Questionnaire object. */
|
|
2912
|
+
name: string | undefined;
|
|
2913
|
+
/** Title represents the display title used for the questionnaire. */
|
|
2914
|
+
title: string | undefined;
|
|
2915
|
+
/** Name of the Partner associated with an Investor. */
|
|
2916
|
+
partnerName?: string | undefined;
|
|
2917
|
+
/** Questions represents a list of questions associated with the Questionnaire. */
|
|
2918
|
+
questions?: QuestionnaireQuestion[] | undefined;
|
|
2919
|
+
/** Created at the specified date. */
|
|
2920
|
+
createdAt?: Date;
|
|
2921
|
+
/** Updated at the specified date. */
|
|
2922
|
+
updatedAt?: Date;
|
|
2923
|
+
}
|
|
2924
|
+
export declare class QuestionnaireAnswer implements IQuestionnaireAnswer {
|
|
2925
|
+
/** Unique ID associated with a Questionnaire answer. */
|
|
2926
|
+
id?: string;
|
|
2927
|
+
/** Unique ID of the Questionnaire being answered. */
|
|
2928
|
+
questionnaireId: string;
|
|
2929
|
+
/** The linked InvestorId. */
|
|
2930
|
+
investorId?: string;
|
|
2931
|
+
/** All the questions answered from the Questionnaire. */
|
|
2932
|
+
questionAnswers?: QuestionnaireQuestionAnswer[] | undefined;
|
|
2933
|
+
/** Created at the specified date. */
|
|
2934
|
+
createdAt?: Date;
|
|
2935
|
+
/** Updated at the specified date. */
|
|
2936
|
+
updatedAt?: Date;
|
|
2937
|
+
constructor(data?: IQuestionnaireAnswer);
|
|
2938
|
+
init(_data?: any): void;
|
|
2939
|
+
static fromJS(data: any): QuestionnaireAnswer;
|
|
2940
|
+
toJSON(data?: any): any;
|
|
2941
|
+
}
|
|
2942
|
+
export interface IQuestionnaireAnswer {
|
|
2943
|
+
/** Unique ID associated with a Questionnaire answer. */
|
|
2944
|
+
id?: string;
|
|
2945
|
+
/** Unique ID of the Questionnaire being answered. */
|
|
2946
|
+
questionnaireId: string;
|
|
2947
|
+
/** The linked InvestorId. */
|
|
2948
|
+
investorId?: string;
|
|
2949
|
+
/** All the questions answered from the Questionnaire. */
|
|
2950
|
+
questionAnswers?: QuestionnaireQuestionAnswer[] | undefined;
|
|
2951
|
+
/** Created at the specified date. */
|
|
2952
|
+
createdAt?: Date;
|
|
2953
|
+
/** Updated at the specified date. */
|
|
2954
|
+
updatedAt?: Date;
|
|
2955
|
+
}
|
|
2956
|
+
export declare class QuestionnaireApiResponse implements IQuestionnaireApiResponse {
|
|
2957
|
+
items?: Questionnaire[] | undefined;
|
|
2958
|
+
pagination?: Pagination | undefined;
|
|
2959
|
+
constructor(data?: IQuestionnaireApiResponse);
|
|
2960
|
+
init(_data?: any): void;
|
|
2961
|
+
static fromJS(data: any): QuestionnaireApiResponse;
|
|
2962
|
+
toJSON(data?: any): any;
|
|
2963
|
+
}
|
|
2964
|
+
export interface IQuestionnaireApiResponse {
|
|
2965
|
+
items?: Questionnaire[] | undefined;
|
|
2966
|
+
pagination?: Pagination | undefined;
|
|
2967
|
+
}
|
|
2968
|
+
/** Questionnaire Question. */
|
|
2969
|
+
export declare class QuestionnaireQuestion implements IQuestionnaireQuestion {
|
|
2970
|
+
/** Unique ID associated with a Questionnaire question. */
|
|
2971
|
+
id?: string;
|
|
2972
|
+
/** Identifier for the question. */
|
|
2973
|
+
identifier: string | undefined;
|
|
2974
|
+
/** Order sequence of the question within the Questionnaire. */
|
|
2975
|
+
sequence?: number;
|
|
2976
|
+
/** Question status, could be active or disabled. Questions can be set to disabled and new questions created if a Partners elects to edit one or more of the questions presented to their Investors. */
|
|
2977
|
+
status?: QuestionnaireQuestionStatus;
|
|
2978
|
+
/** Text of the question. */
|
|
2979
|
+
text: string | undefined;
|
|
2980
|
+
/** An explanation of the question presented within a Questionnaire. Helps the Investor understand the question being asked by providing additional context. */
|
|
2981
|
+
explanation: string | undefined;
|
|
2982
|
+
/** Format of the question. */
|
|
2983
|
+
format: QuestionnaireQuestionFormat;
|
|
2984
|
+
/** A list of potential answers associated with a question. */
|
|
2985
|
+
options?: string[] | undefined;
|
|
2986
|
+
/** Optional minimum value for a scale question. */
|
|
2987
|
+
scaleMin?: number | undefined;
|
|
2988
|
+
/** Optional maximum value for a scale question. */
|
|
2989
|
+
scaleMax?: number | undefined;
|
|
2990
|
+
/** Optional step value for a scale question. */
|
|
2991
|
+
scaleStep?: number | undefined;
|
|
2992
|
+
/** Created at the specified date. */
|
|
2993
|
+
createdAt?: Date;
|
|
2994
|
+
/** Updated at the specified date. */
|
|
2995
|
+
updatedAt?: Date;
|
|
2996
|
+
constructor(data?: IQuestionnaireQuestion);
|
|
2997
|
+
init(_data?: any): void;
|
|
2998
|
+
static fromJS(data: any): QuestionnaireQuestion;
|
|
2999
|
+
toJSON(data?: any): any;
|
|
3000
|
+
}
|
|
3001
|
+
/** Questionnaire Question. */
|
|
3002
|
+
export interface IQuestionnaireQuestion {
|
|
3003
|
+
/** Unique ID associated with a Questionnaire question. */
|
|
3004
|
+
id?: string;
|
|
3005
|
+
/** Identifier for the question. */
|
|
3006
|
+
identifier: string | undefined;
|
|
3007
|
+
/** Order sequence of the question within the Questionnaire. */
|
|
3008
|
+
sequence?: number;
|
|
3009
|
+
/** Question status, could be active or disabled. Questions can be set to disabled and new questions created if a Partners elects to edit one or more of the questions presented to their Investors. */
|
|
3010
|
+
status?: QuestionnaireQuestionStatus;
|
|
3011
|
+
/** Text of the question. */
|
|
3012
|
+
text: string | undefined;
|
|
3013
|
+
/** An explanation of the question presented within a Questionnaire. Helps the Investor understand the question being asked by providing additional context. */
|
|
3014
|
+
explanation: string | undefined;
|
|
3015
|
+
/** Format of the question. */
|
|
3016
|
+
format: QuestionnaireQuestionFormat;
|
|
3017
|
+
/** A list of potential answers associated with a question. */
|
|
3018
|
+
options?: string[] | undefined;
|
|
3019
|
+
/** Optional minimum value for a scale question. */
|
|
3020
|
+
scaleMin?: number | undefined;
|
|
3021
|
+
/** Optional maximum value for a scale question. */
|
|
3022
|
+
scaleMax?: number | undefined;
|
|
3023
|
+
/** Optional step value for a scale question. */
|
|
3024
|
+
scaleStep?: number | undefined;
|
|
3025
|
+
/** Created at the specified date. */
|
|
3026
|
+
createdAt?: Date;
|
|
3027
|
+
/** Updated at the specified date. */
|
|
3028
|
+
updatedAt?: Date;
|
|
3029
|
+
}
|
|
3030
|
+
/** Questionnaire Question Answer. */
|
|
3031
|
+
export declare class QuestionnaireQuestionAnswer implements IQuestionnaireQuestionAnswer {
|
|
3032
|
+
/** Unique ID associated with a Questionnaire question answer pairing. */
|
|
3033
|
+
id?: string;
|
|
3034
|
+
/** Text of the question asked. */
|
|
3035
|
+
questionText: string | undefined;
|
|
3036
|
+
/** Explanation of the question asked. */
|
|
3037
|
+
questionExplanation: string | undefined;
|
|
3038
|
+
/** Format of the question asked. */
|
|
3039
|
+
questionFormat: QuestionnaireQuestionAnswerQuestionFormat;
|
|
3040
|
+
/** A list of potential answers associated with a question. */
|
|
3041
|
+
questionOptions?: string[] | undefined;
|
|
3042
|
+
/** Value of the answer to the question. */
|
|
3043
|
+
value: string | undefined;
|
|
3044
|
+
/** Created at the specified date. */
|
|
3045
|
+
createdAt?: Date;
|
|
3046
|
+
/** Updated at the specified date. */
|
|
3047
|
+
updatedAt?: Date;
|
|
3048
|
+
constructor(data?: IQuestionnaireQuestionAnswer);
|
|
3049
|
+
init(_data?: any): void;
|
|
3050
|
+
static fromJS(data: any): QuestionnaireQuestionAnswer;
|
|
3051
|
+
toJSON(data?: any): any;
|
|
3052
|
+
}
|
|
3053
|
+
/** Questionnaire Question Answer. */
|
|
3054
|
+
export interface IQuestionnaireQuestionAnswer {
|
|
3055
|
+
/** Unique ID associated with a Questionnaire question answer pairing. */
|
|
3056
|
+
id?: string;
|
|
3057
|
+
/** Text of the question asked. */
|
|
3058
|
+
questionText: string | undefined;
|
|
3059
|
+
/** Explanation of the question asked. */
|
|
3060
|
+
questionExplanation: string | undefined;
|
|
3061
|
+
/** Format of the question asked. */
|
|
3062
|
+
questionFormat: QuestionnaireQuestionAnswerQuestionFormat;
|
|
3063
|
+
/** A list of potential answers associated with a question. */
|
|
3064
|
+
questionOptions?: string[] | undefined;
|
|
3065
|
+
/** Value of the answer to the question. */
|
|
3066
|
+
value: string | undefined;
|
|
3067
|
+
/** Created at the specified date. */
|
|
3068
|
+
createdAt?: Date;
|
|
3069
|
+
/** Updated at the specified date. */
|
|
3070
|
+
updatedAt?: Date;
|
|
3071
|
+
}
|
|
3072
|
+
/** Represents a registered fund. */
|
|
3073
|
+
export declare class RegisteredFund implements IRegisteredFund {
|
|
3074
|
+
/** Unique identification number for Registered Fund */
|
|
3075
|
+
id: string;
|
|
3076
|
+
/** ID of underlying fund advisor */
|
|
3077
|
+
fundAdvisorId?: string | undefined;
|
|
3078
|
+
/** Official name of Registered Fund */
|
|
3079
|
+
name: string | undefined;
|
|
3080
|
+
/** Fund's website */
|
|
3081
|
+
website?: string | undefined;
|
|
3082
|
+
/** Symbol assigned to this registered fund */
|
|
3083
|
+
symbol: string | undefined;
|
|
3084
|
+
/** Link to logo for Registered Fund */
|
|
3085
|
+
logoUrl?: string | undefined;
|
|
3086
|
+
/** Current reported AUM of Registered Fund */
|
|
3087
|
+
aum?: number;
|
|
3088
|
+
/** Base currency of the fund */
|
|
3089
|
+
currency?: string | undefined;
|
|
3090
|
+
/** General asset class the Registered Fund is targeting */
|
|
3091
|
+
assetClass?: RegisteredFundAssetClass;
|
|
3092
|
+
/** First year the fund began fundraising efforts */
|
|
3093
|
+
vintage?: number;
|
|
3094
|
+
/** The number of assets held by this fund */
|
|
3095
|
+
assetNum?: number | undefined;
|
|
3096
|
+
/** Brief description of fund */
|
|
3097
|
+
description: string | undefined;
|
|
3098
|
+
/** Structure of the fund */
|
|
3099
|
+
structure?: RegisteredFundStructure;
|
|
3100
|
+
/** Indicates the exemption used to distribute securities in the Registered Fund */
|
|
3101
|
+
act33Exemption?: string | undefined;
|
|
3102
|
+
/** Subscription cadence of the fund */
|
|
3103
|
+
subscriptionCadence?: RegisteredFundSubscriptionCadence | undefined;
|
|
3104
|
+
/** Describes the subscription process of the fund */
|
|
3105
|
+
subscriptionProcess: string | undefined;
|
|
3106
|
+
/** Redemption cadence of the fund */
|
|
3107
|
+
redemptionCadence?: RegisteredFundRedemptionCadence | undefined;
|
|
3108
|
+
/** Percent of the fund's NAV that will be processed as a redemption each time the redemption window opens. Sometimes expressed as a range. */
|
|
3109
|
+
redemptionValue?: string | undefined;
|
|
3110
|
+
/** Describes the redemption process of the fund */
|
|
3111
|
+
redemptionProcess: string | undefined;
|
|
3112
|
+
/** Distribution cadence of the fund */
|
|
3113
|
+
distributionCadence?: RegisteredFundDistributionCadence;
|
|
3114
|
+
/** Describes the fund's process for distributions */
|
|
3115
|
+
distributionProcess?: string | undefined;
|
|
3116
|
+
/** Does this registered fund accept non accredited investors? */
|
|
3117
|
+
nonAccreditedInvestor?: boolean;
|
|
3118
|
+
/** Does this registered fund require accreditation status? */
|
|
3119
|
+
accreditedInvestor?: boolean;
|
|
3120
|
+
/** Does this registered fund require investors to be qualified clients? */
|
|
3121
|
+
qualifiedClientInvestor?: boolean;
|
|
3122
|
+
/** Does this registered fund require investors to be qualified purchasers? */
|
|
3123
|
+
qualifiedPurchaserInvestor?: boolean;
|
|
3124
|
+
/** Does this registered fund allow for non-US based investors? */
|
|
3125
|
+
nonUSInvestor?: boolean;
|
|
3126
|
+
/** The fund advisor for this registered fund. */
|
|
3127
|
+
fundAdvisor?: FundAdvisor | undefined;
|
|
3128
|
+
/** Associated share classes for the fund. */
|
|
3129
|
+
shareClasses?: ShareClass[] | undefined;
|
|
3130
|
+
/** Collection of Fee Structures directly associated with this Registered Fund. */
|
|
3131
|
+
feeStructures?: FeeStructure[] | undefined;
|
|
3132
|
+
/** Documents associated with the Registered Fund. */
|
|
3133
|
+
documents?: Document[] | undefined;
|
|
3134
|
+
constructor(data?: IRegisteredFund);
|
|
3135
|
+
init(_data?: any): void;
|
|
3136
|
+
static fromJS(data: any): RegisteredFund;
|
|
3137
|
+
toJSON(data?: any): any;
|
|
3138
|
+
}
|
|
3139
|
+
/** Represents a registered fund. */
|
|
3140
|
+
export interface IRegisteredFund {
|
|
3141
|
+
/** Unique identification number for Registered Fund */
|
|
3142
|
+
id: string;
|
|
3143
|
+
/** ID of underlying fund advisor */
|
|
3144
|
+
fundAdvisorId?: string | undefined;
|
|
3145
|
+
/** Official name of Registered Fund */
|
|
3146
|
+
name: string | undefined;
|
|
3147
|
+
/** Fund's website */
|
|
3148
|
+
website?: string | undefined;
|
|
3149
|
+
/** Symbol assigned to this registered fund */
|
|
3150
|
+
symbol: string | undefined;
|
|
3151
|
+
/** Link to logo for Registered Fund */
|
|
3152
|
+
logoUrl?: string | undefined;
|
|
3153
|
+
/** Current reported AUM of Registered Fund */
|
|
3154
|
+
aum?: number;
|
|
3155
|
+
/** Base currency of the fund */
|
|
3156
|
+
currency?: string | undefined;
|
|
3157
|
+
/** General asset class the Registered Fund is targeting */
|
|
3158
|
+
assetClass?: RegisteredFundAssetClass;
|
|
3159
|
+
/** First year the fund began fundraising efforts */
|
|
3160
|
+
vintage?: number;
|
|
3161
|
+
/** The number of assets held by this fund */
|
|
3162
|
+
assetNum?: number | undefined;
|
|
3163
|
+
/** Brief description of fund */
|
|
3164
|
+
description: string | undefined;
|
|
3165
|
+
/** Structure of the fund */
|
|
3166
|
+
structure?: RegisteredFundStructure;
|
|
3167
|
+
/** Indicates the exemption used to distribute securities in the Registered Fund */
|
|
3168
|
+
act33Exemption?: string | undefined;
|
|
3169
|
+
/** Subscription cadence of the fund */
|
|
3170
|
+
subscriptionCadence?: RegisteredFundSubscriptionCadence | undefined;
|
|
3171
|
+
/** Describes the subscription process of the fund */
|
|
3172
|
+
subscriptionProcess: string | undefined;
|
|
3173
|
+
/** Redemption cadence of the fund */
|
|
3174
|
+
redemptionCadence?: RegisteredFundRedemptionCadence | undefined;
|
|
3175
|
+
/** Percent of the fund's NAV that will be processed as a redemption each time the redemption window opens. Sometimes expressed as a range. */
|
|
3176
|
+
redemptionValue?: string | undefined;
|
|
3177
|
+
/** Describes the redemption process of the fund */
|
|
3178
|
+
redemptionProcess: string | undefined;
|
|
3179
|
+
/** Distribution cadence of the fund */
|
|
3180
|
+
distributionCadence?: RegisteredFundDistributionCadence;
|
|
3181
|
+
/** Describes the fund's process for distributions */
|
|
3182
|
+
distributionProcess?: string | undefined;
|
|
3183
|
+
/** Does this registered fund accept non accredited investors? */
|
|
3184
|
+
nonAccreditedInvestor?: boolean;
|
|
3185
|
+
/** Does this registered fund require accreditation status? */
|
|
3186
|
+
accreditedInvestor?: boolean;
|
|
3187
|
+
/** Does this registered fund require investors to be qualified clients? */
|
|
3188
|
+
qualifiedClientInvestor?: boolean;
|
|
3189
|
+
/** Does this registered fund require investors to be qualified purchasers? */
|
|
3190
|
+
qualifiedPurchaserInvestor?: boolean;
|
|
3191
|
+
/** Does this registered fund allow for non-US based investors? */
|
|
3192
|
+
nonUSInvestor?: boolean;
|
|
3193
|
+
/** The fund advisor for this registered fund. */
|
|
3194
|
+
fundAdvisor?: FundAdvisor | undefined;
|
|
3195
|
+
/** Associated share classes for the fund. */
|
|
3196
|
+
shareClasses?: ShareClass[] | undefined;
|
|
3197
|
+
/** Collection of Fee Structures directly associated with this Registered Fund. */
|
|
3198
|
+
feeStructures?: FeeStructure[] | undefined;
|
|
3199
|
+
/** Documents associated with the Registered Fund. */
|
|
3200
|
+
documents?: Document[] | undefined;
|
|
3201
|
+
}
|
|
3202
|
+
export declare class RegisteredFundApiResponse implements IRegisteredFundApiResponse {
|
|
3203
|
+
items?: RegisteredFund[] | undefined;
|
|
3204
|
+
pagination?: Pagination | undefined;
|
|
3205
|
+
constructor(data?: IRegisteredFundApiResponse);
|
|
3206
|
+
init(_data?: any): void;
|
|
3207
|
+
static fromJS(data: any): RegisteredFundApiResponse;
|
|
3208
|
+
toJSON(data?: any): any;
|
|
3209
|
+
}
|
|
3210
|
+
export interface IRegisteredFundApiResponse {
|
|
3211
|
+
items?: RegisteredFund[] | undefined;
|
|
3212
|
+
pagination?: Pagination | undefined;
|
|
3213
|
+
}
|
|
3214
|
+
/** Represents a registered fund subscription. */
|
|
3215
|
+
export declare class RegisteredFundSubscription implements IRegisteredFundSubscription {
|
|
3216
|
+
/** Unique identifier for the subscription. */
|
|
3217
|
+
id?: string;
|
|
3218
|
+
/** The Registered Fund being subscribed to. */
|
|
3219
|
+
registeredFundId?: string;
|
|
3220
|
+
/** The investor making the subscription. */
|
|
3221
|
+
investorId?: string;
|
|
3222
|
+
/** Amount being invested. */
|
|
3223
|
+
subscriptionAmount?: number;
|
|
3224
|
+
/** Current status of the document workflow. */
|
|
3225
|
+
status?: RegisteredFundSubscriptionStatus;
|
|
3226
|
+
/** URL to view the current version of the document. */
|
|
3227
|
+
currentDocumentUrl?: string | undefined;
|
|
3228
|
+
/** Date when investor signed the document. */
|
|
3229
|
+
investorSignedAt?: Date | undefined;
|
|
3230
|
+
/** Date when advisor signed the document. */
|
|
3231
|
+
advisorSignedAt?: Date | undefined;
|
|
3232
|
+
/** When the subscription was created. */
|
|
3233
|
+
createdAt?: Date;
|
|
3234
|
+
/** When the subscription was last updated. */
|
|
3235
|
+
updatedAt?: Date | undefined;
|
|
3236
|
+
/** The name of the related fund. */
|
|
3237
|
+
registeredFundName?: string | undefined;
|
|
3238
|
+
/** The symbol of the related fund. */
|
|
3239
|
+
registeredFundSymbol?: string | undefined;
|
|
3240
|
+
/** Full name of the associated investor. */
|
|
3241
|
+
investorFullName?: string | undefined;
|
|
3242
|
+
constructor(data?: IRegisteredFundSubscription);
|
|
3243
|
+
init(_data?: any): void;
|
|
3244
|
+
static fromJS(data: any): RegisteredFundSubscription;
|
|
3245
|
+
toJSON(data?: any): any;
|
|
3246
|
+
}
|
|
3247
|
+
/** Represents a registered fund subscription. */
|
|
3248
|
+
export interface IRegisteredFundSubscription {
|
|
3249
|
+
/** Unique identifier for the subscription. */
|
|
3250
|
+
id?: string;
|
|
3251
|
+
/** The Registered Fund being subscribed to. */
|
|
3252
|
+
registeredFundId?: string;
|
|
3253
|
+
/** The investor making the subscription. */
|
|
3254
|
+
investorId?: string;
|
|
3255
|
+
/** Amount being invested. */
|
|
3256
|
+
subscriptionAmount?: number;
|
|
3257
|
+
/** Current status of the document workflow. */
|
|
3258
|
+
status?: RegisteredFundSubscriptionStatus;
|
|
3259
|
+
/** URL to view the current version of the document. */
|
|
3260
|
+
currentDocumentUrl?: string | undefined;
|
|
3261
|
+
/** Date when investor signed the document. */
|
|
3262
|
+
investorSignedAt?: Date | undefined;
|
|
3263
|
+
/** Date when advisor signed the document. */
|
|
3264
|
+
advisorSignedAt?: Date | undefined;
|
|
3265
|
+
/** When the subscription was created. */
|
|
3266
|
+
createdAt?: Date;
|
|
3267
|
+
/** When the subscription was last updated. */
|
|
3268
|
+
updatedAt?: Date | undefined;
|
|
3269
|
+
/** The name of the related fund. */
|
|
3270
|
+
registeredFundName?: string | undefined;
|
|
3271
|
+
/** The symbol of the related fund. */
|
|
3272
|
+
registeredFundSymbol?: string | undefined;
|
|
3273
|
+
/** Full name of the associated investor. */
|
|
3274
|
+
investorFullName?: string | undefined;
|
|
3275
|
+
}
|
|
3276
|
+
export declare class RegisteredFundSubscriptionApiResponse implements IRegisteredFundSubscriptionApiResponse {
|
|
3277
|
+
items?: RegisteredFundSubscription[] | undefined;
|
|
3278
|
+
pagination?: Pagination | undefined;
|
|
3279
|
+
constructor(data?: IRegisteredFundSubscriptionApiResponse);
|
|
3280
|
+
init(_data?: any): void;
|
|
3281
|
+
static fromJS(data: any): RegisteredFundSubscriptionApiResponse;
|
|
3282
|
+
toJSON(data?: any): any;
|
|
3283
|
+
}
|
|
3284
|
+
export interface IRegisteredFundSubscriptionApiResponse {
|
|
3285
|
+
items?: RegisteredFundSubscription[] | undefined;
|
|
3286
|
+
pagination?: Pagination | undefined;
|
|
3287
|
+
}
|
|
3288
|
+
/** Represents a share class of a registered fund. */
|
|
3289
|
+
export declare class ShareClass implements IShareClass {
|
|
3290
|
+
/** Unique ID for share class */
|
|
3291
|
+
id: string;
|
|
3292
|
+
/** Unique ID of the registered fund associated with this Share Class */
|
|
3293
|
+
registeredFundId: string;
|
|
3294
|
+
/** Name of the share class, usually a single letter */
|
|
3295
|
+
name: string | undefined;
|
|
3296
|
+
/** Symbol applied to this class of shares. Some funds may provide a symbol for the share class. */
|
|
3297
|
+
symbol?: string | undefined;
|
|
3298
|
+
/** ISIN or CUSIP identifier */
|
|
3299
|
+
isinOrCusip?: string | undefined;
|
|
3300
|
+
/** Describes the types of accounts that can invest into this Share Class. */
|
|
3301
|
+
accountType?: string | undefined;
|
|
3302
|
+
/** The lowest amount of capital that an investor must commit to qualify for this particular share class. If NULL, the share class can accept investments with no minimum */
|
|
3303
|
+
initialMinimumInvestment?: number | undefined;
|
|
3304
|
+
/** The highest amount of capital that an investor can commit while still remaining within a particular share class. This attribute might be null if there is no cap. */
|
|
3305
|
+
initialMaximumInvestment?: number | undefined;
|
|
3306
|
+
/** The lowest amount of capital that an investor must commit to qualify for this particular share class, if they have already submitted a subscription. */
|
|
3307
|
+
subsequentMinimumInvestment?: number | undefined;
|
|
3308
|
+
/** The highest amount of capital that an investor can commit while still remaining within a particular share class, if they have already submitted a subscription for this share class. This attribute might be null if there is no cap. */
|
|
3309
|
+
subsequentMaximumInvestment?: number | undefined;
|
|
3310
|
+
/** Collection of Fee Structures associated with this Share Class. */
|
|
3311
|
+
feeStructures?: FeeStructure[] | undefined;
|
|
3312
|
+
/** List of NAV Reports for this share class */
|
|
3313
|
+
navReports?: NAVReport[] | undefined;
|
|
3314
|
+
constructor(data?: IShareClass);
|
|
3315
|
+
init(_data?: any): void;
|
|
3316
|
+
static fromJS(data: any): ShareClass;
|
|
3317
|
+
toJSON(data?: any): any;
|
|
3318
|
+
}
|
|
3319
|
+
/** Represents a share class of a registered fund. */
|
|
3320
|
+
export interface IShareClass {
|
|
3321
|
+
/** Unique ID for share class */
|
|
3322
|
+
id: string;
|
|
3323
|
+
/** Unique ID of the registered fund associated with this Share Class */
|
|
3324
|
+
registeredFundId: string;
|
|
3325
|
+
/** Name of the share class, usually a single letter */
|
|
3326
|
+
name: string | undefined;
|
|
3327
|
+
/** Symbol applied to this class of shares. Some funds may provide a symbol for the share class. */
|
|
3328
|
+
symbol?: string | undefined;
|
|
3329
|
+
/** ISIN or CUSIP identifier */
|
|
3330
|
+
isinOrCusip?: string | undefined;
|
|
3331
|
+
/** Describes the types of accounts that can invest into this Share Class. */
|
|
3332
|
+
accountType?: string | undefined;
|
|
3333
|
+
/** The lowest amount of capital that an investor must commit to qualify for this particular share class. If NULL, the share class can accept investments with no minimum */
|
|
3334
|
+
initialMinimumInvestment?: number | undefined;
|
|
3335
|
+
/** The highest amount of capital that an investor can commit while still remaining within a particular share class. This attribute might be null if there is no cap. */
|
|
3336
|
+
initialMaximumInvestment?: number | undefined;
|
|
3337
|
+
/** The lowest amount of capital that an investor must commit to qualify for this particular share class, if they have already submitted a subscription. */
|
|
3338
|
+
subsequentMinimumInvestment?: number | undefined;
|
|
3339
|
+
/** The highest amount of capital that an investor can commit while still remaining within a particular share class, if they have already submitted a subscription for this share class. This attribute might be null if there is no cap. */
|
|
3340
|
+
subsequentMaximumInvestment?: number | undefined;
|
|
3341
|
+
/** Collection of Fee Structures associated with this Share Class. */
|
|
3342
|
+
feeStructures?: FeeStructure[] | undefined;
|
|
3343
|
+
/** List of NAV Reports for this share class */
|
|
3344
|
+
navReports?: NAVReport[] | undefined;
|
|
3345
|
+
}
|
|
3346
|
+
export declare class ShareDetail implements IShareDetail {
|
|
3347
|
+
/** Name of the share detail. */
|
|
3348
|
+
name: string;
|
|
3349
|
+
/** Issue price of the share detail. */
|
|
3350
|
+
issuePrice?: number | undefined;
|
|
3351
|
+
/** Created at the specified date. */
|
|
3352
|
+
issuedAt?: Date | undefined;
|
|
3353
|
+
/** Updated at the specified date. */
|
|
3354
|
+
updatedAt?: Date | undefined;
|
|
3355
|
+
constructor(data?: IShareDetail);
|
|
3356
|
+
init(_data?: any): void;
|
|
3357
|
+
static fromJS(data: any): ShareDetail;
|
|
3358
|
+
toJSON(data?: any): any;
|
|
3359
|
+
}
|
|
3360
|
+
export interface IShareDetail {
|
|
3361
|
+
/** Name of the share detail. */
|
|
3362
|
+
name: string;
|
|
3363
|
+
/** Issue price of the share detail. */
|
|
3364
|
+
issuePrice?: number | undefined;
|
|
3365
|
+
/** Created at the specified date. */
|
|
3366
|
+
issuedAt?: Date | undefined;
|
|
3367
|
+
/** Updated at the specified date. */
|
|
3368
|
+
updatedAt?: Date | undefined;
|
|
3369
|
+
}
|
|
3370
|
+
/** Model for signing a document. */
|
|
3371
|
+
export declare class SignDocument implements ISignDocument {
|
|
3372
|
+
/** The investorId associated with the document. */
|
|
3373
|
+
investorId?: string;
|
|
3374
|
+
/** Metadata about the signing. */
|
|
3375
|
+
metadata?: string | undefined;
|
|
3376
|
+
constructor(data?: ISignDocument);
|
|
3377
|
+
init(_data?: any): void;
|
|
3378
|
+
static fromJS(data: any): SignDocument;
|
|
3379
|
+
toJSON(data?: any): any;
|
|
3380
|
+
}
|
|
3381
|
+
/** Model for signing a document. */
|
|
3382
|
+
export interface ISignDocument {
|
|
3383
|
+
/** The investorId associated with the document. */
|
|
3384
|
+
investorId?: string;
|
|
3385
|
+
/** Metadata about the signing. */
|
|
3386
|
+
metadata?: string | undefined;
|
|
3387
|
+
}
|
|
3388
|
+
/** Request model for adding a signature to a document. */
|
|
3389
|
+
export declare class SignatureRequest implements ISignatureRequest {
|
|
3390
|
+
/** The name to place as the signature on the document. */
|
|
3391
|
+
signatureName: string;
|
|
3392
|
+
constructor(data?: ISignatureRequest);
|
|
3393
|
+
init(_data?: any): void;
|
|
3394
|
+
static fromJS(data: any): SignatureRequest;
|
|
3395
|
+
toJSON(data?: any): any;
|
|
3396
|
+
}
|
|
3397
|
+
/** Request model for adding a signature to a document. */
|
|
3398
|
+
export interface ISignatureRequest {
|
|
3399
|
+
/** The name to place as the signature on the document. */
|
|
3400
|
+
signatureName: string;
|
|
3401
|
+
}
|
|
3402
|
+
export declare class UpdateEntityInvestor implements IUpdateEntityInvestor {
|
|
3403
|
+
/** Legal name of the entity. */
|
|
3404
|
+
legalName: string;
|
|
3405
|
+
/** DBA or Trade name of the entity. */
|
|
3406
|
+
dbaName: string;
|
|
3407
|
+
/** Total number of beneficial owners associated with this entity investor.
|
|
3408
|
+
This number is used to calculate the remaining number of seats in an SPV after an entity invests. */
|
|
3409
|
+
beneficialOwnershipCount?: number;
|
|
3410
|
+
/** Indicates if the entity is based in the US. */
|
|
3411
|
+
isUSBased?: boolean;
|
|
3412
|
+
/** An unformatted phone number which does not include the country code. */
|
|
3413
|
+
phone: string;
|
|
3414
|
+
/** Phone country code (do not include a '+' sign). */
|
|
3415
|
+
phoneCountryCode: string;
|
|
3416
|
+
/** Type of the entity. */
|
|
3417
|
+
entityType?: UpdateEntityInvestorEntityType;
|
|
3418
|
+
/** Either a US state or country of incorporation. */
|
|
3419
|
+
jurisdiction: string;
|
|
3420
|
+
/** Date that the entity was formed. */
|
|
3421
|
+
formationDate: Date;
|
|
3422
|
+
/** Tax classification of the entity. */
|
|
3423
|
+
taxClassification?: UpdateEntityInvestorTaxClassification;
|
|
3424
|
+
/** The tax id (EIN) for entities; for revocable trusts, a tax id is not required.
|
|
3425
|
+
This PII field is tokenized. */
|
|
3426
|
+
taxId?: string | undefined;
|
|
3427
|
+
/** Primary address street of the entity. */
|
|
3428
|
+
street: string;
|
|
3429
|
+
/** City where the entity is located. */
|
|
3430
|
+
city: string;
|
|
3431
|
+
/** State (or region) of the entity. Use valid state/region codes.
|
|
3432
|
+
See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
|
|
3433
|
+
state: string;
|
|
3434
|
+
/** Zip code of the entity. */
|
|
3435
|
+
zipCode: string;
|
|
3436
|
+
/** Country code of the entity. Check
|
|
3437
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
3438
|
+
countryCode: string;
|
|
3439
|
+
/** Street mailing address of the entity. */
|
|
3440
|
+
mailingAddressStreet: string;
|
|
3441
|
+
/** City mailing address of the entity. */
|
|
3442
|
+
mailingAddressCity: string;
|
|
3443
|
+
/** State mailing address of the entity.
|
|
3444
|
+
See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
|
|
3445
|
+
mailingAddressState: string;
|
|
3446
|
+
/** Zip code mailing address of the entity. */
|
|
3447
|
+
mailingAddressZipCode: string;
|
|
3448
|
+
/** Country mailing address of the entity. Check
|
|
3449
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
3450
|
+
mailingAddressCountry: string;
|
|
3451
|
+
/** Indicates if the person is registered as an adviser for the subscription or as an exempt reporting adviser. */
|
|
3452
|
+
isSubscriptionAdvisorOrERA?: boolean;
|
|
3453
|
+
/** Trust type (nullable). */
|
|
3454
|
+
trustType?: UpdateEntityInvestorTrustType | undefined;
|
|
3455
|
+
constructor(data?: IUpdateEntityInvestor);
|
|
3456
|
+
init(_data?: any): void;
|
|
3457
|
+
static fromJS(data: any): UpdateEntityInvestor;
|
|
3458
|
+
toJSON(data?: any): any;
|
|
3459
|
+
}
|
|
3460
|
+
export interface IUpdateEntityInvestor {
|
|
3461
|
+
/** Legal name of the entity. */
|
|
3462
|
+
legalName: string;
|
|
3463
|
+
/** DBA or Trade name of the entity. */
|
|
3464
|
+
dbaName: string;
|
|
3465
|
+
/** Total number of beneficial owners associated with this entity investor.
|
|
3466
|
+
This number is used to calculate the remaining number of seats in an SPV after an entity invests. */
|
|
3467
|
+
beneficialOwnershipCount?: number;
|
|
3468
|
+
/** Indicates if the entity is based in the US. */
|
|
3469
|
+
isUSBased?: boolean;
|
|
3470
|
+
/** An unformatted phone number which does not include the country code. */
|
|
3471
|
+
phone: string;
|
|
3472
|
+
/** Phone country code (do not include a '+' sign). */
|
|
3473
|
+
phoneCountryCode: string;
|
|
3474
|
+
/** Type of the entity. */
|
|
3475
|
+
entityType?: UpdateEntityInvestorEntityType;
|
|
3476
|
+
/** Either a US state or country of incorporation. */
|
|
3477
|
+
jurisdiction: string;
|
|
3478
|
+
/** Date that the entity was formed. */
|
|
3479
|
+
formationDate: Date;
|
|
3480
|
+
/** Tax classification of the entity. */
|
|
3481
|
+
taxClassification?: UpdateEntityInvestorTaxClassification;
|
|
3482
|
+
/** The tax id (EIN) for entities; for revocable trusts, a tax id is not required.
|
|
3483
|
+
This PII field is tokenized. */
|
|
3484
|
+
taxId?: string | undefined;
|
|
3485
|
+
/** Primary address street of the entity. */
|
|
3486
|
+
street: string;
|
|
3487
|
+
/** City where the entity is located. */
|
|
3488
|
+
city: string;
|
|
3489
|
+
/** State (or region) of the entity. Use valid state/region codes.
|
|
3490
|
+
See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
|
|
3491
|
+
state: string;
|
|
3492
|
+
/** Zip code of the entity. */
|
|
3493
|
+
zipCode: string;
|
|
3494
|
+
/** Country code of the entity. Check
|
|
3495
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
3496
|
+
countryCode: string;
|
|
3497
|
+
/** Street mailing address of the entity. */
|
|
3498
|
+
mailingAddressStreet: string;
|
|
3499
|
+
/** City mailing address of the entity. */
|
|
3500
|
+
mailingAddressCity: string;
|
|
3501
|
+
/** State mailing address of the entity.
|
|
3502
|
+
See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
|
|
3503
|
+
mailingAddressState: string;
|
|
3504
|
+
/** Zip code mailing address of the entity. */
|
|
3505
|
+
mailingAddressZipCode: string;
|
|
3506
|
+
/** Country mailing address of the entity. Check
|
|
3507
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
3508
|
+
mailingAddressCountry: string;
|
|
3509
|
+
/** Indicates if the person is registered as an adviser for the subscription or as an exempt reporting adviser. */
|
|
3510
|
+
isSubscriptionAdvisorOrERA?: boolean;
|
|
3511
|
+
/** Trust type (nullable). */
|
|
3512
|
+
trustType?: UpdateEntityInvestorTrustType | undefined;
|
|
3513
|
+
}
|
|
3514
|
+
export declare class UpdateFinancialAdvisor implements IUpdateFinancialAdvisor {
|
|
3515
|
+
/** This is the unique identifier of the Institution that the Financial Advisor is attached to. */
|
|
3516
|
+
financialInstitutionId?: string;
|
|
3517
|
+
/** CRD Number of the Financial Advisor. */
|
|
3518
|
+
crdNumber: string | undefined;
|
|
3519
|
+
/** IARD Number of the Financial Advisor. */
|
|
3520
|
+
iardNumber?: string | undefined;
|
|
3521
|
+
/** Financial Advisor first name. */
|
|
3522
|
+
firstName: string | undefined;
|
|
3523
|
+
/** Financial advisor middle name. */
|
|
3524
|
+
middleName?: string | undefined;
|
|
3525
|
+
/** Financial advisor last name. */
|
|
3526
|
+
lastName: string | undefined;
|
|
3527
|
+
/** Financial advisor mailing address. */
|
|
3528
|
+
mailingAddress: string | undefined;
|
|
3529
|
+
/** Financial advisor mailing city. */
|
|
3530
|
+
mailingCity: string | undefined;
|
|
3531
|
+
/** Financial advisor mailing state. */
|
|
3532
|
+
mailingState: string | undefined;
|
|
3533
|
+
/** Financial advisor mailing zip code. */
|
|
3534
|
+
mailingZipCode: string | undefined;
|
|
3535
|
+
/** Financial advisor mailing country code. */
|
|
3536
|
+
mailingCountryCode: string | undefined;
|
|
3537
|
+
/** Financial Advisor branch number. */
|
|
3538
|
+
branchNumber: string | undefined;
|
|
3539
|
+
/** Financial advisor phone country code. */
|
|
3540
|
+
phoneCountryCode: string | undefined;
|
|
3541
|
+
/** Financial advisor phone number. */
|
|
3542
|
+
phoneNumber: string | undefined;
|
|
3543
|
+
/** Financial advisor phone number extension. */
|
|
3544
|
+
phoneExtension?: string | undefined;
|
|
3545
|
+
/** Financial advisor email address. */
|
|
3546
|
+
emailAddress?: string | undefined;
|
|
3547
|
+
/** Financial advisor fax number. */
|
|
3548
|
+
fax?: string | undefined;
|
|
3549
|
+
/** Prefix for the Financial Advisor. */
|
|
3550
|
+
prefix: string | undefined;
|
|
3551
|
+
/** Financial advisor broker. */
|
|
3552
|
+
broker: string | undefined;
|
|
3553
|
+
/** ID of the FinancialAdvisor to edit. */
|
|
3554
|
+
id?: string;
|
|
3555
|
+
constructor(data?: IUpdateFinancialAdvisor);
|
|
3556
|
+
init(_data?: any): void;
|
|
3557
|
+
static fromJS(data: any): UpdateFinancialAdvisor;
|
|
3558
|
+
toJSON(data?: any): any;
|
|
3559
|
+
}
|
|
3560
|
+
export interface IUpdateFinancialAdvisor {
|
|
3561
|
+
/** This is the unique identifier of the Institution that the Financial Advisor is attached to. */
|
|
3562
|
+
financialInstitutionId?: string;
|
|
3563
|
+
/** CRD Number of the Financial Advisor. */
|
|
3564
|
+
crdNumber: string | undefined;
|
|
3565
|
+
/** IARD Number of the Financial Advisor. */
|
|
3566
|
+
iardNumber?: string | undefined;
|
|
3567
|
+
/** Financial Advisor first name. */
|
|
3568
|
+
firstName: string | undefined;
|
|
3569
|
+
/** Financial advisor middle name. */
|
|
3570
|
+
middleName?: string | undefined;
|
|
3571
|
+
/** Financial advisor last name. */
|
|
3572
|
+
lastName: string | undefined;
|
|
3573
|
+
/** Financial advisor mailing address. */
|
|
3574
|
+
mailingAddress: string | undefined;
|
|
3575
|
+
/** Financial advisor mailing city. */
|
|
3576
|
+
mailingCity: string | undefined;
|
|
3577
|
+
/** Financial advisor mailing state. */
|
|
3578
|
+
mailingState: string | undefined;
|
|
3579
|
+
/** Financial advisor mailing zip code. */
|
|
3580
|
+
mailingZipCode: string | undefined;
|
|
3581
|
+
/** Financial advisor mailing country code. */
|
|
3582
|
+
mailingCountryCode: string | undefined;
|
|
3583
|
+
/** Financial Advisor branch number. */
|
|
3584
|
+
branchNumber: string | undefined;
|
|
3585
|
+
/** Financial advisor phone country code. */
|
|
3586
|
+
phoneCountryCode: string | undefined;
|
|
3587
|
+
/** Financial advisor phone number. */
|
|
3588
|
+
phoneNumber: string | undefined;
|
|
3589
|
+
/** Financial advisor phone number extension. */
|
|
3590
|
+
phoneExtension?: string | undefined;
|
|
3591
|
+
/** Financial advisor email address. */
|
|
3592
|
+
emailAddress?: string | undefined;
|
|
3593
|
+
/** Financial advisor fax number. */
|
|
3594
|
+
fax?: string | undefined;
|
|
3595
|
+
/** Prefix for the Financial Advisor. */
|
|
3596
|
+
prefix: string | undefined;
|
|
3597
|
+
/** Financial advisor broker. */
|
|
3598
|
+
broker: string | undefined;
|
|
3599
|
+
/** ID of the FinancialAdvisor to edit. */
|
|
3600
|
+
id?: string;
|
|
3601
|
+
}
|
|
3602
|
+
/** IndicationOfInterest represents the primary offering information on the IoI. */
|
|
3603
|
+
export declare class UpdateIndicationOfInterest implements IUpdateIndicationOfInterest {
|
|
3604
|
+
/** Unique ID associated with an IOI. */
|
|
3605
|
+
id: string;
|
|
3606
|
+
/** Represents the unique ID, provided by Monark, associated with the Investor submitting an IOI, investing in an SPV, or taking any action in the secondary market. */
|
|
3607
|
+
investorId: string;
|
|
3608
|
+
/** The unique ID of the PreIPOCompany associated with a submission of an Indication of Interest. */
|
|
3609
|
+
preIPOCompanyId: string;
|
|
3610
|
+
/** Notional amount of an IOI. */
|
|
3611
|
+
notionalAmount: number;
|
|
3612
|
+
/** Currency in which the IOI was submitted. Monark only accepts IOIs submitted in USD. */
|
|
3613
|
+
currency: string;
|
|
3614
|
+
constructor(data?: IUpdateIndicationOfInterest);
|
|
3615
|
+
init(_data?: any): void;
|
|
3616
|
+
static fromJS(data: any): UpdateIndicationOfInterest;
|
|
3617
|
+
toJSON(data?: any): any;
|
|
3618
|
+
}
|
|
3619
|
+
/** IndicationOfInterest represents the primary offering information on the IoI. */
|
|
3620
|
+
export interface IUpdateIndicationOfInterest {
|
|
3621
|
+
/** Unique ID associated with an IOI. */
|
|
3622
|
+
id: string;
|
|
3623
|
+
/** Represents the unique ID, provided by Monark, associated with the Investor submitting an IOI, investing in an SPV, or taking any action in the secondary market. */
|
|
3624
|
+
investorId: string;
|
|
3625
|
+
/** The unique ID of the PreIPOCompany associated with a submission of an Indication of Interest. */
|
|
3626
|
+
preIPOCompanyId: string;
|
|
3627
|
+
/** Notional amount of an IOI. */
|
|
3628
|
+
notionalAmount: number;
|
|
3629
|
+
/** Currency in which the IOI was submitted. Monark only accepts IOIs submitted in USD. */
|
|
3630
|
+
currency: string;
|
|
3631
|
+
}
|
|
3632
|
+
export declare class UpdateIndividualEntityInvestor implements IUpdateIndividualEntityInvestor {
|
|
3633
|
+
/** First name of the Investor. */
|
|
3634
|
+
firstName: string;
|
|
3635
|
+
/** Last name of the Investor. */
|
|
3636
|
+
lastName: string;
|
|
3637
|
+
/** Is the Investor based in the United States? */
|
|
3638
|
+
isUSBased: boolean;
|
|
3639
|
+
/** Investor’s date of birth. */
|
|
3640
|
+
dateOfBirth: Date;
|
|
3641
|
+
/** Investor’s primary address. */
|
|
3642
|
+
street1: string;
|
|
3643
|
+
/** Investor’s secondary address. */
|
|
3644
|
+
street2?: string | undefined;
|
|
3645
|
+
/** City where the Investor resides. */
|
|
3646
|
+
city: string;
|
|
3647
|
+
/** 2/3 letter state code of the investor. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid state (region) codes */
|
|
3648
|
+
state: string;
|
|
3649
|
+
/** Zip code of the Investor. */
|
|
3650
|
+
zipCode: string;
|
|
3651
|
+
/** Country code of the investor. Check
|
|
3652
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
3653
|
+
countryCode: string;
|
|
3654
|
+
/** When creating or updating a resource send both phone and phone_country_code or neither. Phone country code is validated against a valid list of phone country codes which you can find here (https://github.com/mukeshsoni/country-telephone-data). Do not include a + (plus sign) at the beginning of this string. */
|
|
3655
|
+
phoneCountryCode: string;
|
|
3656
|
+
/** An unformatted phone number which does not include country code. Refer to this region data (https://github.com/mukeshsoni/country-telephone-data) to select the correct phone country code. Phone numbers where phone_country_code is "1" must have 10 digits. */
|
|
3657
|
+
phoneNumber: string;
|
|
3658
|
+
/** Investor’s primary mailing address. */
|
|
3659
|
+
mailingStreet1: string;
|
|
3660
|
+
/** Investor’s secondary mailing address. */
|
|
3661
|
+
mailingStreet2?: string | undefined;
|
|
3662
|
+
/** Investor's primary mailing Apt or Suite Number. */
|
|
3663
|
+
mailingAddressAptSuiteNo?: string | undefined;
|
|
3664
|
+
/** Investor's primary mailing address city. */
|
|
3665
|
+
mailingAddressCity: string;
|
|
3666
|
+
/** Investor's primary mailing address state.
|
|
3667
|
+
See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
|
|
3668
|
+
mailingAddressState: string;
|
|
3669
|
+
/** Investor's primary mailing address zip code. */
|
|
3670
|
+
mailingAddressZipCode: string;
|
|
3671
|
+
/** Investor's primary mailing address country. Check
|
|
3672
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
3673
|
+
mailingAddressCountry: string;
|
|
3674
|
+
/** Describes if the Investor is subject to backup withholding. */
|
|
3675
|
+
hasBackupWithholding?: boolean | undefined;
|
|
3676
|
+
/** Investor’s exempt payee code if the Investor is exempt from backup withholding. */
|
|
3677
|
+
exemptPayeeCode?: string | undefined;
|
|
3678
|
+
/** Is the investor registered as an adviser for the subscription or an exempt reporting adviser? */
|
|
3679
|
+
isSubscriptionAdvisorOrERA: boolean;
|
|
3680
|
+
/** Email address associated with an Investor. */
|
|
3681
|
+
email: string;
|
|
3682
|
+
/** Investor’s Social Security Number. */
|
|
3683
|
+
taxId: string | undefined;
|
|
3684
|
+
/** Investor Passport Number. - Only Required for Non-US Investors. */
|
|
3685
|
+
passportNumber?: string | undefined;
|
|
3686
|
+
/** Country code of the Investor’s citizenship. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes */
|
|
3687
|
+
citizenship: string;
|
|
3688
|
+
/** The qualification status of an Investor. */
|
|
3689
|
+
qualifiedStatus?: UpdateIndividualEntityInvestorQualifiedStatus | undefined;
|
|
3690
|
+
/** The type of entity investor, if the investor is an entity investor. */
|
|
3691
|
+
entityInvestorType?: UpdateIndividualEntityInvestorEntityInvestorType;
|
|
3692
|
+
/** The percentage of the entity owned by the investor. */
|
|
3693
|
+
percentageOwned?: number;
|
|
3694
|
+
/** Identifier for the individual investor. */
|
|
3695
|
+
id: string;
|
|
3696
|
+
constructor(data?: IUpdateIndividualEntityInvestor);
|
|
3697
|
+
init(_data?: any): void;
|
|
3698
|
+
static fromJS(data: any): UpdateIndividualEntityInvestor;
|
|
3699
|
+
toJSON(data?: any): any;
|
|
3700
|
+
}
|
|
3701
|
+
export interface IUpdateIndividualEntityInvestor {
|
|
3702
|
+
/** First name of the Investor. */
|
|
3703
|
+
firstName: string;
|
|
3704
|
+
/** Last name of the Investor. */
|
|
3705
|
+
lastName: string;
|
|
3706
|
+
/** Is the Investor based in the United States? */
|
|
3707
|
+
isUSBased: boolean;
|
|
3708
|
+
/** Investor’s date of birth. */
|
|
3709
|
+
dateOfBirth: Date;
|
|
3710
|
+
/** Investor’s primary address. */
|
|
3711
|
+
street1: string;
|
|
3712
|
+
/** Investor’s secondary address. */
|
|
3713
|
+
street2?: string | undefined;
|
|
3714
|
+
/** City where the Investor resides. */
|
|
3715
|
+
city: string;
|
|
3716
|
+
/** 2/3 letter state code of the investor. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid state (region) codes */
|
|
3717
|
+
state: string;
|
|
3718
|
+
/** Zip code of the Investor. */
|
|
3719
|
+
zipCode: string;
|
|
3720
|
+
/** Country code of the investor. Check
|
|
3721
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
3722
|
+
countryCode: string;
|
|
3723
|
+
/** When creating or updating a resource send both phone and phone_country_code or neither. Phone country code is validated against a valid list of phone country codes which you can find here (https://github.com/mukeshsoni/country-telephone-data). Do not include a + (plus sign) at the beginning of this string. */
|
|
3724
|
+
phoneCountryCode: string;
|
|
3725
|
+
/** An unformatted phone number which does not include country code. Refer to this region data (https://github.com/mukeshsoni/country-telephone-data) to select the correct phone country code. Phone numbers where phone_country_code is "1" must have 10 digits. */
|
|
3726
|
+
phoneNumber: string;
|
|
3727
|
+
/** Investor’s primary mailing address. */
|
|
3728
|
+
mailingStreet1: string;
|
|
3729
|
+
/** Investor’s secondary mailing address. */
|
|
3730
|
+
mailingStreet2?: string | undefined;
|
|
3731
|
+
/** Investor's primary mailing Apt or Suite Number. */
|
|
3732
|
+
mailingAddressAptSuiteNo?: string | undefined;
|
|
3733
|
+
/** Investor's primary mailing address city. */
|
|
3734
|
+
mailingAddressCity: string;
|
|
3735
|
+
/** Investor's primary mailing address state.
|
|
3736
|
+
See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
|
|
3737
|
+
mailingAddressState: string;
|
|
3738
|
+
/** Investor's primary mailing address zip code. */
|
|
3739
|
+
mailingAddressZipCode: string;
|
|
3740
|
+
/** Investor's primary mailing address country. Check
|
|
3741
|
+
https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
|
|
3742
|
+
mailingAddressCountry: string;
|
|
3743
|
+
/** Describes if the Investor is subject to backup withholding. */
|
|
3744
|
+
hasBackupWithholding?: boolean | undefined;
|
|
3745
|
+
/** Investor’s exempt payee code if the Investor is exempt from backup withholding. */
|
|
3746
|
+
exemptPayeeCode?: string | undefined;
|
|
3747
|
+
/** Is the investor registered as an adviser for the subscription or an exempt reporting adviser? */
|
|
3748
|
+
isSubscriptionAdvisorOrERA: boolean;
|
|
3749
|
+
/** Email address associated with an Investor. */
|
|
3750
|
+
email: string;
|
|
3751
|
+
/** Investor’s Social Security Number. */
|
|
3752
|
+
taxId: string | undefined;
|
|
3753
|
+
/** Investor Passport Number. - Only Required for Non-US Investors. */
|
|
3754
|
+
passportNumber?: string | undefined;
|
|
3755
|
+
/** Country code of the Investor’s citizenship. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes */
|
|
3756
|
+
citizenship: string;
|
|
3757
|
+
/** The qualification status of an Investor. */
|
|
3758
|
+
qualifiedStatus?: UpdateIndividualEntityInvestorQualifiedStatus | undefined;
|
|
3759
|
+
/** The type of entity investor, if the investor is an entity investor. */
|
|
3760
|
+
entityInvestorType?: UpdateIndividualEntityInvestorEntityInvestorType;
|
|
3761
|
+
/** The percentage of the entity owned by the investor. */
|
|
3762
|
+
percentageOwned?: number;
|
|
3763
|
+
/** Identifier for the individual investor. */
|
|
3764
|
+
id: string;
|
|
3765
|
+
}
|
|
3766
|
+
/** Create Investor represnts the information required to create the investor in the primary offering. */
|
|
3767
|
+
export declare class UpdateInvestor implements IUpdateInvestor {
|
|
3768
|
+
id: string;
|
|
3769
|
+
/** Represents the unique ID provided by a Partner, used to identify an Investor. */
|
|
3770
|
+
investorReferenceId: string;
|
|
3771
|
+
/** Information about the individual investor if this Investor is of that type. */
|
|
3772
|
+
individualInvestor?: ModifyIndividualInvestor | undefined;
|
|
3773
|
+
/** Information about the entity investor if this Investor is of that type. */
|
|
3774
|
+
entityInvestor?: UpdateEntityInvestor | undefined;
|
|
3775
|
+
/** The Financial Advisor ID associated with the Investor. */
|
|
3776
|
+
financialAdvisorId?: string | undefined;
|
|
3777
|
+
constructor(data?: IUpdateInvestor);
|
|
3778
|
+
init(_data?: any): void;
|
|
3779
|
+
static fromJS(data: any): UpdateInvestor;
|
|
3780
|
+
toJSON(data?: any): any;
|
|
3781
|
+
}
|
|
3782
|
+
/** Create Investor represnts the information required to create the investor in the primary offering. */
|
|
3783
|
+
export interface IUpdateInvestor {
|
|
3784
|
+
id: string;
|
|
3785
|
+
/** Represents the unique ID provided by a Partner, used to identify an Investor. */
|
|
3786
|
+
investorReferenceId: string;
|
|
3787
|
+
/** Information about the individual investor if this Investor is of that type. */
|
|
3788
|
+
individualInvestor?: ModifyIndividualInvestor | undefined;
|
|
3789
|
+
/** Information about the entity investor if this Investor is of that type. */
|
|
3790
|
+
entityInvestor?: UpdateEntityInvestor | undefined;
|
|
3791
|
+
/** The Financial Advisor ID associated with the Investor. */
|
|
3792
|
+
financialAdvisorId?: string | undefined;
|
|
3793
|
+
}
|
|
3794
|
+
export declare class UpdateInvestorAccreditation implements IUpdateInvestorAccreditation {
|
|
3795
|
+
investorId: string;
|
|
3796
|
+
/** Accreditation status. */
|
|
3797
|
+
accreditationStatus?: UpdateInvestorAccreditationAccreditationStatus;
|
|
3798
|
+
constructor(data?: IUpdateInvestorAccreditation);
|
|
3799
|
+
init(_data?: any): void;
|
|
3800
|
+
static fromJS(data: any): UpdateInvestorAccreditation;
|
|
3801
|
+
toJSON(data?: any): any;
|
|
3802
|
+
}
|
|
3803
|
+
export interface IUpdateInvestorAccreditation {
|
|
3804
|
+
investorId: string;
|
|
3805
|
+
/** Accreditation status. */
|
|
3806
|
+
accreditationStatus?: UpdateInvestorAccreditationAccreditationStatus;
|
|
3807
|
+
}
|
|
3808
|
+
export declare class UpdateInvestorSubscription implements IUpdateInvestorSubscription {
|
|
3809
|
+
/** The SPV ID that this Subscription relates to. */
|
|
3810
|
+
preIPOCompanySPVId: string;
|
|
3811
|
+
/** ID of the Investor associated with this InvestorSubscription. */
|
|
3812
|
+
investorId: string;
|
|
3813
|
+
/** Describes the amount, in dollars, an Investor intends to invest into an SPV. */
|
|
3814
|
+
amountReservedDollars: number;
|
|
3815
|
+
/** Describes how many underlying shares in the pre-IPO company are associated with this InvestorSubscription. This must be a whole number of shares. */
|
|
3816
|
+
amountReservedShares: number;
|
|
3817
|
+
/** ID of the InvestorSubscription to edit. */
|
|
3818
|
+
id: string;
|
|
3819
|
+
constructor(data?: IUpdateInvestorSubscription);
|
|
3820
|
+
init(_data?: any): void;
|
|
3821
|
+
static fromJS(data: any): UpdateInvestorSubscription;
|
|
3822
|
+
toJSON(data?: any): any;
|
|
3823
|
+
}
|
|
3824
|
+
export interface IUpdateInvestorSubscription {
|
|
3825
|
+
/** The SPV ID that this Subscription relates to. */
|
|
3826
|
+
preIPOCompanySPVId: string;
|
|
3827
|
+
/** ID of the Investor associated with this InvestorSubscription. */
|
|
3828
|
+
investorId: string;
|
|
3829
|
+
/** Describes the amount, in dollars, an Investor intends to invest into an SPV. */
|
|
3830
|
+
amountReservedDollars: number;
|
|
3831
|
+
/** Describes how many underlying shares in the pre-IPO company are associated with this InvestorSubscription. This must be a whole number of shares. */
|
|
3832
|
+
amountReservedShares: number;
|
|
3833
|
+
/** ID of the InvestorSubscription to edit. */
|
|
3834
|
+
id: string;
|
|
3835
|
+
}
|
|
3836
|
+
export declare class UpdateInvestorSubscriptionOrderReference implements IUpdateInvestorSubscriptionOrderReference {
|
|
3837
|
+
investorSubscriptionId: string;
|
|
3838
|
+
orderReferenceId: string;
|
|
3839
|
+
constructor(data?: IUpdateInvestorSubscriptionOrderReference);
|
|
3840
|
+
init(_data?: any): void;
|
|
3841
|
+
static fromJS(data: any): UpdateInvestorSubscriptionOrderReference;
|
|
3842
|
+
toJSON(data?: any): any;
|
|
3843
|
+
}
|
|
3844
|
+
export interface IUpdateInvestorSubscriptionOrderReference {
|
|
3845
|
+
investorSubscriptionId: string;
|
|
3846
|
+
orderReferenceId: string;
|
|
3847
|
+
}
|
|
3848
|
+
export declare class UpdateWebhook implements IUpdateWebhook {
|
|
3849
|
+
/** Unique ID associated with a Webhook. */
|
|
3850
|
+
id: string;
|
|
3851
|
+
/** The delivery url for the Webhook. */
|
|
3852
|
+
url: string;
|
|
3853
|
+
/** Token value used to create a signature on webhook delivery. */
|
|
3854
|
+
token: string;
|
|
3855
|
+
/** Flag to dictate if the webhook should be sent events. */
|
|
3856
|
+
isActive?: boolean;
|
|
3857
|
+
constructor(data?: IUpdateWebhook);
|
|
3858
|
+
init(_data?: any): void;
|
|
3859
|
+
static fromJS(data: any): UpdateWebhook;
|
|
3860
|
+
toJSON(data?: any): any;
|
|
3861
|
+
}
|
|
3862
|
+
export interface IUpdateWebhook {
|
|
3863
|
+
/** Unique ID associated with a Webhook. */
|
|
3864
|
+
id: string;
|
|
3865
|
+
/** The delivery url for the Webhook. */
|
|
3866
|
+
url: string;
|
|
3867
|
+
/** Token value used to create a signature on webhook delivery. */
|
|
3868
|
+
token: string;
|
|
3869
|
+
/** Flag to dictate if the webhook should be sent events. */
|
|
3870
|
+
isActive?: boolean;
|
|
3871
|
+
}
|
|
3872
|
+
export declare class Webhook implements IWebhook {
|
|
3873
|
+
/** Unique ID associated with a Webhook. */
|
|
3874
|
+
id?: string;
|
|
3875
|
+
/** ID of the Partner associated with an Investor. */
|
|
3876
|
+
partnerId?: string;
|
|
3877
|
+
/** The delivery url for the webhook. */
|
|
3878
|
+
url?: string | undefined;
|
|
3879
|
+
/** Flag to dictate if the webhook should be sent events. */
|
|
3880
|
+
isActive?: boolean;
|
|
3881
|
+
/** Token value used to create a signature on webhook delivery. */
|
|
3882
|
+
token?: string | undefined;
|
|
3883
|
+
/** Created at the specified date. */
|
|
3884
|
+
createdAt?: Date;
|
|
3885
|
+
/** Updated at the specified date. */
|
|
3886
|
+
updatedAt?: Date;
|
|
3887
|
+
constructor(data?: IWebhook);
|
|
3888
|
+
init(_data?: any): void;
|
|
3889
|
+
static fromJS(data: any): Webhook;
|
|
3890
|
+
toJSON(data?: any): any;
|
|
3891
|
+
}
|
|
3892
|
+
export interface IWebhook {
|
|
3893
|
+
/** Unique ID associated with a Webhook. */
|
|
3894
|
+
id?: string;
|
|
3895
|
+
/** ID of the Partner associated with an Investor. */
|
|
3896
|
+
partnerId?: string;
|
|
3897
|
+
/** The delivery url for the webhook. */
|
|
3898
|
+
url?: string | undefined;
|
|
3899
|
+
/** Flag to dictate if the webhook should be sent events. */
|
|
3900
|
+
isActive?: boolean;
|
|
3901
|
+
/** Token value used to create a signature on webhook delivery. */
|
|
3902
|
+
token?: string | undefined;
|
|
3903
|
+
/** Created at the specified date. */
|
|
3904
|
+
createdAt?: Date;
|
|
3905
|
+
/** Updated at the specified date. */
|
|
3906
|
+
updatedAt?: Date;
|
|
3907
|
+
}
|
|
3908
|
+
export declare class WebhookApiResponse implements IWebhookApiResponse {
|
|
3909
|
+
items?: Webhook[] | undefined;
|
|
3910
|
+
pagination?: Pagination | undefined;
|
|
3911
|
+
constructor(data?: IWebhookApiResponse);
|
|
3912
|
+
init(_data?: any): void;
|
|
3913
|
+
static fromJS(data: any): WebhookApiResponse;
|
|
3914
|
+
toJSON(data?: any): any;
|
|
3915
|
+
}
|
|
3916
|
+
export interface IWebhookApiResponse {
|
|
3917
|
+
items?: Webhook[] | undefined;
|
|
3918
|
+
pagination?: Pagination | undefined;
|
|
3919
|
+
}
|
|
3920
|
+
export declare class WebhookEvent implements IWebhookEvent {
|
|
3921
|
+
/** Unique ID associated with a WebhookEvent. */
|
|
3922
|
+
id?: string;
|
|
3923
|
+
/** Created at the specified date. */
|
|
3924
|
+
webhookId?: string;
|
|
3925
|
+
/** Created at the specified date. */
|
|
3926
|
+
deliveryStatus?: WebhookEventDeliveryStatus;
|
|
3927
|
+
/** The type of webhook event. */
|
|
3928
|
+
eventType?: WebhookEventEventType;
|
|
3929
|
+
/** The Webhook Event data. */
|
|
3930
|
+
data?: string | undefined;
|
|
3931
|
+
/** Created at the specified date. */
|
|
3932
|
+
createdAt?: Date;
|
|
3933
|
+
/** Delivered at the specified date. */
|
|
3934
|
+
deliveredAt?: Date | undefined;
|
|
3935
|
+
constructor(data?: IWebhookEvent);
|
|
3936
|
+
init(_data?: any): void;
|
|
3937
|
+
static fromJS(data: any): WebhookEvent;
|
|
3938
|
+
toJSON(data?: any): any;
|
|
3939
|
+
}
|
|
3940
|
+
export interface IWebhookEvent {
|
|
3941
|
+
/** Unique ID associated with a WebhookEvent. */
|
|
3942
|
+
id?: string;
|
|
3943
|
+
/** Created at the specified date. */
|
|
3944
|
+
webhookId?: string;
|
|
3945
|
+
/** Created at the specified date. */
|
|
3946
|
+
deliveryStatus?: WebhookEventDeliveryStatus;
|
|
3947
|
+
/** The type of webhook event. */
|
|
3948
|
+
eventType?: WebhookEventEventType;
|
|
3949
|
+
/** The Webhook Event data. */
|
|
3950
|
+
data?: string | undefined;
|
|
3951
|
+
/** Created at the specified date. */
|
|
3952
|
+
createdAt?: Date;
|
|
3953
|
+
/** Delivered at the specified date. */
|
|
3954
|
+
deliveredAt?: Date | undefined;
|
|
3955
|
+
}
|
|
3956
|
+
export declare class WebhookEventApiResponse implements IWebhookEventApiResponse {
|
|
3957
|
+
items?: WebhookEvent[] | undefined;
|
|
3958
|
+
pagination?: Pagination | undefined;
|
|
3959
|
+
constructor(data?: IWebhookEventApiResponse);
|
|
3960
|
+
init(_data?: any): void;
|
|
3961
|
+
static fromJS(data: any): WebhookEventApiResponse;
|
|
3962
|
+
toJSON(data?: any): any;
|
|
3963
|
+
}
|
|
3964
|
+
export interface IWebhookEventApiResponse {
|
|
3965
|
+
items?: WebhookEvent[] | undefined;
|
|
3966
|
+
pagination?: Pagination | undefined;
|
|
3967
|
+
}
|
|
3968
|
+
export declare enum DocumentType {
|
|
3969
|
+
BUSINESS_FORMATION = "BUSINESS_FORMATION",
|
|
3970
|
+
BANK_STATEMENT = "BANK_STATEMENT",
|
|
3971
|
+
CAPITAL_ACCT_STATEMENT = "CAPITAL_ACCT_STATEMENT",
|
|
3972
|
+
CAPITAL_CALL_NOTICE = "CAPITAL_CALL_NOTICE",
|
|
3973
|
+
CARRY_SPLIT_AGREEMENT = "CARRY_SPLIT_AGREEMENT",
|
|
3974
|
+
CERTIFICATE_OF_FORMATION = "CERTIFICATE_OF_FORMATION",
|
|
3975
|
+
COMMITMENT_AGREEMENT = "COMMITMENT_AGREEMENT",
|
|
3976
|
+
COMPLIANCE = "COMPLIANCE",
|
|
3977
|
+
DRIVER_LICENSE = "DRIVER_LICENSE",
|
|
3978
|
+
DRAFT_INVESTMENT = "DRAFT_INVESTMENT",
|
|
3979
|
+
EIN_FORMATION = "EIN_FORMATION",
|
|
3980
|
+
FINAL_INVESTMENT = "FINAL_INVESTMENT",
|
|
3981
|
+
FINANCIAL_STATEMENT = "FINANCIAL_STATEMENT",
|
|
3982
|
+
INVESTOR_WIRE_INSTRUCTIONS = "INVESTOR_WIRE_INSTRUCTIONS",
|
|
3983
|
+
INVOICE = "INVOICE",
|
|
3984
|
+
K1 = "K1",
|
|
3985
|
+
LOCAL_OR_TRIBE_ID = "LOCAL_OR_TRIBE_ID",
|
|
3986
|
+
MASTER_AGREEMENT = "MASTER_AGREEMENT",
|
|
3987
|
+
MSA = "MSA",
|
|
3988
|
+
OTHER = "OTHER",
|
|
3989
|
+
PASSPORT = "PASSPORT",
|
|
3990
|
+
PASSPORT_FOREIGN = "PASSPORT_FOREIGN",
|
|
3991
|
+
PASSPORT_US = "PASSPORT_US",
|
|
3992
|
+
PITCH_DECK = "PITCH_DECK",
|
|
3993
|
+
POST_CLOSING_DOCUMENTS = "POST_CLOSING_DOCUMENTS",
|
|
3994
|
+
PROOF_OF_SOURCE_OF_FUNDS = "PROOF_OF_SOURCE_OF_FUNDS",
|
|
3995
|
+
PX_FILE = "PX_FILE",
|
|
3996
|
+
SCFUND_AGREEMENT = "SCFUND_AGREEMENT",
|
|
3997
|
+
SERIES_AGREEMENT = "SERIES_AGREEMENT",
|
|
3998
|
+
SIDE_LETTER = "SIDE_LETTER",
|
|
3999
|
+
SIGNABLE_AGREEMENT = "SIGNABLE_AGREEMENT",
|
|
4000
|
+
SOW = "SOW",
|
|
4001
|
+
STATEID = "STATEID",
|
|
4002
|
+
SUBSCRIPTION_AGREEMENT = "SUBSCRIPTION_AGREEMENT",
|
|
4003
|
+
SUBSCRIPTION_AGREEMENT_COUNTER_SIGNED = "SUBSCRIPTION_AGREEMENT_COUNTER_SIGNED",
|
|
4004
|
+
SUBSCRIPTION_INCREASE_AMOUNT_ADDENDUM = "SUBSCRIPTION_INCREASE_AMOUNT_ADDENDUM",
|
|
4005
|
+
TARGET_CAPTABLE = "TARGET_CAPTABLE",
|
|
4006
|
+
TERM_SHEET = "TERM_SHEET",
|
|
4007
|
+
TRANSFER_CONSENT_FORM = "TRANSFER_CONSENT_FORM",
|
|
4008
|
+
TRANSFER_OF_INTEREST_AGREEMENT = "TRANSFER_OF_INTEREST_AGREEMENT",
|
|
4009
|
+
W8 = "W8",
|
|
4010
|
+
W8_BEN = "W8_BEN",
|
|
4011
|
+
W8_BENE = "W8_BENE",
|
|
4012
|
+
W9 = "W9",
|
|
4013
|
+
LayeredSPVInvestmentDeck_Monark = "LayeredSPVInvestmentDeck_Monark",
|
|
4014
|
+
InvestmentMemo_Monark = "InvestmentMemo_Monark",
|
|
4015
|
+
DealMemo_Monark = "DealMemo_Monark",
|
|
4016
|
+
RiskFactors_Monark = "RiskFactors_Monark",
|
|
4017
|
+
PrivatePlacementMemorandum_Monark = "PrivatePlacementMemorandum_Monark",
|
|
4018
|
+
InvestorLogo_Monark = "InvestorLogo_Monark",
|
|
4019
|
+
SubscriptionAgreementPreview_Monark = "SubscriptionAgreementPreview_Monark",
|
|
4020
|
+
DealDiligence_Monark = "DealDiligence_Monark",
|
|
4021
|
+
NoLienAttestation_Monark = "NoLienAttestation_Monark",
|
|
4022
|
+
RegisteredFundSubscriptionAgreement_Monark = "RegisteredFundSubscriptionAgreement_Monark",
|
|
4023
|
+
RegisteredFundProspectus_Monark = "RegisteredFundProspectus_Monark",
|
|
4024
|
+
RegisteredFundFactCard_Monark = "RegisteredFundFactCard_Monark",
|
|
4025
|
+
RegisteredFundQuiltChart_Monark = "RegisteredFundQuiltChart_Monark"
|
|
4026
|
+
}
|
|
4027
|
+
export declare enum SortOrder {
|
|
4028
|
+
Ascending = "Ascending",
|
|
4029
|
+
Descending = "Descending"
|
|
4030
|
+
}
|
|
4031
|
+
export declare enum SortOrder2 {
|
|
4032
|
+
Ascending = "Ascending",
|
|
4033
|
+
Descending = "Descending"
|
|
4034
|
+
}
|
|
4035
|
+
export declare enum SortOrder3 {
|
|
4036
|
+
Ascending = "Ascending",
|
|
4037
|
+
Descending = "Descending"
|
|
4038
|
+
}
|
|
4039
|
+
export declare enum SortProperty {
|
|
4040
|
+
UpdatedAt = "UpdatedAt",
|
|
4041
|
+
CreatedAt = "CreatedAt",
|
|
4042
|
+
PreIpoValuation = "PreIpoValuation",
|
|
4043
|
+
PreIpoTotalFunding = "PreIpoTotalFunding",
|
|
4044
|
+
NotionalAmount = "NotionalAmount"
|
|
4045
|
+
}
|
|
4046
|
+
export declare enum SortOrder4 {
|
|
4047
|
+
Ascending = "Ascending",
|
|
4048
|
+
Descending = "Descending"
|
|
4049
|
+
}
|
|
4050
|
+
export declare enum SortOrder5 {
|
|
4051
|
+
Ascending = "Ascending",
|
|
4052
|
+
Descending = "Descending"
|
|
4053
|
+
}
|
|
4054
|
+
export declare enum InvestorStatus {
|
|
4055
|
+
Pending = "Pending",
|
|
4056
|
+
Limited = "Limited",
|
|
4057
|
+
Active = "Active",
|
|
4058
|
+
Inactive = "Inactive"
|
|
4059
|
+
}
|
|
4060
|
+
export declare enum Status {
|
|
4061
|
+
Pending = "Pending",
|
|
4062
|
+
Processing = "Processing",
|
|
4063
|
+
Complete = "Complete",
|
|
4064
|
+
Rejected = "Rejected"
|
|
4065
|
+
}
|
|
4066
|
+
export declare enum SortOrder6 {
|
|
4067
|
+
Ascending = "Ascending",
|
|
4068
|
+
Descending = "Descending"
|
|
4069
|
+
}
|
|
4070
|
+
export declare enum SortBy {
|
|
4071
|
+
UpdatedAt = "UpdatedAt",
|
|
4072
|
+
CreatedAt = "CreatedAt",
|
|
4073
|
+
LastValuation = "LastValuation",
|
|
4074
|
+
TotalFunding = "TotalFunding"
|
|
4075
|
+
}
|
|
4076
|
+
export declare enum SortOrder7 {
|
|
4077
|
+
Ascending = "Ascending",
|
|
4078
|
+
Descending = "Descending"
|
|
4079
|
+
}
|
|
4080
|
+
export declare enum SortOrder8 {
|
|
4081
|
+
Ascending = "Ascending",
|
|
4082
|
+
Descending = "Descending"
|
|
4083
|
+
}
|
|
4084
|
+
export declare enum SortOrder9 {
|
|
4085
|
+
Ascending = "Ascending",
|
|
4086
|
+
Descending = "Descending"
|
|
4087
|
+
}
|
|
4088
|
+
export declare enum SortOrder10 {
|
|
4089
|
+
Ascending = "Ascending",
|
|
4090
|
+
Descending = "Descending"
|
|
4091
|
+
}
|
|
4092
|
+
export declare enum SortOrder11 {
|
|
4093
|
+
Ascending = "Ascending",
|
|
4094
|
+
Descending = "Descending"
|
|
4095
|
+
}
|
|
4096
|
+
export declare enum ResearchType {
|
|
4097
|
+
INTERVIEW = "INTERVIEW",
|
|
4098
|
+
MARKET = "MARKET",
|
|
4099
|
+
COMPANY = "COMPANY"
|
|
4100
|
+
}
|
|
4101
|
+
export declare enum Relation {
|
|
4102
|
+
SUBJECT = "SUBJECT",
|
|
4103
|
+
CONNECTED = "CONNECTED"
|
|
4104
|
+
}
|
|
4105
|
+
export declare enum MonarkStage {
|
|
4106
|
+
DRAFT = "DRAFT",
|
|
4107
|
+
WAITING_MONARK_REVIEW = "WAITING_MONARK_REVIEW",
|
|
4108
|
+
FUND_ADMIN_REVIEW = "FUND_ADMIN_REVIEW",
|
|
4109
|
+
FUND_ADMIN_APPROVED = "FUND_ADMIN_APPROVED",
|
|
4110
|
+
PRIMARY_FUNDRAISE = "PRIMARY_FUNDRAISE",
|
|
4111
|
+
PRE_CLOSE_REVIEW = "PRE_CLOSE_REVIEW",
|
|
4112
|
+
CLOSE_REQUESTED = "CLOSE_REQUESTED",
|
|
4113
|
+
CLOSE_IN_PROCESS = "CLOSE_IN_PROCESS",
|
|
4114
|
+
FUNDS_SENT_TO_TARGET = "FUNDS_SENT_TO_TARGET",
|
|
4115
|
+
CLOSED = "CLOSED",
|
|
4116
|
+
REGULATORY_HOLD_PERIOD = "REGULATORY_HOLD_PERIOD",
|
|
4117
|
+
ACTIVELY_TRADING = "ACTIVELY_TRADING",
|
|
4118
|
+
CLOSE_FAILED = "CLOSE_FAILED",
|
|
4119
|
+
HALTED = "HALTED",
|
|
4120
|
+
LIQUIDATION = "LIQUIDATION",
|
|
4121
|
+
DISSOLVED = "DISSOLVED"
|
|
4122
|
+
}
|
|
4123
|
+
export declare enum SortOrder12 {
|
|
4124
|
+
Ascending = "Ascending",
|
|
4125
|
+
Descending = "Descending"
|
|
4126
|
+
}
|
|
4127
|
+
export declare enum SortBy2 {
|
|
4128
|
+
UpdatedAt = "UpdatedAt",
|
|
4129
|
+
CreatedAt = "CreatedAt",
|
|
4130
|
+
Name = "Name",
|
|
4131
|
+
RemainingDollarAllocation = "RemainingDollarAllocation",
|
|
4132
|
+
RemainingShareAllocation = "RemainingShareAllocation",
|
|
4133
|
+
NumberOfSeatsRemaining = "NumberOfSeatsRemaining",
|
|
4134
|
+
Valuation = "Valuation",
|
|
4135
|
+
MinCommitmentAmount = "MinCommitmentAmount"
|
|
4136
|
+
}
|
|
4137
|
+
export declare enum SortOrder13 {
|
|
4138
|
+
Ascending = "Ascending",
|
|
4139
|
+
Descending = "Descending"
|
|
4140
|
+
}
|
|
4141
|
+
export declare enum SortOrder14 {
|
|
4142
|
+
Ascending = "Ascending",
|
|
4143
|
+
Descending = "Descending"
|
|
4144
|
+
}
|
|
4145
|
+
export declare enum SortOrder15 {
|
|
4146
|
+
Ascending = "Ascending",
|
|
4147
|
+
Descending = "Descending"
|
|
4148
|
+
}
|
|
4149
|
+
export declare enum SortOrder16 {
|
|
4150
|
+
Ascending = "Ascending",
|
|
4151
|
+
Descending = "Descending"
|
|
4152
|
+
}
|
|
4153
|
+
export declare enum SortOrder17 {
|
|
4154
|
+
Ascending = "Ascending",
|
|
4155
|
+
Descending = "Descending"
|
|
4156
|
+
}
|
|
4157
|
+
export declare enum EventType {
|
|
4158
|
+
PreIPOCompany = "PreIPOCompany",
|
|
4159
|
+
PreIPOCompanyInvestment = "PreIPOCompanyInvestment",
|
|
4160
|
+
PreIPOCompanySPV = "PreIPOCompanySPV",
|
|
4161
|
+
Investor = "Investor",
|
|
4162
|
+
Document = "Document",
|
|
4163
|
+
InvestorSubscriptionAction = "InvestorSubscriptionAction",
|
|
4164
|
+
SubscriptionStatus = "SubscriptionStatus"
|
|
4165
|
+
}
|
|
4166
|
+
export declare enum DeliveryStatus {
|
|
4167
|
+
Pending = "Pending",
|
|
4168
|
+
Delivered = "Delivered",
|
|
4169
|
+
Failed = "Failed"
|
|
4170
|
+
}
|
|
4171
|
+
export declare enum CreateInvestorType {
|
|
4172
|
+
IndividualInvestor = "IndividualInvestor",
|
|
4173
|
+
EntityInvestor = "EntityInvestor"
|
|
4174
|
+
}
|
|
4175
|
+
export declare enum DocumentType2 {
|
|
4176
|
+
BUSINESS_FORMATION = "BUSINESS_FORMATION",
|
|
4177
|
+
BANK_STATEMENT = "BANK_STATEMENT",
|
|
4178
|
+
CAPITAL_ACCT_STATEMENT = "CAPITAL_ACCT_STATEMENT",
|
|
4179
|
+
CAPITAL_CALL_NOTICE = "CAPITAL_CALL_NOTICE",
|
|
4180
|
+
CARRY_SPLIT_AGREEMENT = "CARRY_SPLIT_AGREEMENT",
|
|
4181
|
+
CERTIFICATE_OF_FORMATION = "CERTIFICATE_OF_FORMATION",
|
|
4182
|
+
COMMITMENT_AGREEMENT = "COMMITMENT_AGREEMENT",
|
|
4183
|
+
COMPLIANCE = "COMPLIANCE",
|
|
4184
|
+
DRIVER_LICENSE = "DRIVER_LICENSE",
|
|
4185
|
+
DRAFT_INVESTMENT = "DRAFT_INVESTMENT",
|
|
4186
|
+
EIN_FORMATION = "EIN_FORMATION",
|
|
4187
|
+
FINAL_INVESTMENT = "FINAL_INVESTMENT",
|
|
4188
|
+
FINANCIAL_STATEMENT = "FINANCIAL_STATEMENT",
|
|
4189
|
+
INVESTOR_WIRE_INSTRUCTIONS = "INVESTOR_WIRE_INSTRUCTIONS",
|
|
4190
|
+
INVOICE = "INVOICE",
|
|
4191
|
+
K1 = "K1",
|
|
4192
|
+
LOCAL_OR_TRIBE_ID = "LOCAL_OR_TRIBE_ID",
|
|
4193
|
+
MASTER_AGREEMENT = "MASTER_AGREEMENT",
|
|
4194
|
+
MSA = "MSA",
|
|
4195
|
+
OTHER = "OTHER",
|
|
4196
|
+
PASSPORT = "PASSPORT",
|
|
4197
|
+
PASSPORT_FOREIGN = "PASSPORT_FOREIGN",
|
|
4198
|
+
PASSPORT_US = "PASSPORT_US",
|
|
4199
|
+
PITCH_DECK = "PITCH_DECK",
|
|
4200
|
+
POST_CLOSING_DOCUMENTS = "POST_CLOSING_DOCUMENTS",
|
|
4201
|
+
PROOF_OF_SOURCE_OF_FUNDS = "PROOF_OF_SOURCE_OF_FUNDS",
|
|
4202
|
+
PX_FILE = "PX_FILE",
|
|
4203
|
+
SCFUND_AGREEMENT = "SCFUND_AGREEMENT",
|
|
4204
|
+
SERIES_AGREEMENT = "SERIES_AGREEMENT",
|
|
4205
|
+
SIDE_LETTER = "SIDE_LETTER",
|
|
4206
|
+
SIGNABLE_AGREEMENT = "SIGNABLE_AGREEMENT",
|
|
4207
|
+
SOW = "SOW",
|
|
4208
|
+
STATEID = "STATEID",
|
|
4209
|
+
SUBSCRIPTION_AGREEMENT = "SUBSCRIPTION_AGREEMENT",
|
|
4210
|
+
SUBSCRIPTION_AGREEMENT_COUNTER_SIGNED = "SUBSCRIPTION_AGREEMENT_COUNTER_SIGNED",
|
|
4211
|
+
SUBSCRIPTION_INCREASE_AMOUNT_ADDENDUM = "SUBSCRIPTION_INCREASE_AMOUNT_ADDENDUM",
|
|
4212
|
+
TARGET_CAPTABLE = "TARGET_CAPTABLE",
|
|
4213
|
+
TERM_SHEET = "TERM_SHEET",
|
|
4214
|
+
TRANSFER_CONSENT_FORM = "TRANSFER_CONSENT_FORM",
|
|
4215
|
+
TRANSFER_OF_INTEREST_AGREEMENT = "TRANSFER_OF_INTEREST_AGREEMENT",
|
|
4216
|
+
W8 = "W8",
|
|
4217
|
+
W8_BEN = "W8_BEN",
|
|
4218
|
+
W8_BENE = "W8_BENE",
|
|
4219
|
+
W9 = "W9",
|
|
4220
|
+
LayeredSPVInvestmentDeck_Monark = "LayeredSPVInvestmentDeck_Monark",
|
|
4221
|
+
InvestmentMemo_Monark = "InvestmentMemo_Monark",
|
|
4222
|
+
DealMemo_Monark = "DealMemo_Monark",
|
|
4223
|
+
RiskFactors_Monark = "RiskFactors_Monark",
|
|
4224
|
+
PrivatePlacementMemorandum_Monark = "PrivatePlacementMemorandum_Monark",
|
|
4225
|
+
InvestorLogo_Monark = "InvestorLogo_Monark",
|
|
4226
|
+
SubscriptionAgreementPreview_Monark = "SubscriptionAgreementPreview_Monark",
|
|
4227
|
+
DealDiligence_Monark = "DealDiligence_Monark",
|
|
4228
|
+
NoLienAttestation_Monark = "NoLienAttestation_Monark",
|
|
4229
|
+
RegisteredFundSubscriptionAgreement_Monark = "RegisteredFundSubscriptionAgreement_Monark",
|
|
4230
|
+
RegisteredFundProspectus_Monark = "RegisteredFundProspectus_Monark",
|
|
4231
|
+
RegisteredFundFactCard_Monark = "RegisteredFundFactCard_Monark",
|
|
4232
|
+
RegisteredFundQuiltChart_Monark = "RegisteredFundQuiltChart_Monark"
|
|
4233
|
+
}
|
|
4234
|
+
export declare enum EntityInvestorEntityType {
|
|
4235
|
+
SOLE_PROPRIETOR = "SOLE_PROPRIETOR",
|
|
4236
|
+
SINGLE_MEMBER_LLC = "SINGLE_MEMBER_LLC",
|
|
4237
|
+
LLC = "LLC",
|
|
4238
|
+
PARTNERSHIP = "PARTNERSHIP",
|
|
4239
|
+
C_CORPORATION = "C_CORPORATION",
|
|
4240
|
+
S_CORPORATION = "S_CORPORATION",
|
|
4241
|
+
TRUST = "TRUST",
|
|
4242
|
+
IRA_OR_TAX_EXEMPT = "IRA_OR_TAX_EXEMPT",
|
|
4243
|
+
NON_US_CORPORATION = "NON_US_CORPORATION",
|
|
4244
|
+
PRIVATE_LIMITED_COMPANY = "PRIVATE_LIMITED_COMPANY",
|
|
4245
|
+
PUBLIC_LIMITED_COMPANY = "PUBLIC_LIMITED_COMPANY",
|
|
4246
|
+
TAX_EXEMPT_ENTITY = "TAX_EXEMPT_ENTITY",
|
|
4247
|
+
FOREIGN_TRUST = "FOREIGN_TRUST",
|
|
4248
|
+
OTHER = "OTHER"
|
|
4249
|
+
}
|
|
4250
|
+
export declare enum EntityInvestorTaxClassification {
|
|
4251
|
+
PARTNERSHIP = "PARTNERSHIP",
|
|
4252
|
+
C_CORPORATION = "C_CORPORATION",
|
|
4253
|
+
S_CORPORATION = "S_CORPORATION",
|
|
4254
|
+
DISREGARDED_ENTITY = "DISREGARDED_ENTITY"
|
|
4255
|
+
}
|
|
4256
|
+
export declare enum EntityInvestorTrustType {
|
|
4257
|
+
REVOCABLE_TRUST = "REVOCABLE_TRUST",
|
|
4258
|
+
IRREVOCABLE_TRUST = "IRREVOCABLE_TRUST"
|
|
4259
|
+
}
|
|
4260
|
+
export declare enum FeeStructureFeeType {
|
|
4261
|
+
MANAGEMENT_FEE = "MANAGEMENT_FEE",
|
|
4262
|
+
PERFORMANCE_FEE = "PERFORMANCE_FEE",
|
|
4263
|
+
DISTRIBUTION_FEE = "DISTRIBUTION_FEE",
|
|
4264
|
+
SALES_LOAD = "SALES_LOAD",
|
|
4265
|
+
EARLY_REDEMPTION_FEE = "EARLY_REDEMPTION_FEE"
|
|
4266
|
+
}
|
|
4267
|
+
export declare enum FinancialInstitutionType {
|
|
4268
|
+
IntroducingBrokerDealer = "IntroducingBrokerDealer",
|
|
4269
|
+
SelfClearingBrokerDealer = "SelfClearingBrokerDealer",
|
|
4270
|
+
ForeignFinancialInstitution = "ForeignFinancialInstitution",
|
|
4271
|
+
RegisteredInvestmentAdvisor = "RegisteredInvestmentAdvisor",
|
|
4272
|
+
ExemptReportingAdvisor = "ExemptReportingAdvisor"
|
|
4273
|
+
}
|
|
4274
|
+
export declare enum FinancialInstitutionKycRequired {
|
|
4275
|
+
Manual = "Manual",
|
|
4276
|
+
Auto = "Auto",
|
|
4277
|
+
Bypass = "Bypass"
|
|
4278
|
+
}
|
|
4279
|
+
export declare enum FundAdvisorRegistration {
|
|
4280
|
+
RIA = "RIA"
|
|
4281
|
+
}
|
|
4282
|
+
export declare enum IndividualEntityInvestorQualifiedStatus {
|
|
4283
|
+
QUALIFIED_PURCHASER = "QUALIFIED_PURCHASER",
|
|
4284
|
+
QUALIFIED_CLIENT = "QUALIFIED_CLIENT",
|
|
4285
|
+
TRUSTEE_QUALIFIED_PURCHASER = "TRUSTEE_QUALIFIED_PURCHASER",
|
|
4286
|
+
KNOWLEDGEABLE_EMPLOYEE = "KNOWLEDGEABLE_EMPLOYEE",
|
|
4287
|
+
KNOWLEDGEABLE_EXECUTIVE = "KNOWLEDGEABLE_EXECUTIVE"
|
|
4288
|
+
}
|
|
4289
|
+
export declare enum IndividualEntityInvestorEntityInvestorType {
|
|
4290
|
+
Trustee = "Trustee",
|
|
4291
|
+
UBO = "UBO"
|
|
4292
|
+
}
|
|
4293
|
+
export declare enum IndividualEntityInvestorBaseQualifiedStatus {
|
|
4294
|
+
QUALIFIED_PURCHASER = "QUALIFIED_PURCHASER",
|
|
4295
|
+
QUALIFIED_CLIENT = "QUALIFIED_CLIENT",
|
|
4296
|
+
TRUSTEE_QUALIFIED_PURCHASER = "TRUSTEE_QUALIFIED_PURCHASER",
|
|
4297
|
+
KNOWLEDGEABLE_EMPLOYEE = "KNOWLEDGEABLE_EMPLOYEE",
|
|
4298
|
+
KNOWLEDGEABLE_EXECUTIVE = "KNOWLEDGEABLE_EXECUTIVE"
|
|
4299
|
+
}
|
|
4300
|
+
export declare enum IndividualEntityInvestorBaseEntityInvestorType {
|
|
4301
|
+
Trustee = "Trustee",
|
|
4302
|
+
UBO = "UBO"
|
|
4303
|
+
}
|
|
4304
|
+
export declare enum IndividualInvestorQualifiedStatus {
|
|
4305
|
+
QUALIFIED_PURCHASER = "QUALIFIED_PURCHASER",
|
|
4306
|
+
QUALIFIED_CLIENT = "QUALIFIED_CLIENT",
|
|
4307
|
+
TRUSTEE_QUALIFIED_PURCHASER = "TRUSTEE_QUALIFIED_PURCHASER",
|
|
4308
|
+
KNOWLEDGEABLE_EMPLOYEE = "KNOWLEDGEABLE_EMPLOYEE",
|
|
4309
|
+
KNOWLEDGEABLE_EXECUTIVE = "KNOWLEDGEABLE_EXECUTIVE"
|
|
4310
|
+
}
|
|
4311
|
+
export declare enum IndividualInvestorKycStatus {
|
|
4312
|
+
Pending = "Pending",
|
|
4313
|
+
Rejected = "Rejected",
|
|
4314
|
+
Passed = "Passed"
|
|
4315
|
+
}
|
|
4316
|
+
export declare enum InvestorStatus2 {
|
|
4317
|
+
Pending = "Pending",
|
|
4318
|
+
Limited = "Limited",
|
|
4319
|
+
Active = "Active",
|
|
4320
|
+
Inactive = "Inactive"
|
|
4321
|
+
}
|
|
4322
|
+
export declare enum InvestorAccreditationStatus {
|
|
4323
|
+
NET_WORTH_GT_1M = "NET_WORTH_GT_1M",
|
|
4324
|
+
INDIVIDUAL_INCOME_GT_200K = "INDIVIDUAL_INCOME_GT_200K",
|
|
4325
|
+
JOINT_INCOME_GT_300K = "JOINT_INCOME_GT_300K",
|
|
4326
|
+
PROFESSION_DESIGNATION = "PROFESSION_DESIGNATION",
|
|
4327
|
+
TRUST_GT_5M = "TRUST_GT_5M",
|
|
4328
|
+
GRANTORS_ACCREDITED = "GRANTORS_ACCREDITED",
|
|
4329
|
+
EQUITY_OWNERS_ACCREDITED = "EQUITY_OWNERS_ACCREDITED",
|
|
4330
|
+
TOTAL_ASSETS_GT_5M = "TOTAL_ASSETS_GT_5M",
|
|
4331
|
+
INVESTMENT_COMPANY = "INVESTMENT_COMPANY",
|
|
4332
|
+
SEC_OR_EXEMPT_ADVISOR = "SEC_OR_EXEMPT_ADVISOR",
|
|
4333
|
+
KNOWLEDGEABLE_EMPLOYEE = "KNOWLEDGEABLE_EMPLOYEE",
|
|
4334
|
+
KNOWLEDGEABLE_EXECUTIVE = "KNOWLEDGEABLE_EXECUTIVE",
|
|
4335
|
+
FAMILY_OFFICE_GT_5M = "FAMILY_OFFICE_GT_5M"
|
|
4336
|
+
}
|
|
4337
|
+
export declare enum InvestorType {
|
|
4338
|
+
IndividualInvestor = "IndividualInvestor",
|
|
4339
|
+
EntityInvestor = "EntityInvestor"
|
|
4340
|
+
}
|
|
4341
|
+
export declare enum InvestorSubscriptionStatus {
|
|
4342
|
+
Pending = "Pending",
|
|
4343
|
+
Processing = "Processing",
|
|
4344
|
+
Complete = "Complete",
|
|
4345
|
+
Rejected = "Rejected"
|
|
4346
|
+
}
|
|
4347
|
+
export declare enum InvestorSubscriptionActionStatus {
|
|
4348
|
+
Pending = "Pending",
|
|
4349
|
+
Complete = "Complete"
|
|
4350
|
+
}
|
|
4351
|
+
export declare enum InvestorSubscriptionActionType {
|
|
4352
|
+
Other = "Other",
|
|
4353
|
+
DocumentSign = "DocumentSign",
|
|
4354
|
+
DocumentAcknowledge = "DocumentAcknowledge",
|
|
4355
|
+
CashMovement = "CashMovement",
|
|
4356
|
+
ApiCall = "ApiCall",
|
|
4357
|
+
TextAcknowledge = "TextAcknowledge",
|
|
4358
|
+
KYCAML = "KYCAML"
|
|
4359
|
+
}
|
|
4360
|
+
export declare enum InvestorSubscriptionActionResponsibleParty {
|
|
4361
|
+
Partner = "Partner",
|
|
4362
|
+
Monark = "Monark"
|
|
4363
|
+
}
|
|
4364
|
+
export declare enum LayeredSPVFundStructure {
|
|
4365
|
+
ThreeCOne = "ThreeCOne",
|
|
4366
|
+
ThreeCSeven = "ThreeCSeven"
|
|
4367
|
+
}
|
|
4368
|
+
export declare enum ModifyIndividualInvestorQualifiedStatus {
|
|
4369
|
+
QUALIFIED_PURCHASER = "QUALIFIED_PURCHASER",
|
|
4370
|
+
QUALIFIED_CLIENT = "QUALIFIED_CLIENT",
|
|
4371
|
+
TRUSTEE_QUALIFIED_PURCHASER = "TRUSTEE_QUALIFIED_PURCHASER",
|
|
4372
|
+
KNOWLEDGEABLE_EMPLOYEE = "KNOWLEDGEABLE_EMPLOYEE",
|
|
4373
|
+
KNOWLEDGEABLE_EXECUTIVE = "KNOWLEDGEABLE_EXECUTIVE"
|
|
4374
|
+
}
|
|
4375
|
+
export declare enum MonarkStageTransitionStage {
|
|
4376
|
+
DRAFT = "DRAFT",
|
|
4377
|
+
WAITING_MONARK_REVIEW = "WAITING_MONARK_REVIEW",
|
|
4378
|
+
FUND_ADMIN_REVIEW = "FUND_ADMIN_REVIEW",
|
|
4379
|
+
FUND_ADMIN_APPROVED = "FUND_ADMIN_APPROVED",
|
|
4380
|
+
PRIMARY_FUNDRAISE = "PRIMARY_FUNDRAISE",
|
|
4381
|
+
PRE_CLOSE_REVIEW = "PRE_CLOSE_REVIEW",
|
|
4382
|
+
CLOSE_REQUESTED = "CLOSE_REQUESTED",
|
|
4383
|
+
CLOSE_IN_PROCESS = "CLOSE_IN_PROCESS",
|
|
4384
|
+
FUNDS_SENT_TO_TARGET = "FUNDS_SENT_TO_TARGET",
|
|
4385
|
+
CLOSED = "CLOSED",
|
|
4386
|
+
REGULATORY_HOLD_PERIOD = "REGULATORY_HOLD_PERIOD",
|
|
4387
|
+
ACTIVELY_TRADING = "ACTIVELY_TRADING",
|
|
4388
|
+
CLOSE_FAILED = "CLOSE_FAILED",
|
|
4389
|
+
HALTED = "HALTED",
|
|
4390
|
+
LIQUIDATION = "LIQUIDATION",
|
|
4391
|
+
DISSOLVED = "DISSOLVED"
|
|
4392
|
+
}
|
|
4393
|
+
export declare enum PartnerType {
|
|
4394
|
+
BrokerageFirm = "BrokerageFirm",
|
|
4395
|
+
ThirdPartyManager = "ThirdPartyManager"
|
|
4396
|
+
}
|
|
4397
|
+
export declare enum PartnerRegistration {
|
|
4398
|
+
OTHER = "OTHER",
|
|
4399
|
+
BROKER_DEALER = "BROKER_DEALER",
|
|
4400
|
+
EXEMPT_REPORTING_ADVISOR = "EXEMPT_REPORTING_ADVISOR",
|
|
4401
|
+
RIA = "RIA"
|
|
4402
|
+
}
|
|
4403
|
+
export declare enum PreIPOCompanyType {
|
|
4404
|
+
SOLE_PROPRIETOR = "SOLE_PROPRIETOR",
|
|
4405
|
+
SINGLE_MEMBER_LLC = "SINGLE_MEMBER_LLC",
|
|
4406
|
+
LLC = "LLC",
|
|
4407
|
+
PARTNERSHIP = "PARTNERSHIP",
|
|
4408
|
+
C_CORPORATION = "C_CORPORATION",
|
|
4409
|
+
S_CORPORATION = "S_CORPORATION",
|
|
4410
|
+
TRUST = "TRUST",
|
|
4411
|
+
IRA_OR_TAX_EXEMPT = "IRA_OR_TAX_EXEMPT",
|
|
4412
|
+
NON_US_CORPORATION = "NON_US_CORPORATION",
|
|
4413
|
+
PRIVATE_LIMITED_COMPANY = "PRIVATE_LIMITED_COMPANY",
|
|
4414
|
+
PUBLIC_LIMITED_COMPANY = "PUBLIC_LIMITED_COMPANY",
|
|
4415
|
+
TAX_EXEMPT_ENTITY = "TAX_EXEMPT_ENTITY",
|
|
4416
|
+
FOREIGN_TRUST = "FOREIGN_TRUST",
|
|
4417
|
+
OTHER = "OTHER"
|
|
4418
|
+
}
|
|
4419
|
+
export declare enum PreIPOCompanyInvestmentTransactionType {
|
|
4420
|
+
Primary = "Primary",
|
|
4421
|
+
Secondary = "Secondary",
|
|
4422
|
+
TenderOffer = "TenderOffer"
|
|
4423
|
+
}
|
|
4424
|
+
export declare enum PreIPOCompanyResearchType {
|
|
4425
|
+
INTERVIEW = "INTERVIEW",
|
|
4426
|
+
MARKET = "MARKET",
|
|
4427
|
+
COMPANY = "COMPANY"
|
|
4428
|
+
}
|
|
4429
|
+
export declare enum PreIPOCompanyResearchRelation {
|
|
4430
|
+
SUBJECT = "SUBJECT",
|
|
4431
|
+
CONNECTED = "CONNECTED"
|
|
4432
|
+
}
|
|
4433
|
+
export declare enum ExemptionsClaimed {
|
|
4434
|
+
RULE_504_B_1_not_i_ii_iii = "RULE_504_B_1_not_i_ii_iii",
|
|
4435
|
+
RULE_504_B_1_i = "RULE_504_B_1_i",
|
|
4436
|
+
RULE_504_B_1_ii = "RULE_504_B_1_ii",
|
|
4437
|
+
RULE_504_B_1_iii = "RULE_504_B_1_iii",
|
|
4438
|
+
RULE_506_b = "RULE_506_b",
|
|
4439
|
+
RULE_506_c = "RULE_506_c",
|
|
4440
|
+
SECURITIES_ACT_SECTION_4_a_5 = "SECURITIES_ACT_SECTION_4_a_5",
|
|
4441
|
+
SECURITIES_ACT_SECTION_3_c_1 = "SECURITIES_ACT_SECTION_3_c_1",
|
|
4442
|
+
SECURITIES_ACT_SECTION_3_c_2 = "SECURITIES_ACT_SECTION_3_c_2",
|
|
4443
|
+
SECURITIES_ACT_SECTION_3_c_3 = "SECURITIES_ACT_SECTION_3_c_3",
|
|
4444
|
+
SECURITIES_ACT_SECTION_3_c_4 = "SECURITIES_ACT_SECTION_3_c_4",
|
|
4445
|
+
SECURITIES_ACT_SECTION_3_c_5 = "SECURITIES_ACT_SECTION_3_c_5",
|
|
4446
|
+
SECURITIES_ACT_SECTION_3_c_6 = "SECURITIES_ACT_SECTION_3_c_6",
|
|
4447
|
+
SECURITIES_ACT_SECTION_3_c_7 = "SECURITIES_ACT_SECTION_3_c_7",
|
|
4448
|
+
SECURITIES_ACT_SECTION_3_c_9 = "SECURITIES_ACT_SECTION_3_c_9",
|
|
4449
|
+
SECURITIES_ACT_SECTION_3_c_10 = "SECURITIES_ACT_SECTION_3_c_10",
|
|
4450
|
+
SECURITIES_ACT_SECTION_3_c_11 = "SECURITIES_ACT_SECTION_3_c_11",
|
|
4451
|
+
SECURITIES_ACT_SECTION_3_c_12 = "SECURITIES_ACT_SECTION_3_c_12",
|
|
4452
|
+
SECURITIES_ACT_SECTION_3_c_13 = "SECURITIES_ACT_SECTION_3_c_13",
|
|
4453
|
+
SECURITIES_ACT_SECTION_3_c_14 = "SECURITIES_ACT_SECTION_3_c_14"
|
|
4454
|
+
}
|
|
4455
|
+
export declare enum PreIPOCompanySPVMonarkStage {
|
|
4456
|
+
DRAFT = "DRAFT",
|
|
4457
|
+
WAITING_MONARK_REVIEW = "WAITING_MONARK_REVIEW",
|
|
4458
|
+
FUND_ADMIN_REVIEW = "FUND_ADMIN_REVIEW",
|
|
4459
|
+
FUND_ADMIN_APPROVED = "FUND_ADMIN_APPROVED",
|
|
4460
|
+
PRIMARY_FUNDRAISE = "PRIMARY_FUNDRAISE",
|
|
4461
|
+
PRE_CLOSE_REVIEW = "PRE_CLOSE_REVIEW",
|
|
4462
|
+
CLOSE_REQUESTED = "CLOSE_REQUESTED",
|
|
4463
|
+
CLOSE_IN_PROCESS = "CLOSE_IN_PROCESS",
|
|
4464
|
+
FUNDS_SENT_TO_TARGET = "FUNDS_SENT_TO_TARGET",
|
|
4465
|
+
CLOSED = "CLOSED",
|
|
4466
|
+
REGULATORY_HOLD_PERIOD = "REGULATORY_HOLD_PERIOD",
|
|
4467
|
+
ACTIVELY_TRADING = "ACTIVELY_TRADING",
|
|
4468
|
+
CLOSE_FAILED = "CLOSE_FAILED",
|
|
4469
|
+
HALTED = "HALTED",
|
|
4470
|
+
LIQUIDATION = "LIQUIDATION",
|
|
4471
|
+
DISSOLVED = "DISSOLVED"
|
|
4472
|
+
}
|
|
4473
|
+
export declare enum QuestionnaireQuestionStatus {
|
|
4474
|
+
DISABLED = "DISABLED",
|
|
4475
|
+
ACTIVE = "ACTIVE"
|
|
4476
|
+
}
|
|
4477
|
+
export declare enum QuestionnaireQuestionFormat {
|
|
4478
|
+
Integer = "Integer",
|
|
4479
|
+
Float = "Float",
|
|
4480
|
+
Percentage = "Percentage",
|
|
4481
|
+
MultipleChoiceSingle = "MultipleChoiceSingle",
|
|
4482
|
+
MultipleChoiceMultiple = "MultipleChoiceMultiple",
|
|
4483
|
+
Boolean = "Boolean",
|
|
4484
|
+
Date = "Date",
|
|
4485
|
+
Text = "Text",
|
|
4486
|
+
Email = "Email",
|
|
4487
|
+
Scale = "Scale"
|
|
4488
|
+
}
|
|
4489
|
+
export declare enum QuestionnaireQuestionAnswerQuestionFormat {
|
|
4490
|
+
Integer = "Integer",
|
|
4491
|
+
Float = "Float",
|
|
4492
|
+
Percentage = "Percentage",
|
|
4493
|
+
MultipleChoiceSingle = "MultipleChoiceSingle",
|
|
4494
|
+
MultipleChoiceMultiple = "MultipleChoiceMultiple",
|
|
4495
|
+
Boolean = "Boolean",
|
|
4496
|
+
Date = "Date",
|
|
4497
|
+
Text = "Text",
|
|
4498
|
+
Email = "Email",
|
|
4499
|
+
Scale = "Scale"
|
|
4500
|
+
}
|
|
4501
|
+
export declare enum RegisteredFundAssetClass {
|
|
4502
|
+
PrivateEquity = "PrivateEquity",
|
|
4503
|
+
PrivateCredit = "PrivateCredit"
|
|
4504
|
+
}
|
|
4505
|
+
export declare enum RegisteredFundStructure {
|
|
4506
|
+
REIT = "REIT",
|
|
4507
|
+
BDC = "BDC",
|
|
4508
|
+
TenderOfferFund = "TenderOfferFund",
|
|
4509
|
+
IntervalFund = "IntervalFund"
|
|
4510
|
+
}
|
|
4511
|
+
export declare enum RegisteredFundSubscriptionCadence {
|
|
4512
|
+
Monthly = "Monthly",
|
|
4513
|
+
Quarterly = "Quarterly",
|
|
4514
|
+
Annual = "Annual",
|
|
4515
|
+
Daily = "Daily"
|
|
4516
|
+
}
|
|
4517
|
+
export declare enum RegisteredFundRedemptionCadence {
|
|
4518
|
+
Monthly = "Monthly",
|
|
4519
|
+
Quarterly = "Quarterly",
|
|
4520
|
+
Annual = "Annual"
|
|
4521
|
+
}
|
|
4522
|
+
export declare enum RegisteredFundDistributionCadence {
|
|
4523
|
+
Monthly = "Monthly",
|
|
4524
|
+
Quarterly = "Quarterly",
|
|
4525
|
+
Annual = "Annual"
|
|
4526
|
+
}
|
|
4527
|
+
export declare enum RegisteredFundSubscriptionStatus {
|
|
4528
|
+
Template = "Template",
|
|
4529
|
+
TemplateFilled = "TemplateFilled",
|
|
4530
|
+
InvestorSigned = "InvestorSigned",
|
|
4531
|
+
AdvisorSigned = "AdvisorSigned"
|
|
4532
|
+
}
|
|
4533
|
+
export declare enum UpdateEntityInvestorEntityType {
|
|
4534
|
+
SOLE_PROPRIETOR = "SOLE_PROPRIETOR",
|
|
4535
|
+
SINGLE_MEMBER_LLC = "SINGLE_MEMBER_LLC",
|
|
4536
|
+
LLC = "LLC",
|
|
4537
|
+
PARTNERSHIP = "PARTNERSHIP",
|
|
4538
|
+
C_CORPORATION = "C_CORPORATION",
|
|
4539
|
+
S_CORPORATION = "S_CORPORATION",
|
|
4540
|
+
TRUST = "TRUST",
|
|
4541
|
+
IRA_OR_TAX_EXEMPT = "IRA_OR_TAX_EXEMPT",
|
|
4542
|
+
NON_US_CORPORATION = "NON_US_CORPORATION",
|
|
4543
|
+
PRIVATE_LIMITED_COMPANY = "PRIVATE_LIMITED_COMPANY",
|
|
4544
|
+
PUBLIC_LIMITED_COMPANY = "PUBLIC_LIMITED_COMPANY",
|
|
4545
|
+
TAX_EXEMPT_ENTITY = "TAX_EXEMPT_ENTITY",
|
|
4546
|
+
FOREIGN_TRUST = "FOREIGN_TRUST",
|
|
4547
|
+
OTHER = "OTHER"
|
|
4548
|
+
}
|
|
4549
|
+
export declare enum UpdateEntityInvestorTaxClassification {
|
|
4550
|
+
PARTNERSHIP = "PARTNERSHIP",
|
|
4551
|
+
C_CORPORATION = "C_CORPORATION",
|
|
4552
|
+
S_CORPORATION = "S_CORPORATION",
|
|
4553
|
+
DISREGARDED_ENTITY = "DISREGARDED_ENTITY"
|
|
4554
|
+
}
|
|
4555
|
+
export declare enum UpdateEntityInvestorTrustType {
|
|
4556
|
+
REVOCABLE_TRUST = "REVOCABLE_TRUST",
|
|
4557
|
+
IRREVOCABLE_TRUST = "IRREVOCABLE_TRUST"
|
|
4558
|
+
}
|
|
4559
|
+
export declare enum UpdateIndividualEntityInvestorQualifiedStatus {
|
|
4560
|
+
QUALIFIED_PURCHASER = "QUALIFIED_PURCHASER",
|
|
4561
|
+
QUALIFIED_CLIENT = "QUALIFIED_CLIENT",
|
|
4562
|
+
TRUSTEE_QUALIFIED_PURCHASER = "TRUSTEE_QUALIFIED_PURCHASER",
|
|
4563
|
+
KNOWLEDGEABLE_EMPLOYEE = "KNOWLEDGEABLE_EMPLOYEE",
|
|
4564
|
+
KNOWLEDGEABLE_EXECUTIVE = "KNOWLEDGEABLE_EXECUTIVE"
|
|
4565
|
+
}
|
|
4566
|
+
export declare enum UpdateIndividualEntityInvestorEntityInvestorType {
|
|
4567
|
+
Trustee = "Trustee",
|
|
4568
|
+
UBO = "UBO"
|
|
4569
|
+
}
|
|
4570
|
+
export declare enum UpdateInvestorAccreditationAccreditationStatus {
|
|
4571
|
+
NET_WORTH_GT_1M = "NET_WORTH_GT_1M",
|
|
4572
|
+
INDIVIDUAL_INCOME_GT_200K = "INDIVIDUAL_INCOME_GT_200K",
|
|
4573
|
+
JOINT_INCOME_GT_300K = "JOINT_INCOME_GT_300K",
|
|
4574
|
+
PROFESSION_DESIGNATION = "PROFESSION_DESIGNATION",
|
|
4575
|
+
TRUST_GT_5M = "TRUST_GT_5M",
|
|
4576
|
+
GRANTORS_ACCREDITED = "GRANTORS_ACCREDITED",
|
|
4577
|
+
EQUITY_OWNERS_ACCREDITED = "EQUITY_OWNERS_ACCREDITED",
|
|
4578
|
+
TOTAL_ASSETS_GT_5M = "TOTAL_ASSETS_GT_5M",
|
|
4579
|
+
INVESTMENT_COMPANY = "INVESTMENT_COMPANY",
|
|
4580
|
+
SEC_OR_EXEMPT_ADVISOR = "SEC_OR_EXEMPT_ADVISOR",
|
|
4581
|
+
KNOWLEDGEABLE_EMPLOYEE = "KNOWLEDGEABLE_EMPLOYEE",
|
|
4582
|
+
KNOWLEDGEABLE_EXECUTIVE = "KNOWLEDGEABLE_EXECUTIVE",
|
|
4583
|
+
FAMILY_OFFICE_GT_5M = "FAMILY_OFFICE_GT_5M"
|
|
4584
|
+
}
|
|
4585
|
+
export declare enum WebhookEventDeliveryStatus {
|
|
4586
|
+
Pending = "Pending",
|
|
4587
|
+
Delivered = "Delivered",
|
|
4588
|
+
Failed = "Failed"
|
|
4589
|
+
}
|
|
4590
|
+
export declare enum WebhookEventEventType {
|
|
4591
|
+
PreIPOCompany = "PreIPOCompany",
|
|
4592
|
+
PreIPOCompanyInvestment = "PreIPOCompanyInvestment",
|
|
4593
|
+
PreIPOCompanySPV = "PreIPOCompanySPV",
|
|
4594
|
+
Investor = "Investor",
|
|
4595
|
+
Document = "Document",
|
|
4596
|
+
InvestorSubscriptionAction = "InvestorSubscriptionAction",
|
|
4597
|
+
SubscriptionStatus = "SubscriptionStatus"
|
|
4598
|
+
}
|
|
4599
|
+
export interface FileResponse {
|
|
4600
|
+
data: Blob;
|
|
4601
|
+
status: number;
|
|
4602
|
+
fileName?: string;
|
|
4603
|
+
headers?: {
|
|
4604
|
+
[name: string]: any;
|
|
4605
|
+
};
|
|
4606
|
+
}
|
|
4607
|
+
export declare class ApiException extends Error {
|
|
4608
|
+
message: string;
|
|
4609
|
+
status: number;
|
|
4610
|
+
response: string;
|
|
4611
|
+
headers: {
|
|
4612
|
+
[key: string]: any;
|
|
4613
|
+
};
|
|
4614
|
+
result: any;
|
|
4615
|
+
constructor(message: string, status: number, response: string, headers: {
|
|
4616
|
+
[key: string]: any;
|
|
4617
|
+
}, result: any);
|
|
4618
|
+
protected isApiException: boolean;
|
|
4619
|
+
static isApiException(obj: any): obj is ApiException;
|
|
4620
|
+
}
|