@rundit-sdk/client 0.1.2 → 0.3.0-rc.11

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/openapi.json CHANGED
@@ -1,7 +1,7 @@
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  {
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  "openapi": "3.0.0",
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  "paths": {
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- "/api/v1/sdk/companies/{id}": {
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+ "/api/v2/sdk/companies/{id}": {
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  "get": {
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  "operationId": "companies.getOne",
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  "parameters": [
@@ -50,20 +50,60 @@
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  "x-sdk-operation": "getOne"
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  }
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  },
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- "/api/v1/sdk/companies": {
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+ "/api/v2/sdk/companies": {
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  "get": {
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  "operationId": "companies.getAll",
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- "parameters": [],
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+ "parameters": [
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+ {
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+ "name": "limit",
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+ "required": false,
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+ "in": "query",
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+ "description": "Maximum items per page. Currently accepted but not enforced; reserved for future pagination.",
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+ "schema": {
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+ "type": "number"
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+ }
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+ },
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+ {
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+ "name": "cursor",
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+ "required": false,
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+ "in": "query",
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+ "description": "Opaque cursor from a previous response's meta.nextCursor. Currently accepted but ignored.",
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+ "schema": {
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+ "type": "string"
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+ }
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+ },
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+ {
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+ "name": "companyIds",
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+ "required": false,
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+ "in": "query",
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+ "description": "Restrict results to these company identifiers",
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+ "schema": {
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+ "type": "array",
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+ "items": {
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+ "type": "number"
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+ }
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+ }
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+ },
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+ {
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+ "name": "companyGroupIds",
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+ "required": false,
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+ "in": "query",
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+ "description": "Restrict results to companies that belong to any of these company groups",
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+ "schema": {
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+ "type": "array",
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+ "items": {
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+ "type": "number"
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+ }
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+ }
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+ }
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+ ],
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  "responses": {
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  "200": {
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  "description": "",
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  "content": {
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  "application/json": {
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  "schema": {
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- "type": "array",
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- "items": {
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- "$ref": "#/components/schemas/SdkCompanyDto"
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- }
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+ "$ref": "#/components/schemas/SdkCompaniesListResponseDto"
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  }
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  }
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  }
@@ -92,20 +132,48 @@
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  "x-sdk-operation": "getAll"
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  }
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  },
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- "/api/v1/sdk/company-groups": {
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+ "/api/v2/sdk/company-groups": {
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  "get": {
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  "operationId": "companyGroups.getAll",
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- "parameters": [],
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+ "parameters": [
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+ {
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+ "name": "limit",
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+ "required": false,
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+ "in": "query",
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+ "description": "Maximum items per page. Currently accepted but not enforced; reserved for future pagination.",
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+ "schema": {
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+ "type": "number"
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+ }
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+ },
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+ {
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+ "name": "cursor",
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+ "required": false,
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+ "in": "query",
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+ "description": "Opaque cursor from a previous response's meta.nextCursor. Currently accepted but ignored.",
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+ "schema": {
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+ "type": "string"
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+ }
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+ },
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+ {
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+ "name": "companyGroupIds",
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+ "required": false,
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+ "in": "query",
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+ "description": "Restrict results to these company group identifiers",
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+ "schema": {
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+ "type": "array",
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+ "items": {
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+ "type": "number"
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+ }
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+ }
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+ }
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+ ],
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  "responses": {
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  "200": {
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  "description": "",
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  "content": {
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  "application/json": {
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  "schema": {
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- "type": "array",
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- "items": {
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- "$ref": "#/components/schemas/SdkCompanyGroupDto"
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- }
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+ "$ref": "#/components/schemas/SdkCompanyGroupsListResponseDto"
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  }
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  }
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  }
@@ -134,7 +202,7 @@
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  "x-sdk-operation": "getAll"
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  }
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  },
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- "/api/v1/sdk/company-groups/{id}": {
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+ "/api/v2/sdk/company-groups/{id}": {
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  "get": {
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  "operationId": "companyGroups.getOne",
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  "parameters": [
@@ -183,7 +251,7 @@
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  "x-sdk-operation": "getOne"
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  }
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  },
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- "/api/v1/sdk/positions/companies/{id}": {
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+ "/api/v2/sdk/positions/companies/{id}": {
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  "get": {
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  "operationId": "positions.getCompanyPositions",
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  "parameters": [
@@ -197,14 +265,35 @@
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  }
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  },
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  {
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- "name": "companyGroupId",
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+ "name": "limit",
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  "required": false,
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  "in": "query",
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- "description": "Optional company group identifier to filter by",
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+ "description": "Maximum items per page. Currently accepted but not enforced; reserved for future pagination.",
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  "schema": {
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  "type": "number"
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  }
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  },
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+ {
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+ "name": "cursor",
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+ "required": false,
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+ "in": "query",
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+ "description": "Opaque cursor from a previous response's meta.nextCursor. Currently accepted but ignored.",
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+ "schema": {
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+ "type": "string"
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+ }
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+ },
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+ {
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+ "name": "companyGroupIds",
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+ "required": false,
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+ "in": "query",
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+ "description": "Optional list of company group identifiers to filter the position breakdown",
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+ "schema": {
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+ "type": "array",
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+ "items": {
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+ "type": "number"
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+ }
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+ }
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+ },
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  {
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  "name": "currency",
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  "required": true,
@@ -230,10 +319,7 @@
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  "content": {
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  "application/json": {
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  "schema": {
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- "type": "array",
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- "items": {
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- "$ref": "#/components/schemas/SdkCompanyPositionDto"
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- }
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+ "$ref": "#/components/schemas/SdkCompanyPositionsListResponseDto"
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  }
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  }
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  }
@@ -262,7 +348,7 @@
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  "x-sdk-operation": "getCompanyPositions"
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  }
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  },
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- "/api/v1/sdk/positions/portfolio": {
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+ "/api/v2/sdk/positions/portfolio": {
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  "get": {
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  "operationId": "positions.getPortfolioPositions",
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  "parameters": [
@@ -278,6 +364,18 @@
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  }
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  }
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  },
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+ {
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+ "name": "companyIds",
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+ "required": false,
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+ "in": "query",
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+ "description": "Optional list of company identifiers to narrow the aggregation to",
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+ "schema": {
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+ "type": "array",
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+ "items": {
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+ "type": "number"
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+ }
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+ }
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+ },
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  {
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  "name": "currency",
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  "required": true,
@@ -332,7 +430,7 @@
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  "x-sdk-operation": "getPortfolioPositions"
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  }
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  },
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- "/api/v1/sdk/transactions/companies/{id}": {
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+ "/api/v2/sdk/transactions/companies/{id}": {
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  "get": {
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  "operationId": "transactions.getCompanyTransactions",
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  "parameters": [
@@ -345,6 +443,24 @@
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  "type": "number"
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  }
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  },
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+ {
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+ "name": "limit",
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+ "required": false,
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+ "in": "query",
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+ "description": "Maximum items per page. Currently accepted but not enforced; reserved for future pagination.",
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+ "schema": {
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+ "type": "number"
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+ }
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+ },
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+ {
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+ "name": "cursor",
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+ "required": false,
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+ "in": "query",
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+ "description": "Opaque cursor from a previous response's meta.nextCursor. Currently accepted but ignored.",
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+ "schema": {
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+ "type": "string"
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+ }
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+ },
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  {
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  "name": "companyGroupIds",
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  "required": false,
@@ -356,6 +472,49 @@
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  "type": "number"
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  }
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  }
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+ },
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+ {
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+ "name": "types",
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+ "required": false,
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+ "in": "query",
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+ "description": "Restrict results to these transaction types",
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+ "schema": {
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+ "type": "array",
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+ "items": {
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+ "type": "string",
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+ "enum": [
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+ "Auction",
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+ "ConvertibleNote",
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+ "ConvertToEquity",
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+ "Dividend",
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+ "EquityInvestment",
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+ "EquityReceived",
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+ "Extend",
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+ "FutureEquityAgreement",
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+ "Insolvency",
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+ "IPO",
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+ "LimitedAuction",
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+ "OptionsReceived",
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+ "OtherExit",
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+ "OtherInvestment",
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+ "OtherRealization",
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+ "Payback",
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+ "Proprietary",
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+ "TradeSale",
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+ "ValuationChange",
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+ "WriteOff"
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+ ]
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+ }
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+ }
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+ },
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+ {
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+ "name": "priorTo",
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+ "required": false,
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+ "in": "query",
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+ "description": "Exclude transactions on or after this ISO 8601 date (cut-off filter)",
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+ "schema": {
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+ "type": "string"
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+ }
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  }
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  ],
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  "responses": {
@@ -364,10 +523,7 @@
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  "content": {
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  "application/json": {
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  "schema": {
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- "type": "array",
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- "items": {
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- "$ref": "#/components/schemas/SdkTransactionDto"
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- }
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+ "$ref": "#/components/schemas/SdkTransactionsListResponseDto"
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  }
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  }
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  }
@@ -396,10 +552,28 @@
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  "x-sdk-operation": "getCompanyTransactions"
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  }
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  },
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- "/api/v1/sdk/transactions": {
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+ "/api/v2/sdk/transactions": {
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  "get": {
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  "operationId": "transactions.getTransactions",
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  "parameters": [
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+ {
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+ "name": "limit",
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+ "required": false,
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+ "in": "query",
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+ "description": "Maximum items per page. Currently accepted but not enforced; reserved for future pagination.",
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+ "schema": {
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+ "type": "number"
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+ }
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+ },
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+ {
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+ "name": "cursor",
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+ "required": false,
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+ "in": "query",
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+ "description": "Opaque cursor from a previous response's meta.nextCursor. Currently accepted but ignored.",
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+ "schema": {
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+ "type": "string"
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+ }
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+ },
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  {
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  "name": "companyGroupIds",
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  "required": false,
@@ -412,6 +586,49 @@
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  }
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  }
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  },
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+ {
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+ "name": "types",
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+ "required": false,
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+ "in": "query",
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+ "description": "Restrict results to these transaction types",
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+ "schema": {
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+ "type": "array",
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+ "items": {
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+ "type": "string",
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+ "enum": [
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+ "Auction",
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+ "ConvertibleNote",
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+ "ConvertToEquity",
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+ "Dividend",
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+ "EquityInvestment",
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+ "EquityReceived",
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+ "Extend",
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+ "FutureEquityAgreement",
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+ "Insolvency",
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+ "IPO",
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+ "LimitedAuction",
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+ "OptionsReceived",
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+ "OtherExit",
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+ "OtherInvestment",
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+ "OtherRealization",
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+ "Payback",
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+ "Proprietary",
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+ "TradeSale",
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+ "ValuationChange",
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+ "WriteOff"
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+ ]
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+ }
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+ }
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+ },
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+ {
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+ "name": "priorTo",
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+ "required": false,
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+ "in": "query",
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+ "description": "Exclude transactions on or after this ISO 8601 date (cut-off filter)",
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+ "schema": {
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+ "type": "string"
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+ }
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+ },
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  {
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  "name": "companyIds",
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  "required": false,
@@ -431,10 +648,7 @@
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  "content": {
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  "application/json": {
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  "schema": {
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- "type": "array",
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- "items": {
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- "$ref": "#/components/schemas/SdkTransactionDto"
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- }
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+ "$ref": "#/components/schemas/SdkTransactionsListResponseDto"
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  }
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  }
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  }
@@ -462,169 +676,2210 @@
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  "x-sdk-namespace": "transactions",
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  "x-sdk-operation": "getTransactions"
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  }
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- }
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- },
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- "info": {
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- "title": "SDK API",
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- "description": "SDK API documentation for embedded and API key clients",
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- "version": "v1",
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- "contact": {}
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- },
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- "tags": [],
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- "servers": [],
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- "components": {
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- "securitySchemes": {
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- "sdk-embed-token": {
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- "scheme": "bearer",
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- "bearerFormat": "JWT",
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- "type": "http",
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- "description": "Embed bearer token for embedded SDK clients"
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- },
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- "sdk-client-api-key": {
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- "type": "apiKey",
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- "in": "header",
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- "name": "X-API-Key",
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- "description": "API key for external SDK clients"
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- }
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  },
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- "schemas": {
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- "SdkCompanyDto": {
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- "type": "object",
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- "properties": {
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- "id": {
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- "type": "number",
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- "description": "Company identifier"
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- },
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- "name": {
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- "type": "string",
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- "description": "Company display name"
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- },
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- "type": {
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- "type": "string",
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- "description": "Company type",
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- "nullable": true
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- },
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- "legalName": {
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- "type": "string",
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- "description": "Legal company name",
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- "nullable": true
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- },
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- "status": {
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- "type": "string",
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- "description": "Company lifecycle status",
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- "nullable": true
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+ "/api/v2/sdk/metrics/types": {
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+ "get": {
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+ "description": "Returns predefined metric types plus user-defined metric types scoped to the caller — VC group custom types for VC users, company custom types for company users. Each entry includes a numeric id and a human-readable name suitable for display or LLM context.",
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+ "operationId": "metrics.getTypes",
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+ "parameters": [],
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+ "responses": {
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+ "200": {
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+ "description": "",
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+ "content": {
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+ "application/json": {
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+ "schema": {
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+ "$ref": "#/components/schemas/SdkMetricTypesListResponseDto"
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+ }
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+ }
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+ }
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  },
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- "websiteUrl": {
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- "type": "string",
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- "description": "Company website URL",
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- "nullable": true
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+ "401": {
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+ "description": "Missing or invalid SDK credentials"
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+ }
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+ },
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+ "security": [
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+ {
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+ "sdk-embed-token": []
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  },
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- "companyGroupIds": {
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- "description": "Accessible company group identifiers",
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- "type": "array",
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- "items": {
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- "type": "number"
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+ {
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+ "sdk-client-api-key": []
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+ }
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+ ],
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+ "summary": "List metric types available to the SDK consumer",
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+ "tags": [
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+ "sdk-metrics"
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+ ],
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+ "x-sdk-audiences": [
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+ "embed",
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+ "client"
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+ ],
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+ "x-sdk-namespace": "metrics",
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+ "x-sdk-operation": "getTypes"
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+ }
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+ },
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+ "/api/v2/sdk/metrics": {
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+ "post": {
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+ "description": "Returns metric data points for companies the caller can access (companies in the caller's VC group portfolio, or the caller's own company for company users). Each entry carries company and metric type references with id and human-readable name. Filter by company, company group, metric type, timeframe, and date range to narrow the response.",
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+ "operationId": "metrics.search",
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+ "parameters": [],
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+ "requestBody": {
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+ "required": true,
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+ "content": {
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+ "application/json": {
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+ "schema": {
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+ "$ref": "#/components/schemas/MetricSearchDto"
731
+ }
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  }
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  }
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  },
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- "required": [
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- "id",
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- "name"
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- ]
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- },
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- "SdkCompanyGroupDto": {
536
- "type": "object",
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- "properties": {
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- "id": {
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- "type": "number",
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- "description": "Company group identifier"
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+ "responses": {
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+ "200": {
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+ "description": "",
738
+ "content": {
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+ "application/json": {
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+ "schema": {
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+ "$ref": "#/components/schemas/SdkCompanyMetricsListResponseDto"
742
+ }
743
+ }
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+ }
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+ },
746
+ "401": {
747
+ "description": "Missing or invalid SDK credentials"
748
+ }
749
+ },
750
+ "security": [
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+ {
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+ "sdk-embed-token": []
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+ },
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+ {
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+ "sdk-client-api-key": []
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+ }
757
+ ],
758
+ "summary": "Read metric values for accessible companies, grouped by company",
759
+ "tags": [
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+ "sdk-metrics"
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+ ],
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+ "x-sdk-audiences": [
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+ "embed",
764
+ "client"
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+ ],
766
+ "x-sdk-namespace": "metrics",
767
+ "x-sdk-operation": "search"
768
+ }
769
+ },
770
+ "/api/v2/sdk/company-reports": {
771
+ "get": {
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+ "description": "Returns lightweight report metadata (id, title, period, publisher company reference). Use GET /company-reports/:id to fetch the full content of a specific report. Visibility is determined by the caller's roles — VC users see reports for managed-portfolio companies, company employees see their own company's reports, portfolio investors see Published reports shared with their visibility groups. Filters narrow the list by company ids and reporting period (timeframe + date range).",
773
+ "operationId": "companyReports.list",
774
+ "parameters": [
775
+ {
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+ "name": "limit",
777
+ "required": false,
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+ "in": "query",
779
+ "description": "Maximum items per page. Currently accepted but not enforced; reserved for future pagination.",
780
+ "schema": {
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+ "type": "number"
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+ }
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+ },
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+ {
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+ "name": "cursor",
786
+ "required": false,
787
+ "in": "query",
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+ "description": "Opaque cursor from a previous response's meta.nextCursor. Currently accepted but ignored.",
789
+ "schema": {
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+ "type": "string"
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+ }
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+ },
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+ {
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+ "name": "companyIds",
795
+ "required": false,
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+ "in": "query",
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+ "description": "Restrict results to these companies. Defaults to all companies the caller can access.",
798
+ "schema": {
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+ "type": "array",
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+ "items": {
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+ "type": "number"
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+ }
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+ }
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+ },
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+ {
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+ "name": "companyGroupIds",
807
+ "required": false,
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+ "in": "query",
809
+ "description": "Restrict to companies that belong to any of these company groups.",
810
+ "schema": {
811
+ "type": "array",
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+ "items": {
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+ "type": "number"
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+ }
815
+ }
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+ },
817
+ {
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+ "name": "timeframe",
819
+ "required": false,
820
+ "in": "query",
821
+ "description": "Restrict to a reporting period granularity (Month, Quarter, Year).",
822
+ "schema": {
823
+ "type": "string",
824
+ "enum": [
825
+ "Month",
826
+ "Quarter",
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+ "Year"
828
+ ]
829
+ }
830
+ },
831
+ {
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+ "name": "from",
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+ "required": false,
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+ "in": "query",
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+ "description": "Lower bound for the reporting period date (ISO 8601, inclusive).",
836
+ "schema": {
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+ "type": "string"
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+ }
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+ },
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+ {
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+ "name": "to",
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+ "required": false,
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+ "in": "query",
844
+ "description": "Upper bound for the reporting period date (ISO 8601, inclusive).",
845
+ "schema": {
846
+ "type": "string"
847
+ }
848
+ }
849
+ ],
850
+ "responses": {
851
+ "200": {
852
+ "description": "",
853
+ "content": {
854
+ "application/json": {
855
+ "schema": {
856
+ "$ref": "#/components/schemas/SdkCompanyReportsListResponseDto"
857
+ }
858
+ }
859
+ }
860
+ },
861
+ "401": {
862
+ "description": "Missing or invalid SDK credentials"
863
+ }
864
+ },
865
+ "security": [
866
+ {
867
+ "sdk-embed-token": []
868
+ },
869
+ {
870
+ "sdk-client-api-key": []
871
+ }
872
+ ],
873
+ "summary": "List published company reports accessible to the caller (metadata only)",
874
+ "tags": [
875
+ "sdk-company-reports"
876
+ ],
877
+ "x-sdk-audiences": [
878
+ "embed",
879
+ "client"
880
+ ],
881
+ "x-sdk-namespace": "companyReports",
882
+ "x-sdk-operation": "list"
883
+ }
884
+ },
885
+ "/api/v2/sdk/company-reports/{id}": {
886
+ "get": {
887
+ "description": "Returns the report metadata plus structured sections (text/markdown/image) and attachments with pre-signed URLs. Returns 404 if the report does not exist and 403 if the caller cannot access it under their role-based permissions.",
888
+ "operationId": "companyReports.getOne",
889
+ "parameters": [
890
+ {
891
+ "name": "id",
892
+ "required": true,
893
+ "in": "path",
894
+ "description": "Report identifier",
895
+ "schema": {
896
+ "type": "number"
897
+ }
898
+ }
899
+ ],
900
+ "responses": {
901
+ "200": {
902
+ "description": "",
903
+ "content": {
904
+ "application/json": {
905
+ "schema": {
906
+ "$ref": "#/components/schemas/SdkCompanyReportDto"
907
+ }
908
+ }
909
+ }
910
+ },
911
+ "401": {
912
+ "description": "Missing or invalid SDK credentials"
913
+ }
914
+ },
915
+ "security": [
916
+ {
917
+ "sdk-embed-token": []
918
+ },
919
+ {
920
+ "sdk-client-api-key": []
921
+ }
922
+ ],
923
+ "summary": "Fetch the full content of a single company report",
924
+ "tags": [
925
+ "sdk-company-reports"
926
+ ],
927
+ "x-sdk-audiences": [
928
+ "embed",
929
+ "client"
930
+ ],
931
+ "x-sdk-namespace": "companyReports",
932
+ "x-sdk-operation": "getOne"
933
+ }
934
+ }
935
+ },
936
+ "info": {
937
+ "title": "SDK API",
938
+ "description": "SDK API documentation for embedded and API key clients",
939
+ "version": "v2",
940
+ "contact": {}
941
+ },
942
+ "tags": [],
943
+ "servers": [],
944
+ "components": {
945
+ "securitySchemes": {
946
+ "sdk-embed-token": {
947
+ "scheme": "bearer",
948
+ "bearerFormat": "JWT",
949
+ "type": "http",
950
+ "description": "Embed bearer token for embedded SDK clients"
951
+ },
952
+ "sdk-client-api-key": {
953
+ "type": "apiKey",
954
+ "in": "header",
955
+ "name": "X-API-Key",
956
+ "description": "API key for external SDK clients"
957
+ }
958
+ },
959
+ "schemas": {
960
+ "SdkCompanyDto": {
961
+ "type": "object",
962
+ "properties": {
963
+ "id": {
964
+ "type": "number",
965
+ "description": "Company identifier"
541
966
  },
542
967
  "name": {
543
968
  "type": "string",
544
- "description": "Company group name"
969
+ "description": "Company display name"
970
+ },
971
+ "type": {
972
+ "type": "string",
973
+ "description": "Company type",
974
+ "nullable": true
975
+ },
976
+ "website": {
977
+ "type": "string",
978
+ "description": "Company website URL",
979
+ "nullable": true
980
+ },
981
+ "currency": {
982
+ "type": "string",
983
+ "description": "Company reporting currency as ISO 4217 code (e.g. USD, EUR)"
984
+ },
985
+ "logoImageFileUuid": {
986
+ "type": "string",
987
+ "description": "Logo image file UUID",
988
+ "nullable": true
989
+ },
990
+ "legalName": {
991
+ "type": "string",
992
+ "description": "Legal company name",
993
+ "nullable": true
994
+ },
995
+ "status": {
996
+ "type": "string",
997
+ "description": "Company lifecycle status",
998
+ "nullable": true
999
+ },
1000
+ "description": {
1001
+ "type": "string",
1002
+ "description": "Company description",
1003
+ "nullable": true
1004
+ },
1005
+ "vision": {
1006
+ "type": "string",
1007
+ "description": "Company vision statement",
1008
+ "nullable": true
1009
+ },
1010
+ "address": {
1011
+ "type": "string",
1012
+ "description": "Street address",
1013
+ "nullable": true
1014
+ },
1015
+ "city": {
1016
+ "type": "string",
1017
+ "description": "City",
1018
+ "nullable": true
1019
+ },
1020
+ "state": {
1021
+ "type": "string",
1022
+ "description": "State or region",
1023
+ "nullable": true
1024
+ },
1025
+ "country": {
1026
+ "type": "string",
1027
+ "description": "Country",
1028
+ "nullable": true
1029
+ },
1030
+ "operatingCountries": {
1031
+ "description": "Countries the company operates in",
1032
+ "type": "array",
1033
+ "items": {
1034
+ "type": "string"
1035
+ }
1036
+ },
1037
+ "vatNumber": {
1038
+ "type": "string",
1039
+ "description": "VAT registration number",
1040
+ "nullable": true
1041
+ },
1042
+ "foundingYear": {
1043
+ "type": "number",
1044
+ "description": "Year the company was founded",
1045
+ "nullable": true
1046
+ },
1047
+ "established": {
1048
+ "type": "string",
1049
+ "description": "Date the company was established (ISO 8601)",
1050
+ "nullable": true
1051
+ },
1052
+ "fundingTotal": {
1053
+ "type": "number",
1054
+ "description": "Total funding raised by the company",
1055
+ "nullable": true
1056
+ },
1057
+ "companyGroupIds": {
1058
+ "description": "Accessible company group identifiers",
1059
+ "type": "array",
1060
+ "items": {
1061
+ "type": "number"
1062
+ }
1063
+ }
1064
+ },
1065
+ "required": [
1066
+ "id",
1067
+ "name",
1068
+ "type",
1069
+ "currency",
1070
+ "logoImageFileUuid"
1071
+ ]
1072
+ },
1073
+ "SdkCompactCompanyDto": {
1074
+ "type": "object",
1075
+ "properties": {
1076
+ "id": {
1077
+ "type": "number",
1078
+ "description": "Company identifier"
1079
+ },
1080
+ "name": {
1081
+ "type": "string",
1082
+ "description": "Company display name"
1083
+ },
1084
+ "type": {
1085
+ "type": "string",
1086
+ "description": "Company type",
1087
+ "nullable": true
1088
+ },
1089
+ "website": {
1090
+ "type": "string",
1091
+ "description": "Company website URL",
1092
+ "nullable": true
1093
+ },
1094
+ "currency": {
1095
+ "type": "string",
1096
+ "description": "Company reporting currency as ISO 4217 code (e.g. USD, EUR)"
1097
+ },
1098
+ "logoImageFileUuid": {
1099
+ "type": "string",
1100
+ "description": "Logo image file UUID",
1101
+ "nullable": true
1102
+ }
1103
+ },
1104
+ "required": [
1105
+ "id",
1106
+ "name",
1107
+ "type",
1108
+ "currency",
1109
+ "logoImageFileUuid"
1110
+ ]
1111
+ },
1112
+ "SdkPaginationMetaDto": {
1113
+ "type": "object",
1114
+ "properties": {
1115
+ "nextCursor": {
1116
+ "type": "string",
1117
+ "description": "Cursor for the next page; null when no more pages are available",
1118
+ "nullable": true
1119
+ }
1120
+ },
1121
+ "required": [
1122
+ "nextCursor"
1123
+ ]
1124
+ },
1125
+ "SdkCompaniesListResponseDto": {
1126
+ "type": "object",
1127
+ "properties": {
1128
+ "data": {
1129
+ "type": "array",
1130
+ "items": {
1131
+ "$ref": "#/components/schemas/SdkCompactCompanyDto"
1132
+ }
1133
+ },
1134
+ "meta": {
1135
+ "$ref": "#/components/schemas/SdkPaginationMetaDto"
1136
+ }
1137
+ },
1138
+ "required": [
1139
+ "data",
1140
+ "meta"
1141
+ ]
1142
+ },
1143
+ "SdkCompactCompanyGroupDto": {
1144
+ "type": "object",
1145
+ "properties": {
1146
+ "id": {
1147
+ "type": "number",
1148
+ "description": "Company group identifier"
1149
+ },
1150
+ "name": {
1151
+ "type": "string",
1152
+ "description": "Company group name"
1153
+ },
1154
+ "isDemo": {
1155
+ "type": "boolean",
1156
+ "description": "Whether this group holds demo data only"
1157
+ },
1158
+ "colorId": {
1159
+ "type": "number",
1160
+ "description": "UI theme color identifier",
1161
+ "nullable": true
1162
+ },
1163
+ "companyIds": {
1164
+ "description": "Company identifiers associated with the group",
1165
+ "type": "array",
1166
+ "items": {
1167
+ "type": "number"
1168
+ }
1169
+ }
1170
+ },
1171
+ "required": [
1172
+ "id",
1173
+ "name",
1174
+ "isDemo"
1175
+ ]
1176
+ },
1177
+ "SdkCompanyGroupsListResponseDto": {
1178
+ "type": "object",
1179
+ "properties": {
1180
+ "data": {
1181
+ "type": "array",
1182
+ "items": {
1183
+ "$ref": "#/components/schemas/SdkCompactCompanyGroupDto"
1184
+ }
1185
+ },
1186
+ "meta": {
1187
+ "$ref": "#/components/schemas/SdkPaginationMetaDto"
1188
+ }
1189
+ },
1190
+ "required": [
1191
+ "data",
1192
+ "meta"
1193
+ ]
1194
+ },
1195
+ "SdkCompanyGroupBasicInformationDto": {
1196
+ "type": "object",
1197
+ "properties": {
1198
+ "fullName": {
1199
+ "type": "string",
1200
+ "description": "Full legal name of the fund or group",
1201
+ "nullable": true
1202
+ },
1203
+ "domicile": {
1204
+ "type": "string",
1205
+ "description": "Country or jurisdiction of domicile",
1206
+ "nullable": true
1207
+ },
1208
+ "managementCompany": {
1209
+ "type": "string",
1210
+ "description": "Name of the management company",
1211
+ "nullable": true
1212
+ },
1213
+ "generalPartner": {
1214
+ "type": "string",
1215
+ "description": "Name of the general partner",
1216
+ "nullable": true
1217
+ },
1218
+ "vintageYear": {
1219
+ "type": "number",
1220
+ "description": "Vintage year",
1221
+ "nullable": true
1222
+ },
1223
+ "fundCurrency": {
1224
+ "type": "string",
1225
+ "description": "Fund currency (ISO 4217 code)",
1226
+ "nullable": true
1227
+ },
1228
+ "closingDates": {
1229
+ "description": "Closing dates (ISO 8601)",
1230
+ "type": "array",
1231
+ "items": {
1232
+ "type": "string"
1233
+ }
1234
+ },
1235
+ "legalForm": {
1236
+ "type": "string",
1237
+ "description": "Legal form",
1238
+ "nullable": true
1239
+ },
1240
+ "term": {
1241
+ "type": "string",
1242
+ "description": "Fund term",
1243
+ "nullable": true
1244
+ },
1245
+ "endedness": {
1246
+ "type": "string",
1247
+ "description": "Fund endedness (open/closed)",
1248
+ "nullable": true
1249
+ }
1250
+ }
1251
+ },
1252
+ "SdkCompanyGroupInvestmentFocusDto": {
1253
+ "type": "object",
1254
+ "properties": {
1255
+ "investmentFocusAndPlan": {
1256
+ "type": "string",
1257
+ "description": "Investment focus and plan",
1258
+ "nullable": true
1259
+ },
1260
+ "investmentFocusStage": {
1261
+ "type": "string",
1262
+ "description": "Investment stage focus",
1263
+ "nullable": true
1264
+ },
1265
+ "investmentFocusGeography": {
1266
+ "type": "string",
1267
+ "description": "Geographic focus",
1268
+ "nullable": true
1269
+ },
1270
+ "investmentFocusIndustry": {
1271
+ "type": "string",
1272
+ "description": "Industry focus",
1273
+ "nullable": true
1274
+ },
1275
+ "maximumInvestment": {
1276
+ "type": "string",
1277
+ "description": "Maximum single investment",
1278
+ "nullable": true
1279
+ },
1280
+ "maximumLeverage": {
1281
+ "type": "string",
1282
+ "description": "Maximum leverage",
1283
+ "nullable": true
1284
+ },
1285
+ "investmentPeriod": {
1286
+ "type": "string",
1287
+ "description": "Investment period",
1288
+ "nullable": true
1289
+ },
1290
+ "valuationPolicyGuidelines": {
1291
+ "type": "string",
1292
+ "description": "Valuation policy and guidelines",
1293
+ "nullable": true
1294
+ },
1295
+ "reInvestmentPolicy": {
1296
+ "type": "string",
1297
+ "description": "Re-investment policy",
1298
+ "nullable": true
1299
+ },
1300
+ "otherInvestmentRestrictions": {
1301
+ "type": "string",
1302
+ "description": "Other investment restrictions",
1303
+ "nullable": true
1304
+ },
1305
+ "accountingPrinciples": {
1306
+ "type": "string",
1307
+ "description": "Accounting principles",
1308
+ "nullable": true
1309
+ }
1310
+ }
1311
+ },
1312
+ "SdkCompanyGroupKeyEconomicTermsDto": {
1313
+ "type": "object",
1314
+ "properties": {
1315
+ "hurdleRateAndCarry": {
1316
+ "type": "string",
1317
+ "description": "Hurdle rate and carry",
1318
+ "nullable": true
1319
+ },
1320
+ "managementFees": {
1321
+ "type": "string",
1322
+ "description": "Management fees",
1323
+ "nullable": true
1324
+ },
1325
+ "carriedInterest": {
1326
+ "type": "string",
1327
+ "description": "Carried interest",
1328
+ "nullable": true
1329
+ },
1330
+ "feeOffsets": {
1331
+ "type": "string",
1332
+ "description": "Fee offsets",
1333
+ "nullable": true
1334
+ }
1335
+ }
1336
+ },
1337
+ "SdkCompanyGroupAifmdDto": {
1338
+ "type": "object",
1339
+ "properties": {
1340
+ "financialConductAuthority": {
1341
+ "type": "string",
1342
+ "description": "Financial Conduct Authority registration",
1343
+ "nullable": true
1344
+ },
1345
+ "depositary": {
1346
+ "type": "string",
1347
+ "description": "Depositary",
1348
+ "nullable": true
1349
+ },
1350
+ "countryOfRegulation": {
1351
+ "type": "string",
1352
+ "description": "Country of regulation",
1353
+ "nullable": true
1354
+ },
1355
+ "independentRiskManager": {
1356
+ "type": "string",
1357
+ "description": "Independent risk manager",
1358
+ "nullable": true
1359
+ },
1360
+ "independentValuer": {
1361
+ "type": "string",
1362
+ "description": "Independent valuer",
1363
+ "nullable": true
1364
+ }
1365
+ }
1366
+ },
1367
+ "SdkCompanyGroupServiceProvidersDto": {
1368
+ "type": "object",
1369
+ "properties": {
1370
+ "auditors": {
1371
+ "type": "string",
1372
+ "description": "Auditors",
1373
+ "nullable": true
1374
+ },
1375
+ "administrator": {
1376
+ "type": "string",
1377
+ "description": "Administrator",
1378
+ "nullable": true
1379
+ },
1380
+ "lawyer": {
1381
+ "type": "string",
1382
+ "description": "Lawyer",
1383
+ "nullable": true
1384
+ },
1385
+ "bankingFacilities": {
1386
+ "type": "string",
1387
+ "description": "Banking facilities",
1388
+ "nullable": true
1389
+ },
1390
+ "taxAndRegulatory": {
1391
+ "type": "string",
1392
+ "description": "Tax and regulatory advisors",
1393
+ "nullable": true
1394
+ },
1395
+ "lpAdvisoryCommittee": {
1396
+ "type": "string",
1397
+ "description": "LP advisory committee",
1398
+ "nullable": true
1399
+ },
1400
+ "membersOfLpAdvisoryCommittee": {
1401
+ "type": "string",
1402
+ "description": "Members of LP advisory committee",
1403
+ "nullable": true
1404
+ }
1405
+ }
1406
+ },
1407
+ "SdkCompanyGroupDetailsDto": {
1408
+ "type": "object",
1409
+ "properties": {
1410
+ "basicInformation": {
1411
+ "$ref": "#/components/schemas/SdkCompanyGroupBasicInformationDto"
1412
+ },
1413
+ "investmentFocus": {
1414
+ "$ref": "#/components/schemas/SdkCompanyGroupInvestmentFocusDto"
1415
+ },
1416
+ "keyEconomicTerms": {
1417
+ "$ref": "#/components/schemas/SdkCompanyGroupKeyEconomicTermsDto"
1418
+ },
1419
+ "aifmd": {
1420
+ "$ref": "#/components/schemas/SdkCompanyGroupAifmdDto"
1421
+ },
1422
+ "serviceProviders": {
1423
+ "$ref": "#/components/schemas/SdkCompanyGroupServiceProvidersDto"
1424
+ }
1425
+ }
1426
+ },
1427
+ "SdkCompanyGroupDto": {
1428
+ "type": "object",
1429
+ "properties": {
1430
+ "id": {
1431
+ "type": "number",
1432
+ "description": "Company group identifier"
1433
+ },
1434
+ "name": {
1435
+ "type": "string",
1436
+ "description": "Company group name"
1437
+ },
1438
+ "isDemo": {
1439
+ "type": "boolean",
1440
+ "description": "Whether this group holds demo data only"
1441
+ },
1442
+ "colorId": {
1443
+ "type": "number",
1444
+ "description": "UI theme color identifier",
1445
+ "nullable": true
1446
+ },
1447
+ "companyIds": {
1448
+ "description": "Company identifiers associated with the group",
1449
+ "type": "array",
1450
+ "items": {
1451
+ "type": "number"
1452
+ }
1453
+ },
1454
+ "companies": {
1455
+ "description": "Companies associated with the group",
1456
+ "type": "array",
1457
+ "items": {
1458
+ "$ref": "#/components/schemas/SdkCompactCompanyDto"
1459
+ }
1460
+ },
1461
+ "details": {
1462
+ "description": "Extended group/fund details",
1463
+ "allOf": [
1464
+ {
1465
+ "$ref": "#/components/schemas/SdkCompanyGroupDetailsDto"
1466
+ }
1467
+ ]
1468
+ }
1469
+ },
1470
+ "required": [
1471
+ "id",
1472
+ "name",
1473
+ "isDemo"
1474
+ ]
1475
+ },
1476
+ "SdkCompanyReferenceDto": {
1477
+ "type": "object",
1478
+ "properties": {
1479
+ "id": {
1480
+ "type": "number",
1481
+ "description": "Company identifier"
1482
+ },
1483
+ "name": {
1484
+ "type": "string",
1485
+ "description": "Company display name"
1486
+ },
1487
+ "type": {
1488
+ "type": "string",
1489
+ "description": "Company type",
1490
+ "nullable": true
1491
+ }
1492
+ },
1493
+ "required": [
1494
+ "id",
1495
+ "name",
1496
+ "type"
1497
+ ]
1498
+ },
1499
+ "SdkCompanyGroupReferenceDto": {
1500
+ "type": "object",
1501
+ "properties": {
1502
+ "id": {
1503
+ "type": "number",
1504
+ "description": "Company group identifier"
1505
+ },
1506
+ "name": {
1507
+ "type": "string",
1508
+ "description": "Company group name"
1509
+ }
1510
+ },
1511
+ "required": [
1512
+ "id",
1513
+ "name"
1514
+ ]
1515
+ },
1516
+ "SdkFairValueItemDto": {
1517
+ "type": "object",
1518
+ "properties": {
1519
+ "id": {
1520
+ "type": "number",
1521
+ "description": "Fair value item identifier"
1522
+ },
1523
+ "companyGroupId": {
1524
+ "type": "number",
1525
+ "description": "Company group identifier"
1526
+ },
1527
+ "fairValue": {
1528
+ "type": "number",
1529
+ "description": "Fair value amount"
1530
+ },
1531
+ "type": {
1532
+ "type": "string",
1533
+ "description": "Transaction type",
1534
+ "enum": [
1535
+ "Auction",
1536
+ "ConvertibleNote",
1537
+ "ConvertToEquity",
1538
+ "Dividend",
1539
+ "EquityInvestment",
1540
+ "EquityReceived",
1541
+ "Extend",
1542
+ "FutureEquityAgreement",
1543
+ "Insolvency",
1544
+ "IPO",
1545
+ "LimitedAuction",
1546
+ "OptionsReceived",
1547
+ "OtherExit",
1548
+ "OtherInvestment",
1549
+ "OtherRealization",
1550
+ "Payback",
1551
+ "Proprietary",
1552
+ "TradeSale",
1553
+ "ValuationChange",
1554
+ "WriteOff"
1555
+ ]
1556
+ }
1557
+ },
1558
+ "required": [
1559
+ "id",
1560
+ "companyGroupId",
1561
+ "fairValue",
1562
+ "type"
1563
+ ]
1564
+ },
1565
+ "InvestorType": {
1566
+ "type": "string",
1567
+ "enum": [
1568
+ "organization",
1569
+ "individual"
1570
+ ],
1571
+ "description": "Investor type"
1572
+ },
1573
+ "SdkSignificantInvestorDto": {
1574
+ "type": "object",
1575
+ "properties": {
1576
+ "investorType": {
1577
+ "description": "Investor type",
1578
+ "allOf": [
1579
+ {
1580
+ "$ref": "#/components/schemas/InvestorType"
1581
+ }
1582
+ ]
1583
+ },
1584
+ "name": {
1585
+ "type": "string",
1586
+ "description": "Investor name"
1587
+ },
1588
+ "lastName": {
1589
+ "type": "string",
1590
+ "description": "Investor last name"
1591
+ },
1592
+ "email": {
1593
+ "type": "string",
1594
+ "description": "Investor email"
1595
+ },
1596
+ "website": {
1597
+ "type": "string",
1598
+ "description": "Investor website"
1599
+ }
1600
+ },
1601
+ "required": [
1602
+ "investorType",
1603
+ "name"
1604
+ ]
1605
+ },
1606
+ "SdkFundingRoundInfoDto": {
1607
+ "type": "object",
1608
+ "properties": {
1609
+ "roundType": {
1610
+ "type": "string",
1611
+ "description": "Funding round type",
1612
+ "enum": [
1613
+ "poc",
1614
+ "pre-seed",
1615
+ "seed",
1616
+ "late-seed",
1617
+ "seed-extension",
1618
+ "pre-series-a-round",
1619
+ "bridge-round",
1620
+ "a-round",
1621
+ "b-round",
1622
+ "c-round",
1623
+ "d-round-plus",
1624
+ "d-round",
1625
+ "e-round",
1626
+ "f-round",
1627
+ "g-round",
1628
+ "h-round",
1629
+ "i-round",
1630
+ "j-round",
1631
+ "k-round",
1632
+ "l-round",
1633
+ "m-round",
1634
+ "n-round"
1635
+ ],
1636
+ "nullable": true
1637
+ },
1638
+ "roleInRound": {
1639
+ "type": "string",
1640
+ "description": "Role in the round",
1641
+ "enum": [
1642
+ "lead",
1643
+ "co-lead",
1644
+ "minority-co-investor",
1645
+ "did-not-participate"
1646
+ ],
1647
+ "nullable": true
1648
+ },
1649
+ "significantInvestors": {
1650
+ "description": "Significant investors in the round",
1651
+ "type": "array",
1652
+ "items": {
1653
+ "$ref": "#/components/schemas/SdkSignificantInvestorDto"
1654
+ }
1655
+ },
1656
+ "roundSize": {
1657
+ "type": "number",
1658
+ "description": "Round size",
1659
+ "nullable": true
1660
+ },
1661
+ "totalFundingRaised": {
1662
+ "type": "number",
1663
+ "description": "Total funding raised at the round time",
1664
+ "nullable": true
1665
+ }
1666
+ }
1667
+ },
1668
+ "SdkCompanyPositionDto": {
1669
+ "type": "object",
1670
+ "properties": {
1671
+ "companyId": {
1672
+ "type": "number",
1673
+ "description": "Company identifier"
1674
+ },
1675
+ "companyGroupId": {
1676
+ "type": "number",
1677
+ "description": "Company group identifier",
1678
+ "nullable": true
1679
+ },
1680
+ "company": {
1681
+ "description": "Company reference",
1682
+ "allOf": [
1683
+ {
1684
+ "$ref": "#/components/schemas/SdkCompanyReferenceDto"
1685
+ }
1686
+ ]
1687
+ },
1688
+ "companyGroup": {
1689
+ "description": "Company group reference",
1690
+ "allOf": [
1691
+ {
1692
+ "$ref": "#/components/schemas/SdkCompanyGroupReferenceDto"
1693
+ }
1694
+ ]
1695
+ },
1696
+ "investmentStatus": {
1697
+ "type": "string",
1698
+ "description": "Investment status",
1699
+ "nullable": true
1700
+ },
1701
+ "invested": {
1702
+ "type": "number",
1703
+ "description": "Total invested amount"
1704
+ },
1705
+ "ownership": {
1706
+ "type": "number",
1707
+ "description": "Ownership percentage",
1708
+ "nullable": true
1709
+ },
1710
+ "companyValuation": {
1711
+ "type": "number",
1712
+ "description": "Company valuation",
1713
+ "nullable": true
1714
+ },
1715
+ "sharesOwnedTotal": {
1716
+ "type": "number",
1717
+ "description": "Number of units held"
1718
+ },
1719
+ "pricePerShare": {
1720
+ "type": "number",
1721
+ "description": "Price per share",
1722
+ "nullable": true
1723
+ },
1724
+ "sharesIssuedTotalDiluted": {
1725
+ "type": "number",
1726
+ "description": "Total diluted shares issued"
1727
+ },
1728
+ "sharesIssuedTotalCurrent": {
1729
+ "type": "number",
1730
+ "description": "Total current shares issued"
1731
+ },
1732
+ "fairValueWithoutEquity": {
1733
+ "type": "number",
1734
+ "description": "Fair value excluding equity",
1735
+ "nullable": true
1736
+ },
1737
+ "fairValue": {
1738
+ "type": "number",
1739
+ "description": "Position fair value",
1740
+ "nullable": true
1741
+ },
1742
+ "customSummaryFairValue": {
1743
+ "type": "number",
1744
+ "description": "Custom fair value override applied at summary level",
1745
+ "nullable": true
1746
+ },
1747
+ "askFairValue": {
1748
+ "type": "boolean",
1749
+ "description": "Whether a fair value input is required",
1750
+ "nullable": true
1751
+ },
1752
+ "xirr": {
1753
+ "type": "number",
1754
+ "description": "Extended internal rate of return",
1755
+ "nullable": true
1756
+ },
1757
+ "roi": {
1758
+ "type": "number",
1759
+ "description": "Return on investment",
1760
+ "nullable": true
1761
+ },
1762
+ "realized": {
1763
+ "type": "number",
1764
+ "description": "Realized amount",
1765
+ "nullable": true
1766
+ },
1767
+ "investments": {
1768
+ "type": "number",
1769
+ "description": "Number of investments contributing to the position",
1770
+ "nullable": true
1771
+ },
1772
+ "defaultFairValueItems": {
1773
+ "description": "Default fair value items",
1774
+ "type": "array",
1775
+ "items": {
1776
+ "$ref": "#/components/schemas/SdkFairValueItemDto"
1777
+ }
1778
+ },
1779
+ "totalProfits": {
1780
+ "type": "number",
1781
+ "description": "Total profits",
1782
+ "nullable": true
1783
+ },
1784
+ "exitProfits": {
1785
+ "type": "number",
1786
+ "description": "Exit profits",
1787
+ "nullable": true
1788
+ },
1789
+ "equityFairValue": {
1790
+ "type": "number",
1791
+ "description": "Equity fair value",
1792
+ "nullable": true
1793
+ },
1794
+ "multiple": {
1795
+ "type": "number",
1796
+ "description": "Investment multiple",
1797
+ "nullable": true
1798
+ },
1799
+ "roundInfo": {
1800
+ "description": "Funding round info",
1801
+ "nullable": true,
1802
+ "type": "object",
1803
+ "allOf": [
1804
+ {
1805
+ "$ref": "#/components/schemas/SdkFundingRoundInfoDto"
1806
+ }
1807
+ ]
1808
+ },
1809
+ "valuationMethod": {
1810
+ "type": "string",
1811
+ "description": "Valuation method",
1812
+ "enum": [
1813
+ "Historical",
1814
+ "NewFinancingRound",
1815
+ "PubliclyListedSecurity",
1816
+ "Realization",
1817
+ "RecentTransactionMultiples",
1818
+ "RecentMarketMultiples",
1819
+ "RecentMarketAndTransactionMultiples",
1820
+ "DiscountToPrimaryRound",
1821
+ "ThirdPartyOpinion",
1822
+ "Dcf",
1823
+ "Other"
1824
+ ],
1825
+ "nullable": true
1826
+ },
1827
+ "totalFundingRaised": {
1828
+ "type": "number",
1829
+ "description": "Total funding raised",
1830
+ "nullable": true
1831
+ },
1832
+ "averageInvestmentAmount": {
1833
+ "type": "number",
1834
+ "description": "Average investment amount",
1835
+ "nullable": true
1836
+ },
1837
+ "investedInitial": {
1838
+ "type": "number",
1839
+ "description": "Initially invested amount",
1840
+ "nullable": true
1841
+ },
1842
+ "investedFollowOn": {
1843
+ "type": "number",
1844
+ "description": "Follow-on invested amount",
1845
+ "nullable": true
1846
+ },
1847
+ "dateOfInitialInvestment": {
1848
+ "type": "string",
1849
+ "description": "Initial investment date",
1850
+ "nullable": true
1851
+ },
1852
+ "initialInvestmentStage": {
1853
+ "type": "string",
1854
+ "description": "Initial investment stage",
1855
+ "enum": [
1856
+ "poc",
1857
+ "pre-seed",
1858
+ "seed",
1859
+ "late-seed",
1860
+ "seed-extension",
1861
+ "pre-series-a-round",
1862
+ "bridge-round",
1863
+ "a-round",
1864
+ "b-round",
1865
+ "c-round",
1866
+ "d-round-plus",
1867
+ "d-round",
1868
+ "e-round",
1869
+ "f-round",
1870
+ "g-round",
1871
+ "h-round",
1872
+ "i-round",
1873
+ "j-round",
1874
+ "k-round",
1875
+ "l-round",
1876
+ "m-round",
1877
+ "n-round"
1878
+ ],
1879
+ "nullable": true
1880
+ },
1881
+ "latestInvestment": {
1882
+ "type": "number",
1883
+ "description": "Latest investment amount",
1884
+ "nullable": true
1885
+ },
1886
+ "dateOfLatestInvestment": {
1887
+ "type": "string",
1888
+ "description": "Latest investment date",
1889
+ "nullable": true
1890
+ },
1891
+ "currentStage": {
1892
+ "type": "string",
1893
+ "description": "Current stage",
1894
+ "enum": [
1895
+ "poc",
1896
+ "pre-seed",
1897
+ "seed",
1898
+ "late-seed",
1899
+ "seed-extension",
1900
+ "pre-series-a-round",
1901
+ "bridge-round",
1902
+ "a-round",
1903
+ "b-round",
1904
+ "c-round",
1905
+ "d-round-plus",
1906
+ "d-round",
1907
+ "e-round",
1908
+ "f-round",
1909
+ "g-round",
1910
+ "h-round",
1911
+ "i-round",
1912
+ "j-round",
1913
+ "k-round",
1914
+ "l-round",
1915
+ "m-round",
1916
+ "n-round"
1917
+ ],
1918
+ "nullable": true
1919
+ },
1920
+ "currency": {
1921
+ "type": "string",
1922
+ "description": "Reporting currency code"
1923
+ },
1924
+ "date": {
1925
+ "type": "string",
1926
+ "description": "Position summary date"
1927
+ }
1928
+ },
1929
+ "required": [
1930
+ "companyId",
1931
+ "invested",
1932
+ "sharesOwnedTotal",
1933
+ "sharesIssuedTotalDiluted",
1934
+ "sharesIssuedTotalCurrent",
1935
+ "currency",
1936
+ "date"
1937
+ ]
1938
+ },
1939
+ "SdkCompanyPositionsListResponseDto": {
1940
+ "type": "object",
1941
+ "properties": {
1942
+ "data": {
1943
+ "type": "array",
1944
+ "items": {
1945
+ "$ref": "#/components/schemas/SdkCompanyPositionDto"
1946
+ }
1947
+ },
1948
+ "meta": {
1949
+ "$ref": "#/components/schemas/SdkPaginationMetaDto"
1950
+ }
1951
+ },
1952
+ "required": [
1953
+ "data",
1954
+ "meta"
1955
+ ]
1956
+ },
1957
+ "SdkPortfolioPositionDto": {
1958
+ "type": "object",
1959
+ "properties": {
1960
+ "companyIds": {
1961
+ "description": "Company identifiers included in the aggregate",
1962
+ "type": "array",
1963
+ "items": {
1964
+ "type": "number"
1965
+ }
1966
+ },
1967
+ "currency": {
1968
+ "type": "string",
1969
+ "description": "Reporting currency code"
1970
+ },
1971
+ "date": {
1972
+ "type": "string",
1973
+ "description": "Position summary date"
1974
+ },
1975
+ "fairValue": {
1976
+ "type": "number",
1977
+ "description": "Aggregate fair value",
1978
+ "nullable": true
1979
+ },
1980
+ "invested": {
1981
+ "type": "number",
1982
+ "description": "Aggregate invested amount",
1983
+ "nullable": true
1984
+ },
1985
+ "multiple": {
1986
+ "type": "number",
1987
+ "description": "Aggregate investment multiple",
1988
+ "nullable": true
1989
+ },
1990
+ "ownership": {
1991
+ "type": "number",
1992
+ "description": "Aggregate ownership percentage",
1993
+ "nullable": true
1994
+ },
1995
+ "realized": {
1996
+ "type": "number",
1997
+ "description": "Aggregate realized amount",
1998
+ "nullable": true
1999
+ },
2000
+ "xirr": {
2001
+ "type": "number",
2002
+ "description": "Aggregate XIRR",
2003
+ "nullable": true
2004
+ },
2005
+ "fvPlusRealized": {
2006
+ "type": "number",
2007
+ "description": "Fair value plus realized amount",
2008
+ "nullable": true
2009
+ },
2010
+ "totalFundingRaised": {
2011
+ "type": "number",
2012
+ "description": "Total funding raised",
2013
+ "nullable": true
2014
+ },
2015
+ "valuation": {
2016
+ "type": "number",
2017
+ "description": "Aggregate valuation",
2018
+ "nullable": true
2019
+ },
2020
+ "investments": {
2021
+ "type": "number",
2022
+ "description": "Aggregate investment count",
2023
+ "nullable": true
2024
+ },
2025
+ "realizations": {
2026
+ "type": "number",
2027
+ "description": "Aggregate realization count",
2028
+ "nullable": true
2029
+ },
2030
+ "roi": {
2031
+ "type": "number",
2032
+ "description": "Aggregate ROI",
2033
+ "nullable": true
2034
+ },
2035
+ "numberOfActiveCompanies": {
2036
+ "type": "number",
2037
+ "description": "Number of active companies"
2038
+ },
2039
+ "numberOfFullyExitedCompanies": {
2040
+ "type": "number",
2041
+ "description": "Number of fully exited companies"
2042
+ },
2043
+ "investedEquity": {
2044
+ "type": "number",
2045
+ "description": "Amount invested through equity instruments",
2046
+ "nullable": true
2047
+ },
2048
+ "investedSAFE": {
2049
+ "type": "number",
2050
+ "description": "Amount invested through SAFEs",
2051
+ "nullable": true
2052
+ },
2053
+ "investedConvertibleNote": {
2054
+ "type": "number",
2055
+ "description": "Amount invested through convertible notes",
2056
+ "nullable": true
2057
+ },
2058
+ "investedInitial": {
2059
+ "type": "number",
2060
+ "description": "Initial invested amount",
2061
+ "nullable": true
2062
+ },
2063
+ "investedFollowOn": {
2064
+ "type": "number",
2065
+ "description": "Follow-on invested amount",
2066
+ "nullable": true
2067
+ },
2068
+ "numberOfCompanies": {
2069
+ "type": "number",
2070
+ "description": "Number of companies included in the aggregate"
2071
+ },
2072
+ "averageInvestmentAmount": {
2073
+ "type": "number",
2074
+ "description": "Average investment amount",
2075
+ "nullable": true
2076
+ }
2077
+ },
2078
+ "required": [
2079
+ "currency",
2080
+ "date",
2081
+ "numberOfActiveCompanies",
2082
+ "numberOfFullyExitedCompanies",
2083
+ "numberOfCompanies"
2084
+ ]
2085
+ },
2086
+ "SdkTransactionAdditionalInfoDto": {
2087
+ "type": "object",
2088
+ "properties": {
2089
+ "personResponsible": {
2090
+ "type": "string",
2091
+ "description": "Person responsible for the transaction",
2092
+ "nullable": true
2093
+ },
2094
+ "rationale": {
2095
+ "type": "string",
2096
+ "description": "Rationale for the transaction",
2097
+ "nullable": true
2098
+ },
2099
+ "info": {
2100
+ "type": "string",
2101
+ "description": "Free-form note",
2102
+ "nullable": true
2103
+ },
2104
+ "warrant": {
2105
+ "type": "string",
2106
+ "description": "Warrant information",
2107
+ "nullable": true
2108
+ },
2109
+ "earnOut": {
2110
+ "type": "string",
2111
+ "description": "Earn-out information",
2112
+ "nullable": true
2113
+ }
2114
+ }
2115
+ },
2116
+ "SdkEquityTransactionDto": {
2117
+ "type": "object",
2118
+ "properties": {
2119
+ "id": {
2120
+ "type": "number",
2121
+ "description": "Transaction identifier"
2122
+ },
2123
+ "type": {
2124
+ "type": "string",
2125
+ "description": "Equity-family transaction type",
2126
+ "enum": [
2127
+ "EquityInvestment",
2128
+ "EquityReceived",
2129
+ "OptionsReceived"
2130
+ ]
2131
+ },
2132
+ "date": {
2133
+ "type": "string",
2134
+ "description": "Transaction date (ISO 8601)"
2135
+ },
2136
+ "companyId": {
2137
+ "type": "number",
2138
+ "description": "Company identifier"
2139
+ },
2140
+ "companyGroupId": {
2141
+ "type": "number",
2142
+ "description": "Company group identifier",
2143
+ "nullable": true
2144
+ },
2145
+ "company": {
2146
+ "description": "Company reference",
2147
+ "allOf": [
2148
+ {
2149
+ "$ref": "#/components/schemas/SdkCompanyReferenceDto"
2150
+ }
2151
+ ]
2152
+ },
2153
+ "companyGroup": {
2154
+ "description": "Company group reference",
2155
+ "allOf": [
2156
+ {
2157
+ "$ref": "#/components/schemas/SdkCompanyGroupReferenceDto"
2158
+ }
2159
+ ]
2160
+ },
2161
+ "currency": {
2162
+ "type": "string",
2163
+ "description": "Transaction currency as ISO 4217 code",
2164
+ "nullable": true
2165
+ },
2166
+ "additionalInfo": {
2167
+ "description": "Free-form annotations",
2168
+ "allOf": [
2169
+ {
2170
+ "$ref": "#/components/schemas/SdkTransactionAdditionalInfoDto"
2171
+ }
2172
+ ]
2173
+ },
2174
+ "children": {
2175
+ "type": "array",
2176
+ "description": "Child transactions. Each element is a transaction variant; narrow via its `type` field.",
2177
+ "items": {
2178
+ "oneOf": [
2179
+ {
2180
+ "$ref": "#/components/schemas/SdkEquityTransactionDto"
2181
+ },
2182
+ {
2183
+ "$ref": "#/components/schemas/SdkConvertibleNoteTransactionDto"
2184
+ },
2185
+ {
2186
+ "$ref": "#/components/schemas/SdkFutureEquityAgreementTransactionDto"
2187
+ },
2188
+ {
2189
+ "$ref": "#/components/schemas/SdkExtendTransactionDto"
2190
+ },
2191
+ {
2192
+ "$ref": "#/components/schemas/SdkConversionTransactionDto"
2193
+ },
2194
+ {
2195
+ "$ref": "#/components/schemas/SdkExitTransactionDto"
2196
+ },
2197
+ {
2198
+ "$ref": "#/components/schemas/SdkValuationChangeTransactionDto"
2199
+ },
2200
+ {
2201
+ "$ref": "#/components/schemas/SdkInsolvencyTransactionDto"
2202
+ },
2203
+ {
2204
+ "$ref": "#/components/schemas/SdkOtherInvestmentTransactionDto"
2205
+ }
2206
+ ],
2207
+ "discriminator": {
2208
+ "propertyName": "type",
2209
+ "mapping": {
2210
+ "EquityInvestment": "#/components/schemas/SdkEquityTransactionDto",
2211
+ "EquityReceived": "#/components/schemas/SdkEquityTransactionDto",
2212
+ "OptionsReceived": "#/components/schemas/SdkEquityTransactionDto",
2213
+ "ConvertibleNote": "#/components/schemas/SdkConvertibleNoteTransactionDto",
2214
+ "FutureEquityAgreement": "#/components/schemas/SdkFutureEquityAgreementTransactionDto",
2215
+ "Extend": "#/components/schemas/SdkExtendTransactionDto",
2216
+ "ConvertToEquity": "#/components/schemas/SdkConversionTransactionDto",
2217
+ "Payback": "#/components/schemas/SdkConversionTransactionDto",
2218
+ "WriteOff": "#/components/schemas/SdkConversionTransactionDto",
2219
+ "TradeSale": "#/components/schemas/SdkExitTransactionDto",
2220
+ "IPO": "#/components/schemas/SdkExitTransactionDto",
2221
+ "Auction": "#/components/schemas/SdkExitTransactionDto",
2222
+ "LimitedAuction": "#/components/schemas/SdkExitTransactionDto",
2223
+ "Proprietary": "#/components/schemas/SdkExitTransactionDto",
2224
+ "OtherExit": "#/components/schemas/SdkExitTransactionDto",
2225
+ "Dividend": "#/components/schemas/SdkExitTransactionDto",
2226
+ "OtherRealization": "#/components/schemas/SdkExitTransactionDto",
2227
+ "ValuationChange": "#/components/schemas/SdkValuationChangeTransactionDto",
2228
+ "Insolvency": "#/components/schemas/SdkInsolvencyTransactionDto",
2229
+ "OtherInvestment": "#/components/schemas/SdkOtherInvestmentTransactionDto"
2230
+ }
2231
+ }
2232
+ }
2233
+ },
2234
+ "invested": {
2235
+ "type": "number",
2236
+ "description": "Cash invested (EquityInvestment only)",
2237
+ "nullable": true
2238
+ },
2239
+ "pricePerShare": {
2240
+ "type": "number",
2241
+ "description": "Price per share",
2242
+ "nullable": true
2243
+ },
2244
+ "sharesAcquired": {
2245
+ "type": "number",
2246
+ "description": "Shares acquired",
2247
+ "nullable": true
2248
+ },
2249
+ "sharesIssuedTotalDiluted": {
2250
+ "type": "number",
2251
+ "description": "Total shares issued (diluted)",
2252
+ "nullable": true
2253
+ },
2254
+ "sharesIssuedTotalCurrent": {
2255
+ "type": "number",
2256
+ "description": "Total shares issued (current)",
2257
+ "nullable": true
2258
+ },
2259
+ "companyPostMoneyValuation": {
2260
+ "type": "number",
2261
+ "description": "Company post-money valuation",
2262
+ "nullable": true
2263
+ }
2264
+ },
2265
+ "required": [
2266
+ "id",
2267
+ "type",
2268
+ "date",
2269
+ "companyId"
2270
+ ]
2271
+ },
2272
+ "SdkTransactionPaymentDto": {
2273
+ "type": "object",
2274
+ "properties": {
2275
+ "amount": {
2276
+ "type": "number",
2277
+ "description": "Payment amount"
2278
+ },
2279
+ "dueDate": {
2280
+ "type": "string",
2281
+ "description": "Due date (ISO 8601)"
2282
+ }
2283
+ },
2284
+ "required": [
2285
+ "amount",
2286
+ "dueDate"
2287
+ ]
2288
+ },
2289
+ "SdkConvertibleNoteTransactionDto": {
2290
+ "type": "object",
2291
+ "properties": {
2292
+ "id": {
2293
+ "type": "number",
2294
+ "description": "Transaction identifier"
2295
+ },
2296
+ "type": {
2297
+ "type": "string",
2298
+ "description": "Convertible note",
2299
+ "enum": [
2300
+ "ConvertibleNote"
2301
+ ]
2302
+ },
2303
+ "date": {
2304
+ "type": "string",
2305
+ "description": "Transaction date (ISO 8601)"
2306
+ },
2307
+ "companyId": {
2308
+ "type": "number",
2309
+ "description": "Company identifier"
2310
+ },
2311
+ "companyGroupId": {
2312
+ "type": "number",
2313
+ "description": "Company group identifier",
2314
+ "nullable": true
2315
+ },
2316
+ "company": {
2317
+ "description": "Company reference",
2318
+ "allOf": [
2319
+ {
2320
+ "$ref": "#/components/schemas/SdkCompanyReferenceDto"
2321
+ }
2322
+ ]
2323
+ },
2324
+ "companyGroup": {
2325
+ "description": "Company group reference",
2326
+ "allOf": [
2327
+ {
2328
+ "$ref": "#/components/schemas/SdkCompanyGroupReferenceDto"
2329
+ }
2330
+ ]
2331
+ },
2332
+ "currency": {
2333
+ "type": "string",
2334
+ "description": "Transaction currency as ISO 4217 code",
2335
+ "nullable": true
2336
+ },
2337
+ "additionalInfo": {
2338
+ "description": "Free-form annotations",
2339
+ "allOf": [
2340
+ {
2341
+ "$ref": "#/components/schemas/SdkTransactionAdditionalInfoDto"
2342
+ }
2343
+ ]
2344
+ },
2345
+ "children": {
2346
+ "type": "array",
2347
+ "description": "Child transactions. Each element is a transaction variant; narrow via its `type` field.",
2348
+ "items": {
2349
+ "oneOf": [
2350
+ {
2351
+ "$ref": "#/components/schemas/SdkEquityTransactionDto"
2352
+ },
2353
+ {
2354
+ "$ref": "#/components/schemas/SdkConvertibleNoteTransactionDto"
2355
+ },
2356
+ {
2357
+ "$ref": "#/components/schemas/SdkFutureEquityAgreementTransactionDto"
2358
+ },
2359
+ {
2360
+ "$ref": "#/components/schemas/SdkExtendTransactionDto"
2361
+ },
2362
+ {
2363
+ "$ref": "#/components/schemas/SdkConversionTransactionDto"
2364
+ },
2365
+ {
2366
+ "$ref": "#/components/schemas/SdkExitTransactionDto"
2367
+ },
2368
+ {
2369
+ "$ref": "#/components/schemas/SdkValuationChangeTransactionDto"
2370
+ },
2371
+ {
2372
+ "$ref": "#/components/schemas/SdkInsolvencyTransactionDto"
2373
+ },
2374
+ {
2375
+ "$ref": "#/components/schemas/SdkOtherInvestmentTransactionDto"
2376
+ }
2377
+ ],
2378
+ "discriminator": {
2379
+ "propertyName": "type",
2380
+ "mapping": {
2381
+ "EquityInvestment": "#/components/schemas/SdkEquityTransactionDto",
2382
+ "EquityReceived": "#/components/schemas/SdkEquityTransactionDto",
2383
+ "OptionsReceived": "#/components/schemas/SdkEquityTransactionDto",
2384
+ "ConvertibleNote": "#/components/schemas/SdkConvertibleNoteTransactionDto",
2385
+ "FutureEquityAgreement": "#/components/schemas/SdkFutureEquityAgreementTransactionDto",
2386
+ "Extend": "#/components/schemas/SdkExtendTransactionDto",
2387
+ "ConvertToEquity": "#/components/schemas/SdkConversionTransactionDto",
2388
+ "Payback": "#/components/schemas/SdkConversionTransactionDto",
2389
+ "WriteOff": "#/components/schemas/SdkConversionTransactionDto",
2390
+ "TradeSale": "#/components/schemas/SdkExitTransactionDto",
2391
+ "IPO": "#/components/schemas/SdkExitTransactionDto",
2392
+ "Auction": "#/components/schemas/SdkExitTransactionDto",
2393
+ "LimitedAuction": "#/components/schemas/SdkExitTransactionDto",
2394
+ "Proprietary": "#/components/schemas/SdkExitTransactionDto",
2395
+ "OtherExit": "#/components/schemas/SdkExitTransactionDto",
2396
+ "Dividend": "#/components/schemas/SdkExitTransactionDto",
2397
+ "OtherRealization": "#/components/schemas/SdkExitTransactionDto",
2398
+ "ValuationChange": "#/components/schemas/SdkValuationChangeTransactionDto",
2399
+ "Insolvency": "#/components/schemas/SdkInsolvencyTransactionDto",
2400
+ "OtherInvestment": "#/components/schemas/SdkOtherInvestmentTransactionDto"
2401
+ }
2402
+ }
2403
+ }
2404
+ },
2405
+ "invested": {
2406
+ "type": "number",
2407
+ "description": "Principal invested"
2408
+ },
2409
+ "valuationCap": {
2410
+ "type": "number",
2411
+ "description": "Valuation cap",
2412
+ "nullable": true
2413
+ },
2414
+ "discountRate": {
2415
+ "type": "number",
2416
+ "description": "Conversion discount rate",
2417
+ "nullable": true
2418
+ },
2419
+ "interestRate": {
2420
+ "type": "number",
2421
+ "description": "Annual interest rate",
2422
+ "nullable": true
2423
+ },
2424
+ "interestType": {
2425
+ "type": "string",
2426
+ "description": "Interest calculation type",
2427
+ "nullable": true
2428
+ },
2429
+ "compounded": {
2430
+ "type": "string",
2431
+ "description": "Compounding period",
2432
+ "nullable": true
2433
+ },
2434
+ "dayCountConvention": {
2435
+ "type": "string",
2436
+ "description": "Day count convention",
2437
+ "nullable": true
545
2438
  },
546
- "currency": {
2439
+ "maturityDate": {
547
2440
  "type": "string",
548
- "description": "Group currency code",
2441
+ "description": "Maturity date (ISO 8601)",
549
2442
  "nullable": true
550
2443
  },
551
- "companyIds": {
552
- "description": "Company identifiers associated with the group",
553
- "type": "array",
554
- "items": {
555
- "type": "number"
556
- }
2444
+ "warrantedOwnership": {
2445
+ "type": "number",
2446
+ "description": "Warranted ownership (computed: invested / valuationCap)",
2447
+ "nullable": true
557
2448
  },
558
- "companies": {
559
- "description": "Companies associated with the group",
2449
+ "payments": {
2450
+ "description": "Scheduled payments",
560
2451
  "type": "array",
561
2452
  "items": {
562
- "$ref": "#/components/schemas/SdkCompanyDto"
2453
+ "$ref": "#/components/schemas/SdkTransactionPaymentDto"
563
2454
  }
564
2455
  }
565
2456
  },
566
2457
  "required": [
567
2458
  "id",
568
- "name"
2459
+ "type",
2460
+ "date",
2461
+ "companyId",
2462
+ "invested"
569
2463
  ]
570
2464
  },
571
- "SdkCompanyReferenceDto": {
2465
+ "SdkFutureEquityAgreementTransactionDto": {
572
2466
  "type": "object",
573
2467
  "properties": {
574
2468
  "id": {
2469
+ "type": "number",
2470
+ "description": "Transaction identifier"
2471
+ },
2472
+ "type": {
2473
+ "type": "string",
2474
+ "description": "Future equity agreement (SAFE)",
2475
+ "enum": [
2476
+ "FutureEquityAgreement"
2477
+ ]
2478
+ },
2479
+ "date": {
2480
+ "type": "string",
2481
+ "description": "Transaction date (ISO 8601)"
2482
+ },
2483
+ "companyId": {
575
2484
  "type": "number",
576
2485
  "description": "Company identifier"
577
2486
  },
578
- "name": {
2487
+ "companyGroupId": {
2488
+ "type": "number",
2489
+ "description": "Company group identifier",
2490
+ "nullable": true
2491
+ },
2492
+ "company": {
2493
+ "description": "Company reference",
2494
+ "allOf": [
2495
+ {
2496
+ "$ref": "#/components/schemas/SdkCompanyReferenceDto"
2497
+ }
2498
+ ]
2499
+ },
2500
+ "companyGroup": {
2501
+ "description": "Company group reference",
2502
+ "allOf": [
2503
+ {
2504
+ "$ref": "#/components/schemas/SdkCompanyGroupReferenceDto"
2505
+ }
2506
+ ]
2507
+ },
2508
+ "currency": {
579
2509
  "type": "string",
580
- "description": "Company display name"
2510
+ "description": "Transaction currency as ISO 4217 code",
2511
+ "nullable": true
581
2512
  },
582
- "type": {
2513
+ "additionalInfo": {
2514
+ "description": "Free-form annotations",
2515
+ "allOf": [
2516
+ {
2517
+ "$ref": "#/components/schemas/SdkTransactionAdditionalInfoDto"
2518
+ }
2519
+ ]
2520
+ },
2521
+ "children": {
2522
+ "type": "array",
2523
+ "description": "Child transactions. Each element is a transaction variant; narrow via its `type` field.",
2524
+ "items": {
2525
+ "oneOf": [
2526
+ {
2527
+ "$ref": "#/components/schemas/SdkEquityTransactionDto"
2528
+ },
2529
+ {
2530
+ "$ref": "#/components/schemas/SdkConvertibleNoteTransactionDto"
2531
+ },
2532
+ {
2533
+ "$ref": "#/components/schemas/SdkFutureEquityAgreementTransactionDto"
2534
+ },
2535
+ {
2536
+ "$ref": "#/components/schemas/SdkExtendTransactionDto"
2537
+ },
2538
+ {
2539
+ "$ref": "#/components/schemas/SdkConversionTransactionDto"
2540
+ },
2541
+ {
2542
+ "$ref": "#/components/schemas/SdkExitTransactionDto"
2543
+ },
2544
+ {
2545
+ "$ref": "#/components/schemas/SdkValuationChangeTransactionDto"
2546
+ },
2547
+ {
2548
+ "$ref": "#/components/schemas/SdkInsolvencyTransactionDto"
2549
+ },
2550
+ {
2551
+ "$ref": "#/components/schemas/SdkOtherInvestmentTransactionDto"
2552
+ }
2553
+ ],
2554
+ "discriminator": {
2555
+ "propertyName": "type",
2556
+ "mapping": {
2557
+ "EquityInvestment": "#/components/schemas/SdkEquityTransactionDto",
2558
+ "EquityReceived": "#/components/schemas/SdkEquityTransactionDto",
2559
+ "OptionsReceived": "#/components/schemas/SdkEquityTransactionDto",
2560
+ "ConvertibleNote": "#/components/schemas/SdkConvertibleNoteTransactionDto",
2561
+ "FutureEquityAgreement": "#/components/schemas/SdkFutureEquityAgreementTransactionDto",
2562
+ "Extend": "#/components/schemas/SdkExtendTransactionDto",
2563
+ "ConvertToEquity": "#/components/schemas/SdkConversionTransactionDto",
2564
+ "Payback": "#/components/schemas/SdkConversionTransactionDto",
2565
+ "WriteOff": "#/components/schemas/SdkConversionTransactionDto",
2566
+ "TradeSale": "#/components/schemas/SdkExitTransactionDto",
2567
+ "IPO": "#/components/schemas/SdkExitTransactionDto",
2568
+ "Auction": "#/components/schemas/SdkExitTransactionDto",
2569
+ "LimitedAuction": "#/components/schemas/SdkExitTransactionDto",
2570
+ "Proprietary": "#/components/schemas/SdkExitTransactionDto",
2571
+ "OtherExit": "#/components/schemas/SdkExitTransactionDto",
2572
+ "Dividend": "#/components/schemas/SdkExitTransactionDto",
2573
+ "OtherRealization": "#/components/schemas/SdkExitTransactionDto",
2574
+ "ValuationChange": "#/components/schemas/SdkValuationChangeTransactionDto",
2575
+ "Insolvency": "#/components/schemas/SdkInsolvencyTransactionDto",
2576
+ "OtherInvestment": "#/components/schemas/SdkOtherInvestmentTransactionDto"
2577
+ }
2578
+ }
2579
+ }
2580
+ },
2581
+ "invested": {
2582
+ "type": "number",
2583
+ "description": "Cash invested"
2584
+ },
2585
+ "valuationCap": {
2586
+ "type": "number",
2587
+ "description": "Valuation cap",
2588
+ "nullable": true
2589
+ },
2590
+ "discountRate": {
2591
+ "type": "number",
2592
+ "description": "Conversion discount rate",
2593
+ "nullable": true
2594
+ },
2595
+ "valuationTiming": {
583
2596
  "type": "string",
584
- "description": "Company type",
2597
+ "description": "Valuation timing (pre-money / post-money)",
2598
+ "nullable": true
2599
+ },
2600
+ "companyPostMoneyValuation": {
2601
+ "type": "number",
2602
+ "description": "Company post-money valuation",
2603
+ "nullable": true
2604
+ },
2605
+ "warrantedOwnership": {
2606
+ "type": "number",
2607
+ "description": "Warranted ownership (computed: invested / valuationCap)",
585
2608
  "nullable": true
586
2609
  }
587
2610
  },
588
2611
  "required": [
589
2612
  "id",
590
- "name"
2613
+ "type",
2614
+ "date",
2615
+ "companyId",
2616
+ "invested"
591
2617
  ]
592
2618
  },
593
- "SdkCompanyGroupReferenceDto": {
2619
+ "SdkExtendTransactionDto": {
594
2620
  "type": "object",
595
2621
  "properties": {
596
2622
  "id": {
597
2623
  "type": "number",
598
- "description": "Company group identifier"
2624
+ "description": "Transaction identifier"
599
2625
  },
600
- "name": {
2626
+ "type": {
601
2627
  "type": "string",
602
- "description": "Company group name"
2628
+ "description": "Maturity extension",
2629
+ "enum": [
2630
+ "Extend"
2631
+ ]
2632
+ },
2633
+ "date": {
2634
+ "type": "string",
2635
+ "description": "Transaction date (ISO 8601)"
2636
+ },
2637
+ "companyId": {
2638
+ "type": "number",
2639
+ "description": "Company identifier"
2640
+ },
2641
+ "companyGroupId": {
2642
+ "type": "number",
2643
+ "description": "Company group identifier",
2644
+ "nullable": true
2645
+ },
2646
+ "company": {
2647
+ "description": "Company reference",
2648
+ "allOf": [
2649
+ {
2650
+ "$ref": "#/components/schemas/SdkCompanyReferenceDto"
2651
+ }
2652
+ ]
2653
+ },
2654
+ "companyGroup": {
2655
+ "description": "Company group reference",
2656
+ "allOf": [
2657
+ {
2658
+ "$ref": "#/components/schemas/SdkCompanyGroupReferenceDto"
2659
+ }
2660
+ ]
2661
+ },
2662
+ "currency": {
2663
+ "type": "string",
2664
+ "description": "Transaction currency as ISO 4217 code",
2665
+ "nullable": true
2666
+ },
2667
+ "additionalInfo": {
2668
+ "description": "Free-form annotations",
2669
+ "allOf": [
2670
+ {
2671
+ "$ref": "#/components/schemas/SdkTransactionAdditionalInfoDto"
2672
+ }
2673
+ ]
2674
+ },
2675
+ "children": {
2676
+ "type": "array",
2677
+ "description": "Child transactions. Each element is a transaction variant; narrow via its `type` field.",
2678
+ "items": {
2679
+ "oneOf": [
2680
+ {
2681
+ "$ref": "#/components/schemas/SdkEquityTransactionDto"
2682
+ },
2683
+ {
2684
+ "$ref": "#/components/schemas/SdkConvertibleNoteTransactionDto"
2685
+ },
2686
+ {
2687
+ "$ref": "#/components/schemas/SdkFutureEquityAgreementTransactionDto"
2688
+ },
2689
+ {
2690
+ "$ref": "#/components/schemas/SdkExtendTransactionDto"
2691
+ },
2692
+ {
2693
+ "$ref": "#/components/schemas/SdkConversionTransactionDto"
2694
+ },
2695
+ {
2696
+ "$ref": "#/components/schemas/SdkExitTransactionDto"
2697
+ },
2698
+ {
2699
+ "$ref": "#/components/schemas/SdkValuationChangeTransactionDto"
2700
+ },
2701
+ {
2702
+ "$ref": "#/components/schemas/SdkInsolvencyTransactionDto"
2703
+ },
2704
+ {
2705
+ "$ref": "#/components/schemas/SdkOtherInvestmentTransactionDto"
2706
+ }
2707
+ ],
2708
+ "discriminator": {
2709
+ "propertyName": "type",
2710
+ "mapping": {
2711
+ "EquityInvestment": "#/components/schemas/SdkEquityTransactionDto",
2712
+ "EquityReceived": "#/components/schemas/SdkEquityTransactionDto",
2713
+ "OptionsReceived": "#/components/schemas/SdkEquityTransactionDto",
2714
+ "ConvertibleNote": "#/components/schemas/SdkConvertibleNoteTransactionDto",
2715
+ "FutureEquityAgreement": "#/components/schemas/SdkFutureEquityAgreementTransactionDto",
2716
+ "Extend": "#/components/schemas/SdkExtendTransactionDto",
2717
+ "ConvertToEquity": "#/components/schemas/SdkConversionTransactionDto",
2718
+ "Payback": "#/components/schemas/SdkConversionTransactionDto",
2719
+ "WriteOff": "#/components/schemas/SdkConversionTransactionDto",
2720
+ "TradeSale": "#/components/schemas/SdkExitTransactionDto",
2721
+ "IPO": "#/components/schemas/SdkExitTransactionDto",
2722
+ "Auction": "#/components/schemas/SdkExitTransactionDto",
2723
+ "LimitedAuction": "#/components/schemas/SdkExitTransactionDto",
2724
+ "Proprietary": "#/components/schemas/SdkExitTransactionDto",
2725
+ "OtherExit": "#/components/schemas/SdkExitTransactionDto",
2726
+ "Dividend": "#/components/schemas/SdkExitTransactionDto",
2727
+ "OtherRealization": "#/components/schemas/SdkExitTransactionDto",
2728
+ "ValuationChange": "#/components/schemas/SdkValuationChangeTransactionDto",
2729
+ "Insolvency": "#/components/schemas/SdkInsolvencyTransactionDto",
2730
+ "OtherInvestment": "#/components/schemas/SdkOtherInvestmentTransactionDto"
2731
+ }
2732
+ }
2733
+ }
2734
+ },
2735
+ "parentId": {
2736
+ "type": "number",
2737
+ "description": "Identifier of the transaction being extended"
2738
+ },
2739
+ "maturityDate": {
2740
+ "type": "string",
2741
+ "description": "New maturity date (ISO 8601)",
2742
+ "nullable": true
2743
+ },
2744
+ "transactionFairValue": {
2745
+ "type": "number",
2746
+ "description": "Carried fair value at extension time",
2747
+ "nullable": true
603
2748
  }
604
2749
  },
605
2750
  "required": [
606
2751
  "id",
607
- "name"
2752
+ "type",
2753
+ "date",
2754
+ "companyId",
2755
+ "parentId"
608
2756
  ]
609
2757
  },
610
- "SdkFairValueItemDto": {
2758
+ "SdkConversionTransactionDto": {
611
2759
  "type": "object",
612
2760
  "properties": {
613
2761
  "id": {
614
2762
  "type": "number",
615
- "description": "Fair value item identifier"
2763
+ "description": "Transaction identifier"
2764
+ },
2765
+ "type": {
2766
+ "type": "string",
2767
+ "description": "Conversion-flow transaction type",
2768
+ "enum": [
2769
+ "ConvertToEquity",
2770
+ "Payback",
2771
+ "WriteOff"
2772
+ ]
2773
+ },
2774
+ "date": {
2775
+ "type": "string",
2776
+ "description": "Transaction date (ISO 8601)"
2777
+ },
2778
+ "companyId": {
2779
+ "type": "number",
2780
+ "description": "Company identifier"
616
2781
  },
617
2782
  "companyGroupId": {
618
2783
  "type": "number",
619
- "description": "Company group identifier"
2784
+ "description": "Company group identifier",
2785
+ "nullable": true
620
2786
  },
621
- "fairValue": {
2787
+ "company": {
2788
+ "description": "Company reference",
2789
+ "allOf": [
2790
+ {
2791
+ "$ref": "#/components/schemas/SdkCompanyReferenceDto"
2792
+ }
2793
+ ]
2794
+ },
2795
+ "companyGroup": {
2796
+ "description": "Company group reference",
2797
+ "allOf": [
2798
+ {
2799
+ "$ref": "#/components/schemas/SdkCompanyGroupReferenceDto"
2800
+ }
2801
+ ]
2802
+ },
2803
+ "currency": {
2804
+ "type": "string",
2805
+ "description": "Transaction currency as ISO 4217 code",
2806
+ "nullable": true
2807
+ },
2808
+ "additionalInfo": {
2809
+ "description": "Free-form annotations",
2810
+ "allOf": [
2811
+ {
2812
+ "$ref": "#/components/schemas/SdkTransactionAdditionalInfoDto"
2813
+ }
2814
+ ]
2815
+ },
2816
+ "children": {
2817
+ "type": "array",
2818
+ "description": "Child transactions. Each element is a transaction variant; narrow via its `type` field.",
2819
+ "items": {
2820
+ "oneOf": [
2821
+ {
2822
+ "$ref": "#/components/schemas/SdkEquityTransactionDto"
2823
+ },
2824
+ {
2825
+ "$ref": "#/components/schemas/SdkConvertibleNoteTransactionDto"
2826
+ },
2827
+ {
2828
+ "$ref": "#/components/schemas/SdkFutureEquityAgreementTransactionDto"
2829
+ },
2830
+ {
2831
+ "$ref": "#/components/schemas/SdkExtendTransactionDto"
2832
+ },
2833
+ {
2834
+ "$ref": "#/components/schemas/SdkConversionTransactionDto"
2835
+ },
2836
+ {
2837
+ "$ref": "#/components/schemas/SdkExitTransactionDto"
2838
+ },
2839
+ {
2840
+ "$ref": "#/components/schemas/SdkValuationChangeTransactionDto"
2841
+ },
2842
+ {
2843
+ "$ref": "#/components/schemas/SdkInsolvencyTransactionDto"
2844
+ },
2845
+ {
2846
+ "$ref": "#/components/schemas/SdkOtherInvestmentTransactionDto"
2847
+ }
2848
+ ],
2849
+ "discriminator": {
2850
+ "propertyName": "type",
2851
+ "mapping": {
2852
+ "EquityInvestment": "#/components/schemas/SdkEquityTransactionDto",
2853
+ "EquityReceived": "#/components/schemas/SdkEquityTransactionDto",
2854
+ "OptionsReceived": "#/components/schemas/SdkEquityTransactionDto",
2855
+ "ConvertibleNote": "#/components/schemas/SdkConvertibleNoteTransactionDto",
2856
+ "FutureEquityAgreement": "#/components/schemas/SdkFutureEquityAgreementTransactionDto",
2857
+ "Extend": "#/components/schemas/SdkExtendTransactionDto",
2858
+ "ConvertToEquity": "#/components/schemas/SdkConversionTransactionDto",
2859
+ "Payback": "#/components/schemas/SdkConversionTransactionDto",
2860
+ "WriteOff": "#/components/schemas/SdkConversionTransactionDto",
2861
+ "TradeSale": "#/components/schemas/SdkExitTransactionDto",
2862
+ "IPO": "#/components/schemas/SdkExitTransactionDto",
2863
+ "Auction": "#/components/schemas/SdkExitTransactionDto",
2864
+ "LimitedAuction": "#/components/schemas/SdkExitTransactionDto",
2865
+ "Proprietary": "#/components/schemas/SdkExitTransactionDto",
2866
+ "OtherExit": "#/components/schemas/SdkExitTransactionDto",
2867
+ "Dividend": "#/components/schemas/SdkExitTransactionDto",
2868
+ "OtherRealization": "#/components/schemas/SdkExitTransactionDto",
2869
+ "ValuationChange": "#/components/schemas/SdkValuationChangeTransactionDto",
2870
+ "Insolvency": "#/components/schemas/SdkInsolvencyTransactionDto",
2871
+ "OtherInvestment": "#/components/schemas/SdkOtherInvestmentTransactionDto"
2872
+ }
2873
+ }
2874
+ }
2875
+ },
2876
+ "parentId": {
622
2877
  "type": "number",
623
- "description": "Fair value amount"
2878
+ "description": "Identifier of the parent transaction being converted"
624
2879
  },
625
- "type": {
2880
+ "convertedTransactionType": {
626
2881
  "type": "string",
627
- "description": "Transaction type",
2882
+ "description": "Type of the parent transaction (what was converted)",
628
2883
  "enum": [
629
2884
  "Auction",
630
2885
  "ConvertibleNote",
@@ -646,122 +2901,231 @@
646
2901
  "TradeSale",
647
2902
  "ValuationChange",
648
2903
  "WriteOff"
649
- ]
650
- }
651
- },
652
- "required": [
653
- "id",
654
- "companyGroupId",
655
- "fairValue",
656
- "type"
657
- ]
658
- },
659
- "InvestorType": {
660
- "type": "string",
661
- "enum": [
662
- "organization",
663
- "individual"
664
- ],
665
- "description": "Investor type"
666
- },
667
- "SdkSignificantInvestorDto": {
668
- "type": "object",
669
- "properties": {
670
- "investorType": {
671
- "description": "Investor type",
672
- "allOf": [
673
- {
674
- "$ref": "#/components/schemas/InvestorType"
675
- }
676
- ]
2904
+ ],
2905
+ "nullable": true
677
2906
  },
678
- "name": {
679
- "type": "string",
680
- "description": "Investor name"
2907
+ "amountConverted": {
2908
+ "type": "number",
2909
+ "description": "Amount being converted (ConvertToEquity, Payback)",
2910
+ "nullable": true
681
2911
  },
682
- "lastName": {
683
- "type": "string",
684
- "description": "Investor last name"
2912
+ "writeOffAmount": {
2913
+ "type": "number",
2914
+ "description": "Write-off amount (WriteOff)",
2915
+ "nullable": true
685
2916
  },
686
- "email": {
687
- "type": "string",
688
- "description": "Investor email"
2917
+ "pricePerShare": {
2918
+ "type": "number",
2919
+ "description": "Price per share at conversion (ConvertToEquity)",
2920
+ "nullable": true
689
2921
  },
690
- "website": {
691
- "type": "string",
692
- "description": "Investor website"
2922
+ "sharesAcquired": {
2923
+ "type": "number",
2924
+ "description": "Shares acquired on conversion (ConvertToEquity)",
2925
+ "nullable": true
2926
+ },
2927
+ "payments": {
2928
+ "description": "Scheduled repayments (Payback)",
2929
+ "type": "array",
2930
+ "items": {
2931
+ "$ref": "#/components/schemas/SdkTransactionPaymentDto"
2932
+ }
693
2933
  }
694
2934
  },
695
2935
  "required": [
696
- "investorType",
697
- "name"
2936
+ "id",
2937
+ "type",
2938
+ "date",
2939
+ "companyId",
2940
+ "parentId"
698
2941
  ]
699
2942
  },
700
- "SdkFundingRoundInfoDto": {
2943
+ "SdkExitTransactionDto": {
701
2944
  "type": "object",
702
2945
  "properties": {
703
- "roundType": {
2946
+ "id": {
2947
+ "type": "number",
2948
+ "description": "Transaction identifier"
2949
+ },
2950
+ "type": {
704
2951
  "type": "string",
705
- "description": "Funding round type",
2952
+ "description": "Exit or cash-realization transaction type",
706
2953
  "enum": [
707
- "poc",
708
- "pre-seed",
709
- "seed",
710
- "late-seed",
711
- "seed-extension",
712
- "pre-series-a-round",
713
- "bridge-round",
714
- "a-round",
715
- "b-round",
716
- "c-round",
717
- "d-round-plus",
718
- "d-round",
719
- "e-round",
720
- "f-round",
721
- "g-round",
722
- "h-round",
723
- "i-round",
724
- "j-round",
725
- "k-round",
726
- "l-round",
727
- "m-round",
728
- "n-round"
729
- ],
2954
+ "TradeSale",
2955
+ "IPO",
2956
+ "Auction",
2957
+ "LimitedAuction",
2958
+ "Proprietary",
2959
+ "OtherExit",
2960
+ "Dividend",
2961
+ "OtherRealization"
2962
+ ]
2963
+ },
2964
+ "date": {
2965
+ "type": "string",
2966
+ "description": "Transaction date (ISO 8601)"
2967
+ },
2968
+ "companyId": {
2969
+ "type": "number",
2970
+ "description": "Company identifier"
2971
+ },
2972
+ "companyGroupId": {
2973
+ "type": "number",
2974
+ "description": "Company group identifier",
730
2975
  "nullable": true
731
2976
  },
732
- "roleInRound": {
2977
+ "company": {
2978
+ "description": "Company reference",
2979
+ "allOf": [
2980
+ {
2981
+ "$ref": "#/components/schemas/SdkCompanyReferenceDto"
2982
+ }
2983
+ ]
2984
+ },
2985
+ "companyGroup": {
2986
+ "description": "Company group reference",
2987
+ "allOf": [
2988
+ {
2989
+ "$ref": "#/components/schemas/SdkCompanyGroupReferenceDto"
2990
+ }
2991
+ ]
2992
+ },
2993
+ "currency": {
733
2994
  "type": "string",
734
- "description": "Role in the round",
735
- "enum": [
736
- "lead",
737
- "co-lead",
738
- "minority-co-investor",
739
- "did-not-participate"
740
- ],
2995
+ "description": "Transaction currency as ISO 4217 code",
741
2996
  "nullable": true
742
2997
  },
743
- "significantInvestors": {
744
- "description": "Significant investors in the round",
2998
+ "additionalInfo": {
2999
+ "description": "Free-form annotations",
3000
+ "allOf": [
3001
+ {
3002
+ "$ref": "#/components/schemas/SdkTransactionAdditionalInfoDto"
3003
+ }
3004
+ ]
3005
+ },
3006
+ "children": {
745
3007
  "type": "array",
3008
+ "description": "Child transactions. Each element is a transaction variant; narrow via its `type` field.",
746
3009
  "items": {
747
- "$ref": "#/components/schemas/SdkSignificantInvestorDto"
3010
+ "oneOf": [
3011
+ {
3012
+ "$ref": "#/components/schemas/SdkEquityTransactionDto"
3013
+ },
3014
+ {
3015
+ "$ref": "#/components/schemas/SdkConvertibleNoteTransactionDto"
3016
+ },
3017
+ {
3018
+ "$ref": "#/components/schemas/SdkFutureEquityAgreementTransactionDto"
3019
+ },
3020
+ {
3021
+ "$ref": "#/components/schemas/SdkExtendTransactionDto"
3022
+ },
3023
+ {
3024
+ "$ref": "#/components/schemas/SdkConversionTransactionDto"
3025
+ },
3026
+ {
3027
+ "$ref": "#/components/schemas/SdkExitTransactionDto"
3028
+ },
3029
+ {
3030
+ "$ref": "#/components/schemas/SdkValuationChangeTransactionDto"
3031
+ },
3032
+ {
3033
+ "$ref": "#/components/schemas/SdkInsolvencyTransactionDto"
3034
+ },
3035
+ {
3036
+ "$ref": "#/components/schemas/SdkOtherInvestmentTransactionDto"
3037
+ }
3038
+ ],
3039
+ "discriminator": {
3040
+ "propertyName": "type",
3041
+ "mapping": {
3042
+ "EquityInvestment": "#/components/schemas/SdkEquityTransactionDto",
3043
+ "EquityReceived": "#/components/schemas/SdkEquityTransactionDto",
3044
+ "OptionsReceived": "#/components/schemas/SdkEquityTransactionDto",
3045
+ "ConvertibleNote": "#/components/schemas/SdkConvertibleNoteTransactionDto",
3046
+ "FutureEquityAgreement": "#/components/schemas/SdkFutureEquityAgreementTransactionDto",
3047
+ "Extend": "#/components/schemas/SdkExtendTransactionDto",
3048
+ "ConvertToEquity": "#/components/schemas/SdkConversionTransactionDto",
3049
+ "Payback": "#/components/schemas/SdkConversionTransactionDto",
3050
+ "WriteOff": "#/components/schemas/SdkConversionTransactionDto",
3051
+ "TradeSale": "#/components/schemas/SdkExitTransactionDto",
3052
+ "IPO": "#/components/schemas/SdkExitTransactionDto",
3053
+ "Auction": "#/components/schemas/SdkExitTransactionDto",
3054
+ "LimitedAuction": "#/components/schemas/SdkExitTransactionDto",
3055
+ "Proprietary": "#/components/schemas/SdkExitTransactionDto",
3056
+ "OtherExit": "#/components/schemas/SdkExitTransactionDto",
3057
+ "Dividend": "#/components/schemas/SdkExitTransactionDto",
3058
+ "OtherRealization": "#/components/schemas/SdkExitTransactionDto",
3059
+ "ValuationChange": "#/components/schemas/SdkValuationChangeTransactionDto",
3060
+ "Insolvency": "#/components/schemas/SdkInsolvencyTransactionDto",
3061
+ "OtherInvestment": "#/components/schemas/SdkOtherInvestmentTransactionDto"
3062
+ }
3063
+ }
748
3064
  }
749
3065
  },
750
- "roundSize": {
3066
+ "profit": {
751
3067
  "type": "number",
752
- "description": "Round size",
3068
+ "description": "Realized profit / cash received",
753
3069
  "nullable": true
754
3070
  },
755
- "totalFundingRaised": {
3071
+ "pricePerShare": {
756
3072
  "type": "number",
757
- "description": "Total funding raised at the round time",
3073
+ "description": "Price per share at exit",
3074
+ "nullable": true
3075
+ },
3076
+ "sharesAcquired": {
3077
+ "type": "number",
3078
+ "description": "Shares sold (stored as negative delta)",
3079
+ "nullable": true
3080
+ },
3081
+ "companyPostMoneyValuation": {
3082
+ "type": "number",
3083
+ "description": "Company post-money valuation at exit",
3084
+ "nullable": true
3085
+ },
3086
+ "ticker": {
3087
+ "type": "string",
3088
+ "description": "Ticker symbol (IPO only)",
3089
+ "nullable": true
3090
+ },
3091
+ "name": {
3092
+ "type": "string",
3093
+ "description": "Label describing the realization (OtherRealization only)",
758
3094
  "nullable": true
3095
+ },
3096
+ "payments": {
3097
+ "description": "Exit proceeds schedule",
3098
+ "type": "array",
3099
+ "items": {
3100
+ "$ref": "#/components/schemas/SdkTransactionPaymentDto"
3101
+ }
759
3102
  }
760
- }
3103
+ },
3104
+ "required": [
3105
+ "id",
3106
+ "type",
3107
+ "date",
3108
+ "companyId"
3109
+ ]
761
3110
  },
762
- "SdkCompanyPositionDto": {
3111
+ "SdkValuationChangeTransactionDto": {
763
3112
  "type": "object",
764
3113
  "properties": {
3114
+ "id": {
3115
+ "type": "number",
3116
+ "description": "Transaction identifier"
3117
+ },
3118
+ "type": {
3119
+ "type": "string",
3120
+ "description": "Valuation change",
3121
+ "enum": [
3122
+ "ValuationChange"
3123
+ ]
3124
+ },
3125
+ "date": {
3126
+ "type": "string",
3127
+ "description": "Transaction date (ISO 8601)"
3128
+ },
765
3129
  "companyId": {
766
3130
  "type": "number",
767
3131
  "description": "Company identifier"
@@ -787,450 +3151,918 @@
787
3151
  }
788
3152
  ]
789
3153
  },
790
- "investmentStatus": {
3154
+ "currency": {
791
3155
  "type": "string",
792
- "description": "Investment status",
3156
+ "description": "Transaction currency as ISO 4217 code",
793
3157
  "nullable": true
794
3158
  },
795
- "invested": {
796
- "type": "number",
797
- "description": "Total invested amount"
3159
+ "additionalInfo": {
3160
+ "description": "Free-form annotations",
3161
+ "allOf": [
3162
+ {
3163
+ "$ref": "#/components/schemas/SdkTransactionAdditionalInfoDto"
3164
+ }
3165
+ ]
798
3166
  },
799
- "ownership": {
800
- "type": "number",
801
- "description": "Ownership percentage",
802
- "nullable": true
3167
+ "children": {
3168
+ "type": "array",
3169
+ "description": "Child transactions. Each element is a transaction variant; narrow via its `type` field.",
3170
+ "items": {
3171
+ "oneOf": [
3172
+ {
3173
+ "$ref": "#/components/schemas/SdkEquityTransactionDto"
3174
+ },
3175
+ {
3176
+ "$ref": "#/components/schemas/SdkConvertibleNoteTransactionDto"
3177
+ },
3178
+ {
3179
+ "$ref": "#/components/schemas/SdkFutureEquityAgreementTransactionDto"
3180
+ },
3181
+ {
3182
+ "$ref": "#/components/schemas/SdkExtendTransactionDto"
3183
+ },
3184
+ {
3185
+ "$ref": "#/components/schemas/SdkConversionTransactionDto"
3186
+ },
3187
+ {
3188
+ "$ref": "#/components/schemas/SdkExitTransactionDto"
3189
+ },
3190
+ {
3191
+ "$ref": "#/components/schemas/SdkValuationChangeTransactionDto"
3192
+ },
3193
+ {
3194
+ "$ref": "#/components/schemas/SdkInsolvencyTransactionDto"
3195
+ },
3196
+ {
3197
+ "$ref": "#/components/schemas/SdkOtherInvestmentTransactionDto"
3198
+ }
3199
+ ],
3200
+ "discriminator": {
3201
+ "propertyName": "type",
3202
+ "mapping": {
3203
+ "EquityInvestment": "#/components/schemas/SdkEquityTransactionDto",
3204
+ "EquityReceived": "#/components/schemas/SdkEquityTransactionDto",
3205
+ "OptionsReceived": "#/components/schemas/SdkEquityTransactionDto",
3206
+ "ConvertibleNote": "#/components/schemas/SdkConvertibleNoteTransactionDto",
3207
+ "FutureEquityAgreement": "#/components/schemas/SdkFutureEquityAgreementTransactionDto",
3208
+ "Extend": "#/components/schemas/SdkExtendTransactionDto",
3209
+ "ConvertToEquity": "#/components/schemas/SdkConversionTransactionDto",
3210
+ "Payback": "#/components/schemas/SdkConversionTransactionDto",
3211
+ "WriteOff": "#/components/schemas/SdkConversionTransactionDto",
3212
+ "TradeSale": "#/components/schemas/SdkExitTransactionDto",
3213
+ "IPO": "#/components/schemas/SdkExitTransactionDto",
3214
+ "Auction": "#/components/schemas/SdkExitTransactionDto",
3215
+ "LimitedAuction": "#/components/schemas/SdkExitTransactionDto",
3216
+ "Proprietary": "#/components/schemas/SdkExitTransactionDto",
3217
+ "OtherExit": "#/components/schemas/SdkExitTransactionDto",
3218
+ "Dividend": "#/components/schemas/SdkExitTransactionDto",
3219
+ "OtherRealization": "#/components/schemas/SdkExitTransactionDto",
3220
+ "ValuationChange": "#/components/schemas/SdkValuationChangeTransactionDto",
3221
+ "Insolvency": "#/components/schemas/SdkInsolvencyTransactionDto",
3222
+ "OtherInvestment": "#/components/schemas/SdkOtherInvestmentTransactionDto"
3223
+ }
3224
+ }
3225
+ }
803
3226
  },
804
- "companyValuation": {
3227
+ "companyPostMoneyValuation": {
805
3228
  "type": "number",
806
- "description": "Company valuation",
3229
+ "description": "New company post-money valuation",
807
3230
  "nullable": true
808
3231
  },
809
- "sharesOwnedTotal": {
810
- "type": "number",
811
- "description": "Number of units held"
812
- },
813
3232
  "pricePerShare": {
814
3233
  "type": "number",
815
- "description": "Price per share",
3234
+ "description": "Price per share at valuation",
816
3235
  "nullable": true
817
3236
  },
818
3237
  "sharesIssuedTotalDiluted": {
819
3238
  "type": "number",
820
- "description": "Total diluted shares issued"
3239
+ "description": "Total shares issued (diluted)",
3240
+ "nullable": true
821
3241
  },
822
3242
  "sharesIssuedTotalCurrent": {
823
3243
  "type": "number",
824
- "description": "Total current shares issued"
825
- },
826
- "fairValueWithoutEquity": {
827
- "type": "number",
828
- "description": "Fair value excluding equity",
3244
+ "description": "Total shares issued (current)",
829
3245
  "nullable": true
830
3246
  },
831
- "fairValue": {
832
- "type": "number",
833
- "description": "Position fair value",
3247
+ "valuationMethod": {
3248
+ "type": "string",
3249
+ "description": "Valuation method",
3250
+ "enum": [
3251
+ "Historical",
3252
+ "NewFinancingRound",
3253
+ "PubliclyListedSecurity",
3254
+ "Realization",
3255
+ "RecentTransactionMultiples",
3256
+ "RecentMarketMultiples",
3257
+ "RecentMarketAndTransactionMultiples",
3258
+ "DiscountToPrimaryRound",
3259
+ "ThirdPartyOpinion",
3260
+ "Dcf",
3261
+ "Other"
3262
+ ],
834
3263
  "nullable": true
835
3264
  },
836
3265
  "customSummaryFairValue": {
837
3266
  "type": "number",
838
- "description": "Ownership percentage",
3267
+ "description": "Override fair value applied as part of this valuation",
839
3268
  "nullable": true
3269
+ }
3270
+ },
3271
+ "required": [
3272
+ "id",
3273
+ "type",
3274
+ "date",
3275
+ "companyId"
3276
+ ]
3277
+ },
3278
+ "SdkInsolvencyTransactionDto": {
3279
+ "type": "object",
3280
+ "properties": {
3281
+ "id": {
3282
+ "type": "number",
3283
+ "description": "Transaction identifier"
840
3284
  },
841
- "askFairValue": {
842
- "type": "boolean",
843
- "description": "Whether a fair value input is required",
844
- "nullable": true
3285
+ "type": {
3286
+ "type": "string",
3287
+ "description": "Insolvency",
3288
+ "enum": [
3289
+ "Insolvency"
3290
+ ]
845
3291
  },
846
- "xirr": {
847
- "type": "number",
848
- "description": "Extended internal rate of return",
849
- "nullable": true
3292
+ "date": {
3293
+ "type": "string",
3294
+ "description": "Transaction date (ISO 8601)"
850
3295
  },
851
- "roi": {
3296
+ "companyId": {
852
3297
  "type": "number",
853
- "description": "Return on investment",
854
- "nullable": true
3298
+ "description": "Company identifier"
855
3299
  },
856
- "realized": {
3300
+ "companyGroupId": {
857
3301
  "type": "number",
858
- "description": "Realized amount",
3302
+ "description": "Company group identifier",
859
3303
  "nullable": true
860
3304
  },
861
- "investments": {
862
- "type": "number",
863
- "description": "Number of investments contributing to the position",
3305
+ "company": {
3306
+ "description": "Company reference",
3307
+ "allOf": [
3308
+ {
3309
+ "$ref": "#/components/schemas/SdkCompanyReferenceDto"
3310
+ }
3311
+ ]
3312
+ },
3313
+ "companyGroup": {
3314
+ "description": "Company group reference",
3315
+ "allOf": [
3316
+ {
3317
+ "$ref": "#/components/schemas/SdkCompanyGroupReferenceDto"
3318
+ }
3319
+ ]
3320
+ },
3321
+ "currency": {
3322
+ "type": "string",
3323
+ "description": "Transaction currency as ISO 4217 code",
864
3324
  "nullable": true
865
3325
  },
866
- "defaultFairValueItems": {
867
- "description": "Default fair value items",
3326
+ "additionalInfo": {
3327
+ "description": "Free-form annotations",
3328
+ "allOf": [
3329
+ {
3330
+ "$ref": "#/components/schemas/SdkTransactionAdditionalInfoDto"
3331
+ }
3332
+ ]
3333
+ },
3334
+ "children": {
868
3335
  "type": "array",
3336
+ "description": "Child transactions. Each element is a transaction variant; narrow via its `type` field.",
869
3337
  "items": {
870
- "$ref": "#/components/schemas/SdkFairValueItemDto"
3338
+ "oneOf": [
3339
+ {
3340
+ "$ref": "#/components/schemas/SdkEquityTransactionDto"
3341
+ },
3342
+ {
3343
+ "$ref": "#/components/schemas/SdkConvertibleNoteTransactionDto"
3344
+ },
3345
+ {
3346
+ "$ref": "#/components/schemas/SdkFutureEquityAgreementTransactionDto"
3347
+ },
3348
+ {
3349
+ "$ref": "#/components/schemas/SdkExtendTransactionDto"
3350
+ },
3351
+ {
3352
+ "$ref": "#/components/schemas/SdkConversionTransactionDto"
3353
+ },
3354
+ {
3355
+ "$ref": "#/components/schemas/SdkExitTransactionDto"
3356
+ },
3357
+ {
3358
+ "$ref": "#/components/schemas/SdkValuationChangeTransactionDto"
3359
+ },
3360
+ {
3361
+ "$ref": "#/components/schemas/SdkInsolvencyTransactionDto"
3362
+ },
3363
+ {
3364
+ "$ref": "#/components/schemas/SdkOtherInvestmentTransactionDto"
3365
+ }
3366
+ ],
3367
+ "discriminator": {
3368
+ "propertyName": "type",
3369
+ "mapping": {
3370
+ "EquityInvestment": "#/components/schemas/SdkEquityTransactionDto",
3371
+ "EquityReceived": "#/components/schemas/SdkEquityTransactionDto",
3372
+ "OptionsReceived": "#/components/schemas/SdkEquityTransactionDto",
3373
+ "ConvertibleNote": "#/components/schemas/SdkConvertibleNoteTransactionDto",
3374
+ "FutureEquityAgreement": "#/components/schemas/SdkFutureEquityAgreementTransactionDto",
3375
+ "Extend": "#/components/schemas/SdkExtendTransactionDto",
3376
+ "ConvertToEquity": "#/components/schemas/SdkConversionTransactionDto",
3377
+ "Payback": "#/components/schemas/SdkConversionTransactionDto",
3378
+ "WriteOff": "#/components/schemas/SdkConversionTransactionDto",
3379
+ "TradeSale": "#/components/schemas/SdkExitTransactionDto",
3380
+ "IPO": "#/components/schemas/SdkExitTransactionDto",
3381
+ "Auction": "#/components/schemas/SdkExitTransactionDto",
3382
+ "LimitedAuction": "#/components/schemas/SdkExitTransactionDto",
3383
+ "Proprietary": "#/components/schemas/SdkExitTransactionDto",
3384
+ "OtherExit": "#/components/schemas/SdkExitTransactionDto",
3385
+ "Dividend": "#/components/schemas/SdkExitTransactionDto",
3386
+ "OtherRealization": "#/components/schemas/SdkExitTransactionDto",
3387
+ "ValuationChange": "#/components/schemas/SdkValuationChangeTransactionDto",
3388
+ "Insolvency": "#/components/schemas/SdkInsolvencyTransactionDto",
3389
+ "OtherInvestment": "#/components/schemas/SdkOtherInvestmentTransactionDto"
3390
+ }
3391
+ }
871
3392
  }
872
3393
  },
873
- "totalProfits": {
3394
+ "customSummaryFairValue": {
874
3395
  "type": "number",
875
- "description": "Total profits",
3396
+ "description": "Override fair value at insolvency (typically 0)",
876
3397
  "nullable": true
877
- },
878
- "exitProfits": {
3398
+ }
3399
+ },
3400
+ "required": [
3401
+ "id",
3402
+ "type",
3403
+ "date",
3404
+ "companyId"
3405
+ ]
3406
+ },
3407
+ "SdkOtherInvestmentTransactionDto": {
3408
+ "type": "object",
3409
+ "properties": {
3410
+ "id": {
879
3411
  "type": "number",
880
- "description": "Exit profits",
881
- "nullable": true
3412
+ "description": "Transaction identifier"
882
3413
  },
883
- "equityFairValue": {
3414
+ "type": {
3415
+ "type": "string",
3416
+ "description": "Other investment",
3417
+ "enum": [
3418
+ "OtherInvestment"
3419
+ ]
3420
+ },
3421
+ "date": {
3422
+ "type": "string",
3423
+ "description": "Transaction date (ISO 8601)"
3424
+ },
3425
+ "companyId": {
884
3426
  "type": "number",
885
- "description": "Equity fair value",
886
- "nullable": true
3427
+ "description": "Company identifier"
887
3428
  },
888
- "multiple": {
3429
+ "companyGroupId": {
889
3430
  "type": "number",
890
- "description": "Investment multiple",
3431
+ "description": "Company group identifier",
891
3432
  "nullable": true
892
3433
  },
893
- "roundInfo": {
894
- "description": "Funding round info",
895
- "nullable": true,
3434
+ "company": {
3435
+ "description": "Company reference",
896
3436
  "allOf": [
897
3437
  {
898
- "$ref": "#/components/schemas/SdkFundingRoundInfoDto"
3438
+ "$ref": "#/components/schemas/SdkCompanyReferenceDto"
899
3439
  }
900
3440
  ]
901
3441
  },
902
- "valuationMethod": {
903
- "type": "string",
904
- "description": "Valuation method",
905
- "enum": [
906
- "Historical",
907
- "NewFinancingRound",
908
- "PubliclyListedSecurity",
909
- "Realization",
910
- "RecentTransactionMultiples",
911
- "RecentMarketMultiples",
912
- "RecentMarketAndTransactionMultiples",
913
- "DiscountToPrimaryRound",
914
- "ThirdPartyOpinion",
915
- "Dcf",
916
- "Other"
917
- ],
918
- "nullable": true
3442
+ "companyGroup": {
3443
+ "description": "Company group reference",
3444
+ "allOf": [
3445
+ {
3446
+ "$ref": "#/components/schemas/SdkCompanyGroupReferenceDto"
3447
+ }
3448
+ ]
919
3449
  },
920
- "totalFundingRaised": {
921
- "type": "number",
922
- "description": "Total funding raised",
3450
+ "currency": {
3451
+ "type": "string",
3452
+ "description": "Transaction currency as ISO 4217 code",
923
3453
  "nullable": true
924
3454
  },
925
- "averageInvestmentAmount": {
926
- "type": "number",
927
- "description": "Average investment amount",
928
- "nullable": true
3455
+ "additionalInfo": {
3456
+ "description": "Free-form annotations",
3457
+ "allOf": [
3458
+ {
3459
+ "$ref": "#/components/schemas/SdkTransactionAdditionalInfoDto"
3460
+ }
3461
+ ]
929
3462
  },
930
- "investedInitial": {
931
- "type": "number",
932
- "description": "Initially invested amount",
933
- "nullable": true
3463
+ "children": {
3464
+ "type": "array",
3465
+ "description": "Child transactions. Each element is a transaction variant; narrow via its `type` field.",
3466
+ "items": {
3467
+ "oneOf": [
3468
+ {
3469
+ "$ref": "#/components/schemas/SdkEquityTransactionDto"
3470
+ },
3471
+ {
3472
+ "$ref": "#/components/schemas/SdkConvertibleNoteTransactionDto"
3473
+ },
3474
+ {
3475
+ "$ref": "#/components/schemas/SdkFutureEquityAgreementTransactionDto"
3476
+ },
3477
+ {
3478
+ "$ref": "#/components/schemas/SdkExtendTransactionDto"
3479
+ },
3480
+ {
3481
+ "$ref": "#/components/schemas/SdkConversionTransactionDto"
3482
+ },
3483
+ {
3484
+ "$ref": "#/components/schemas/SdkExitTransactionDto"
3485
+ },
3486
+ {
3487
+ "$ref": "#/components/schemas/SdkValuationChangeTransactionDto"
3488
+ },
3489
+ {
3490
+ "$ref": "#/components/schemas/SdkInsolvencyTransactionDto"
3491
+ },
3492
+ {
3493
+ "$ref": "#/components/schemas/SdkOtherInvestmentTransactionDto"
3494
+ }
3495
+ ],
3496
+ "discriminator": {
3497
+ "propertyName": "type",
3498
+ "mapping": {
3499
+ "EquityInvestment": "#/components/schemas/SdkEquityTransactionDto",
3500
+ "EquityReceived": "#/components/schemas/SdkEquityTransactionDto",
3501
+ "OptionsReceived": "#/components/schemas/SdkEquityTransactionDto",
3502
+ "ConvertibleNote": "#/components/schemas/SdkConvertibleNoteTransactionDto",
3503
+ "FutureEquityAgreement": "#/components/schemas/SdkFutureEquityAgreementTransactionDto",
3504
+ "Extend": "#/components/schemas/SdkExtendTransactionDto",
3505
+ "ConvertToEquity": "#/components/schemas/SdkConversionTransactionDto",
3506
+ "Payback": "#/components/schemas/SdkConversionTransactionDto",
3507
+ "WriteOff": "#/components/schemas/SdkConversionTransactionDto",
3508
+ "TradeSale": "#/components/schemas/SdkExitTransactionDto",
3509
+ "IPO": "#/components/schemas/SdkExitTransactionDto",
3510
+ "Auction": "#/components/schemas/SdkExitTransactionDto",
3511
+ "LimitedAuction": "#/components/schemas/SdkExitTransactionDto",
3512
+ "Proprietary": "#/components/schemas/SdkExitTransactionDto",
3513
+ "OtherExit": "#/components/schemas/SdkExitTransactionDto",
3514
+ "Dividend": "#/components/schemas/SdkExitTransactionDto",
3515
+ "OtherRealization": "#/components/schemas/SdkExitTransactionDto",
3516
+ "ValuationChange": "#/components/schemas/SdkValuationChangeTransactionDto",
3517
+ "Insolvency": "#/components/schemas/SdkInsolvencyTransactionDto",
3518
+ "OtherInvestment": "#/components/schemas/SdkOtherInvestmentTransactionDto"
3519
+ }
3520
+ }
3521
+ }
934
3522
  },
935
- "investedFollowOn": {
3523
+ "invested": {
936
3524
  "type": "number",
937
- "description": "Follow-on invested amount",
938
- "nullable": true
3525
+ "description": "Cash invested"
939
3526
  },
940
- "dateOfInitialInvestment": {
3527
+ "name": {
941
3528
  "type": "string",
942
- "description": "Initial investment date",
3529
+ "description": "Label describing the investment",
943
3530
  "nullable": true
3531
+ }
3532
+ },
3533
+ "required": [
3534
+ "id",
3535
+ "type",
3536
+ "date",
3537
+ "companyId",
3538
+ "invested"
3539
+ ]
3540
+ },
3541
+ "SdkTransactionsListResponseDto": {
3542
+ "type": "object",
3543
+ "properties": {
3544
+ "data": {
3545
+ "type": "array",
3546
+ "items": {
3547
+ "oneOf": [
3548
+ {
3549
+ "$ref": "#/components/schemas/SdkEquityTransactionDto"
3550
+ },
3551
+ {
3552
+ "$ref": "#/components/schemas/SdkConvertibleNoteTransactionDto"
3553
+ },
3554
+ {
3555
+ "$ref": "#/components/schemas/SdkFutureEquityAgreementTransactionDto"
3556
+ },
3557
+ {
3558
+ "$ref": "#/components/schemas/SdkExtendTransactionDto"
3559
+ },
3560
+ {
3561
+ "$ref": "#/components/schemas/SdkConversionTransactionDto"
3562
+ },
3563
+ {
3564
+ "$ref": "#/components/schemas/SdkExitTransactionDto"
3565
+ },
3566
+ {
3567
+ "$ref": "#/components/schemas/SdkValuationChangeTransactionDto"
3568
+ },
3569
+ {
3570
+ "$ref": "#/components/schemas/SdkInsolvencyTransactionDto"
3571
+ },
3572
+ {
3573
+ "$ref": "#/components/schemas/SdkOtherInvestmentTransactionDto"
3574
+ }
3575
+ ],
3576
+ "discriminator": {
3577
+ "propertyName": "type",
3578
+ "mapping": {
3579
+ "EquityInvestment": "#/components/schemas/SdkEquityTransactionDto",
3580
+ "EquityReceived": "#/components/schemas/SdkEquityTransactionDto",
3581
+ "OptionsReceived": "#/components/schemas/SdkEquityTransactionDto",
3582
+ "ConvertibleNote": "#/components/schemas/SdkConvertibleNoteTransactionDto",
3583
+ "FutureEquityAgreement": "#/components/schemas/SdkFutureEquityAgreementTransactionDto",
3584
+ "Extend": "#/components/schemas/SdkExtendTransactionDto",
3585
+ "ConvertToEquity": "#/components/schemas/SdkConversionTransactionDto",
3586
+ "Payback": "#/components/schemas/SdkConversionTransactionDto",
3587
+ "WriteOff": "#/components/schemas/SdkConversionTransactionDto",
3588
+ "TradeSale": "#/components/schemas/SdkExitTransactionDto",
3589
+ "IPO": "#/components/schemas/SdkExitTransactionDto",
3590
+ "Auction": "#/components/schemas/SdkExitTransactionDto",
3591
+ "LimitedAuction": "#/components/schemas/SdkExitTransactionDto",
3592
+ "Proprietary": "#/components/schemas/SdkExitTransactionDto",
3593
+ "OtherExit": "#/components/schemas/SdkExitTransactionDto",
3594
+ "Dividend": "#/components/schemas/SdkExitTransactionDto",
3595
+ "OtherRealization": "#/components/schemas/SdkExitTransactionDto",
3596
+ "ValuationChange": "#/components/schemas/SdkValuationChangeTransactionDto",
3597
+ "Insolvency": "#/components/schemas/SdkInsolvencyTransactionDto",
3598
+ "OtherInvestment": "#/components/schemas/SdkOtherInvestmentTransactionDto"
3599
+ }
3600
+ }
3601
+ }
944
3602
  },
945
- "initialInvestmentStage": {
3603
+ "meta": {
3604
+ "$ref": "#/components/schemas/SdkPaginationMetaDto"
3605
+ }
3606
+ },
3607
+ "required": [
3608
+ "data",
3609
+ "meta"
3610
+ ]
3611
+ },
3612
+ "SdkMetricUnitDto": {
3613
+ "type": "object",
3614
+ "properties": {
3615
+ "unit": {
3616
+ "type": "object",
3617
+ "description": "Unit category. Examples: \"Currency\", \"Percentage\", \"Number\", \"Day\", \"Month\", \"Quarter\", \"Year\"."
3618
+ },
3619
+ "currencyCode": {
946
3620
  "type": "string",
947
- "description": "Initial investment stage",
948
- "enum": [
949
- "poc",
950
- "pre-seed",
951
- "seed",
952
- "late-seed",
953
- "seed-extension",
954
- "pre-series-a-round",
955
- "bridge-round",
956
- "a-round",
957
- "b-round",
958
- "c-round",
959
- "d-round-plus",
960
- "d-round",
961
- "e-round",
962
- "f-round",
963
- "g-round",
964
- "h-round",
965
- "i-round",
966
- "j-round",
967
- "k-round",
968
- "l-round",
969
- "m-round",
970
- "n-round"
971
- ],
3621
+ "description": "Currency code (ISO 4217), present only when the unit is \"Currency\".",
972
3622
  "nullable": true
973
- },
974
- "latestInvestment": {
3623
+ }
3624
+ },
3625
+ "required": [
3626
+ "unit"
3627
+ ]
3628
+ },
3629
+ "SdkMetricTypeDto": {
3630
+ "type": "object",
3631
+ "properties": {
3632
+ "id": {
975
3633
  "type": "number",
976
- "description": "Latest investment amount",
977
- "nullable": true
3634
+ "description": "Metric type identifier."
978
3635
  },
979
- "dateOfLatestInvestment": {
3636
+ "name": {
980
3637
  "type": "string",
981
- "description": "Latest investment date",
982
- "nullable": true
3638
+ "description": "Metric type display name."
983
3639
  },
984
- "currentStage": {
3640
+ "shortName": {
985
3641
  "type": "string",
986
- "description": "Current stage",
987
- "enum": [
988
- "poc",
989
- "pre-seed",
990
- "seed",
991
- "late-seed",
992
- "seed-extension",
993
- "pre-series-a-round",
994
- "bridge-round",
995
- "a-round",
996
- "b-round",
997
- "c-round",
998
- "d-round-plus",
999
- "d-round",
1000
- "e-round",
1001
- "f-round",
1002
- "g-round",
1003
- "h-round",
1004
- "i-round",
1005
- "j-round",
1006
- "k-round",
1007
- "l-round",
1008
- "m-round",
1009
- "n-round"
1010
- ],
3642
+ "description": "Short display name / abbreviation.",
1011
3643
  "nullable": true
1012
3644
  },
1013
- "currency": {
3645
+ "description": {
1014
3646
  "type": "string",
1015
- "description": "Reporting currency code"
3647
+ "description": "Free-form description of what the metric represents.",
3648
+ "nullable": true
1016
3649
  },
1017
- "date": {
1018
- "type": "string",
1019
- "description": "Position summary date"
3650
+ "origin": {
3651
+ "type": "object",
3652
+ "description": "Origin: predefined by Rundit or user-defined within the VC group."
3653
+ },
3654
+ "aggMethod": {
3655
+ "type": "object",
3656
+ "description": "How values aggregate across periods when rolled up (e.g. SUM, AVG, LAST_AVAILABLE, NONE)."
3657
+ },
3658
+ "valueType": {
3659
+ "type": "object",
3660
+ "description": "Value shape — \"numeric\" for measurements, \"option\" for enumerated choices."
3661
+ },
3662
+ "unit": {
3663
+ "description": "Unit of measurement.",
3664
+ "nullable": true,
3665
+ "type": "object",
3666
+ "allOf": [
3667
+ {
3668
+ "$ref": "#/components/schemas/SdkMetricUnitDto"
3669
+ }
3670
+ ]
1020
3671
  }
1021
3672
  },
1022
3673
  "required": [
1023
- "companyId",
1024
- "invested",
1025
- "sharesOwnedTotal",
1026
- "sharesIssuedTotalDiluted",
1027
- "sharesIssuedTotalCurrent",
1028
- "currency",
1029
- "date"
3674
+ "id",
3675
+ "name",
3676
+ "aggMethod"
1030
3677
  ]
1031
3678
  },
1032
- "SdkPortfolioPositionDto": {
3679
+ "SdkMetricTypesListResponseDto": {
3680
+ "type": "object",
3681
+ "properties": {
3682
+ "data": {
3683
+ "type": "array",
3684
+ "items": {
3685
+ "$ref": "#/components/schemas/SdkMetricTypeDto"
3686
+ }
3687
+ },
3688
+ "meta": {
3689
+ "$ref": "#/components/schemas/SdkPaginationMetaDto"
3690
+ }
3691
+ },
3692
+ "required": [
3693
+ "data",
3694
+ "meta"
3695
+ ]
3696
+ },
3697
+ "MetricSearchDto": {
1033
3698
  "type": "object",
1034
3699
  "properties": {
3700
+ "limit": {
3701
+ "type": "number",
3702
+ "description": "Maximum items per page. Currently accepted but not enforced; reserved for future pagination."
3703
+ },
3704
+ "cursor": {
3705
+ "type": "string",
3706
+ "description": "Opaque cursor from a previous response's meta.nextCursor. Currently accepted but ignored."
3707
+ },
1035
3708
  "companyIds": {
1036
- "description": "Company identifiers included in the aggregate",
3709
+ "description": "Restrict results to these companies. Defaults to all companies the caller can access.",
3710
+ "type": "array",
3711
+ "items": {
3712
+ "type": "number"
3713
+ }
3714
+ },
3715
+ "companyGroupIds": {
3716
+ "description": "Restrict to companies that belong to any of these company groups.",
3717
+ "type": "array",
3718
+ "items": {
3719
+ "type": "number"
3720
+ }
3721
+ },
3722
+ "metricTypeIds": {
3723
+ "description": "Restrict to specific metric types (use GET /metrics/types to discover identifiers).",
1037
3724
  "type": "array",
1038
3725
  "items": {
1039
3726
  "type": "number"
1040
3727
  }
1041
3728
  },
1042
- "currency": {
3729
+ "timeframe": {
3730
+ "type": "string",
3731
+ "description": "Restrict to a reporting period granularity.",
3732
+ "enum": [
3733
+ "Month",
3734
+ "Quarter",
3735
+ "Year"
3736
+ ]
3737
+ },
3738
+ "from": {
1043
3739
  "type": "string",
1044
- "description": "Reporting currency code"
3740
+ "description": "Lower bound for point date (ISO 8601, inclusive)."
1045
3741
  },
3742
+ "to": {
3743
+ "type": "string",
3744
+ "description": "Upper bound for point date (ISO 8601, inclusive)."
3745
+ }
3746
+ }
3747
+ },
3748
+ "SdkMetricPointDto": {
3749
+ "type": "object",
3750
+ "properties": {
1046
3751
  "date": {
1047
3752
  "type": "string",
1048
- "description": "Position summary date"
3753
+ "description": "Period end date (ISO 8601, YYYY-MM-DD)."
1049
3754
  },
1050
- "fairValue": {
1051
- "type": "number",
1052
- "description": "Aggregate fair value",
1053
- "nullable": true
3755
+ "timeframe": {
3756
+ "type": "object",
3757
+ "description": "Reporting period granularity."
1054
3758
  },
1055
- "invested": {
3759
+ "value": {
1056
3760
  "type": "number",
1057
- "description": "Aggregate invested amount",
3761
+ "description": "Reported value for the period. Null when the value could not be computed.",
1058
3762
  "nullable": true
1059
3763
  },
1060
- "multiple": {
1061
- "type": "number",
1062
- "description": "Aggregate investment multiple",
3764
+ "valueError": {
3765
+ "type": "string",
3766
+ "description": "Computation error message, if the value could not be calculated.",
1063
3767
  "nullable": true
1064
3768
  },
1065
- "ownership": {
3769
+ "aggregated": {
3770
+ "type": "boolean",
3771
+ "description": "True when the point is derived (e.g. aggregated from sub-rows) rather than directly stored."
3772
+ }
3773
+ },
3774
+ "required": [
3775
+ "date",
3776
+ "timeframe",
3777
+ "value"
3778
+ ]
3779
+ },
3780
+ "SdkCompanyMetricDto": {
3781
+ "type": "object",
3782
+ "properties": {
3783
+ "id": {
1066
3784
  "type": "number",
1067
- "description": "Aggregate ownership percentage",
1068
- "nullable": true
3785
+ "description": "Metric instance identifier (unique per company)."
1069
3786
  },
1070
- "realized": {
1071
- "type": "number",
1072
- "description": "Aggregate realized amount",
1073
- "nullable": true
3787
+ "metricType": {
3788
+ "description": "Metric type definition.",
3789
+ "allOf": [
3790
+ {
3791
+ "$ref": "#/components/schemas/SdkMetricTypeDto"
3792
+ }
3793
+ ]
1074
3794
  },
1075
- "xirr": {
3795
+ "points": {
3796
+ "description": "Reported data points for this metric.",
3797
+ "type": "array",
3798
+ "items": {
3799
+ "$ref": "#/components/schemas/SdkMetricPointDto"
3800
+ }
3801
+ }
3802
+ },
3803
+ "required": [
3804
+ "id",
3805
+ "metricType",
3806
+ "points"
3807
+ ]
3808
+ },
3809
+ "SdkCompanyMetricsDto": {
3810
+ "type": "object",
3811
+ "properties": {
3812
+ "companyId": {
1076
3813
  "type": "number",
1077
- "description": "Aggregate XIRR",
1078
- "nullable": true
3814
+ "description": "Company identifier."
1079
3815
  },
1080
- "fvPlusRealized": {
1081
- "type": "number",
1082
- "description": "Fair value plus realized amount",
1083
- "nullable": true
3816
+ "company": {
3817
+ "description": "Company reference with id and human-readable name.",
3818
+ "allOf": [
3819
+ {
3820
+ "$ref": "#/components/schemas/SdkCompanyReferenceDto"
3821
+ }
3822
+ ]
1084
3823
  },
1085
- "totalFundingRaised": {
1086
- "type": "number",
1087
- "description": "Total funding raised",
1088
- "nullable": true
3824
+ "metrics": {
3825
+ "description": "Metrics reported for this company.",
3826
+ "type": "array",
3827
+ "items": {
3828
+ "$ref": "#/components/schemas/SdkCompanyMetricDto"
3829
+ }
3830
+ }
3831
+ },
3832
+ "required": [
3833
+ "companyId",
3834
+ "company",
3835
+ "metrics"
3836
+ ]
3837
+ },
3838
+ "SdkCompanyMetricsListResponseDto": {
3839
+ "type": "object",
3840
+ "properties": {
3841
+ "data": {
3842
+ "type": "array",
3843
+ "items": {
3844
+ "$ref": "#/components/schemas/SdkCompanyMetricsDto"
3845
+ }
1089
3846
  },
1090
- "valuation": {
3847
+ "meta": {
3848
+ "$ref": "#/components/schemas/SdkPaginationMetaDto"
3849
+ }
3850
+ },
3851
+ "required": [
3852
+ "data",
3853
+ "meta"
3854
+ ]
3855
+ },
3856
+ "SdkCompanyReportSummaryDto": {
3857
+ "type": "object",
3858
+ "properties": {
3859
+ "id": {
1091
3860
  "type": "number",
1092
- "description": "Aggregate valuation",
1093
- "nullable": true
3861
+ "description": "Report identifier."
1094
3862
  },
1095
- "investments": {
1096
- "type": "number",
1097
- "description": "Aggregate investment count",
1098
- "nullable": true
3863
+ "title": {
3864
+ "type": "string",
3865
+ "description": "Human-readable report title."
1099
3866
  },
1100
- "realizations": {
1101
- "type": "number",
1102
- "description": "Aggregate realization count",
1103
- "nullable": true
3867
+ "date": {
3868
+ "type": "string",
3869
+ "description": "Reporting period end date (ISO 8601, YYYY-MM-DD)."
1104
3870
  },
1105
- "roi": {
1106
- "type": "number",
1107
- "description": "Aggregate ROI",
3871
+ "timeframe": {
3872
+ "type": "object",
3873
+ "description": "Reporting period granularity."
3874
+ },
3875
+ "publishedAt": {
3876
+ "type": "string",
3877
+ "description": "When the report was published (ISO 8601).",
1108
3878
  "nullable": true
1109
3879
  },
1110
- "numberOfActiveCompanies": {
1111
- "type": "number",
1112
- "description": "Number of active companies"
3880
+ "company": {
3881
+ "description": "Company that published the report.",
3882
+ "allOf": [
3883
+ {
3884
+ "$ref": "#/components/schemas/SdkCompanyReferenceDto"
3885
+ }
3886
+ ]
3887
+ }
3888
+ },
3889
+ "required": [
3890
+ "id",
3891
+ "title",
3892
+ "date",
3893
+ "timeframe",
3894
+ "company"
3895
+ ]
3896
+ },
3897
+ "SdkCompanyReportsListResponseDto": {
3898
+ "type": "object",
3899
+ "properties": {
3900
+ "data": {
3901
+ "type": "array",
3902
+ "items": {
3903
+ "$ref": "#/components/schemas/SdkCompanyReportSummaryDto"
3904
+ }
1113
3905
  },
1114
- "numberOfFullyExitedCompanies": {
3906
+ "meta": {
3907
+ "$ref": "#/components/schemas/SdkPaginationMetaDto"
3908
+ }
3909
+ },
3910
+ "required": [
3911
+ "data",
3912
+ "meta"
3913
+ ]
3914
+ },
3915
+ "SdkUserReferenceDto": {
3916
+ "type": "object",
3917
+ "properties": {
3918
+ "id": {
1115
3919
  "type": "number",
1116
- "description": "Number of fully exited companies"
3920
+ "description": "User identifier."
1117
3921
  },
1118
- "investedEquity": {
3922
+ "name": {
3923
+ "type": "string",
3924
+ "description": "User display name (first + last name)."
3925
+ }
3926
+ },
3927
+ "required": [
3928
+ "id",
3929
+ "name"
3930
+ ]
3931
+ },
3932
+ "SdkCompanyReportAttachmentDto": {
3933
+ "type": "object",
3934
+ "properties": {
3935
+ "id": {
1119
3936
  "type": "number",
1120
- "description": "Amount invested through equity instruments",
1121
- "nullable": true
3937
+ "description": "Attachment identifier."
1122
3938
  },
1123
- "investedSAFE": {
1124
- "type": "number",
1125
- "description": "Amount invested through SAFEs",
1126
- "nullable": true
3939
+ "name": {
3940
+ "type": "string",
3941
+ "description": "Original file name."
1127
3942
  },
1128
- "investedConvertibleNote": {
1129
- "type": "number",
1130
- "description": "Amount invested through convertible notes",
3943
+ "url": {
3944
+ "type": "string",
3945
+ "description": "Pre-signed URL for download (time-limited).",
1131
3946
  "nullable": true
1132
- },
1133
- "investedInitial": {
3947
+ }
3948
+ },
3949
+ "required": [
3950
+ "id",
3951
+ "name"
3952
+ ]
3953
+ },
3954
+ "SdkCompanyReportSectionDto": {
3955
+ "type": "object",
3956
+ "properties": {
3957
+ "id": {
1134
3958
  "type": "number",
1135
- "description": "Initial invested amount",
1136
- "nullable": true
3959
+ "description": "Section identifier."
1137
3960
  },
1138
- "investedFollowOn": {
3961
+ "type": {
3962
+ "type": "object",
3963
+ "description": "Section type."
3964
+ },
3965
+ "order": {
1139
3966
  "type": "number",
1140
- "description": "Follow-on invested amount",
3967
+ "description": "Position of the section within the report (0-based)."
3968
+ },
3969
+ "title": {
3970
+ "type": "string",
3971
+ "description": "Section title."
3972
+ },
3973
+ "content": {
3974
+ "type": "string",
3975
+ "description": "Section body. Plain text for Text sections, Markdown for Markdown sections.",
1141
3976
  "nullable": true
1142
3977
  },
1143
- "numberOfCompanies": {
1144
- "type": "number",
1145
- "description": "Number of companies included in the aggregate"
3978
+ "file": {
3979
+ "description": "Attached file for File-typed sections.",
3980
+ "nullable": true,
3981
+ "type": "object",
3982
+ "allOf": [
3983
+ {
3984
+ "$ref": "#/components/schemas/SdkCompanyReportAttachmentDto"
3985
+ }
3986
+ ]
1146
3987
  },
1147
- "averageInvestmentAmount": {
1148
- "type": "number",
1149
- "description": "Average investment amount",
3988
+ "imageUrl": {
3989
+ "type": "string",
3990
+ "description": "Embedded image URL for Image sections (pre-signed, time-limited).",
1150
3991
  "nullable": true
1151
3992
  }
1152
3993
  },
1153
3994
  "required": [
1154
- "currency",
1155
- "date",
1156
- "numberOfActiveCompanies",
1157
- "numberOfFullyExitedCompanies",
1158
- "numberOfCompanies"
3995
+ "id",
3996
+ "type",
3997
+ "order",
3998
+ "title"
1159
3999
  ]
1160
4000
  },
1161
- "SdkTransactionDto": {
4001
+ "SdkCompanyReportDto": {
1162
4002
  "type": "object",
1163
4003
  "properties": {
1164
4004
  "id": {
1165
4005
  "type": "number",
1166
- "description": "Transaction identifier"
4006
+ "description": "Report identifier."
1167
4007
  },
1168
- "companyId": {
1169
- "type": "number",
1170
- "description": "Company identifier"
4008
+ "title": {
4009
+ "type": "string",
4010
+ "description": "Human-readable report title."
1171
4011
  },
1172
- "companyGroupId": {
1173
- "type": "number",
1174
- "description": "Company group identifier",
4012
+ "date": {
4013
+ "type": "string",
4014
+ "description": "Reporting period end date (ISO 8601, YYYY-MM-DD)."
4015
+ },
4016
+ "timeframe": {
4017
+ "type": "object",
4018
+ "description": "Reporting period granularity."
4019
+ },
4020
+ "publishedAt": {
4021
+ "type": "string",
4022
+ "description": "When the report was published (ISO 8601).",
1175
4023
  "nullable": true
1176
4024
  },
1177
4025
  "company": {
1178
- "description": "Company reference",
4026
+ "description": "Company that published the report.",
1179
4027
  "allOf": [
1180
4028
  {
1181
4029
  "$ref": "#/components/schemas/SdkCompanyReferenceDto"
1182
4030
  }
1183
4031
  ]
1184
4032
  },
1185
- "companyGroup": {
1186
- "description": "Company group reference",
4033
+ "createdBy": {
4034
+ "description": "Author of the report.",
4035
+ "nullable": true,
4036
+ "type": "object",
1187
4037
  "allOf": [
1188
4038
  {
1189
- "$ref": "#/components/schemas/SdkCompanyGroupReferenceDto"
4039
+ "$ref": "#/components/schemas/SdkUserReferenceDto"
1190
4040
  }
1191
4041
  ]
1192
4042
  },
1193
- "type": {
1194
- "type": "string",
1195
- "description": "Transaction type"
1196
- },
1197
- "name": {
1198
- "type": "string",
1199
- "description": "Transaction label or name",
1200
- "nullable": true
1201
- },
1202
- "date": {
1203
- "type": "string",
1204
- "description": "Transaction date"
1205
- },
1206
- "amount": {
1207
- "type": "number",
1208
- "description": "Transaction amount",
1209
- "nullable": true
1210
- },
1211
- "fairValue": {
1212
- "type": "number",
1213
- "description": "Transaction fair value",
1214
- "nullable": true
1215
- },
1216
- "currency": {
1217
- "type": "string",
1218
- "description": "Transaction currency code",
1219
- "nullable": true
4043
+ "sections": {
4044
+ "description": "Structured sections that compose the report body.",
4045
+ "type": "array",
4046
+ "items": {
4047
+ "$ref": "#/components/schemas/SdkCompanyReportSectionDto"
4048
+ }
1220
4049
  },
1221
- "children": {
1222
- "description": "Nested child transactions",
4050
+ "attachments": {
4051
+ "description": "Files attached at the report level (not inside a specific section).",
1223
4052
  "type": "array",
1224
4053
  "items": {
1225
- "$ref": "#/components/schemas/SdkTransactionDto"
4054
+ "$ref": "#/components/schemas/SdkCompanyReportAttachmentDto"
1226
4055
  }
1227
4056
  }
1228
4057
  },
1229
4058
  "required": [
1230
4059
  "id",
1231
- "companyId",
1232
- "type",
1233
- "date"
4060
+ "title",
4061
+ "date",
4062
+ "timeframe",
4063
+ "company",
4064
+ "sections",
4065
+ "attachments"
1234
4066
  ]
1235
4067
  }
1236
4068
  }