Read from and create new issuing entities
Every API here is available over the APIs.io API and to AI agents over MCP.
One button, every client — Claude, Cursor, VS Code and the rest.
https://apis.io/mcp
find_apisBrowse and filter every API in the catalog.get_api_artifactsOne API's artifacts, grouped by type.get_openapiThe primary OpenAPI for this API.find_similar_apisAPIs that look like this one.apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.resolveTurn a domain, URL or GitHub org into the provider it belongs to.find_cohortsEvery scored population of providers in the catalog.curl "https://apis.io/api/v1/apis/arch:arch-issuing-entities-api"curl "https://apis.io/api/v1/apis?limit=25"Calls without X-API-Key need no key. Calls with it need a paid plan — get a key.
Free tier, no form to fill in. Signing in shares your email address with us — we store it to create your key and to recognise you if you sign in with another provider. See our Privacy Policy and Terms.
A second provider on the same verified email joins the account you already have.
openapi: 3.2.0
info:
title: Arch Client Issuing Entities API
version: 0.1.0
description: '# Arch Client API Documentation
## Getting Started
To get started, you need to request credentials from us at api-support@arch.co.'
servers:
- url: /
host: arch.co
tags:
- name: Issuing Entities
description: Read from and create new issuing entities
paths:
/client-api/v0/issuing-entities/{id}:
get:
operationId: get-single-issuing-entity
summary: Get data for a specific issuing entity
security:
- BearerAuth: []
description: Returns the data for a specific issuing entity, if the user has access through the access token.
tags:
- Issuing Entities
parameters:
- name: id
in: path
description: A specific issuing entity to query
required: true
schema:
type: integer
- name: includeInsights
in: query
description: Include 3rd party insights for the issuing entity
schema:
type: boolean
- name: includeLookthroughs
in: query
description: Include "lookthrough" holdings that this fund reports in its SOI (Premium Feature).
schema:
type: boolean
responses:
'200':
description: Success
content:
application/json:
schema:
$ref: '#/components/schemas/IssuingEntity'
'404':
description: Issuing Entity id not found or is inaccessible to the user
'500':
description: Internal server error.
/client-api/v0/issuing-entities:
get:
operationId: get-list-issuing-entities
summary: Get issuing entities accessible to the user
parameters:
- name: includeInsights
in: query
description: Include 3rd party insights for the issuing entity
schema:
type: boolean
- name: includeLookthroughs
in: query
description: How to handle "lookthrough" holdings that funds may report in their SOI (Premium Feature). Use "include" to include lookthroughs data in your query. Use "only" to include lookthroughs data and filter out issuing entities without lookthroughs. To not show lookthroughs, don't provide the field. Defaults to not showing lookthroughs
schema:
type: string
enum:
- include
- only
default: null
- name: limit
in: query
description: The number of issuing entities to return
schema:
type: integer
default: 25
maximum: 1000
- name: offset
in: query
description: The number of issuing entities to skip before collecting results
schema:
type: integer
default: 0
minimum: 0
security:
- BearerAuth: []
description: Returns a paginated list of issuing entities available to the user determined by the access token. Ordered by name.
tags:
- Issuing Entities
responses:
'200':
description: A page of issuing entity data.
content:
application/json:
schema:
$ref: '#/components/schemas/IssuingEntityList'
'500':
description: Internal server error.
components:
schemas:
OfferingRef:
type: object
required:
- kind
- id
- url
properties:
kind:
type: string
enum:
- offering-ref
id:
type: number
description: The ID of the referenced offering
example: 112
url:
type: string
description: A relative url to the referenced offering
example: /offerings/112
name:
type: string
description: The name of the referenced offering
example: Offering 112
IssuingEntityRef:
type: object
required:
- kind
- id
- url
properties:
kind:
type: string
enum:
- issuing-entity-ref
id:
type: number
description: The ID of the referenced issuing entity
example: 204
url:
type: string
description: A relative url to the referenced issuing entity
example: /issuing-entities/204
name:
type: string
description: The name of the referenced issuing entity
example: Issuing Entity 204
FinancialValue:
type: object
properties:
quantity:
type: integer
format: int64
description: The quantity of the financial value
example: 100000
currencyCode:
$ref: '#/components/schemas/CurrencyCode'
dollars:
type: integer
format: int64
description: The financial value in dollars
example:
quantity: 100000
currencyCode: USD
dollars: 100000
InvestingEntityRef:
type: object
required:
- kind
- id
- url
properties:
kind:
type: string
enum:
- investing-entity-ref
id:
type: number
description: The ID of the referenced investing entity
example: 711
url:
type: string
description: A relative url to the referenced investing entity
example: /investing-entities/711
name:
type: string
description: The name of the referenced investing entity
example: Investing Entity 711
HarmonicDirectInsights:
type:
- object
- 'null'
required:
- domain
- asOf
properties:
domain:
type: string
description: The web domain for the company
example: www.uber.com
asOf:
type: string
description: The date for which these insights are current (YYYY-MM-DD)
example: '2024-07-20'
fetchedAt:
type: string
description: The date when we last fetched insights for this company (YYYY-MM-DD)
example: '2024-07-22'
fundingStage:
type: string
description: The company's funding stage
example: Series A
fundingTotal:
type: number
description: The total funding for the company in dollars
example: 8754000000
PreqinDirectInsights:
type:
- object
- 'null'
required:
- domain
properties:
domain:
type: string
description: The web domain for the company
example: www.uber.com
fundingStage:
type: string
description: The company's funding stage as reported by Preqin.
example: Series A
fundingTotal:
type: number
description: The total funding for the company in million dollars as reported by Preqin.
example: 87.54
about:
type: string
description: A description of the company as reported by Preqin.
example: Uber is a ride-sharing company that allows users to request rides from their mobile devices.
sector:
type: string
description: The company's sector as reported by Preqin.
example: Transportation Services
subSectors:
type: array
items:
type: string
description: The company's sub-sectors as reported by Preqin.
example:
- Application Integration Software
- Car Hire Services
- Courier & Delivery Services
- Freight Transportation Services
- Logistics Software
verticals:
type: array
items:
type: string
description: The company's verticals as reported by Preqin.
example:
- E-commerce
- Mobile Apps
HoldingRef:
type: object
required:
- kind
- id
- url
properties:
kind:
type: string
enum:
- holding-ref
id:
type: number
description: The ID of the referenced holding
example: 112
url:
type: string
description: A relative url to the referenced holding
example: /holdings/112
name:
type: string
description: The name of the referenced holding
example: Holding 112
Holding:
type: object
required:
- kind
- id
- selfUrl
- name
- investingEntityName
- investingEntityRef
- investingEntityUrl
- offeringRef
- offeringUrl
- archEmail
properties:
kind:
type: string
description: Holding
id:
type: number
description: The Arch ID for tracking the holding
selfUrl:
type: string
description: The relative URL for accessing this resource via the Arch Client API
name:
type: string
description: The name for the holding
isTaxPlaceholder:
type: boolean
description: If this holding is a placeholder for an expected tax document
investingEntityRef:
$ref: '#/components/schemas/InvestingEntityRef'
investingEntityName:
type: string
description: The name of the entity that owns the holding
investingEntityUrl:
type: string
description: The relative path to query for the entity that owns the holding
issuingEntityRef:
$ref: '#/components/schemas/IssuingEntityRef'
accountName:
type: string
description: The name of the account that owns the holding
accountRef:
$ref: '#/components/schemas/AccountRef'
accountUrl:
type: string
description: The relative path to query the related Account if any
example: /accounts/56
issuingEntityName:
type: string
description: The name of the entity that issues documents for the holding
issuingEntityUrl:
type: string
description: The relative path to query for the entity that issues documents for the holding
offeringRef:
$ref: '#/components/schemas/OfferingRef'
offeringUrl:
type: string
description: The relative path to query for the vehicle that was invested in
archEmail:
type: string
description: A unique Arch email that receives documents and updates for the holding
linkStatus:
$ref: '#/components/schemas/InvestmentLinkStatus'
description: The status of the linking process for the investment.
startDate:
type: string
format: date
description: The date the holding began (YYYY-MM-DD)
endDate:
type: string
format: date
description: The date the holding ends (YYYY-MM-DD)
firmName:
type: string
description: The name of the firm this holding is associated with
firmRef:
$ref: '#/components/schemas/FirmRef'
financials:
type: object
description: Current financial values for the holding
properties:
valueAsOfTime:
allOf:
- $ref: '#/components/schemas/Timestamp'
- description: The timestamp of the most recent valuation
capitalAccount:
allOf:
- $ref: '#/components/schemas/FinancialValue'
- description: Total value of the holding
initialCommitment:
allOf:
- $ref: '#/components/schemas/FinancialValue'
- description: Total commitment to the holding
totalContribution:
allOf:
- $ref: '#/components/schemas/FinancialValue'
- description: Total of any contributions made towards the commitment (For lookthroughs, this is analogous to cost-basis)
outstandingCommitment:
allOf:
- $ref: '#/components/schemas/FinancialValue'
- description: Total contributions required to meet the commitment
totalDistributions:
allOf:
- $ref: '#/components/schemas/FinancialValue'
- description: Total of any distributions made from the holding
recallableDistributions:
allOf:
- $ref: '#/components/schemas/FinancialValue'
- description: Total of any distributions made from the holding that can be recalled
investedCapital:
allOf:
- $ref: '#/components/schemas/FinancialValue'
- description: Total capital invested in the underlying asset (Lookthroughs only)
transferInfo:
type: array
description: 'The transfer relationships this holding is involved in. Only returned when the
includeTransferInfo query parameter is set to true. A holding can be involved
in many transfers, both into it and out of it, so this list may contain any
number of entries (empty when the holding was not involved in any transfer).
In each entry, one of the two holding refs is a self-reference to this holding.
Transfers involving a holding the caller cannot access are omitted.
'
items:
type: object
properties:
transferorHoldingRef:
allOf:
- $ref: '#/components/schemas/HoldingRef'
- description: The holding that was transferred from
transfereeHoldingRef:
allOf:
- $ref: '#/components/schemas/HoldingRef'
- description: The holding that was transferred to
transferDate:
type: string
format: date
description: 'The date the transfer took place. Resolved as the transferor holding''s
end date, falling back to the transferee holding''s start date, then null.
'
latestStatementRef:
type: object
description: Reference to the most recent statement activity for this holding to help reconcile valuations
properties:
id:
type: number
description: The activity ID
url:
type: string
description: Relative URL to the activity
activityType:
type: string
description: The type of statement activity (e.g., "Account Statement Received")
statementDate:
type: string
format: date
description: The statement date
activitiesSinceStatementUrl:
type: string
description: Relative URL to query all activities that occurred after this statement date for this holding
contact:
type: object
description: Contact information for the holding
properties:
name:
type: string
description: Contact's name
email:
type: string
description: Contact's email
phone:
type: string
description: Contact's phone number
metrics:
type: object
description: Metrics of the holding's financial performance
properties:
irr:
type: number
tvpi:
type: number
dpi:
type: number
blackDiamondInfo:
type: object
properties:
symbol:
type: string
description: The symbol of the holding
accountNumber:
type: string
description: The account number of the holding
contraAccountNumber:
type: string
description: The contra account number of the holding
assetName:
type: string
description: The name of the asset
accountName:
type: string
description: The name of the account
addeparInfo:
type: object
properties:
accountId:
type: number
description: The addepar account ID associated with this holding
ownerEntityId:
type: number
description: The addepar ID of the owner entity for this holding
ownerEntityName:
type: string
description: The name of the owner entity for this holding
ownedEntityId:
type: number
description: The addepar ID of the owned entity for this holding
ownedEntityName:
type: string
description: The name of the owned entity for this holding
positionId:
type: number
description: The id of the addepar position for this holding
integrations:
type: object
properties:
archwayInfo:
type: object
properties:
investmentId:
type: number
description: The Arch ID for tracking the holding
archwaySecurityType:
type: object
properties:
id:
type: number
description: Security Type Id
description:
type: string
description: Security Type Description
archwayProductId:
type: string
description: Archway ID for tracking the holding
archwayPortfolioId:
type: number
description: Archway ID for tracking the portfolio
burgissInfo:
type: object
properties:
investmentId:
type: number
description: The Arch ID for tracking the holding
currentIdentifier:
type: string
description: The customized identifier added for the holding in Burgiss
accountNumber:
type: number
description: The Burgiss ID for tracking the Burgiss account
investmentGuid:
type: string
description: The Burgiss ID for tracking the holding
tamaracInfo:
type: object
properties:
investmentId:
type: number
description: The Arch ID for tracking the holding
accountNumber:
type: string
description: Tamarac ID for tracking the Tamarac account
symbol:
type: string
description: Tamarac ID for tracking the holding
orionInfo:
type: object
properties:
exclusionReason:
type:
- string
- 'null'
description: Export exclusion reason (MANUALLY_DISABLED or null)
ticker:
type: string
description: Product ticker for Orion
accountNumber:
type: string
description: Orion account number
accountId:
type: string
description: Orion account ID
assetId:
type: string
description: Orion asset ID
initialCommitmentCents:
type: number
description: Initial commitment amount in cents
initialCommitmentDate:
type: string
format: date
description: Initial commitment date (YYYY-MM-DD)
ownership:
type: object
properties:
percentage:
type: number
description: the whole number percent ownership the caller has in the holding.
issuingEntityId:
type: number
description: the ID of the issuing entity that contains the underlying portfolio companies.
issuingEntityUrl:
type: string
description: the url to access the issuing entity that contains the underlying portfolio companies. Prepopulated with the query parameter required to fetch the underlying portfolio.
customFields:
type: object
description: A map from custom field ID to custom field data.
additionalProperties:
$ref: '#/components/schemas/CustomField'
example:
kind: holding
id: 50051
selfUrl: /holdings/50051
name: Arch Example Holding
isTaxPlaceholder: false
investingEntityRef:
kind: investing-entity-ref
id: 56
url: /investing-entities/56
name: Arch Example Issuer
investingEntityName: Arch Example Investor
investingEntityUrl: /investingEntities/56
issuingEntityRef:
kind: issuing-entity-ref
id: 420
url: /issuing-entities/420
name: Arch Example Issuer
issuingEntityName: Arch Example Issuer
issuingEntityUrl: /issuingEntities/420
offeringRef:
kind: offering-ref
id: 112
url: /offerings/112
name: Offering 112
offeringUrl: /offerings/112
accountName: Arch Example Account
accountRef:
kind: account-ref
id: 56
url: /accounts/56
name: Account 56
accountUrl: /accounts/56
archEmail: exampleinvestor-exampleissuer@archdocuments.com
startDate: '2023-01-19T00:00:00.000Z'
endDate: '2023-01-19T00:00:00.000Z'
firmName: Firm Name 1
firmRef:
kind: firm-ref
id: 42
url: /firms/42
name: Firm Name 1
financials:
capitalAccount:
quantity: 2000
currencyCode: USD
dollars: 2000
valueAsOfTime: 2024-02-26H00:00:00.000Z
initialCommitment:
quantity: 2000
currencyCode: USD
dollars: 2000
totalContribution:
quantity: 2000
currencyCode: USD
dollars: 2000
outstandingCommitment:
quantity: 2000
currencyCode: USD
dollars: 2000
totalDistributions:
quantity: 2000
currencyCode: USD
dollars: 2000
recallableDistributions:
quantity: 2000
currencyCode: USD
dollars: 2000
latestStatementRef:
id: 12345
url: /activities/12345
activityType: Account Statement Received
statementDate: '2025-06-30T00:00:00.000Z'
activitiesSinceStatementUrl: /activities?&holdingIds=50051&afterProcessedAt=2025-06-30T00:00:00.000Z
IssuingEntity:
type: object
required:
- kind
- id
- name
- ein
- firmUrl
- firmId
- expectedFinancialValueUnit
- isSpv
- relatedHoldingsUrl
- relatedOfferingsUrl
- selfUrl
properties:
kind:
example: issuing-entity
type: string
description: The type of this object. Will always be "issuing-entity" for issuing entities
id:
example: 1
type: integer
description: The id of the issuing entity
name:
example: My Entity
type: string
description: The name of the issuing entity
ein:
example: '123456789'
type: string
description: The Entity Identification Number for the issuing entity. If the issuing entity has no ein, null will be returned.
firmUrl:
example: /firms/15
description: the firm associated with this issuing entity
type: string
firmId:
example: 15
description: the ID of the firm associated with this issuing entity
type: number
expectedFinancialValueUnit:
example: US Dollars
description: The name of the expected financial value unit for this issuing entity
type: string
isSpv:
example: false
type: boolean
description: Whether the issuing entity is a Special Purpose Vehicle
relatedHoldingsUrl:
type: string
description: Urls to fetch holdings that are related to this issuing entity
example: /holdings?issuingEntityIds=1
relatedOfferingUrls:
type: array
description: Any offerings that are related to this issuing entity
items:
type: string
example:
- /offerings/1
- /offerings/2
- /offerings/3
harmonicInsights:
allOf:
- description: 3rd party insights for the issuing entity (Powered by Harmonic.ai)
- $ref: '#/components/schemas/HarmonicDirectInsights'
preqinInsights:
allOf:
- description: 3rd party insights for the issuing entity (Powered by Preqin)
- $ref: '#/components/schemas/PreqinDirectInsights'
underlyingLookthroughs:
type: array
items:
$ref: '#/components/schemas/Holding'
selfUrl:
example: /issuing-entities/1458
type: string
description: The url that can be used to fetch this object
IssuingEntityList:
type: object
required:
- kind
- selfUrl
- contents
properties:
kind:
type: string
example: page
description: page
selfUrl:
type: string
description: The relative URL for accessing this resource via the Arch Client API
example: /issuing-entities?offset=5&limit=5
contents:
type: array
items:
$ref: '#/components/schemas/IssuingEntity'
description: List of issuing entities
prev:
type: string
description: The relative URL for the previous page of issuing entities
example: /issuing-entities?offset=0&limit=5
next:
type: string
description: The relative URL for the next page of issuing entities
example: /issuing-entities?offset=10&limit=5
CustomField:
type: object
description: A user-specified custom field. Does not yet support File fields.
properties:
name:
type: string
fieldType:
type: string
enum:
- TEXT
- SELECT
- NUMBER
- CHECKBOX
- DATE
- FILES
- FINANCIAL_VALUE
value:
oneOf:
- type: string
- type: number
- type: boolean
- $ref: '#/components/schemas/FinancialValue'
AccountRef:
type: object
required:
- kind
- id
- url
properties:
kind:
type: string
enum:
- account-ref
id:
type: number
description: The ID of the referenced account
example: 56
url:
type: string
description: A relative url to the referenced account
example: /account/56
name:
type: string
description: The name of the referenced account
example: Account 56
Timestamp:
type: string
format: YYYY-MM-DDTHH:mm:ss.SSSZ
FirmRef:
type: object
required:
- kind
- id
- url
properties:
kind:
type: string
enum:
- firm-ref
id:
type: number
description: The ID of the referenced firm
example: 42
url:
type: string
description: A relative url to the referenced firm
example: /firms/42
name:
type: string
description: The name of the referenced firm
example: Acme Capital Partners
InvestmentLinkStatus:
type: string
enum:
- Authorization Required
- Contact Info Required
- Pending External Action
- Additional Authorization Required
- In Progress
- Linked
- Linked Confirmed
- Linking Under Review
- Linked Confirmed
- Pass-Through Linked
- Unlinked
- Linking Unavailable
- Awaiting DocuSign
CurrencyCode:
type: string
example: USD
default: USD
description: The currency code for the financial value. Defaults to "USD" if not provided.
securitySchemes:
BearerAuth:
type: http
scheme: bearer
bearerFormat: JWT