Standard Metrics cap_table API

The cap_table API from Standard Metrics — 10 operation(s) for cap_table.

Operations 10

POST /beta/investment/financing-events/get/ Get financing events #
POST /beta/investment/share-classes/get/ Get share classes #
POST /beta/investment/transactions/get/ Get transactions #
POST /beta/investment/securities/get/ Get securities #
POST /beta/investment/share-classes/add/ Add share classes #
POST /beta/investment/financing-rounds/add/ Add financing rounds #
PUT /beta/investment/overrides/upsert/ Upsert overrides #
POST /beta/investment/transactions/add/ Add transactions #
POST /beta/investment/securities/add/ Add securities #
POST /beta/investment/metrics/get/ Get investment performance metrics (Alpha) #

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OpenAPI Specification

standard-metrics-cap-table-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: OAuth Token budgets Cap Table API
  version: 1.0.0
  description: Token endpoint using client credentials flow.
servers:
- url: https://api.standardmetrics.io
tags:
- name: cap_table
paths:
  /beta/investment/financing-events/get/:
    post:
      operationId: get_financing_events
      summary: Get financing events
      parameters: []
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/FinancingOut'
                title: Response
                type: array
      description: "\n        Retrieve financing events for companies in the portfolio. Returns all financing rounds if no filters are applied. Can be filtered by company ID or financing ID to get specific rounds. Each financing event includes stage, pre-money valuation, round size, fully diluted shares, closing date, and co-investor information.\n\n        **Permissions:**\n        - User must be authenticated via OAuth.\n        - User must have access to the companies.\n    "
      tags:
      - cap_table
      requestBody:
        content:
          application/json:
            schema:
              anyOf:
              - $ref: '#/components/schemas/FinancingFilters'
              - type: 'null'
        required: false
      security:
      - BearerAuth: []
  /beta/investment/share-classes/get/:
    post:
      operationId: get_share_classes
      summary: Get share classes
      parameters: []
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/ShareClassOut'
                title: Response
                type: array
      description: "\n        Retrieve share classes for a firm or a specific company. If no filters are provided, the endpoint returns all share classes across the firm. If company IDs or share class IDs are provided, it returns share classes specific to those companies or share classes.\n\n        **Permissions:**\n        - User must be authenticated via OAuth.\n        - User must have access to the companies.\n    "
      tags:
      - cap_table
      requestBody:
        content:
          application/json:
            schema:
              anyOf:
              - $ref: '#/components/schemas/ShareClassFilters'
              - type: 'null'
        required: false
      security:
      - BearerAuth: []
  /beta/investment/transactions/get/:
    post:
      operationId: get_transactions
      summary: Get transactions
      parameters: []
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/Transaction'
                title: Response
                type: array
      description: "\n        Retrieve transactions for a firm or a specific company. If no filters are provided, the endpoint returns all transactions across the firm. If company IDs or transaction IDs are provided, it returns transactions specific to those companies or transactions.\n\n        **Permissions:**\n        - User must be authenticated via OAuth.\n        - User must have access to the companies.\n    "
      tags:
      - cap_table
      requestBody:
        content:
          application/json:
            schema:
              anyOf:
              - $ref: '#/components/schemas/TransactionFilters'
              - type: 'null'
        required: false
      security:
      - BearerAuth: []
  /beta/investment/securities/get/:
    post:
      operationId: get_securities
      summary: Get securities
      parameters: []
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                items:
                  discriminator:
                    mapping:
                      certificate: '#/components/schemas/CertificateOut'
                      convertible: '#/components/schemas/ConvertibleOut'
                      public_equity: '#/components/schemas/PublicEquityOut'
                      token_convertible: '#/components/schemas/TokenConvertibleOut'
                      token_investment: '#/components/schemas/TokenInvestmentOut'
                      token_warrant: '#/components/schemas/TokenWarrantOut'
                      warrant: '#/components/schemas/WarrantOut'
                    propertyName: type
                  oneOf:
                  - $ref: '#/components/schemas/CertificateOut'
                  - $ref: '#/components/schemas/WarrantOut'
                  - $ref: '#/components/schemas/PublicEquityOut'
                  - $ref: '#/components/schemas/TokenInvestmentOut'
                  - $ref: '#/components/schemas/TokenWarrantOut'
                  - $ref: '#/components/schemas/TokenConvertibleOut'
                  - $ref: '#/components/schemas/ConvertibleOut'
                title: Response
                type: array
      description: "\n        Retrieve securities for a firm or a specific company. If no filters are provided, the endpoint returns all securities across the firm. If company IDs or holding IDs are provided, it returns securities specific to those companies or holdings.\n\n        **Permissions:**\n        - User must be authenticated via OAuth.\n        - User must have access to the companies.\n    "
      tags:
      - cap_table
      requestBody:
        content:
          application/json:
            schema:
              anyOf:
              - $ref: '#/components/schemas/SecuritiesFilters'
              - type: 'null'
        required: false
      security:
      - BearerAuth: []
  /beta/investment/share-classes/add/:
    post:
      operationId: add_share_classes
      summary: Add share classes
      parameters: []
      responses:
        '201':
          description: Created
          content:
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/ShareClassOut'
                title: Response
                type: array
      description: "\n        Add share classes to a company's cap table. Creates new share classes with specified pricing, type, and purchase information.\n\n        **Permissions:**\n        - User must be authenticated via OAuth.\n        - User must have access to the company.\n        - User must have permission to add data to the portco.\n    "
      tags:
      - cap_table
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AddShareClasses'
        required: true
      security:
      - BearerAuth: []
  /beta/investment/financing-rounds/add/:
    post:
      operationId: add_financing_rounds
      summary: Add financing rounds
      parameters: []
      responses:
        '201':
          description: Created
          content:
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/FinancingOut'
                title: Response
                type: array
      description: "\n        Add financing rounds across your cap tables. Creates new financing events with stage information, valuations, and co-investor details.\n\n        **Permissions:**\n        - User must be authenticated via OAuth.\n        - User must have access to the companies.\n        - User must have permission to add data to the cap tables.\n    "
      tags:
      - cap_table
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AddFinancingRounds'
        required: true
      security:
      - BearerAuth: []
  /beta/investment/overrides/upsert/:
    put:
      operationId: upsert_overrides
      summary: Upsert overrides
      parameters: []
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/MessagesResponse'
      description: "\n        Upsert overrides for ownership percentages, post-money valuations, and fair values. Creates or updates override data for companies and funds.\n\n        **Permissions:**\n        - User must be authenticated via OAuth.\n        - User must have access to the companies and funds.\n        - User must have permission to modify data in the portco.\n    "
      tags:
      - cap_table
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/OverridesToUpsert'
        required: true
      security:
      - BearerAuth: []
  /beta/investment/transactions/add/:
    post:
      operationId: add_transactions
      summary: Add transactions
      parameters: []
      responses:
        '201':
          description: Created
          content:
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/Transaction'
                title: Response
                type: array
      description: "\n        Add a list of transactions to a company's cap table. Supports sales, conversions, and exercises of securities.\n\n        **Permissions:**\n        - User must be authenticated via OAuth.\n        - User must have access to the company.\n        - User must have permission to add data to the portco.\n    "
      tags:
      - cap_table
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AddTransactions'
        required: true
      security:
      - BearerAuth: []
  /beta/investment/securities/add/:
    post:
      operationId: add_securities
      summary: Add securities
      parameters: []
      responses:
        '201':
          description: Created
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/MessagesResponse'
      description: "\n        Add a list of securities, across different types, to a company's cap table. Supports certificates, warrants, convertibles, and token-based securities.\n\n        **Permissions:**\n        - User must be authenticated via OAuth.\n        - User must have access to the company.\n        - User must have permission to add data to the portco.\n    "
      tags:
      - cap_table
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AddSecurities'
        required: true
      security:
      - BearerAuth: []
  /beta/investment/metrics/get/:
    post:
      operationId: get_metrics
      summary: Get investment performance metrics (Alpha)
      parameters: []
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/MetricsResponse'
      description: "\n        **Unstable:** This endpoint is in alpha and may change without notice.\n\n        Retrieve investment metrics for portfolio companies.\n\n        If `fund_ids` is omitted, metrics are aggregated across all funds.\n        If `fund_ids` is provided, metrics reflect only those funds' positions.\n\n        **Permissions:**\n        - User must be authenticated via OAuth.\n        - User must have access to the companies.\n    "
      tags:
      - cap_table
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/MetricsFilters'
        required: true
      security:
      - BearerAuth: []
components:
  schemas:
    CoInvestor:
      description: A co-investor in a financing round.
      properties:
        name:
          description: The name of the co-investor.
          examples:
          - SM Capital
          title: Name
          type: string
        is_lead:
          default: false
          description: Whether this co-investor is the lead investor.
          examples:
          - true
          title: Is Lead
          type: boolean
      required:
      - name
      title: CoInvestor
      type: object
    ShareClassPurchaseType:
      description: String enum for share class purchase types.
      enum:
      - primary
      - secondary
      title: ShareClassPurchaseType
      type: string
    TokenConvertibleOut:
      description: A token convertible being returned from our API.
      properties:
        id:
          anyOf:
          - type: string
          - type: 'null'
          description: The ID of the security.
          examples:
          - a2Ne
          readOnly: true
          title: Id
        issue_date:
          description: The date the security was issued.
          examples:
          - '2020-01-01'
          format: date
          title: Issue Date
          type: string
        fund_id:
          description: The ID of the fund that holds this security.
          examples:
          - a2Ne
          title: Fund Id
          type: string
        company_id:
          description: The ID of the company this security belongs to.
          examples:
          - pvYe
          title: Company Id
          type: string
        type:
          const: token_convertible
          default: token_convertible
          title: Type
          type: string
        fund_name:
          description: The name of the fund that holds this security.
          examples:
          - Fund I
          title: Fund Name
          type: string
        company_name:
          description: The name of the company this security belongs to.
          examples:
          - Acme Corp
          title: Company Name
          type: string
        token:
          anyOf:
          - type: string
          - type: 'null'
          description: The token symbol or name.
          examples:
          - SMX
          title: Token
        purchase_amount:
          $ref: '#/components/schemas/MoneyAmount'
          description: The purchase amount of the token convertible.
          examples:
          - currency: USD
            value: '250000'
        financing_id:
          description: The ID of the financing round this token convertible belongs to.
          examples:
          - a2Ne
          title: Financing Id
          type: string
      required:
      - issue_date
      - fund_id
      - company_id
      - fund_name
      - company_name
      - token
      - purchase_amount
      - financing_id
      title: TokenConvertibleOut
      type: object
    ShareClass:
      description: A share class within a financing round.
      properties:
        id:
          anyOf:
          - type: string
          - type: 'null'
          description: The ID of the share class.
          examples:
          - a2Ne
          readOnly: true
          title: Id
        company_id:
          description: The ID of the company this share class belongs to.
          examples:
          - pvYe
          title: Company Id
          type: string
        financing_id:
          description: The ID of the financing round this share class belongs to.
          examples:
          - a2Ne
          title: Financing Id
          type: string
        purchase_type:
          description: Whether the purchase is a primary or secondary transaction.
          enum:
          - primary
          - secondary
          examples:
          - primary
          title: Purchase Type
          type: string
        type:
          description: The type of shares in this share class.
          enum:
          - common
          - preferred
          examples:
          - preferred
          title: Type
          type: string
        name:
          description: The name of the share class.
          examples:
          - Series A
          title: Name
          type: string
        price_per_share:
          $ref: '#/components/schemas/MoneyAmount'
          description: The price per share for this share class.
          examples:
          - currency: USD
            value: '10.00'
        include_in_fair_value:
          anyOf:
          - type: boolean
          - type: 'null'
          description: Whether the share class is included in the fair value calculation. Defaults to `True` when the `purchase_type` is `primary`, otherwise `False`.
          examples:
          - true
          title: Include In Fair Value
      required:
      - company_id
      - financing_id
      - purchase_type
      - type
      - name
      - price_per_share
      title: ShareClass
      type: object
    MetricsFilters:
      description: Filters for metrics endpoint.
      properties:
        company_ids:
          items:
            type: string
          title: Company Ids
          type: array
        fund_ids:
          anyOf:
          - items:
              type: string
            type: array
          - type: 'null'
          title: Fund Ids
        as_of_date:
          format: date
          title: As Of Date
          type: string
      required:
      - company_ids
      title: MetricsFilters
      type: object
    Exercise:
      description: An exercise transaction.
      properties:
        company_id:
          title: Company Id
          type: string
        date:
          format: date
          title: Date
          type: string
        security_id:
          title: Security Id
          type: string
        converted_to_share_class_id:
          title: Converted To Share Class Id
          type: string
      required:
      - company_id
      - date
      - security_id
      - converted_to_share_class_id
      title: Exercise
      type: object
    FairValue:
      description: A fair value override to add to a company's cap table.
      properties:
        date:
          format: date
          title: Date
          type: string
        company_id:
          title: Company Id
          type: string
        fair_value:
          $ref: '#/components/schemas/MoneyAmount'
        fund_id:
          title: Fund Id
          type: string
      required:
      - date
      - company_id
      - fair_value
      - fund_id
      title: FairValue
      type: object
    Financing:
      description: A financing event in a given cap table, this could be a financing round or a crypto financing event.
      properties:
        id:
          anyOf:
          - type: string
          - type: 'null'
          description: The ID of the financing.
          examples:
          - a2Ne
          readOnly: true
          title: Id
        company_id:
          description: The ID of the company this financing event belongs to.
          examples:
          - pvYe
          title: Company Id
          type: string
        name:
          description: The name of the financing round.
          examples:
          - Series A
          title: Name
          type: string
        pre_money_valuation:
          anyOf:
          - $ref: '#/components/schemas/MoneyAmount'
          - type: 'null'
          description: The pre-money valuation of the company at the time of the financing round.
          examples:
          - currency: USD
            value: '20000000'
        round_size:
          anyOf:
          - $ref: '#/components/schemas/MoneyAmount'
          - type: 'null'
          description: The total size of the financing round.
          examples:
          - currency: USD
            value: '5000000'
        fully_diluted_shares:
          anyOf:
          - type: number
          - type: string
          - type: 'null'
          description: The fully diluted share count at the time of the financing round.
          examples:
          - '1000000'
          title: Fully Diluted Shares
        closing_date:
          description: The closing date of the financing round.
          examples:
          - '2030-01-01'
          format: date
          title: Closing Date
          type: string
        co_investors:
          description: The list of co-investors in the financing round.
          examples:
          - is_lead: true
            name: Investor 1
          - is_lead: false
            name: Investor 2
          items:
            $ref: '#/components/schemas/CoInvestor'
          title: Co Investors
          type: array
        is_crypto:
          default: false
          description: Whether this is a crypto financing event.
          examples:
          - false
          title: Is Crypto
          type: boolean
        liquidation_multiple:
          anyOf:
          - type: number
          - type: string
          - type: 'null'
          description: The liquidation multiple (e.g., 1.00, 1.50, 2.00).
          examples:
          - '1.50'
          title: Liquidation Multiple
        cap_multiple:
          anyOf:
          - type: number
          - type: string
          - type: 'null'
          description: The cap multiple for capped participating preferences.
          examples:
          - '3.00'
          title: Cap Multiple
        seniority_position:
          anyOf:
          - $ref: '#/components/schemas/SeniorityPosition'
          - type: 'null'
          description: 'The seniority position: SENIOR_TO_ALL or PARI_PASSU.'
          examples:
          - SENIOR_TO_ALL
        participation_type:
          anyOf:
          - $ref: '#/components/schemas/ParticipationType'
          - type: 'null'
          description: 'The participation type: NON_PARTICIPATING, FULLY_PARTICIPATING, or CAPPED_PARTICIPATING.'
          examples:
          - NON_PARTICIPATING
        pari_passu_rounds:
          anyOf:
          - items:
              type: string
            type: array
          - type: 'null'
          description: IDs of financing rounds that share equal seniority in the same pari passu group.
          examples:
          - - a2Ne
            - b3Nf
          title: Pari Passu Rounds
      required:
      - company_id
      - name
      - pre_money_valuation
      - round_size
      - fully_diluted_shares
      - closing_date
      - co_investors
      title: Financing
      type: object
    MetricsResponse:
      description: Metrics response.
      properties:
        metrics:
          items:
            $ref: '#/components/schemas/CompanyMetrics'
          title: Metrics
          type: array
        as_of_date:
          format: date
          title: As Of Date
          type: string
      required:
      - metrics
      - as_of_date
      title: MetricsResponse
      type: object
    AddFinancingRounds:
      description: A list of financing rounds to add.
      properties:
        financing_rounds:
          items:
            $ref: '#/components/schemas/Financing'
          title: Financing Rounds
          type: array
      required:
      - financing_rounds
      title: AddFinancingRounds
      type: object
    SecuritiesFilters:
      additionalProperties: false
      description: Options for fetching securities.
      properties:
        company_ids:
          anyOf:
          - items:
              type: string
            type: array
          - type: 'null'
          description: Filter by company IDs.
          examples:
          - - pvYe
            - a2Ne
          title: Company Ids
        security_ids:
          anyOf:
          - items:
              type: string
            type: array
          - type: 'null'
          description: Filter by security IDs.
          examples:
          - - pvYe
            - a2Ne
          title: Security Ids
        fund_id:
          anyOf:
          - type: string
          - type: 'null'
          description: Filter by fund ID.
          examples:
          - pvYe
          title: Fund Id
      title: SecuritiesFilters
      type: object
    Warrant:
      description: A warrant for a company.
      properties:
        id:
          anyOf:
          - type: string
          - type: 'null'
          description: The ID of the security.
          examples:
          - a2Ne
          readOnly: true
          title: Id
        issue_date:
          description: The date the security was issued.
          examples:
          - '2020-01-01'
          format: date
          title: Issue Date
          type: string
        fund_id:
          description: The ID of the fund that holds this security.
          examples:
          - a2Ne
          title: Fund Id
          type: string
        company_id:
          description: The ID of the company this security belongs to.
          examples:
          - pvYe
          title: Company Id
          type: string
        type:
          const: warrant
          default: warrant
          title: Type
          type: string
        due_date:
          description: The expiration date of the warrant.
          examples:
          - '2030-01-01'
          format: date
          title: Due Date
          type: string
        exercise_price:
          $ref: '#/components/schemas/MoneyAmount'
          description: The exercise price per share of the warrant.
          examples:
          - currency: USD
            value: '10.50'
        shares:
          anyOf:
          - type: number
          - type: string
          description: The number of shares the warrant can be exercised for.
          examples:
          - '10000'
          title: Shares
        financing_id:
          description: The ID of the financing round this warrant belongs to.
          examples:
          - a2Ne
          title: Financing Id
          type: string
        total_cost:
          description: The total cost of the warrant.
          format: decimal
          readOnly: true
          title: Total Cost
          type: string
      required:
      - issue_date
      - fund_id
      - company_id
      - due_date
      - exercise_price
      - shares
      - financing_id
      title: Warrant
      type: object
    ShareClassOut:
      description: A share class being returned from our API.
      properties:
        id:
          anyOf:
          - type: string
          - type: 'null'
          description: The ID of the share class.
          examples:
          - a2Ne
          readOnly: true
          title: Id
        company_id:
          description: The ID of the company this share class belongs to.
          examples:
          - pvYe
          title: Company Id
          type: string
        financing_id:
          description: The ID of the financing round this share class belongs to.
          examples:
          - a2Ne
          title: Financing Id
          type: string
        purchase_type:
          description: Whether the purchase is a primary or secondary transaction.
          enum:
          - primary
          - secondary
          examples:
          - primary
          title: Purchase Type
          type: string
        type:
          description: The type of shares in this share class.
          enum:
          - common
          - preferred
          examples:
          - preferred
          title: Type
          type: string
        name:
          description: The name of the share class.
          examples:
          - Series A
          title: Name
          type: string
        price_per_share:
          $ref: '#/components/schemas/MoneyAmount'
          description: The price per share for this share class.
          examples:
          - currency: USD
            value: '10.00'
        include_in_fair_value:
          anyOf:
          - type: boolean
          - type: 'null'
          description: Whether the share class is included in the fair value calculation. Defaults to `True` when the `purchase_type` is `primary`, otherwise `False`.
          examples:
          - true
          title: Include In Fair Value
        company_name:
          description: The name of the company this share class belongs to. Output only.
          examples:
          - Acme Corp
          title: Company Name
          type: string
      required:
      - company_id
      - financing_id
      - purchase_type
      - type
      - name
      - price_per_share
      - company_name
      title: ShareClassOut
      type: object
    Ownership:
      description: An ownership override to add to a company's cap table.
      properties:
        date:
          format: date
          title: Date
          type: string
        company_id:
          title: Company Id
          type: string
        ownership_percentage:
          anyOf:
          - maximum: 1
            minimum: 0
            type: number
          - type: string
          description: The ownership percentage
          examples:
          - '0.1'
          - '0.5'
          - '1'
          title: Ownership Percentage
        fund_id:
          title: Fund Id
          type: string
      required:
      - date
      - company_id
      - ownership_percentage
      - fund_id
      title: Ownership
      type: object
    CurrencyCode:
      description: Supported currency codes.
      enum:
      - AED
      - AUD
      - BDT
      - BRL
      - CAD
      - CHF
      - CNY
      - COP
      - CZK
      - DKK
      - EUR
      - GBP
      - GHS
      - HKD
      - IDR
      - ILS
      - INR
      - JPY
      - JOD
      - KES
      - KRW
      - MXN
      - NGN
      - NOK
      - NZD
      - PEN
      - PHP
      - SAR
      - SGD
      - USD
      - PKR
      - THB
      - TRY
      - TWD
      - TZS
      - VND
      - SEK
      - ISK
      - ZAR
      title: CurrencyCode
      type: string
    TransactionFilters:
      additionalProperties: false
      description: Options for fetching transactions.
      properties:
        company_ids:
          anyOf:
          - items:
              type: string
            type: array
          - type: 'null'
          description: Filter by company IDs.
          examples:
          - - pvYe
            - a2Ne
          title: Company Ids
        transaction_ids:
          anyOf:
          - items:
              type: string
            type: array
          - type: 'null'
          description: Filter by transaction IDs.
          examples:
          - - pvYe
            - a2Ne
          title: Transaction Ids
        event:
          anyOf:
          - $ref: '#/components/schemas/TransactionEvent'
          - type: 'null'
          description: Filter by transaction event type.
          examples:
          - sale
        input_security_id:
          anyOf:
          - type: string
          - type: 'null'
          description: Filter by the input security ID of the transaction.
          examples:
          - pvYe
          title: Input Security Id
        output_security_id:
          anyOf:
          - type: string
          - type: 'null'
          description: Filter by the output security ID of the transaction.
          examples:
          - a2Ne
          title: Output Security Id
      title: TransactionFilters
      type: object
    Conversion:
      description: A conversion transaction.
      properties:
        company_id:
          title: Company Id
          type: string
        date:
          format: date
          title: Date
          type: string
        security_id:
          title: Security Id
          type: string
        converted_to_share_class_id:
          title: Converted To Share Class Id
          type: string
      required:
      - company_id
      - date
      - security_id
      - converted_to_share_class_id
      title: Conversion
      type: object
    CoInvestorFilter:
      description: Filter for matching a co-investor by name and role.
      properties:
        name:
          description: Substring match against co-investor names.
          examples:
          - SM Capital
          title: Name
          type: string
        role:
          allOf:
          - $ref: '#/components/schemas/CoInvestorRole'
          default: any
          description: 'Filter co-investors by their role: ''lead'', ''co'', or ''any''.'
          examples:
          - lead
      required:
      - name
      title: CoInvestorFilter
      type: object
    Sale:
      description: A sale transaction.
      properties:
        company_id:
          title: Company Id
          type: string
        date:
          format: date
          title: Date
          type: string
        security_id:
          title: Security Id
          type: string
        cash_received:
          $ref: '#/components/schemas/MoneyAmount'
        shares_sold:
          anyOf:
          - type: number
          - type: string
          title: Shares Sold
      required:
      - company_id
      - date
      - security_id
      - ca

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# Full source: https://raw.githubusercontent.com/api-evangelist/standard-metrics/refs/heads/main/openapi/standard-metrics-cap-table-api-openapi.yml