Standard Metrics cap_table API
The cap_table API from Standard Metrics — 10 operation(s) for cap_table.
The cap_table API from Standard Metrics — 10 operation(s) for cap_table.
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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
# --- truncated at 32 KB (77 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/standard-metrics/refs/heads/main/openapi/standard-metrics-cap-table-api-openapi.yml