Offerings

Get offerings

get

Authorizations

api_key

X-API-KEYstringRequired

Query parameters

pagenumber · nullableOptionalDefault: 1

limitnumber · nullableOptionalDefault: 10

includestringOptionalExample: account,issuer,trades,assets,disbursements,draftVersion,publishedVersion,revisions,onboardingReviewedBy,bankAccount,escrowAccount,shareClass

issuerNamestringOptional

namestringOptional

accountIdstringOptionalExample: account_01j1xgme5qeqq97gpdztd7e4a6

issuerIdanyOptional

typestring · enumOptionalPossible values:

statusstring · enumOptionalPossible values:

enabledbooleanOptional

managedBystring · enumOptionalPossible values:

versioningTypestring · enumOptionalPossible values:

onboardingStatusstring · enumOptionalPossible values:

complianceReviewstring · enumOptionalPossible values:

Responses

200

200

application/json

400

400

application/json

401

401

application/json

403

403

application/json

get

/clients/api/v1/offerings

HTTPcURLJavaScriptPython

GET /clients/api/v1/offerings HTTP/1.1
Host: platform.dalmoregroup.com
X-API-KEY: YOUR_API_KEY
Accept: */*

{
  "items": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-03-27T15:47:09.539Z",
      "updatedAt": "2026-03-27T15:47:09.539Z",
      "deletedAt": "2026-03-27T15:47:09.540Z",
      "name": "text",
      "tid": "text",
      "type": "REG_A",
      "description": "text",
      "raiseAmount": 1,
      "targetAmount": 1,
      "minInvestment": 1,
      "maxInvestment": 1,
      "contingencyAmount": 1,
      "startAt": "2026-04-03T19:23:12.330Z",
      "endAt": "2026-04-03T19:23:12.330Z",
      "platform": "text",
      "platformSettings": "text",
      "enabled": true,
      "accountId": "text",
      "account": {
        "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
        "__entity": "Entity",
        "createdAt": "2026-03-27T15:47:09.539Z",
        "updatedAt": "2026-03-27T15:47:09.539Z",
        "deletedAt": "2026-03-27T15:47:09.540Z",
        "name": "Dalmore",
        "status": "LIVE",
        "managedBy": "DALMORE",
        "platform": "IMPORT",
        "onboardingReviewerId": "user_01j1xgme5mfrasd02hmfwsy13a",
        "onboardingReviewAt": "2026-04-03T19:23:12.330Z",
        "allowPendingComplianceReview": false
      },
      "issuer": null,
      "issuerId": "text",
      "coverArtId": null,
      "coverArt": null,
      "cancellationPeriod": 1,
      "memorandumId": null,
      "subscriptionAgreementId": null,
      "managedBy": "DALMORE",
      "valuationCap": 1,
      "showTotalRaised": true,
      "hasEscrow": true,
      "escrowAgreementFileId": "text",
      "bankAccountId": "text",
      "bankAccount": null,
      "escrowAccountId": "text",
      "escrowAccount": null,
      "warrantsEnabled": true,
      "totalShares": 1,
      "warrantTermYears": 1,
      "exercisePrice": 1,
      "warrantPercentage": 1,
      "calculationMethod": "NONE",
      "incrementThreshold": 1,
      "fullyDilutedShares": 1,
      "shareClassId": "text",
      "soldOut": true
    }
  ],
  "meta": {
    "itemCount": 1,
    "totalItems": 10,
    "itemsPerPage": 1,
    "totalPages": 10,
    "currentPage": 1
  }
}

[ADMIN] Create offering

post

Authorizations

api_key

X-API-KEYstringRequired

Body

application/json

issuerIdstringRequiredExample: issuer_01jdq2crwke8xskjd840cj79pw

shareClassIdany · nullableOptionalExample: cap_table_share_class_01j1xgme...

namestring · min: 2 · max: 150RequiredExample: Airbnb IPO

typestring · enumRequiredExample: REG_DPossible values:

targetAmountnumber · min: 0.01 · max: 10000000000RequiredExample: 120000

raiseAmountnumber · max: 10000000000OptionalExample: 200000

minInvestmentnumber · max: 10000000000OptionalExample: 1000

maxInvestmentnumber · max: 10000000000OptionalExample: 20000

contingencyAmountnumber · max: 10000000000OptionalExample: 5000

startAtstring · nullableOptionalExample: 10/20/2024

endAtstring · nullableOptionalExample: 10/27/2024

activebooleanOptionalExample: true

cancellationPeriodnumber · min: 1 · max: 30 · nullableOptionalExample: 4

descriptionany · nullableOptional

managedBystring · enumOptionalPossible values:

assetNamestring · min: 2 · max: 50RequiredExample: Asset name

assetTypestring · enumRequiredExample: STOCKPossible values:

pricePerUnitnumber · min: 0.01 · max: 10000000000 · nullableRequiredExample: 2000

totalUnitsnumber · min: 1 · max: 10000000000 · nullableRequiredExample: 5200

yieldnumber · min: 0.01 · max: 10000000000 · nullableOptionalExample: 1200

durationnumber · min: 1 · max: 1000 · nullableOptionalExample: 1

durationTypestring · enum · nullableOptionalExample: DAYSPossible values:

templatestring · enumOptionalDefault: STANDARDExample: STANDARDPossible values:

tiersnumber[] · nullableOptional

enableBonusbooleanOptionalDefault: false

hasEscrowbooleanOptional

bankAccountIdany · nullableOptional

escrowAccountIdany · nullableOptional

interestRatenumber · min: 0.01 · max: 100 · nullableOptionalExample: 10

warrantsEnabledbooleanOptionalDefault: falseExample: false

totalSharesinteger · max: 10000000000 · nullableOptionalExample: 1000

warrantTermYearsinteger · max: 10000000000 · nullableOptionalExample: 10

exercisePricenumber · min: 0.01 · max: 10000000000 · nullableOptionalExample: 100

warrantPercentagenumber · max: 100 · nullableOptionalExample: 10

calculationMethodstring · enum · nullableOptionalExample: NONEPossible values:

incrementThresholdnumber · min: 0.01 · max: 10000000000 · nullableOptionalExample: 10

showTotalRaisedbooleanOptionalDefault: true

Responses

201

201

application/json

400

400

application/json

401

401

application/json

403

403

application/json

500

500

application/json

post

/clients/api/v1/offerings

HTTPcURLJavaScriptPython

POST /clients/api/v1/offerings HTTP/1.1
Host: platform.dalmoregroup.com
X-API-KEY: YOUR_API_KEY
Content-Type: application/json
Accept: */*
Content-Length: 895

{
  "issuerId": "issuer_01jdq2crwke8xskjd840cj79pw",
  "shareClassId": "cap_table_share_class_01j1xgme...",
  "name": "Airbnb IPO",
  "type": "REG_D",
  "targetAmount": 120000,
  "raiseAmount": 200000,
  "minInvestment": 1000,
  "maxInvestment": 20000,
  "contingencyAmount": 5000,
  "startAt": "10/20/2024",
  "endAt": "10/27/2024",
  "active": true,
  "cancellationPeriod": 4,
  "description": null,
  "managedBy": "DALMORE",
  "assetName": "Asset name",
  "assetType": "STOCK",
  "pricePerUnit": 2000,
  "totalUnits": 5200,
  "yield": 1200,
  "duration": 1,
  "durationType": "DAYS",
  "template": "STANDARD",
  "tiers": [
    1
  ],
  "enableBonus": false,
  "hasEscrow": true,
  "bankAccountId": null,
  "escrowAccountId": null,
  "interestRate": 10,
  "bonusTiers": [
    {
      "type": "PERCENTAGE",
      "value": 50,
      "startAmount": 100,
      "endAmount": 200
    }
  ],
  "warrantsEnabled": false,
  "totalShares": 1000,
  "warrantTermYears": 10,
  "exercisePrice": 100,
  "warrantPercentage": 10,
  "calculationMethod": "NONE",
  "incrementThreshold": 10,
  "showTotalRaised": true
}

{
  "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
  "__entity": "Entity",
  "createdAt": "2026-03-27T15:47:09.539Z",
  "updatedAt": "2026-03-27T15:47:09.539Z",
  "deletedAt": "2026-03-27T15:47:09.540Z",
  "name": "text",
  "tid": "text",
  "type": "REG_A",
  "description": "text",
  "raiseAmount": 1,
  "targetAmount": 1,
  "minInvestment": 1,
  "maxInvestment": 1,
  "contingencyAmount": 1,
  "startAt": "2026-04-03T19:23:12.330Z",
  "endAt": "2026-04-03T19:23:12.330Z",
  "platform": "text",
  "platformSettings": "text",
  "enabled": true,
  "accountId": "text",
  "account": {
    "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
    "__entity": "Entity",
    "createdAt": "2026-03-27T15:47:09.539Z",
    "updatedAt": "2026-03-27T15:47:09.539Z",
    "deletedAt": "2026-03-27T15:47:09.540Z",
    "name": "Dalmore",
    "status": "LIVE",
    "managedBy": "DALMORE",
    "platform": "IMPORT",
    "onboardingReviewerId": "user_01j1xgme5mfrasd02hmfwsy13a",
    "onboardingReviewAt": "2026-04-03T19:23:12.330Z",
    "allowPendingComplianceReview": false
  },
  "issuer": null,
  "issuerId": "text",
  "coverArtId": null,
  "coverArt": null,
  "cancellationPeriod": 1,
  "memorandumId": null,
  "subscriptionAgreementId": null,
  "managedBy": "DALMORE",
  "valuationCap": 1,
  "showTotalRaised": true,
  "hasEscrow": true,
  "escrowAgreementFileId": "text",
  "bankAccountId": "text",
  "bankAccount": null,
  "escrowAccountId": "text",
  "escrowAccount": null,
  "warrantsEnabled": true,
  "totalShares": 1,
  "warrantTermYears": 1,
  "exercisePrice": 1,
  "warrantPercentage": 1,
  "calculationMethod": "NONE",
  "incrementThreshold": 1,
  "fullyDilutedShares": 1,
  "shareClassId": "text",
  "soldOut": true
}

Get offerings summary

get

Authorizations

api_key

X-API-KEYstringRequired

Query parameters

pagenumber · nullableOptionalDefault: 1

limitnumber · nullableOptionalDefault: 10

accountIdstringOptionalExample: account_01j1xgme5qeqq97gpdztd7e4a6

hasPendingTradesboolean · nullableOptional

Responses

200

200

application/json

400

400

application/json

401

401

application/json

403

403

application/json

500

500

application/json

get

/clients/api/v1/offerings/summary

HTTPcURLJavaScriptPython

GET /clients/api/v1/offerings/summary HTTP/1.1
Host: platform.dalmoregroup.com
X-API-KEY: YOUR_API_KEY
Accept: */*

{
  "items": [
    {
      "id": "text",
      "name": "text",
      "account": {
        "id": "account_01j1xgme5qeqq97gpdztd7e4a6",
        "name": "text"
      },
      "trades": {
        "total": 1,
        "tradeReview": 1,
        "readyForDisbursement": 1
      }
    }
  ],
  "meta": {
    "itemCount": 1,
    "totalItems": 10,
    "itemsPerPage": 1,
    "totalPages": 10,
    "currentPage": 1
  }
}

Get offering by id

get

Authorizations

api_key

X-API-KEYstringRequired

Path parameters

idstringRequired

Query parameters

includestringOptionalExample: account,issuer,trades,assets,disbursements,draftVersion,publishedVersion,revisions,onboardingReviewedBy,bankAccount,escrowAccount,shareClass

Responses

200

200

application/json

idstringRequiredExample: entityprefix_01j1xgme5qeqq97gpdztd7e4a6

__entitystringOptionalExample: Entity

createdAtone ofRequiredExample: 2026-03-27T15:47:09.539Z

string · date-timeOptional

or

string · date-timeOptional

updatedAtone ofRequiredExample: 2026-03-27T15:47:09.539Z

string · date-timeOptional

or

string · date-timeOptional

deletedAtone of · nullableRequiredExample: 2026-03-27T15:47:09.540Z

string · date-timeOptional

or

string · date-timeOptional

namestringRequired

tidstring · nullableRequired

typestring · enum · nullableRequiredPossible values:

descriptionstring · nullableRequired

raiseAmountnumber · nullableRequired

targetAmountnumber · nullableRequired

minInvestmentnumber · nullableRequired

maxInvestmentnumber · nullableRequired

contingencyAmountnumber · nullableRequired

startAtstring · date-time · nullableRequired

endAtstring · date-time · nullableRequired

platformstringRequired

platformSettingsstring · nullableRequired

enabledbooleanRequired

accountIdstring · nullableRequired

issuerany · nullableOptional

issuerIdstring · nullableRequired

coverArtIdany · nullableOptional

coverArtany · nullableRequired

cancellationPeriodnumber · nullableRequired

memorandumIdany · nullableOptional

subscriptionAgreementIdany · nullableOptional

managedBystring · enum · nullableRequiredPossible values:

valuationCapnumber · nullableRequired

showTotalRaisedbooleanOptional

hasEscrowbooleanOptional

escrowAgreementFileIdstring · nullableOptional

bankAccountIdstring · nullableOptional

bankAccountany · nullableOptional

escrowAccountIdstring · nullableOptional

escrowAccountany · nullableOptional

warrantsEnabledbooleanOptional

totalSharesnumber · nullableOptional

warrantTermYearsnumber · nullableOptional

exercisePricenumber · nullableOptional

warrantPercentagenumber · nullableOptional

calculationMethodstring · enum · nullableOptionalPossible values:

incrementThresholdnumber · nullableOptional

fullyDilutedSharesnumber · nullableOptional

shareClassIdstring · nullableOptional

soldOutbooleanOptional

400

400

application/json

401

401

application/json

403

403

application/json

404

404

application/json

get

/clients/api/v1/offerings/{id}

HTTPcURLJavaScriptPython

GET /clients/api/v1/offerings/{id} HTTP/1.1
Host: platform.dalmoregroup.com
X-API-KEY: YOUR_API_KEY
Accept: */*

{
  "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
  "__entity": "Entity",
  "createdAt": "2026-03-27T15:47:09.539Z",
  "updatedAt": "2026-03-27T15:47:09.539Z",
  "deletedAt": "2026-03-27T15:47:09.540Z",
  "name": "text",
  "tid": "text",
  "type": "REG_A",
  "description": "text",
  "raiseAmount": 1,
  "targetAmount": 1,
  "minInvestment": 1,
  "maxInvestment": 1,
  "contingencyAmount": 1,
  "startAt": "2026-04-03T19:23:12.330Z",
  "endAt": "2026-04-03T19:23:12.330Z",
  "platform": "text",
  "platformSettings": "text",
  "enabled": true,
  "accountId": "text",
  "account": {
    "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
    "__entity": "Entity",
    "createdAt": "2026-03-27T15:47:09.539Z",
    "updatedAt": "2026-03-27T15:47:09.539Z",
    "deletedAt": "2026-03-27T15:47:09.540Z",
    "name": "Dalmore",
    "status": "LIVE",
    "managedBy": "DALMORE",
    "platform": "IMPORT",
    "onboardingReviewerId": "user_01j1xgme5mfrasd02hmfwsy13a",
    "onboardingReviewAt": "2026-04-03T19:23:12.330Z",
    "allowPendingComplianceReview": false
  },
  "issuer": null,
  "issuerId": "text",
  "coverArtId": null,
  "coverArt": null,
  "cancellationPeriod": 1,
  "memorandumId": null,
  "subscriptionAgreementId": null,
  "managedBy": "DALMORE",
  "valuationCap": 1,
  "showTotalRaised": true,
  "hasEscrow": true,
  "escrowAgreementFileId": "text",
  "bankAccountId": "text",
  "bankAccount": null,
  "escrowAccountId": "text",
  "escrowAccount": null,
  "warrantsEnabled": true,
  "totalShares": 1,
  "warrantTermYears": 1,
  "exercisePrice": 1,
  "warrantPercentage": 1,
  "calculationMethod": "NONE",
  "incrementThreshold": 1,
  "fullyDilutedShares": 1,
  "shareClassId": "text",
  "soldOut": true
}

Update offering by id

patch

Authorizations

api_key

X-API-KEYstringRequired

Path parameters

idstringRequired

Body

application/json

shareClassIdany · nullableOptionalExample: cap_table_share_class_01j1xgme...

namestring · min: 2 · max: 150OptionalExample: Airbnb IPO

typestring · enumOptionalExample: REG_DPossible values:

targetAmountnumber · max: 10000000000OptionalExample: 120000

minInvestmentnumber · max: 10000000000 · nullableOptionalExample: 1000

maxInvestmentnumber · max: 10000000000 · nullableOptionalExample: 20000

contingencyAmountnumber · max: 10000000000 · nullableOptionalExample: 5000

startAtstring · nullableOptionalExample: 10/20/2024

endAtstring · nullableOptionalExample: 10/27/2024

cancellationPeriodnumber · min: 1 · max: 30 · nullableOptionalExample: 4

descriptionany · nullableOptional

memorandumIdany · nullableOptional

subscriptionAgreementIdany · nullableOptional

coverArtIdany · nullableOptional

showTotalRaisedbooleanOptional

issuerIdstringOptionalExample: issuer_01jdq2crwke8xskjd840cj79pw

assetNamestring · min: 2 · max: 50OptionalExample: Z

assetTypestring · enumOptionalExample: STOCKPossible values:

pricePerUnitnumber · min: 0.01 · max: 10000000000 · nullableOptionalExample: 2000

totalUnitsnumber · min: 1 · max: 10000000000 · nullableOptionalExample: 5200

yieldnumber · min: 0.01 · max: 10000000000 · nullableOptionalExample: 1200

durationnumber · min: 1 · max: 1000 · nullableOptionalExample: 1

durationTypestring · enum · nullableOptionalExample: DAYSPossible values:

templatestring · enum · nullableOptionalDefault: STANDARDExample: STANDARDPossible values:

tiersnumber[] · nullableOptional

enabledbooleanOptional

enableBonusbooleanOptional

hasEscrowbooleanOptional

escrowAgreementFileIdany · nullableOptional

bankAccountIdany · nullableOptional

escrowAccountIdany · nullableOptional

interestRatenumber · min: 0.01 · max: 100 · nullableOptionalExample: 10

warrantsEnabledbooleanOptionalExample: false

totalSharesinteger · max: 10000000000 · nullableOptionalExample: 1000

warrantTermYearsinteger · max: 10000000000 · nullableOptionalExample: 10

exercisePricenumber · min: 0.01 · max: 10000000000 · nullableOptionalExample: 100

warrantPercentagenumber · max: 100 · nullableOptionalExample: 10

calculationMethodstring · enum · nullableOptionalExample: NONEPossible values:

incrementThresholdnumber · min: 0.01 · max: 10000000000 · nullableOptionalExample: 10

Responses

201

201

application/json

400

400

application/json

401

401

application/json

403

403

application/json

404

404

application/json

500

500

application/json

patch

/clients/api/v1/offerings/{id}

HTTPcURLJavaScriptPython

PATCH /clients/api/v1/offerings/{id} HTTP/1.1
Host: platform.dalmoregroup.com
X-API-KEY: YOUR_API_KEY
Content-Type: application/json
Accept: */*
Content-Length: 941

{
  "shareClassId": "cap_table_share_class_01j1xgme...",
  "name": "Airbnb IPO",
  "type": "REG_D",
  "targetAmount": 120000,
  "minInvestment": 1000,
  "maxInvestment": 20000,
  "contingencyAmount": 5000,
  "startAt": "10/20/2024",
  "endAt": "10/27/2024",
  "cancellationPeriod": 4,
  "description": null,
  "memorandumId": null,
  "subscriptionAgreementId": null,
  "coverArtId": null,
  "showTotalRaised": true,
  "issuerId": "issuer_01jdq2crwke8xskjd840cj79pw",
  "assetName": "Z",
  "assetType": "STOCK",
  "pricePerUnit": 2000,
  "totalUnits": 5200,
  "yield": 1200,
  "duration": 1,
  "durationType": "DAYS",
  "template": "STANDARD",
  "tiers": [
    1
  ],
  "enabled": true,
  "enableBonus": true,
  "hasEscrow": true,
  "escrowAgreementFileId": null,
  "bankAccountId": null,
  "escrowAccountId": null,
  "interestRate": 10,
  "bonusTiers": [
    {
      "type": "PERCENTAGE",
      "value": 50,
      "startAmount": 100,
      "endAmount": 200
    }
  ],
  "warrantsEnabled": false,
  "totalShares": 1000,
  "warrantTermYears": 10,
  "exercisePrice": 100,
  "warrantPercentage": 10,
  "calculationMethod": "NONE",
  "incrementThreshold": 10
}

{
  "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
  "__entity": "Entity",
  "createdAt": "2026-03-27T15:47:09.539Z",
  "updatedAt": "2026-03-27T15:47:09.539Z",
  "deletedAt": "2026-03-27T15:47:09.540Z",
  "name": "text",
  "tid": "text",
  "type": "REG_A",
  "description": "text",
  "raiseAmount": 1,
  "targetAmount": 1,
  "minInvestment": 1,
  "maxInvestment": 1,
  "contingencyAmount": 1,
  "startAt": "2026-04-03T19:23:12.330Z",
  "endAt": "2026-04-03T19:23:12.330Z",
  "platform": "text",
  "platformSettings": "text",
  "enabled": true,
  "accountId": "text",
  "account": {
    "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
    "__entity": "Entity",
    "createdAt": "2026-03-27T15:47:09.539Z",
    "updatedAt": "2026-03-27T15:47:09.539Z",
    "deletedAt": "2026-03-27T15:47:09.540Z",
    "name": "Dalmore",
    "status": "LIVE",
    "managedBy": "DALMORE",
    "platform": "IMPORT",
    "onboardingReviewerId": "user_01j1xgme5mfrasd02hmfwsy13a",
    "onboardingReviewAt": "2026-04-03T19:23:12.330Z",
    "allowPendingComplianceReview": false
  },
  "issuer": null,
  "issuerId": "text",
  "coverArtId": null,
  "coverArt": null,
  "cancellationPeriod": 1,
  "memorandumId": null,
  "subscriptionAgreementId": null,
  "managedBy": "DALMORE",
  "valuationCap": 1,
  "showTotalRaised": true,
  "hasEscrow": true,
  "escrowAgreementFileId": "text",
  "bankAccountId": "text",
  "bankAccount": null,
  "escrowAccountId": "text",
  "escrowAccount": null,
  "warrantsEnabled": true,
  "totalShares": 1,
  "warrantTermYears": 1,
  "exercisePrice": 1,
  "warrantPercentage": 1,
  "calculationMethod": "NONE",
  "incrementThreshold": 1,
  "fullyDilutedShares": 1,
  "shareClassId": "text",
  "soldOut": true
}