Deals

Deal dropdown lookups

GET/deals/lookups

Returns the deal dropdown catalogue so a UI or integration can populate the structure and sub-structure selects and the structure-specific type_details dropdowns without hardcoding enum values. It is an aggregate, so it is not paginated. Each lookup is a list of { value, label }, where value is what create and update accept and label is a humanised rendering of it. Lookup keys map onto the type_details field names (e.g. sectors -> the sector key, growth_stages -> growthStage).

The structures, sub_structures, sectors and sub_sectors values are the ones GET /deals accepts in filter[structure], filter[sub_structure], filter[sector] and filter[sub_sector].

Two of the keys are about status. statuses is the fixed publishing lifecycle. custom_statuses is this organisation's own investor-facing labels ("Live", "Closed", ...), whose value is a uuid rather than a slug; those are what GET /deals?filter[custom_status]= filters on and what POST /deals/{id}/actions/set-custom-status sets. An organisation that has not configured any returns an empty list.

Lookups backed by rows rather than fixed values are not here: list locations with GET /locations, deal tab types with GET /deal-tab-types and currencies with GET /currencies.

Responses

{
  "data": {
    "structures": [
      {
        "value": "direct",
        "label": "Direct"
      },
      {
        "value": "fund",
        "label": "Fund"
      },
      {
        "value": "tradeable",
        "label": "Tradeable"
      }
    ],
    "sub_structures": [
      {
        "value": "debt",
        "label": "Debt"
      },
      {
        "value": "equity",
        "label": "Equity"
      },
      {
        "value": "hybrid",
        "label": "Hybrid"
      },
      {
        "value": "multi_asset",
        "label": "Multi Asset"
      },
      {
        "value": "real_assets",
        "label": "Real Assets"
      },
      {
        "value": "real_estate",
        "label": "Real Estate"
      },
      {
        "value": "earthshot_solution",
        "label": "Earthshot Solution"
      }
    ],
    "asset_classes": [
      {
        "value": "debt",
        "label": "Debt"
      },
      {
        "value": "equity",
        "label": "Equity"
      },
      {
        "value": "hybrid",
        "label": "Hybrid"
      },
      {
        "value": "multi_asset",
        "label": "Multi Asset"
      },
      {
        "value": "real_assets",
        "label": "Real Assets"
      },
      {
        "value": "real_estate",
        "label": "Real Estate"
      },
      {
        "value": "earthshot_solution",
        "label": "Earthshot Solution"
      }
    ],
    "sectors": [
      {
        "value": "communication_services",
        "label": "Communication Services"
      },
      {
        "value": "consumer_discretionary",
        "label": "Consumer Discretionary"
      },
      {
        "value": "consumer_staples",
        "label": "Consumer Staples"
      },
      {
        "value": "energy",
        "label": "Energy"
      },
      {
        "value": "financials",
        "label": "Financials"
      },
      {
        "value": "healthcare",
        "label": "Healthcare"
      },
      {
        "value": "industrials",
        "label": "Industrials"
      },
      {
        "value": "information_technology",
        "label": "Information Technology"
      },
      {
        "value": "materials",
        "label": "Materials"
      },
      {
        "value": "real_estate",
        "label": "Real Estate"
      },
      {
        "value": "utilities",
        "label": "Utilities"
      }
    ],
    "growth_stages": [
      {
        "value": "pre_seed",
        "label": "Pre Seed"
      },
      {
        "value": "seed",
        "label": "Seed"
      },
      {
        "value": "start_up",
        "label": "Start Up"
      },
      {
        "value": "early_stage_ventures",
        "label": "Early Stage Ventures"
      },
      {
        "value": "growth",
        "label": "Growth"
      },
      {
        "value": "pre_ipo",
        "label": "Pre Ipo"
      },
      {
        "value": "public",
        "label": "Public"
      },
      {
        "value": "distressed",
        "label": "Distressed"
      }
    ],
    "tax_reliefs": [
      {
        "value": "vct",
        "label": "Vct"
      },
      {
        "value": "eis",
        "label": "Eis"
      },
      {
        "value": "seis",
        "label": "Seis"
      },
      {
        "value": "sitr",
        "label": "Sitr"
      },
      {
        "value": "aitd",
        "label": "Aitd"
      },
      {
        "value": "tax_shelter",
        "label": "Tax Shelter"
      },
      {
        "value": "tax_relief",
        "label": "Tax Relief"
      },
      {
        "value": "not_applicable",
        "label": "Not Applicable"
      }
    ],
    "earthshot_prize_statuses": [
      {
        "value": "finalist",
        "label": "Finalist"
      },
      {
        "value": "nominee",
        "label": "Nominee"
      },
      {
        "value": "winner",
        "label": "Winner"
      }
    ],
    "statuses": [
      {
        "value": "draft",
        "label": "Draft"
      },
      {
        "value": "awaiting_approval",
        "label": "Awaiting Approval"
      },
      {
        "value": "ready_to_publish",
        "label": "Ready To Publish"
      },
      {
        "value": "published",
        "label": "Published"
      },
      {
        "value": "retired",
        "label": "Retired"
      },
      {
        "value": "in_progress",
        "label": "In Progress"
      },
      {
        "value": "rejected",
        "label": "Rejected"
      }
    ],
    "custom_statuses": [
      {
        "value": "6f1c2e8a-1b2c-4d5e-8f90-1a2b3c4d5e6f",
        "label": "Closed"
      }
    ]
  }
}
401

Authentication failed. error.code is one of invalid_token, expired, revoked.

Error
403

Authorization failed. error.code is one of org_disabled, ip_blocked, missing_scope, scope_disabled, user_disabled.

Error
429

Rate limit exceeded (error.code = rate_limited).

Error

Examples

curl https://your-org-domain/kong/core/api/v2/deals/lookups\
  -H "Authorization: Bearer $HELM_API_KEY"\
  -H "Content-Type: application/json"