Standard Metrics

• New companyNew company in Standard Metrics. Polls the complete visible list and resumes after a restart. Existing records establish the first baseline.
• New documentNew document in Standard Metrics. Polls the complete visible list and resumes after a restart. Existing records establish the first baseline.
• New metricNew metric in Standard Metrics. Polls the complete visible list and resumes after a restart. Existing records establish the first baseline.
• New noteNew note in Standard Metrics. Polls the complete visible list and resumes after a restart. Existing records establish the first baseline.
• New budgetNew budget in Standard Metrics. Polls the complete visible list and resumes after a restart. Existing records establish the first baseline.
• New fundNew fund in Standard Metrics. Polls the complete visible list and resumes after a restart. Existing records establish the first baseline.
• New information requestNew information request in Standard Metrics. Polls the complete visible list and resumes after a restart. Existing records establish the first baseline.
• New transactionNew transaction in Standard Metrics. Polls the complete visible list and resumes after a restart. Existing records establish the first baseline.

• Add financing roundsAdd financing rounds.
• Add securitiesAdd securities.
• Add share classesAdd share classes.
• Add transactionsAdd transactions.
• Create companyCreate company.
• Get companiesGet companies. Returns one page with continuation information.
• Get documentsGet documents. Returns one page with continuation information.
• Create metricsCreate metrics.
• Get metricsGet metrics. Returns one page with continuation information.
• Create notesCreate notes.
• Get notesGet notes. Returns one page with continuation information.
• Delete a specific metricDelete a specific metric.
• Update metricUpdate metric. Empty fields keep their current values.
• Get budgetsGet budgets. Returns one page with continuation information.
• Get custom column optionsGet custom column options. Returns one page with continuation information.
• Get custom column valuesGet custom column values. Returns one page with continuation information.
• Get financing eventsGet financing events. Returns the full service response for the connected account.
• Get fundsGet funds. Returns one page with continuation information.
• Get information reportsGet information reports. Returns one page with continuation information.
• Get information requestsGet information requests. Returns one page with continuation information.
• Get metrics optionsGet metrics options. Returns one page with continuation information.
• Get securitiesGet securities. Returns the full service response for the connected account.
• Get share classesGet share classes. Returns the full service response for the connected account.
• Get transactionsGet transactions. Returns the full service response for the connected account.

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