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Asset Events

The history of an asset may include the following events:

Event
Description

Busted

Compliance organization busted the offering because the minimum amount was not raised.

Canceled

The offering has been canceled.

CanceledNAV

The balance data was canceled.

CapitalCallCured

Asset was recovered after capital call failed.

CapitalCallFailed

Investor failed to meet their obligation.

CapitalCallOverSettled

Investors met more than their capital obligations

CapitalCallPartialSettled

Investors met a portion of their capital obligations.

CapitalCallSettled

The amount of the call has been received.

CommitmentAccepted

Asset was accepted.

Confirmed

Create asset request was accepted.

Created

Asset was created.

Declined

Asset was declined.

Disposed

Asset was refunded and disposed.

Issued

Asset was issued.

LockedForRedemption

Asset is in process for redemption.

Modified

An investor used the remediate endpoint to change the asset without receiving a request for remediation. Example: increase amount.

NewNAV

A new NAV was applied.

OfflineAssetCreated

Asset allocated for investor who is not yet on the platform.

RecallAccepted

Asset manager or fund administrator accepted recall request.

Recalled

Investor wants to stop participating in the offering.

RecallRejected

Asset manager or fund administrator rejected recall request.

Redeemed

Redemption order was accepted.

RedemptionCanceled

Redemption order was canceled.

Refunded

Offering was refunded.

Rejected

Asset was rejected by the asset manager or fund admin.

Remediated

Asset remediation was completed.

RemediationRequested

Asset remediation was requested.

RemovedFromTransfer

Asset is no longer included in the transfer.

Settled

Asset investment has been completed.

TenderAllAssetParentLock

TenderCanceledDisposed

TenderCanceledIssued

Investor canceled proposed tender request.

TenderOfferOutputAssetCreated

TenderPriceApplied

Tender price has been applied to the asset.

TenderTradeProposed

Tender request specifying this asset has been submitted in response to a tender offer.

TenderTradeSettled

Tender payment has been made.

TradeMatched

A buy order has been paired with the proposed sell/trade.

TradeProposed

Advisor proposed trade.

TransferCanceled

Asset transfer was canceled.

TransferCompleted

Asset transfer was completed.

TransferParentInTransfer

Asset has been allocated for a transfer.

UpdatedNAV

Balance was updated.

Wired

Asset is part of a batch marked as "funds wired".