Exclusivity Management

An active fund is visible only to those investing organizations that have accepted assignment to the exclusivity list for that fund. These steps are included as part of the standard setup flow for a new offering, but can be performed after the initial setup.

Related Concepts

Initial Fund/Offering Setup

Mapping Your IDs to Corastone IDs

Endpoints

The following list summarizes the primary endpoints required to support the exclusivity life cycle:

Add Organization to Exclusivity List

Accept Assignment to Exclusive Offering

Reject Assignment to Exclusive Offering

Remove Organization from Exclusive Offering List

Update isRepLetterProvided

Getters

Get Pending Assignment

Get Assigned Investing Organizations

Get Investor Org Assignment History