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  • concepts and flows
    • Getting Started
    • Before You Start Using the API
    • Amendments to This Guide
    • General Concepts
    • Flows: For All Investment Vehicles
    • Flows: For Drawdown Funds (lpInterest)
    • Flows: Hedge Fund Capital Accounting (lpInterest)
    • Flows: For Registered Funds (equity)
    • Flows: For Limited Liability Company (llcUnitShare)
    • Flows: For Limited Partnerships (lpUnit)
    • Flows: For Segregated Portfolio Companies (spcUnit)
    • Terms
  • libraries
    • Fund/Offering Management
    • Service Provider Management
    • Capital Event Management
    • NAV Reporting
    • Exclusivity Management
    • Custodian Management
    • Advisor Management
    • Tender-Offer Redemption Management
    • Security (Offering) Administration
      • AM - Launch New Offering
      • AM/TA - Restrict Offering
      • AM/TA - Recover Offering
      • AM/TA - Extend End Date
      • AM/TA - Approve Revert to Active
      • AM/TA: Revert Back to Active
      • AM/TA - Allow Investments Below Minimum
      • AM/TA - Update Max Amount
      • AM/TA - Pause Active Offering
      • AM/TA - Resume Paused Offering
      • AM/TA - Complete Offering
      • AM/TA - Confirm Offering Completion
      • AM/TA - Cancel Offering
      • AM/TA - Bust Offering
      • AM/TA - Refund Offering
      • AM/TA - Add Security Correlation ID
      • AM/TA - Remove Security Correlation ID
      • AM/TA - Add Facilitation Account
      • AM/TA - Remove Facilitation Account
    • Offline Transactions
    • ID Booking
    • Transaction Tracking
    • Investor and Account Details
    • Transfer Management
    • OAuth Management
    • Org Management
    • Error Log Management
    • Event Retrieval
    • Comments Management
    • Payments Management
  • integration topics
    • Real-Time Notifications
    • Data Access and Distribution
  • REFERENCE
    • Glossary
    • Endpoint Referencearrow-up-right
    • Error Codes and Messages
    • Data Dictionary
    • Status Tables
  • History Events Referencearrow-up-right
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  1. libraries

Security (Offering) Administration

Security Administration (or Offering Administration) refers to the tasks related to launching, onboarding, and maintaining an offering on the platform.

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Related Concepts

Initial Fund Setup

Mapping Your IDs to Corastone IDs

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Endpoints

Launch New Offering

Restrict Offering

Recover Offering

Extend End Date

Approve Revert to Active

Revert Back to Active

Allow Investments Below Minimum

Update Max Amount

Pause Active Offering

Resume Paused Offering

Complete Offering

Cancel Offering

Bust Offering

Refund Offering

Add Security Correlation ID

Remove Security Correlation ID

Add Facilitation Account

Remove Facilitation Account

PreviousAM/TA/Inv - Get Tender Request Correlation IDs Historychevron-leftNextAM - Launch New Offeringchevron-right

Last updated 6 months ago

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  • Endpoints

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