| Time | Status | User Agent |
| :-- | :-- | :-- |
| Make a request to see history. |

#### URL Expired

The URL for this request expired after 30 days.

**portfolioId**  
*string*  
required  
The identifier of the portfolio holding the convertible note to retrieve.

**issuerId**  
*string*  
required  
The identifier of the issuer owning the convertible notes to retrieve.

**pageSize**  
*int32*  
The maximum number of convertible notes to return. The service may return fewer than this value.

If unspecified, at most 25 convertible notes will be returned.

The maximum value is 100; values above 100 will be coerced to 100.

**pageToken**  
*string*  
A page token received as `nextPageToken` in a previous `ListConvertibleNotes` response. Provide this to retrieve the subsequent page.

When paginating, all other parameters provided to `ListConvertibleNotes` must match the call that provided the page token.

# ``200      A successful response.

object

The response from the `ListConvertibleNotes` endpoint.

**convertibleNotes**  
*array of objects*  
The convertible notes returned in the `ListConvertibleNotes` response.

**convertibleNotes**  
*object*  
A convertible note.

- **id**  
*string*  
length between 1 and 50  
The identifier of the convertible note.
- **issuerId**  
*string*  
length between 1 and 50  
The identifier of the issuer owning the convertible note.
- **stakeholderId**  
*string*  
length ≤ 50  
The identifier of the stakeholder holding the convertible note.
- **securityLabel**  
*string*  
length between 1 and 50  
The label representing this security (convertible note).
- **issueDatetime**  
*object*  
required  
The date and time the convertible note was issued.
- **conversionDatetime**  
*object*  
The date and time the convertible note was converted to a certificate.
- **canceledDatetime**  
*object*  
The date and time the convertible note was canceled.
- **cashPaid**  
*object*  
required  
The amount of cash that the stakeholder paid for the convertible note.

For example, if the stakeholder invested $10,000, then $10,000 is the `cash_paid`. This field is also known as `principal`.
- **maturityDatetime**  
*object*  
The date and time on which the convertible note matures.

At maturity, the convertible note's `cash_paid` and `interest` must be paid back if the convertible note hasn't converted into equity.
- **interest**  
*object*  
required  
The accrued interest for the convertible note.
- **noteBlock**  
*object*  
required  
The note block associated with the convertible note.
- **interestAccrualPeriod**  
*string*  
enum  
The length of time over which the interest due to the lender is calculated.
- **interestRate**  
*object*  
The annual interest rate that the note accrues.
- **interestCompoundingPeriod**  
*string*  
enum  
required  
The interest compounding period of the convertible note.
- **dayCountBasis**  
*string*  
enum  
required  
The standardized way of counting the number of days between two dates.
- **priceCap**  
*object*  
The valuation cap sets a maximum value at which a convertible security will convert into equity in the financing round.

This valuation cap stands regardless of the valuation of the financing round.
- **discountPercentage**  
*object*  
The discount applied to the price per share when the note holder will purchase shares in the next fundraising round. 1 represents 1%.
- **changeInControlPercent**  
*object*  
Denotes any premium or multiplier applied to the `cash_paid` in the event of a change in control prior to the maturity date. 1 represents 1%.
- **conversionTrigger**  
*object*  
For convertibles to convert into the next equity round, terms may be included that specify that the round be of a certain size for the convertible to convert.
- **canceledQuantity**  
*object*  
The quantity of shares in this convertible note that were canceled.
- **nextPageToken**  
*string*  
Submit the `nextPageToken` string as `pageToken` in a subsequent request to retrieve the next page. If the `ListConvertibleNotes` response omits `nextPageToken`, then there are no subsequent pages.

# ``400      Returned if required fields are omitted or if provided fields fail validation.

# ``401      Returned if a valid `Authorization` header has not been included with the request.

# ``403      Returned when the user does not have permission to access the resource.

# ``500      Returned if an unexpected internal server error is encountered.

# ``default      An unexpected error response.

**Updated about 2 months ago**

``` 
xxxxxxxxxx

curl --request GET \
     --url https://mock-api.carta.com/v1alpha1/portfolios/portfolioId/issuers/issuerId/convertibleNotes \
     --header 'accept: application/json'
```

``` 
xxxxxxxxxx

{
  "convertibleNotes": [
    {
      "id": "1",
      "issuerId": "7",
      "stakeholderId": "4903",
      "securityLabel": "CN-3",
      "issueDatetime": {
        "value": "2024-05-24T09:00:00.000000Z"
      },
      "conversionDatetime": {
        "value": "2024-06-24T09:00:00.000000Z"
      },
      "canceledDatetime": {
        "value": "2024-05-24T09:00:00.000000Z"
      },
      "cashPaid": {
        "currencyCode": {
          "value": "USD"
        },
        "amount": {
          "value": "10000.0"
        }
      },
      "maturityDatetime": {
        "value": "2024-05-24T09:00:00.000000Z"
      },
      "interest": {
        "currencyCode": {
          "value": "USD"
        },
        "amount": {
          "value": "50.0"
        }
      },
      "noteBlock": {
        "id": "4",
        "name": "Bridge 2014",
        "prefix": "CN",
        "noteType": "CONVERTIBLE_DEBT",
        "status": "EXECUTED"
      },
      "interestAccrualPeriod": "INTEREST_ACCRUAL_PERIOD_MONTHLY_FIRST_OF_MONTH",
      "interestRate": {
        "value": "3.0"
      },
      "interestCompoundingPeriod": "ANNUALLY",
      "dayCountBasis": "COUNT_ACTUAL_360",
      "priceCap": {
        "currencyCode": {
          "value": "USD"
        },
        "amount": {
          "value": "12000.0"
        }
      },
      "discountPercentage": {
        "value": "0.5"
      },
      "changeInControlPercent": {
        "value": "0.5"
      },
      "conversionTrigger": {
        "currencyCode": {
          "value": "USD"
        },
        "amount": {
          "value": "500.0"
        }
      },
      "canceledQuantity": {
        "value": "500.0"
      }
    }
  ],

"nextPageToken": "ODMxMw=="
}
```

**Updated about 2 months ago**