Issue SAFE or Convertible Note to an existing stakeholder. *
Step 1
Click the issue new shares button in the top right corner.
Step 2
Select an existing stakeholder.
Step 3
Select and set:
Issue date
Stakeholder type
Security to issue --> Convertible Instrument
Certificate name
Principal Amount
Maturity Date --> if applicable
Converts to --> Common or Preferred Stock
Conversion Discount --> if applicable
Qualified Financing Amount --> if applicable
Valuation Cap --> if applicable
Step 4
Click Submit
Step 5
Please verify for accuracy.
Issue SAFE or Convertible Note to a new stakeholder. *
Step 1
Click the issue new shares button in the top right corner.
Step 2
Select add new stakeholder and enter stakeholder name.
Step 3
Select and set:
Issue date
Stakeholder type
Security to issue --> Convertible Instrument
Certificate name
Principal Amount
Maturity Date --> if applicable
Converts to --> Common or Preferred Stock
Conversion Discount --> if applicable
Qualified Financing Amount --> if applicable
Valuation Cap --> if applicable
Step 4
Click Submit
Step 5
Please verify for accuracy.
* Please note that adding stakeholders to your cap table will not invite them to your account.