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Creating Financing Rounds

How to create Equity, Convertible and Warrant financing rounds

Andrew Counter avatar
Written by Andrew Counter
Updated over 5 months ago

Recent Improvement: The financing type field is no longer required when creating a financing round.

Equity

Equity financing rounds are where the investor trades capital for direct ownership of the company.


Convertible

Convertible financing rounds are where the investor trades capital for a debt instrument that will convert into ownership (equity) at a future date

Edge Cases

  • If you want accrued interest included in investment amount, our data solutions team can configure your portfolio in order to make this happen


Warrant

Warrants are a financial instrument that give investors the right to buy shares in a company at a specified price

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