Issuing and Editing Convertibles
Navigate to : [Securities] → [Convertibles]
1. Select [+ Issue Convertibles]
2. Fill out the information you need in each field.
Select the stakeholder who will receive and hold the security. If you have not registered the stakeholder information yet, first go to [Stakeholders] menu on the left panel to add them to the stakeholder list or select [Add Stakeholder] below.
👉 Please refer to Adding Stakeholders and Managers page for more information.
Once you’ve chosen the stakeholder, please select the convertible type.
Convertible Bond (CB)
Convertible Note (CN)
Bond Warrant (BW)
Please select SAFE to issue KISS, and Bond Warrant to issue Warrant. Leave a memo to differentiate the issued convertible.
For other fields, update the information based on the convertible.
3. Add Contracts and Supporting Documents.
Upload contracts and supporting documents, if any. After reviewing your entries, select [Issue Convertibles], and you will have now successfully issued the convertibles.
Click [Download] to export the convertible grant/conversion history as a CSV file.
Select the convertible you would like to edit
Select [Edit] and make the necessary changes to your convertible. Please make sure to save your changes afterwards.