Converting Convertibles
This article explains how to convert convertible bonds, notes, SAFE notes, KISS, bond warrants on QuotaBook.
Convert Convertibles
Navigate to : [Securities] → [Convertibles]
1. Select [Convert Convertibles].
Select the convertibles class you would like to convert. You can convert convertibles in bulk by ticking multiple boxes. Select [Next: Fill in conversion details] to input details of the conversion.
2. Fill out the conversion details in each field and select [Convert].
Convertible conversion details
Conversion Date
Price Per Share
Number of Shares
Share Type for Conversion
Documents (if needed)
💡 Notes
If your company repays the convertibles in cash instead of converting them into shares, please put 0 for both price and quantity.
For convertible notes, please enter the principal including accrued interest.
Convertible conversion completed
Once converted convertible status changes from ‘Outstanding’ to ‘Completed’, you can view the conversion details by clicking on each row. Hit linked share ID to see the details of the converted shares.
List of shareholders instantly updated after the conversion