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For Companies

Fundraising 101

Shares

Meeting & Conents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service

Self Onboarding

Dashboard

Data & Reports

For Investors

Fund

Portfolio

Investment Performance

Others

Issuing and Editing Convertibles

Issuing Convertibles

Navigate to : [Securities] → [Convertibles]

1. Select [+Issue Convertibles]

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.

select add stakeholder
  • Once you’ve chosen the stakeholder, please select the convertible type.

  • Convertible Bond (CB)

  • Convertible Note (CN)

  • SAFE

  • Bond Warrant (BW)

💡 Note: ‍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.

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.

Add Contracts and Supporting Documents.


Click [Download] to export the convertible grant/conversion history as a CSV file.

Click [Download] to export the convertible grant/conversion history

Editing Convertibles

  1. Select the convertible you would like to edit

Select the convertible


  1. Select [Edit] and make the necessary changes to your convertible. Please make sure to save your changes afterwards.

changes to your convertible