Drafts allow you to create and review shares, options, RSAs, SAFEs, and convertible notes before they are sent to stakeholders.

Create a Draft

Select Cap Table > Drafts.

Select "Draft a Security" and select the security type.

Click "Save Draft" to save the draft. The newly created draft will show appear on your drafts table. You can edit or delete drafts before they are sent.

Select "Finalize and Send Drafts" once you are ready to send the drafts.

Select the securities to that you want to send to stakeholders, and click "Add Securities".

If the "Email all stakeholders to accept their securities" checkbox is selected, all stakeholders will receive an email to accept their security.

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