This article is relevant to you if:
You want to record profit interests that have already be signed off Pulley.
Hit + New β Existing Contract.
2. Select Profit Interests.
3. Fill out the details using the Form or Spreadsheet mode β Save & Continue. The security will then appear as a draft in your Contracts.
Some things to make sure of when you are filling in those details:
Generally, the prefix used for profit interests is "PI". Learn more about certificate IDs here.
Add quantity;
Add price/ share;
If relevant, add in the following also:
Vesting.
β
4. After reviewing, hit Add to Cap Table.