This article is relevant to you if:

  • You want to record convertible notes that have already be signed off Pulley.

  1. Hit + AddRecord agreement.

2. Select Convertible Notes.

3. Fill out the details using the Form or Spreadsheet mode → Save & Continue. The security will then appear in your Drafts.

Some things to make sure of when you are filling in those details:

  • The issue date;

  • Valuation cap;

  • Conversion discount;

  • Maturity dates;

  • Interest rate;

  • Accrual period and day count basis, and;

  • Add whether your convertible note is pre or post-money in advance terms.

4. After reviewing, hit Add to Cap Table.

Did this answer your question?