This article is relevant to you if:
You want to record convertible notes that have already be signed off Pulley.
Hit + New → Existing Contract.
2. Select Convertible Notes.
3. Fill out the details using the Form or Spreadsheet mode → 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:
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.