Adding a convertible instrument

Convertible notes and Simple Agreement for Future Equity (SAFEs) are popular fundraising instruments used by early stage startups. These financial tools offer flexible and straight forward way for both startups and investors to negotiate funding without determining the company's valuation immediately.

To add a new convertible instrument naviagate to the 'Convertible instruments' screen under 'Instruments'.  Convertible instruments can be added manually on the platform or in bulk through our bulk import fuctionality .