Recording a conversion
1. Navigate to the Convertible Instrument screen under 'Instruments'.
2. On the 3-dot menu of the instrument you wish to convert select 'convert'
3. In the window that appears input the: Conversion date, share class and Number of shares the note will convert to.
4. Select Submit.when all details have been entered to complete the conversion
Once the Instrument has been converted, you can review the resulting share conversion on the Share Transactions screen
On the Cap table summary, the outstanding Convertible instrument line will be removed and there will be an increase in the shares held by the shareholder.