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  1. Record an investment


Step-by-step guide

  1. Select 'Convertibles / SAFEfrom the left menu.
    Image RemovedChoose the convertible instrument that you'd like to convert.
    Image Removed

    Go to the 'Timeline' and tap the 'Model' Image Addedicon next to a convertible note.

    Image Added

  2. Input the details for the upcoming fundraising round and tap the Model button.


    titleConvertible Note Modelling

    Read more on convertible notes modelling here.

  3. Tap the convert button at the bottom-right of the screen.

  4. Choose the instrument in which to convert the note.

  5. Create a new instrument by hitting the  icon. Give your instrument a name.

    The values would be pre-filled based on the modelled scenario. You can modify the values manually, if required.

  6. Tap the invest button. The timeline will update to show the investment transaction.