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Prerequisites:

  1. Record an investment

Step-by-step guide

  1. Go to the 'Timeline' and tap the 'Model' icon next to a convertible note.




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

     

    Info
    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.




Info
titleMade a convertible note investment via multiple funds?

Fundwave will automatically calculate the conversion amounts as per the defined investment allocation ratio.

Read more: how to invest in a company via multiple funds together.