To add a Convertible Note, SAFE, or KISS, you’ll want to navigate to the left menu. Go to Cap Table > Primary Issuances. This will take you to a spreadsheet view where you can record holdings.
Click on the “Convertible Securities” tab at the bottom.
You can enter the details of the new note(s). If needed, click on the bottom toggle to show more columns.
NOTE: For KISS and SAFE securities, you can leave the interest rate and interest accrual date blank. It will automatically populate with 0% and the issue date when saving, so no interest will accrue. Also, the security that the note converts into isn’t specified until you record the conversion.