How do I issue Convertible Notes, SAFEs, and KISS securities?

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.

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Click on the “Convertible Securities” tab at the bottom.

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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.

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