How to Convert Multiple Notes

  1. Change the date of the cap table to the conversion date of the notes
    (How to Change the Date of the Cap Table)
  2. Export the cap table to excel (How to Export the Cap Table to Excel)
  3. Change the date of the cap table back to current date. Follow the instructions in the first step, except you can select ‘current date’
  4. Open the exported cap table, and open the ‘Convertible Securities’ tab
  5. In Shareworks Startup, open Cap Table > Spreadsheet
    Click to enlarge

    Select the “Convert to Equity” tab:

    Click to enlarge
  6. Copy and paste the relevant information from the exported file into Shareworks Startup. Make sure you are using the ‘Outstanding Balance’ for ‘Amount Converted’

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