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Add a SAFE or Convertible Note Holder

Track your SAFE holders, Convertible Note holders, and other note investors directly in your cap table once agreements are signed and finalized.

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  1. Navigate to Cap Table
    Go to OwnershipCap TableNoteholders

  2. Add New Note
    Click + Add your first Note or + Add if you already have existing notes

  3. Select Note Holder
    In the Noteholder dropdown, search for your SAFE or Convertible Note holder. If they don't exist, click Add new noteholder to create a new contact

  4. Choose Note Type
    Select from Convertible note, SAFE, or Non-standard note

  5. Complete Note Details
    Fill in the required fields:

    • Total paid amount

    • Issue date

    • Valuation cap (if applicable)

    • Discount percentage (if applicable)

    • Annual interest rate (for Convertible Notes)

    • Maturity date (for Convertible Notes)

  6. Issue the Note
    Click Issue note to add the SAFE or Convertible Note holder to your cap table

The note holder will now appear in your cap table under the Noteholders section.

Next Steps: Use the modeling tool under ToolsModeling to see how note conversions would impact your cap table and dilution in future funding rounds.