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.

1. Navigate to Cap Table
   Go to Ownership → Cap Table → SAFEs & Notes

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

3. Select Note Holder
   Choose from an Existing stakeholder or create a New noteholder

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 SAFEs & Notes section.

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