Share Class Conversion

Convert shares from one class to another to restructure your cap table. This is commonly used when converting preferred shares to common shares, or when reorganizing share classes during funding rounds or company restructures.

1. Go to Ownership → Cap Table → Shareholders

2. Click Actions in the top right corner

3. Choose Convert from the dropdown menu

   

4. Fill in the required information:

   • Shareholder to convert

   • Share Type converting from and to

   • Date of Conversion

   • Number of Shares

   • Split Factor (enter 1 for 1:1 conversion)

5. Click Convert to complete the transaction

The conversion will be processed and reflected in your cap table. The shareholder will now hold the new share class as specified.