For information on how to upload the detailed stakeholder information for these transactions, ➡ follow this link ⬅
The next steps will take you through uploading your SAFE & Convertible Noteholders.
Go to Cap Table -> Note Holders on the left-hand toolbar of your company account and click Bulk Upload
Select Import Existing File and then Next
Select Download Template and open the file
This will take you to a 'View Only' file, so in the top Left click File -> Make a Copy -> Name your file -> and then select 'Make a Copy' a final time
You can proceed to delete the template information that is in the file in the 'Noteholders' tab, and fill it out with the note details including -
Investor name & email 🙋♂️📧 (don't worry, nothing will be sent to your investor yet!);
*NOTE: ensure the contact email is the same as the one you have uploaded in their shareholder account. For help bulk uploading your Shareholder details, click here.
Note type - eg. Convertible, SAFE, Non-standard 📝
Total paid 💵
Issue date 📅
Valuation Cap (if applicable) 💰
Discount (as a % - if applicable) 💯
Annual interest rate (if applicable) 📈
Maturity date (if applicable) 📆
Now you have imported the correct information, you can download the file as a CSV. Head to the top left File -> Download -> Comma Separated Values (csv)
Then head back to your Cake account and select Import Existing File to drag and drop the CSV or Copy and paste (just copy all the relevant rows & columns from the spreadsheet and paste into the blank box when prompted). Follow the prompts to upload the CSV file, and then ensure all of the information is correct before selecting Import
📌 NOTE: If any transactions come up highlighted in red, assess the problem (i.e. missing Noteholder name etc.) -> either update directly within the Cake platform in the outlined cells or go back to your Bulk Upload File -> fix the changes -> re-download the CSV file -> follow the steps to upload again