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How To Convert A Convertible Instrument

Learn how to convert a Convertible Instrument in the Equa App.

Prior to getting started, you will need the following:

Step 1: Getting Started

  • Hover over “Capitalization” in the main navigation bar and then click “Convertible Instruments” in the drop-down menu
  • Click the three vertical dots menu of the Convertible Instrument that you want to convert and then click “View”
  • Click the “Convert” button on the right hand side of the screen

Step 2: Conversion details

  • Fill your Organization’s current valuation and number of shares to distribute for each Holder
  • Click the “Convert” button
This completes the process of converting a convertible instrument
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