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How To Create Convertible Instruments

Learn how to create Convertible Instruments like a convertible note, SAFEs, and more 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, then click “Convertible Instruments” in the drop-down menu
  • Click the “Create New Instrument” button

Step 2: 

  • Fill in the required fields
  • You can add as much details as you’d like by completing the entire form including attaching documents and notes
  • Click the “Create” button
This completes the process of creating a convertible instrument
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