How To Issue A Convertible Instrument

Learn how to issue 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 issue and then click “View”
  • Under the Convertible Notes section, click the “+ Add” button

Step 2: Convertible Instrument Details Form

  • 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 “Issue” button
This completes the process of issuing a convertible instrument

Still need help?

Email one of our Equanaut support agents at, and we can assist you further there.
Thank you.

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