Spreadsheet View – Table for Convertible Instruments

Eqvista helps you manage your shareholders, common equity, cap tables, and company filings easily and efficiently. The spreadsheet feature allows users to add, edit, delete, and view all shareholders and grants.

Note: The spreadsheet feature is only available for Premium account holders. Kindly upgrade your account to use the feature.

Here are the steps to view the table for convertible instruments under Spreadsheet view.

Step 1: Log into your Eqvista account and select your company account. 

On the dashboard, click on “Spreadsheet” from the left-side menu on the page below.

Step 2: Then, you will be directed to the page as shown below. Under “Select Table Type” on the right side, select “Convertible Instruments”.

Step 3: Under the “Manage Company Convertible Instruments” page, you can perform various spreadsheet functions: create, edit, or delete existing and new notes. 

Note: On this page, you can view the already-issued convertible notes to shareholders. To know how to issue convertible notes to shareholders, check out the support article here!

You can add a new instrument name, issuance date, note holder, note type (Standard, KISS, SAFE), principal, interest, accrual frequency, valuation cap, and discount. 

After adding or editing the details, click the “Check Data” button. If you want to cancel the process, click “Discard all Changes”.

Note: Convertible notes should be classified according to the note type, otherwise the system will reject the data.

To add a note to non-existing shareholders, you must switch to the “Shareholder” table and add a new shareholder. Check out the support article to learn how to add shareholders to the spreadsheet table.

Step 4: After your information has been checked, a data validation message will appear and two things can happen: either the entered information is right and you can save it, or some information may be missing or incorrect. 

If some issues or some details are missing, the validation message will appear in “Red” as shown below.

Once the information has been checked, click on “Save”.

Step 5: After data validation, the note’s details will be added to the spreadsheet under the “Convertible Instruments” table.

You can also perform other functions like “edit” and “delete” in the spreadsheet under the “Convertible Instruments” table. 

Step 6: The record of the convertible instrument can also be seen by clicking “Securities” on the left-hand side to get a drop-down menu. Then, click on “Convertible Instruments” and you will see all the convertibles. In this case, click on “Note 2” to view the details of the note. 

Similarly, you can manage the shareholders and grants of common equity, preferred equity, and options. For more information on Eqvista’s other features and to understand how the Spreadsheet feature works, check out our other support articles here. To get started, get in touch with us right away!