Bulk Import Cap Table Data - Convertible Instruments

See related article below for an overview of how to bulk import cap table data into Captable.io, and the Captable.io import template. White columns are for export purposes only and should be ignored during import. 

  • ID - Required. Example: Note-1
    • Unique identifier for the convertible instrument.
  • Type - Required. Must be: ‘Standard’, ‘500s Debt’, ‘YC Debt’, Pre Money SAFE’, ‘500s Security’, 'YCVC SAFE' or ‘Post Money SAFE’
    • The type of convertible instrument agreement. Select from drop down menu 
  • Issue Date - Required. Format (YYYY/MM/DD). Example: 2017/09/23.
    • The date the convertible instrument was entered into.
  • Shareholder Name - Required. Example: John Doe
    • Select the name from the drop down menu.
  • Shareholder Email - Optional. Example: johndoe@email.com
    • The shareholder's email address that you will be sharing access with. We will not contact the shareholder without your express action.
  • Principal - Required. Example: $250,000
    • The principal amount borrowed under the instrument, before any interest is applied.
  • Debt properties - optional
  • Maturity Date - Optional, only applicable for debt. Format (YYYY/MM/DD). Example: 2017/09/23.
    • The maturity date on the debt instrument.
  • Interest Rate - Optional, only applicable for debt. Format: Decimal. Example (5%): 0.05
    • This annual Interest Rate is accrued daily, monthly or annually on top of Principal, ahead of converting to equity
  • Accrual Frequency - Optional, only applicable for debt. Must be: 'Daily', 'Monthly', or 'Annual'
    • Frequency that interest amount is accrued on top of Principal
  • Converts To - Required. Must be: Preferred or Common.
    • Type of stock this instrument converts to.
  • Qualified Financing Threshold - Optional. Example: $350,000
    • The minimum equity financing amount required to trigger the conversion of this instrument.
  • Conversion Discount - Optional. Format: Decimal. Example (5%): 0.05
    • Discount on price per share at conversion relative to what subsequent equity investors pay.
  • Valuation Cap - Optional. Example: $10,000,000
    • Principal is converted to equity at the lower of the valuation cap or the pre-money valuation in the subsequent qualified financing
  • Fixed Ownership - Optional. Format: Decimal. Example (5%): 0.05
    • Enter the percentage of fixed ownership. 
  • Early Exit Multiple - Optional. Example: 2. Default: 1
    • Under 'Change of Control' scenarios, the guaranteed Principal multiplier that is paid out. Leave empty or 0 if it does not apply
  • Pro Rata Rights - Optional. Must be 'YES' or 'NO' (all caps).
    • Does the convertible instrument have pro rata rights?
  • Cancel Date - Required if the instrument was cancelled.
    • Enter the cancellation date. Format (YYYY/MM/DD). Example: 2017/09/23.
  • Conversion Date - Required if the instrument converted to stock.
    • Enter the conversion date. Format (YYYY/MM/DD/). Example: 2017/09/23.
  • Federal Exemption - Optional.
    • Select the Federal Exemption from the drop-down menu.
  • Comments - Optional. Any comments?
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