How do I create a convertible note ?

① Click on +Add, then on Securities, finally choose Convertible note

② Fill in the name and details of the security

Refer to your legal documentation, it will specify : 

• The name of the security
• The date of first issue (date of the AGM which decided to issue the share)
• The underlying share : to which share does the exercise of a Convertible note entitle the holder
• The impact of a subdivision
• The conversion ratio : the number of underlying shares to which the exercise of a Convertible note entitles the holder → if know (otherwise tick appropriate toggle)
• Phantom Share expiration date