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How to draft and issue convertibles

support.carta.com
Company admins
Issuing equity
Instructions by security type

How to draft and issue convertibles

support.carta.com
Company admins
Issuing equity
Instructions by security type

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Drafting and issuing convertible notes

Required permissions:

Company account users with Full access or Company editor permissions can draft convertible notes.

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Only Full access users can make changes to the cap table.

Requirements for issuing convertibles on Carta:

Convertible terms and share classes must be configured