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How to convert a Convertible Note to Equity

Keeping your investment information up-to-date

Matt Preuss avatar
Written by Matt Preuss
Updated over a week ago

To convert a convertible note to equity in Visible, navigate to the respective company's profile. Click the Investments tab, followed by the three dots to the far right of the convertible note investment entry. Then, you'll select Convert to equity.


Next, click an existing share class or create a new share class for the converted shares.
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If you're creating a new share class, add in the details for the share class and then click Create.
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Add the Converted PPS and Converted share count. Then click Save.
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From the Rounds and Transactions tab, you'll now see that the Note is converted.


Next, you will add in the converting round and add transaction details if you participated in the converting round. For a full walkthrough of adding rounds and transactions, you can refer to this article.
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Please let us know if you have additional questions!

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