Add a convertible note allocation

Create a convertible Note and add the investor details in Diligent Equity.

1. Go to the Securities section in the navigation sidebar and select Notes.

2. Select the convertible note you want to add to and select New Allocation in the note view.

   A New Note Allocation wizard opens.

3. Complete the following fields for each individual investor participating in the convertible note financing:

   • Name
   • Amount: Enter the dollar amount invested by the individual. If Adding a historical previously converted Note, enter these fields:
   • (_) override computed fields: Depending on the amount invested, Diligent Equity calculates the values for the remaining fields listed below, and automatically completes the fields for you. Check this box if you want to override Diligent Equity's calculations and enter your own calculation.
   • Discount: Diligent Equity inserts the current accumulated discount percentage.
   • Interest($/%): Diligent Equity inserts the current accumulated interest dollar amount and percentage.
   • Shares: This will be calculated and completed at the next round of financing .
   • Warrants:This will be calculated and completed at the next round of financing.

4. Select Finish .

Your note holder will now be listed under the Notes tab.