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Adding a Hybrid Class to a Capital Raise
Adding a Hybrid Class to a Capital Raise

How to add a hybrid ( 2 classes combined) equity class to your capital raise.

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Written by Domingo Gonzalez
Updated over 2 months ago

Note: This article has been updated to reflect recent changes in the software. Please review the new information to stay up to date with the latest features and improvements.

Adding one or more classes is necessary prior to launching a capital raise as it will allow investors' commitments to be automatically recorded on the Project's cap table once funded. See written instructions below.

  1. Navigate to the Capital Raise via the tab on the left hand side.

  2. Select the Capital Raise you wish to add the Hybrid Class to.

  3. Navigate to the tab titled "Settings".

  4. In the settings menu click on "Debt & Equity Classes"

  5. Click "New" and "Add Hybrid Class" in the top right-hand corner of the screen.

  6. Select two existing classes (or create each individual class), then specify the unit price for each class for this Capital Raise.

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