You have the ability to create partly-paid security classes and manage the paid and unpaid amounts of those securities. When a security is partly-paid:

  • Paid and unpaid amounts will be displayed in the cap table
  • Paid and unpaid amounts can be entered when creating a transaction.
  • The payable amount can be entered as a percentage when creating an offer, and is calculated when invoicing the investor. 
  • You can execute a capital call for unpaid amounts.

To create a partly-paid security:

  1. From the menu, go to Capitalisation and click Create securities
  2. Enter the details for the security. Tick the Allow security to be partly paid checkbox.
  3. Click Save.

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