Issuances and equity events

Review a round before issuance

Verify the records that will become recorded ownership history.

Issue shares and reserves

Convert finalized financing records into issued ownership.

Correct an issued equity record

Understand the controlled correction path when an issuance is wrong.

Erase round issuances in the EqDeal UX

Understand the destructive UX rollback and all of its downstream effects.

Record a secondary transaction

Transfer contractual rights, shares, or reserves from a seller to a buyer.

Handle secondary transaction edge cases

Validate holdings, partial transfers, dates, rights, and corrections.

Convert reserves and accrued interest

Convert accrued interest to reserves and eligible reserves to shares.

Record convertible debt repayment

Record repayment when an eligible convertible instrument is not converted.