Create and manage investment contracts

Choose a contract structure, enter its terms, and edit eligible records.

Last reviewed: 2026-08-25

Create a contract

Company cap table → Add contract → Choose transaction type

1. Choose the round and the contract type supported by the legal instrument.
2. Enter the contract date, currency, amount, and economic terms.
3. Set valuation or conversion terms where applicable.
4. Add investors and attach the supporting PDFs.
5. Review the complete contract before any issuance or conversion.

Edit or delete

Eligible unissued contracts can be edited through the contract stepper and may be deleted when their state allows it. Issued ownership is not removed by deleting or changing an underlying contract.

Contracts outside a financing round

Use the UX path offered for the transaction type. EqDeal may organize standalone activity in a system structure; do not manually create misleading rounds to imitate another legal event.