Custom conversion rates on share classes

Update by
Aaron Blakemore
Product Manager

You can now set custom conversion rates on share classes to accurately reflect the specific terms negotiated in your investment rounds.

Different share classes often convert at different rates—preferred shares might convert at 1:2 or 1:3 ratios instead of the standard 1:1. These rates now flow through your entire cap table, fully diluted view, modeling scenarios, reporting, and exports, giving you precise calculations for exits and fundraising rounds.

What you can do:

  • Set specific conversion rates for each share class
  • Model exits and raises with accurate dilution calculations
  • Generate reports and exports that reflect your actual share terms

Ready to update your share classes? Head to your cap table to configure conversion rates for each class.

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