Convertible Notes "Product" Question - "SAFEs"

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October 24, 2024

by a professional in Crystal Bay, NV, USA

I know start ups are using discounted convertible notes to finance prior to getting pre VC or PE rounds of financing. I know "carta" has tools to "issue and fund" the notes thrugh their platfor. My question is do you know of anyone that has a service that tracks the loans, lenders, interest accruals and provides the lenders reports to see their total portfolio value? We were having this discussion at a board meeting recently and none of the board members or team knew of any such platform service beyond an excel spreadsheet. Do any of you know of such a tool? We are thinking it might provide a value to the ETA market as well and could be added to our product offerings. Let me know. Thanks

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Reply by a professional
from Columbia University in Charlotte, NC, USA
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Reply by a searcher
from University of Mysore in Seattle, WA, USA
We use Carta for the same. Why do you think it does not do that?
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