Reference
Security form field reference
Look up the fields for shares, options, RSUs, warrants, SAFEs, and notes, including plan selection, vesting, classification, and correction records.
On this page
Choose the holder and instrument first
Open Issue security, select the instrument type, and choose the stakeholder. The form also supports creating a new holder with a name and type. Reuse an existing holder when it represents the same person or entity.
The fields change with the selected type. Use the quantities and terms in the underlying records. Saving a record does not issue a legal document, approve an award, collect consideration, or send a holder an invitation.
Shares
| Field | Meaning |
|---|---|
| Share class | The class of the issued certificate. |
| Number of shares | The issued whole-share quantity. |
| Price per share; Issue date | The recorded issue price and effective date. |
| Vesting settings | Reverse-vesting terms when issued shares are subject to vesting. |
| Vesting start; schedule; acceleration | The schedule and any recorded acceleration terms. |
| 83(b) filing fields | The actual filing record when applicable; recording a status does not file an election. |
Linked exercise and repurchase records can display additional paid-price or repurchase-price fields. Read their hints: they describe a specific linked event, not another general share issuance.
Options
| Field | Meaning |
|---|---|
| Plan | The reserve the award draws from, or Outside any plan. |
| Options granted; Strike price | Whole options and the exercise price per share. |
| Tax classification | NSO or ISO as supported by the actual grant; warnings do not establish tax qualification. |
| Grant date; Expires | The grant’s effective date and contractual expiration. |
| Vesting schedule; months; cliff | Time-based vesting terms, or custom dated tranches. |
| Acceleration; Accelerates (%) | The recorded trigger and percentage of the unvested balance. |
| Early exercise allowed | Whether the recorded grant permits exercise before vesting. |
| Exercise deadline, when shown | The recorded post-departure window for vested options. |
The strike can prefill from recorded FMV for the grant date. Verify it against the grant terms before saving. Record subsequent exercises and cancellations through lifecycle actions, not by reducing Options granted.
RSUs and warrants
| Instrument | Fields and interpretation |
|---|---|
| RSU | Plan, Settles into class, Units granted, Grant date, vesting and acceleration, and Settles only on a liquidity event. There is no strike. |
| Warrant | Underlying share class when available, Warrant shares, Exercise price, Issue date, and optional Expiration date. Warrants do not draw from an equity plan. |
An RSU liquidity condition is a recorded term. The app does not detect an external liquidity event or automatically settle the award. Use the settlement workflow for the actual event. Warrants have no dedicated exercise or cancellation workflow in the current app; see Manage warrants and workflow limits.
SAFEs and convertible notes
| Field | Meaning |
|---|---|
| Principal | The amount recorded for the instrument in company currency. |
| Valuation cap | The monetary cap; leave it empty for uncapped. |
| Discount (%) | The discount to the modeled next round’s price. |
| SAFE cap type | Post-money or pre-money capitalization basis. |
| SAFE signing date | The SAFE’s effective date. |
| Note interest rate (% simple) | The annual simple-interest rate used by the app. |
| Note issue date; Maturity date | The interest start date and optional maturity date. |
The app models supported terms, not every provision of a financing agreement. Keep side letters, amendments, interest conventions, and other unsupported terms with the source documents and reconcile their treatment separately.
Review plan selection, schedules, and existing records
When plans exist, option and RSU forms offer eligible plans for the selected date and instrument. The default can select the most recently adopted open eligible plan. Check it explicitly; an award outside every plan still contributes to fully diluted shares but draws no reserve.
Regular vesting can be monthly, quarterly, or annual. Custom tranches specify dates and whole quantities; a new or changed schedule must cover the award’s required quantity. The editor supports up to 120 tranches. Follow Advanced vesting for schedule changes after earlier exercises or settlements.
Existing security forms include an optional Reason for change, a View history link, and Attachments. Attachment changes save immediately and independently of Save changes. Linked records can restrict changes to quantity, dates, or holder; inspect the specific refusal before correcting a transaction chain.