Crowdfunding
ECSPR
Convertible loans
Convertible loans
Manage convertible loan offerings from subscription and funding through to repayment, conversion or follow-on events.
Manage convertible loan offerings from subscription and funding through to repayment, conversion or follow-on events.
Overview
Operate convertible loans without fragmented infrastructure.
Operate convertible loans without fragmented infrastructure.
Convertible loans combine debt-like funding with future conversion mechanics. That makes the investor journey more complex than a standard loan. Fininly supports the operational lifecycle around subscriptions, documentation, funding, investor administration and reporting, while keeping conversion-related events clearly manage
Convertible loans combine debt-like funding with future conversion mechanics. That makes the investor journey more complex than a standard loan. Fininly supports the operational lifecycle around subscriptions, documentation, funding, investor administration and reporting, while keeping conversion-related events clearly manage
Typical flow
From setup to ongoing investor management.
From setup to ongoing investor management.
Each product type has its own lifecycle, but the same Fininly infrastructure connects onboarding, documents, payments, workflows and reporting.
Each product type has its own lifecycle, but the same Fininly infrastructure connects onboarding, documents, payments, workflows and reporting.
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Configure the round
Define loan amount, maturity, discount, valuation cap, interest and conversion triggers.
Configure the round
Define loan amount, maturity, discount, valuation cap, interest and conversion triggers.
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Collect subscriptions
Onboard investors, share documents, collect commitments and process funding.
Collect subscriptions
Onboard investors, share documents, collect commitments and process funding.
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Administer the loan
Track investor positions, balances, documents, interest and lifecycle events.
Administer the loan
Track investor positions, balances, documents, interest and lifecycle events.
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Handle conversion
Support conversion, repayment or extension workflows with clear investor communication.
Handle conversion
Support conversion, repayment or extension workflows with clear investor communication.
Best suited for
Startup finance platforms
Private growth rounds
Crowdfunding operators
Venture-style investment products
Relevant platform capabilities
Round configuration
Digital subscriptions
Document management
Investor register
Payment tracking
Conversion event workflow
Notifications
Reporting