You can bulk correct errors made while registering draft unpriced investments, such as SAFE, ASA and Convertible Loan Notes.
These corrections will not trigger notifications to holders.
1. Go to Fundraising > Unpriced Investments > Closed investments.
2. Click Bulk update > Edit drafts.
3. Mark the checkbox for the convertible notes you want to edit > click Continue.
4. The selected transactions will be populated into a bulk modification file that can be exported by clicking Download file that will be made available to you through a modal in the bottom right-hand side of your page and via email.
5. Update the relevant information on the spreadsheet and save the file.
6. Click Upload file > Continue when you are ready to process the changes on the platform.
If there are any errors, Carta will provide you with a file detailing the errors and how to correct them. To troubleshoot the file, look for the cells highlighted in red which will contain comments that will help correct the error.
7. Once uploaded, review the number of corrected transactions and click Save changes.