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Adding a Loan

Add and Manage a Loan to Your Account

Maarten avatar
Written by Maarten
Updated over 2 years ago

Not only can you use WE.VESTR to review your current loans and convertibles including interest rates, payment terms, pre- or post-money valuation, convertible triggers, your company's total debt and average monthly repayments - but you can also easily add new loans and convertibles as they occur.

To Add a Loan, head over to the Loans & Convertibles section, navigate to the top right corner and click "Add Loan". Make sure you're on the "Loan" sub-tab in this section, and not in the "Convertibles" sub-tab.

Tip💡

If you see a term in the Loans & Convertibles section that you aren't familiar with, just hover over the tool tip to get a brief explanation.

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