FAQ

How can founders manage multiple funding instruments simultaneously?

Quick Answer:
Centralise all instruments — equity, SAFEs, notes, and options — in one system.


Learn More:
Managing different funding tools through spreadsheets leads to overlap and confusion. SAFEs, convertible notes, and equity rounds must be recorded in a unified structure to avoid miscalculations. Findex consolidates every instrument, automatically tracking conversion events and their effects on ownership and valuation.

Manage your wealth like a pro.

Join investors using Findex to consolidate, track, and grow their portfolios — all in one place.

Get Started
No payment information required!