Entity pillar · v0.16.0
convertible-instrument-doc ConvertibleInstrumentDocument
Convertible-instrument document master record.
$id · https://corpospec.com/schemas/v0.16.0/convertible-instrument-doc.schema.json
Fields
| Field | Type | Required | Description |
|---|---|---|---|
| conversion_trigger | string | yes | Free-form conversion-trigger description (qualified financing, acquisition, IPO). |
| currency | IsoCurrency | yes | ISO 4217 currency code. |
| entity | PathRef | yes | Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$` |
| governing_law | IsoCountry | yes | ISO 3166-1 alpha-2 country code. |
| id | PathRef | yes | Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$` |
| instrument_type | string | yes | Instrument family: `"safe"`, `"wandeldarlehen"`, `"convertible_note"`, `"kiss"`, `"warrant"`, etc. Free-form to allow rare variants. |
| jurisdiction | IsoCountry | yes | ISO 3166-1 alpha-2 country code. |
| name | string | yes | |
| round_ref | PathRef | yes | Parent Round. |
| status | InstrumentStatus | yes | Lifecycle status of a convertible instrument document. |
| target_amount | MonetaryAmount | yes | Target total raise across all allocations. |
| valuation_basis | ValuationBasis | yes | Pre-money vs post-money cap basis. |
| allocations | InstrumentAllocation[] | — | Per-investor allocations. |
| discount_rate | number? | — | Discount rate (e.g. 0.20 = 20% off the priced round). |
| governing_resolution | PathRef? | — | PathRef into the governing Gesellschafterbeschluss / shareholder resolution. |
| interest_rate_range | InterestRateRange? | — | Interest rate range for debt-flavoured instruments (Wandeldarlehen, Note). |
| maturity_months | integer? | — | Maturity months for debt-flavoured instruments. |
| mfn | boolean? | — | Most-Favoured-Nation clause (rare for SAFE; common for Notes). |
| notary_required_at_conversion | boolean? | — | Notary required at conversion event. |
| notary_required_at_signing | boolean? | — | Notary required at instrument signing (`true` for DE Wandeldarlehen with conversion to GmbH equity). |
| note | string? | — | |
| pro_rata_rights | boolean? | — | Pro-rata rights in the next priced round. |
| template_ref | PathRef? | — | PathRef into a `legal/templates/<slug>` template the instrument was drafted from. |
| valuation_cap_range | ValuationRange? | — | Valuation cap range (low/anchor/high triple). |
Definitions
Shared types referenced within this schema.
InstrumentAllocation
Allocation of a convertible instrument to a single investor.
type: object
InstrumentStatus
Lifecycle status of a convertible instrument document.
enum: "draft", "signed", "funded", "converted", "repaid", "defaulted", "cancelled"
InterestRateRange
Interest-rate range for debt-flavoured instruments (Wandeldarlehen, Note).
type: object
IsoCountry
ISO 3166-1 alpha-2 country code.
pattern: ^[A-Z]{2}$
IsoCurrency
ISO 4217 currency code.
pattern: ^[A-Z]{3}$
IsoDate
ISO 8601 date (YYYY-MM-DD).
type: string
MonetaryAmount
A monetary value with currency.
type: object
PathRef
Path-based cross-reference relative to .corpospec/ root.
Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
pattern: ^[a-z0-9_-]+(/[a-z0-9_.-]+)+$
ValuationBasis
Valuation basis for cap mechanics.
ValuationRange
Valuation range with low / anchor / high triple.
type: object
Reference in your YAML
# yaml-language-server: $schema=https://corpospec.com/schemas/v0.16.0/convertible-instrument-doc.schema.json