Cyndx Owner is a convenient web-based application that allows companies to automate the creation, management, analysis of their cap tables and to instantly share relevant details with shareholders, employees, investors, and other stakeholders.
Cyndx Owner provides an easy to follow, step-by-step guided set of forms to populate all of the information required to create and update your own accurate and analyzable cap table.
Creating a cap table from scratch is a 4-step process as detailed below.
You also have the option to upload your cap table from Excel.
Guided tour of Cyndx Owner
Get Started
Step 1
Add financing rounds through which the company raised capital from investors
Specify security type, pre-money valuation, number of securities issued, and price
Read how to create a financing round
Step 2
Draft an equity incentive plan (if applicable) to track the authorization and status for options and restricted shares, as well as their corresponding grace periods.
Step 3
Add terms for each class of security issued to capture the precise type of claim on the company conveyed by each financial instrument
Upload term sheets for convenient access to the legal documentation behind the data
Step 4
Populate a brief profile of each individual security holder to track their ownership interest and contact information
Read how to draft shares, warrants, convertibles, options
Step 5
Issue drafted securities in order to generate your cap table to begin viewing
Read how to issue drafted shares, warrants, convertibles, options
Related article: How to upload a cap table from Excel
See more on dashboard views and cap table summary, and see our helpful Cap Table Glossary