Cyndx Owner is a convenient web-based application that allows companies to create, manage, and analyze their cap tables and to instantly share relevant details with shareholders, employees, investors, and other stakeholders.
For more questions regarding Cyndx Owner contact [email protected].
Owner provides intuitive, hassle-free tools to manually enter ownership data or import existing spreadsheets directly into Cyndx Owner to automatically generate a functional cap table or update an existing one
Owner provides deep, real-time insights into your company’s cap table including the split of economic ownership and voting rights between various holders, security classes, and financing rounds
Users can track the evolution of a company’s cap table over time by viewing snapshots of data at various times in the past [and future] reflecting completed issuances and vesting schedules
Cyndx Owner automatically generates the value of both outstanding and fully diluted security positions at a given valuation as well as initial capital invested viewable by funding round, security type, and holder
Owner’s analytic dashboard provides easy to understand visualizations breaking down ownership splits, company valuation, and capital raised
Cyndx Owner supports all widely used types of private company securities, equity derivatives, and share based compensation programs including:
common shares
preferred shares
restricted shares (RSA)
common warrants
preferred warrants
options
SAFE (“Simple Agreement for Future Equity”)
ESIPs (“employee stock incentive plans”)
Terms for each security type are customizable to reflect the specific characteristics of each instrument a company has issued
Stock splits can be applied to automatically adjust share counts and share prices flowing through to the cap table
Track conversion, exercise, transfer, repurchase, modification, and cancellation of different securities
Legend
Run waterfall scenarios to easily model the impact of a new financing round or exit on the cap table as of a selected date
View dilution, payout, and return implications of an event
Compare waterfall scenarios to evaluate financing alternatives head to head
Export results of analysis in PDF or Excel formats
Track 409A valuations to ensure compliant issuances of share based compensation to employees and analyze company and security valuations over time
Read more about cap table management and Cyndx Owner in our glossary here