Cyndx

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.

<a href="https://help.app.cyndx.com/en/articles/5604477-cyndx-owner-tour">View a guided tour of Cyndx Owner</a><br><a href="https://help.app.cyndx.com/en/articles/5544983-how-to-create-a-cap-table">Step-by-step guide to create a Cyndx Owner cap table</a>

<a href="https://help.app.cyndx.com/en/articles/5544363-cap-table-glossary">Owner Cap Table Glossary</a>

<br>Our Site Map below lists all articles found in our Help Center to help you navigate setting up your Owner Cap Table. For additional questions regarding Cyndx Owner or for help getting started setting up your cap table, contact <a href="mailto:support@cyndx.com" rel="nofollow noopener noreferrer" target="_blank">support@cyndx.com</a>. 

<a href="https://help.app.cyndx.com/en/articles/5544983-how-to-create-a-cap-table">How to create a cap table</a>

<a href="https://help.app.cyndx.com/en/articles/5544363-cap-table-glossary">Cap Table Glossary</a>

<a href="https://help.app.cyndx.com/en/articles/5555159-owner-dashboard-cap-table-views">Owner Dashboard: Cap table views</a>

<a href="https://help.app.cyndx.com/en/articles/5555148-cap-table-summary-view-my-detailed-cap-table">Cap table summary: View my detailed cap table</a> 

- <a href="https://help.app.cyndx.com/en/articles/5544983-how-to-create-a-cap-table">How to create a cap table</a>
- <a href="https://help.app.cyndx.com/en/articles/5544363-cap-table-glossary">Cap Table Glossary</a>
- <a href="https://help.app.cyndx.com/en/articles/5555159-owner-dashboard-cap-table-views">Owner Dashboard: Cap table views</a>
- <a href="https://help.app.cyndx.com/en/articles/5555148-cap-table-summary-view-my-detailed-cap-table">Cap table summary: View my detailed cap table</a> 

<a href="https://help.app.cyndx.com/en/articles/5546398-how-to-edit-notes">How to edit notes</a>

<a href="https://help.app.cyndx.com/en/articles/5544996-what-is-cyndx-owner">What is Cyndx Owner?</a>

<a href="https://help.app.cyndx.com/en/articles/5544992-what-can-i-do-with-cyndx-owner">What can I do with Cyndx Owner?</a>

<a href="https://help.app.cyndx.com/en/articles/5544981-what-is-a-cap-table">What is a cap table?</a>

<a href="https://help.app.cyndx.com/en/articles/5544979-why-do-i-need-to-understand-my-company-s-cap-table">Why do I need to understand my company's cap table?</a>

- <a href="https://help.app.cyndx.com/en/articles/5546398-how-to-edit-notes">How to edit notes</a>
- <a href="https://help.app.cyndx.com/en/articles/5544996-what-is-cyndx-owner">What is Cyndx Owner?</a>
- <a href="https://help.app.cyndx.com/en/articles/5544992-what-can-i-do-with-cyndx-owner">What can I do with Cyndx Owner?</a>
- <a href="https://help.app.cyndx.com/en/articles/5544981-what-is-a-cap-table">What is a cap table?</a>
- <a href="https://help.app.cyndx.com/en/articles/5544979-why-do-i-need-to-understand-my-company-s-cap-table">Why do I need to understand my company's cap table?</a>
   

<a href="https://help.app.cyndx.com/en/articles/5545136-how-to-create-a-financing-round">How to create a financing round</a>

<a href="https://help.app.cyndx.com/en/articles/5545135-how-to-edit-a-financing-round">How to edit a financing round</a>

<a href="https://help.app.cyndx.com/en/articles/5545134-how-to-delete-a-financing-round">How to delete a financing round</a>

<a href="https://help.app.cyndx.com/en/articles/5545125-how-to-edit-close-dates-on-a-pre-existing-financing-round">How to edit close close dates on a pre-existing financing round</a>

- <a href="https://help.app.cyndx.com/en/articles/5545136-how-to-create-a-financing-round">How to create a financing round</a>
- <a href="https://help.app.cyndx.com/en/articles/5545135-how-to-edit-a-financing-round">How to edit a financing round</a>
- <a href="https://help.app.cyndx.com/en/articles/5545134-how-to-delete-a-financing-round">How to delete a financing round</a>
- <a href="https://help.app.cyndx.com/en/articles/5545125-how-to-edit-close-dates-on-a-pre-existing-financing-round">How to edit close close dates on a pre-existing financing round</a>

<a href="https://help.app.cyndx.com/en/articles/5545124-how-to-create-an-equity-incentive-plan">How to create an equity incentive plan</a>

<a href="https://help.app.cyndx.com/en/articles/5545122-how-to-edit-an-equity-incentive-plan">How to edit an equity incentive plan</a>

<a href="https://help.app.cyndx.com/en/articles/5545121-how-to-delete-an-equity-incentive-plan">How to delete an equity incentive plan? </a>

- <a href="https://help.app.cyndx.com/en/articles/5545124-how-to-create-an-equity-incentive-plan">How to create an equity incentive plan</a>
- <a href="https://help.app.cyndx.com/en/articles/5545122-how-to-edit-an-equity-incentive-plan">How to edit an equity incentive plan</a>
- <a href="https://help.app.cyndx.com/en/articles/5545121-how-to-delete-an-equity-incentive-plan">How to delete an equity incentive plan? </a>

<a href="https://help.app.cyndx.com/en/articles/5545100-how-to-add-a-new-scenario">How to add a new scenario</a>

<a href="https://help.app.cyndx.com/en/articles/5545096-how-to-edit-a-scenario">How to edit a scenario</a>

<a href="https://help.app.cyndx.com/en/articles/5545094-how-to-delete-a-scenario">How to delete a scenario</a>

<a href="https://help.app.cyndx.com/en/articles/5545092-how-to-download-a-scenario">How to download a scenario</a>

<a href="https://help.app.cyndx.com/en/articles/5545091-how-to-run-a-waterfall-analysis">How to run a waterfall analysis</a>

<a href="https://help.app.cyndx.com/en/articles/5545090-how-to-compare-scenarios">How to compare scenarios</a>

- <a href="https://help.app.cyndx.com/en/articles/5545100-how-to-add-a-new-scenario">How to add a new scenario</a>
- <a href="https://help.app.cyndx.com/en/articles/5545096-how-to-edit-a-scenario">How to edit a scenario</a>
- <a href="https://help.app.cyndx.com/en/articles/5545094-how-to-delete-a-scenario">How to delete a scenario</a>
- <a href="https://help.app.cyndx.com/en/articles/5545092-how-to-download-a-scenario">How to download a scenario</a>
- <a href="https://help.app.cyndx.com/en/articles/5545091-how-to-run-a-waterfall-analysis">How to run a waterfall analysis</a>
- <a href="https://help.app.cyndx.com/en/articles/5545090-how-to-compare-scenarios">How to compare scenarios</a>

<a href="https://help.app.cyndx.com/en/articles/5545082-how-to-create-share-terms">How to create share terms</a>

<a href="https://help.app.cyndx.com/en/articles/5545078-how-to-edit-share-terms">How to edit share terms</a>

<a href="https://help.app.cyndx.com/en/articles/5545072-how-do-i-delete-share-terms">How to delete share terms</a>

<a href="https://help.app.cyndx.com/en/articles/5545070-how-do-i-create-warrant-terms">How to create warrant terms</a>

<a href="https://help.app.cyndx.com/en/articles/5545068-how-do-i-edit-warrant-terms">How to edit warrant terms</a>

<a href="https://help.app.cyndx.com/en/articles/5545059-how-do-i-delete-warrant-terms">How to delete warrant terms</a>

<a href="https://help.app.cyndx.com/en/articles/5545058-how-to-create-convertible-terms">How to create convertible terms</a>

<a href="https://help.app.cyndx.com/en/articles/5545057-how-do-i-edit-convertible-terms">How to edit convertible terms</a>

<a href="https://help.app.cyndx.com/en/articles/5545055-how-do-i-delete-convertible-terms">How to delete convertible terms</a>

- <a href="https://help.app.cyndx.com/en/articles/5545082-how-to-create-share-terms">How to create share terms</a>
- <a href="https://help.app.cyndx.com/en/articles/5545078-how-to-edit-share-terms">How to edit share terms</a>
- <a href="https://help.app.cyndx.com/en/articles/5545072-how-do-i-delete-share-terms">How to delete share terms</a>
- <a href="https://help.app.cyndx.com/en/articles/5545070-how-do-i-create-warrant-terms">How to create warrant terms</a>
- <a href="https://help.app.cyndx.com/en/articles/5545068-how-do-i-edit-warrant-terms">How to edit warrant terms</a>
- <a href="https://help.app.cyndx.com/en/articles/5545059-how-do-i-delete-warrant-terms">How to delete warrant terms</a>
- <a href="https://help.app.cyndx.com/en/articles/5545058-how-to-create-convertible-terms">How to create convertible terms</a>
- <a href="https://help.app.cyndx.com/en/articles/5545057-how-do-i-edit-convertible-terms">How to edit convertible terms</a>
- <a href="https://help.app.cyndx.com/en/articles/5545055-how-do-i-delete-convertible-terms">How to delete convertible terms</a>

<a href="https://help.app.cyndx.com/en/articles/5558209-how-do-i-draft-new-shares">How to draft new shares</a>

<a href="https://help.app.cyndx.com/en/articles/5558253-how-to-view-drafted-shares-and-vesting-info">How to view drafted shares and vesting info</a>

<a href="https://help.app.cyndx.com/en/articles/5558263-how-to-edit-drafted-shares">How to edit drafted shares</a>

<a href="https://help.app.cyndx.com/en/articles/5558269-how-do-i-issue-drafted-shares">How to issue drafted shares</a>

<a href="https://help.app.cyndx.com/en/articles/5558274-how-do-i-delete-drafted-shares">How to delete drafted shares</a>

<a href="https://help.app.cyndx.com/en/articles/5558275-how-do-i-draft-new-warrants">How to draft new warrants</a>

<a href="https://help.app.cyndx.com/en/articles/5558278-how-to-view-drafted-warrants">How to view drafted warrants</a>

<a href="https://help.app.cyndx.com/en/articles/5558280-how-to-edit-drafted-warrants">How to edit drafted warrants</a>

<a href="https://help.app.cyndx.com/en/articles/5558282-how-to-issue-drafted-warrants">How to issue drafted warrants</a>

<a href="https://help.app.cyndx.com/en/articles/5558285-how-do-i-delete-drafted-warrants">How to delete drafted warrants</a>

<a href="https://help.app.cyndx.com/en/articles/5558290-how-to-draft-new-convertibles">How to draft new convertibles</a>

<a href="https://help.app.cyndx.com/en/articles/5558291-how-to-view-drafted-convertibles">How to view drafted convertibles</a>

<a href="https://help.app.cyndx.com/en/articles/5558294-how-to-edit-drafted-convertibles">How to edit drafted convertibles</a>

<a href="https://help.app.cyndx.com/en/articles/5558295-how-to-issue-drafted-convertibles">How to issue drafted convertibles</a>

<a href="https://help.app.cyndx.com/en/articles/5558297-how-to-delete-drafted-convertibles">How to delete drafted convertibles</a>

<a href="https://help.app.cyndx.com/en/articles/5558304-how-to-draft-new-options">How to draft new options</a>

<a href="https://help.app.cyndx.com/en/articles/5558310-how-to-view-drafted-options-and-vesting-info">How to view drafted options and vesting info</a>

<a href="https://help.app.cyndx.com/en/articles/5558332-how-to-issue-drafted-options">How to issue drafted options</a>

<a href="https://help.app.cyndx.com/en/articles/5558313-how-to-edit-drafted-options">How to edit drafted options</a>

<a href="https://help.app.cyndx.com/en/articles/5558335-how-to-delete-drafted-options">How to delete drafted options</a>

- <a href="https://help.app.cyndx.com/en/articles/5558209-how-do-i-draft-new-shares">How to draft new shares</a>
- <a href="https://help.app.cyndx.com/en/articles/5558253-how-to-view-drafted-shares-and-vesting-info">How to view drafted shares and vesting info</a>
- <a href="https://help.app.cyndx.com/en/articles/5558263-how-to-edit-drafted-shares">How to edit drafted shares</a>
- <a href="https://help.app.cyndx.com/en/articles/5558269-how-do-i-issue-drafted-shares">How to issue drafted shares</a>
- <a href="https://help.app.cyndx.com/en/articles/5558274-how-do-i-delete-drafted-shares">How to delete drafted shares</a>
- <a href="https://help.app.cyndx.com/en/articles/5558275-how-do-i-draft-new-warrants">How to draft new warrants</a>
- <a href="https://help.app.cyndx.com/en/articles/5558278-how-to-view-drafted-warrants">How to view drafted warrants</a>
- <a href="https://help.app.cyndx.com/en/articles/5558280-how-to-edit-drafted-warrants">How to edit drafted warrants</a>
- <a href="https://help.app.cyndx.com/en/articles/5558282-how-to-issue-drafted-warrants">How to issue drafted warrants</a>
- <a href="https://help.app.cyndx.com/en/articles/5558285-how-do-i-delete-drafted-warrants">How to delete drafted warrants</a>
- <a href="https://help.app.cyndx.com/en/articles/5558290-how-to-draft-new-convertibles">How to draft new convertibles</a>
- <a href="https://help.app.cyndx.com/en/articles/5558291-how-to-view-drafted-convertibles">How to view drafted convertibles</a>
- <a href="https://help.app.cyndx.com/en/articles/5558294-how-to-edit-drafted-convertibles">How to edit drafted convertibles</a>
- <a href="https://help.app.cyndx.com/en/articles/5558295-how-to-issue-drafted-convertibles">How to issue drafted convertibles</a>
- <a href="https://help.app.cyndx.com/en/articles/5558297-how-to-delete-drafted-convertibles">How to delete drafted convertibles</a>
- <a href="https://help.app.cyndx.com/en/articles/5558304-how-to-draft-new-options">How to draft new options</a>
- <a href="https://help.app.cyndx.com/en/articles/5558310-how-to-view-drafted-options-and-vesting-info">How to view drafted options and vesting info</a>
- <a href="https://help.app.cyndx.com/en/articles/5558332-how-to-issue-drafted-options">How to issue drafted options</a>
- <a href="https://help.app.cyndx.com/en/articles/5558313-how-to-edit-drafted-options">How to edit drafted options</a>
- <a href="https://help.app.cyndx.com/en/articles/5558335-how-to-delete-drafted-options">How to delete drafted options</a>

<a href="https://help.app.cyndx.com/en/articles/5569029-how-to-modify-shares">How to modify shares</a>

<a href="https://help.app.cyndx.com/en/articles/5561727-how-to-transfer-shares">How to transfer shares</a>

<a href="https://help.app.cyndx.com/en/articles/5569030-how-to-repurchase-shares">How to repurchase shares</a>

<a href="https://help.app.cyndx.com/en/articles/5569031-how-to-cancel-shares">How to cancel shares</a>

<a href="https://help.app.cyndx.com/en/articles/5569032-how-to-delete-issued-shares">How to delete issued shares</a>

<a href="https://help.app.cyndx.com/en/articles/5564401-how-to-modify-warrants">How to modify warrants</a>

<a href="https://help.app.cyndx.com/en/articles/5564461-how-to-exercise-warrants">How to exercise warrants</a>

<a href="https://help.app.cyndx.com/en/articles/5564473-how-to-cancel-warrants">How to cancel warrants</a>

<a href="https://help.app.cyndx.com/en/articles/5564466-how-to-delete-issued-warrants">How to delete issued warrants</a>

<a href="https://help.app.cyndx.com/en/articles/5564475-how-to-modify-convertibles">How to modify convertibles</a>

<a href="https://help.app.cyndx.com/en/articles/5569075-how-to-convert-convertibles">How to convert convertibles</a>

<a href="https://help.app.cyndx.com/en/articles/5564491-how-to-cancel-convertibles">How to cancel convertibles</a>

<a href="https://help.app.cyndx.com/en/articles/5564478-how-to-delete-issued-convertibles">How to delete issued convertibles</a>

<a href="https://help.app.cyndx.com/en/articles/5564560-how-to-modify-options">How to modify options</a>

<a href="https://help.app.cyndx.com/en/articles/5564589-how-to-exercise-options">How to exercise options</a>

<a href="https://help.app.cyndx.com/en/articles/5564594-how-to-terminate-options">How to terminate options</a>

<a href="https://help.app.cyndx.com/en/articles/5564599-how-to-cancel-options">How to cancel options</a>

<a href="https://help.app.cyndx.com/en/articles/5569057-how-to-delete-issued-options">How to delete issued options</a>

<a href="https://help.app.cyndx.com/en/articles/5564495-how-to-view-a-vesting-schedule">How to view a vesting schedule</a>

- <a href="https://help.app.cyndx.com/en/articles/5569029-how-to-modify-shares">How to modify shares</a>
- <a href="https://help.app.cyndx.com/en/articles/5561727-how-to-transfer-shares">How to transfer shares</a>
- <a href="https://help.app.cyndx.com/en/articles/5569030-how-to-repurchase-shares">How to repurchase shares</a>
- <a href="https://help.app.cyndx.com/en/articles/5569031-how-to-cancel-shares">How to cancel shares</a>
- <a href="https://help.app.cyndx.com/en/articles/5569032-how-to-delete-issued-shares">How to delete issued shares</a>
- <a href="https://help.app.cyndx.com/en/articles/5564401-how-to-modify-warrants">How to modify warrants</a>
- <a href="https://help.app.cyndx.com/en/articles/5564461-how-to-exercise-warrants">How to exercise warrants</a>
- <a href="https://help.app.cyndx.com/en/articles/5564473-how-to-cancel-warrants">How to cancel warrants</a>
- <a href="https://help.app.cyndx.com/en/articles/5564466-how-to-delete-issued-warrants">How to delete issued warrants</a>
- <a href="https://help.app.cyndx.com/en/articles/5564475-how-to-modify-convertibles">How to modify convertibles</a>
- <a href="https://help.app.cyndx.com/en/articles/5569075-how-to-convert-convertibles">How to convert convertibles</a>
- <a href="https://help.app.cyndx.com/en/articles/5564491-how-to-cancel-convertibles">How to cancel convertibles</a>
- <a href="https://help.app.cyndx.com/en/articles/5564478-how-to-delete-issued-convertibles">How to delete issued convertibles</a>
- <a href="https://help.app.cyndx.com/en/articles/5564560-how-to-modify-options">How to modify options</a>
- <a href="https://help.app.cyndx.com/en/articles/5564589-how-to-exercise-options">How to exercise options</a>
- <a href="https://help.app.cyndx.com/en/articles/5564594-how-to-terminate-options">How to terminate options</a>
- <a href="https://help.app.cyndx.com/en/articles/5564599-how-to-cancel-options">How to cancel options</a>
- <a href="https://help.app.cyndx.com/en/articles/5569057-how-to-delete-issued-options">How to delete issued options</a>
- <a href="https://help.app.cyndx.com/en/articles/5564495-how-to-view-a-vesting-schedule">How to view a vesting schedule</a>

<a href="https://help.app.cyndx.com/en/articles/5561582-how-to-create-a-409a-valuation">How to create a 409A valuation</a>

<a href="https://help.app.cyndx.com/en/articles/6418777-how-to-upload-a-409a-valuation">How to upload a 409A valuation</a>

<a href="https://help.app.cyndx.com/en/articles/6421708-how-to-edit-a-409a-valuation">How to edit a 409A valuation</a>

<a href="https://help.app.cyndx.com/en/articles/6421738-how-to-delete-a-409a-valuation">How to delete a 409A valuation</a>

- <a href="https://help.app.cyndx.com/en/articles/5561582-how-to-create-a-409a-valuation">How to create a 409A valuation</a>
- <a href="https://help.app.cyndx.com/en/articles/6418777-how-to-upload-a-409a-valuation">How to upload a 409A valuation</a>
- <a href="https://help.app.cyndx.com/en/articles/6421708-how-to-edit-a-409a-valuation">How to edit a 409A valuation</a>
- <a href="https://help.app.cyndx.com/en/articles/6421738-how-to-delete-a-409a-valuation">How to delete a 409A valuation</a>

<a href="https://help.app.cyndx.com/en/articles/5561565-manage-legends">Manage Legends</a>

- <a href="https://help.app.cyndx.com/en/articles/5561565-manage-legends">Manage Legends</a>

<a href="https://help.app.cyndx.com/en/articles/5561577-manage-stock-splits">Manage Stock Splits</a>

- <a href="https://help.app.cyndx.com/en/articles/5561577-manage-stock-splits">Manage Stock Splits</a>
   

<a href="https://help.app.cyndx.com/en/articles/5545015-how-to-create-a-vesting-schedule">How to create a vesting schedule</a>

<a href="https://help.app.cyndx.com/en/articles/5545010-how-to-edit-a-vesting-schedule">How to edit a vesting schedule</a>

<a href="https://help.app.cyndx.com/en/articles/5545007-how-do-i-delete-a-vesting-schedule">How to delete a vesting schedule</a>

- <a href="https://help.app.cyndx.com/en/articles/5545015-how-to-create-a-vesting-schedule">How to create a vesting schedule</a>
- <a href="https://help.app.cyndx.com/en/articles/5545010-how-to-edit-a-vesting-schedule">How to edit a vesting schedule</a>
- <a href="https://help.app.cyndx.com/en/articles/5545007-how-do-i-delete-a-vesting-schedule">How to delete a vesting schedule</a>

<a href="https://help.app.cyndx.com/en/articles/5545113-how-to-edit-basic-company-settings">How to edit basic company settings</a>

<a href="https://help.app.cyndx.com/en/articles/5545116-how-to-edit-advanced-company-settings">How to edit advanced company settings</a>

- <a href="https://help.app.cyndx.com/en/articles/5545113-how-to-edit-basic-company-settings">How to edit basic company settings</a>
- <a href="https://help.app.cyndx.com/en/articles/5545116-how-to-edit-advanced-company-settings">How to edit advanced company settings</a>

Get Started

Common FAQs

Financing rounds

Equity Incentive Plan

Scenario modeling and waterfall analysis

Security terms

Draft securities

Issued securities

Compliance / 409A Valuations

Manage Legends

Manage Stock Splits

Manage Vesting Schedules

Settings