Share terms define the relevant criteria for both common and preferred equity securities. They also link to a specific financing round in order to track individual securities and derivatives in the Draft Securities section.
How to navigate to Securities Term page
How to create Share Terms
Show me a share term creation example
Navigate to the Securities Terms page to create new share terms
Sign in to Cyndx and go to the Owner tab
On the left-hand navigation bar, click the Securities drop down
From the drop down menu, click on Securities Terms
On the Securities Terms page, click the Share Terms tab
Click the + Create share terms button
Create Share Terms
6. In the Share Terms modal, enter required details
7. Click Create
Create Share Terms
See also: After I Create Share Terms, how do I draft new shares?
Read more on shares in our Cap Table Glossary