How to edit a financing round

Modify Financing | Edit Financing

Wendy Canady avatar
Written by Wendy Canady
Updated over a week ago

Financing rounds offer a variety of funding types and related criteria to track the highest level of data in your cap table. Creating a financing round is the first step in building a cap table. Once you’ve created your financing round, you are able to go back and make edits as needed to an existing round, following the steps below.

Navigate to the Financing Rounds page edit a financing round

  1. Sign in to Cyndx and go to the Owner tab

  2. On the left-hand navigation bar, click the Securities drop down

  3. From the drop down menu, click on Financing Rounds

  4. On the Financing Rounds page, click the the edit button (pencil icon) of the financing round that you would like to edit

Edit the Financing Round

5. Make edits to the fields as needed

6. Click update


Example

Edit a Financing Round

See also: After I create a Financing Round, how do I create Security Terms?

Related articles: How to create, delete a financing round

Read more on financing rounds in our Cap Table Glossary

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