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
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 Financing Rounds
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