How to view drafted shares and vesting info

Cap table | Securities | Shares | Drafts

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

The draft shares tab is used to assign equity securities to individual shareholders and link to the relevant share terms, equity incentive plan (in the case of restricted shares), and financing round, as well as vesting schedule if applicable. This is the last step required before issuing shares to begin generating your cap table manually.

Navigate to Draft Securities page to view drafted shares

  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 Draft Securities

  4. On the Draft Securities page, go to the Shares tab

  5. Click the Actions menu (arrow icon) to the right of the share you would like to view

  6. Select the option to view that share


Note: While viewing a particular share, you also have the option to edit and issue

Example

View Drafted Share

See also: After I draft shares, how do I issue drafted shares?

Related articles: How to draft, edit, delete shares, and how to draft warrants, convertibles or options

Read more on shares in our Cap Table Glossary

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