How to issue drafted shares

Issue Shares | Issue Securities | Issue Drafted Shares

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

The drafted 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. Once shares have been drafted, they must be issued manually to begin generating your cap table. Issued shares will appear on your cap table under the Dashboard and Cap Table view.

Navigate to the Draft Securities page to issue 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 issue

  6. Select the option to issue that share

Example

Issue Drafted Share

See also: After I've issued securities, how do I view my cap table?

Related articles: How to draft, delete, view, and edit shares, and how to modify, transfer, repurchase, cancel issued shares

Read more on shares in our Cap Table Glossary

Did this answer your question?