How to draft new convertibles

Cap table | Securities | Convertible Note | Convertibles | Drafts

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

The Draft Convertibles tab is used to assign convertible securities to individual holders and link to the relevant convertible terms and financing round. This is the last step required before issuing convertibles to make them available for conversion in your cap table.

Navigate to the Draft Securities page to draft new convertibles

  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 Convertibles tab

  5. Click the + Draft New Convertible button

Draft New Convertibles

6. Enter convertible details

7. Click Create

Example

Draft New Convertible

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


See also: How to edit, delete, and view drafted convertibles, and how to draft shares, warrants, or options

Read more on convertible notes and SAFEs in our Cap Table Glossary

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