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
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 Draft Securities
On the Draft Securities page, go to the Convertibles tab
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