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 view drafted 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 Actions menu (arrow icon) of the convertible you would like to view
Select the option to view convertible
Note: while viewing a particular convertible security, you also have the ability to edit and issue
Example
View Convertible
See also: After I draft convertibles, how do I issue drafted convertibles?
See also: How to draft, delete, and edit drafted convertibles, and how to draft shares, warrants, or options
Read more on convertible notes and SAFEs in our Cap Table Glossary