The draft convertibles tab is used to assign convertible securities to individual holders and link to the relevant convertible terms and financing round. Once you’ve drafted convertibles, you are able to go back and make edits as needed, following the steps below.
Navigate to the Draft Securities page to edit 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 edit
Select the option to edit convertible
Edit Convertible
6. Edit convertible details
7. Click Update
Example
Edit Convertible
See also: After I draft convertibles, how do I issue drafted convertibles?
See also: How to draft, 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