How to edit drafted 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. 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

  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 Actions menu (arrow icon) of the convertible you would like to edit

  6. 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

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