How to draft new options

Cap table | Securities | Options | Drafts

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

The Draft Options tab is used to assign securities to individual holders and link to the relevant equity incentive plan, share terms, and vesting schedule (if applicable). This is the last step required before issuing options to prepare them for exercise in the cap table.

Navigate to the Draft Securities page to draft new options

  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 Options tab

  5. Click the + Draft New Option button

Draft New Option

6. Enter option details

7. Click Create

Example

Draft New Option

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


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

Read more on options in our Cap Table Glossary

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