How to issue drafted options

Cap table | Securities | Options | Drafts | Issue Options

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. Once options have been drafted, they must be issued manually to begin generating your cap table. Issued options will appear on your cap table under the Dashboard and Cap Table view.

Navigate to the Draft Securities page to issue drafted 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 Actions menu (arrow icon) to the right of the option you would like to issue

  6. Select the option to issue that option

Example

Issue Option

See also: After I've issued securities, how do I view my cap table?


Related articles: How to draft, delete, and view drafted options, and how to draft shares, warrants, or convertibles, and how to modify, exercise, terminate, cancel, delete issued options

Read more on options in our Cap Table Glossary

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