How to exercise options

Issued Securities | Exercise Options

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

Once options have been issued, they will appear on your cap table as well as listed under the Issued Securities tab. From this view, a number of secondary actions can be performed, including the option to exercise options.

Navigate to the Issued Securities page to exercise 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 Issued Securities

  4. On the Issued Securities page, go to the Options tab

  5. Click the Actions menu (arrow icon) to the right of the option you would like to exercise

  6. Select the option to exercise that option

Exercise Options

7. Fill out the required details

8. Click Submit to complete

Example

Exercise Options

See also: After I manage issued securities, how do I run scenario modeling & waterfall analysis?

Related articles: How to modify, terminate, cancel, and delete issued options

Read more on options and equity incentive plans in our Cap Table Glossary

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