How to convert convertibles

Issued Securities | Convert convertibles

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

Once convertibles 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 convert convertibles.

Navigate to the Issued Securities page

  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 Convertibles tab

  5. Click the Actions menu (arrow icon) to the right of the convertible note you would like to convert

  6. Select the option to convert from the drop down

Convert the Convertible


7. Fill in the required details

8. Click Submit

See also: After I manage Issued Convertibles, How do run scenario modeling & waterfall analysis?

Related articles: How to modify, cancel, and delete issued convertibles

Read more on convertible debt and SAFEs in our Cap Table Glossary

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