Cyndx Owner Tour

Show me around Cyndx Owner

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

Cyndx Owner is a convenient web-based application that allows companies to automate the creation, management, analysis of their cap tables and to instantly share relevant details with shareholders, employees, investors, and other stakeholders.

Welcome to Owner! Let us show you around.

Owner is a simple, cloud-based application to monitor equity administration.

Click here to view a quick Cyndx Owner tour to guide you through the steps of setting up your cap table.

Dashboard

  1. Go to Owner

  2. On the left-hand navigation bar, select dashboard

The Owner landing page will give you a macro-level view of the cap table divided into three parts:

  1. Cap table summary based on economic / voting power

  2. Valuation view based on former financing rounds

  3. Financing Rounds and invested capital summary

Cap Table Summary

Under the Cap Table tab on the navigation bar, access a detailed view of your cap table with the option to sort by Financing Rounds or Holders.

  1. Go to Owner

  2. On the left-hand navigation bar, select Cap Table

Get Started

Access the Securities drop down on the left-hand nav bar.

Scenarios & Waterfall Analysis

Scenarios allow you to analyze how a potential exit or financing round will affect your cap table. This is especially helpful to evaluate multiple term-sheets when raising capital.

Help Center

Check out our Help Center for more information on setting up your cap table:

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