Owner

Cyndx Owner Tour

Show me around Cyndx Owner

Written by Wendy Canady
Updated over a week ago

How to get started creating a cap table

Get started | Create a cap table manually

Written by Wendy Canady
Updated over a week ago

How to upload a cap table from Excel

Data Import | Excel Spreadsheet | Template

Written by Wendy Canady
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Owner Site Map

Get started | Set up cap table | How-to's

Written by Wendy Canady
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Cap Table Glossary

Cap Table Knowledge Base

Written by Wendy Canady
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Owner Dashboard: Cap Table Views

Cap Table Dashboard | Economic/Vote | Valuation | Financing & Invested Capital Summary

Written by Wendy Canady
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Cap table summary: View my detailed cap table

Summary | Cap Table Summary

Written by Wendy Canady
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How to edit notes

Edit Notes | Financing Rounds | Security Terms

Written by Wendy Canady
Updated over a week ago

What is a cap table?

Cap table basics | Why Cyndx Owner

Written by Wendy Canady
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Why do I need to understand my company’s cap table?

Cap table basics | Why Cyndx Owner

Written by Wendy Canady
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What can I do with Cyndx Owner?

Cap table basics | Why Cyndx Owner | Waterfall | Scenarios | 409A

Written by Wendy Canady
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How to create a financing round

Financing Round | Create Cap Table

Written by Wendy Canady
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How to edit a financing round

Modify Financing | Edit Financing

Written by Wendy Canady
Updated over a week ago

How to delete a financing round

Financing Rounds | Delete Financing | Change Financing

Written by Wendy Canady
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How to edit close dates on a pre-existing financing round

Financing Rounds | Edit Financing Rounds

Written by Wendy Canady
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How to create an equity incentive plan

Equity Incentive Plans | EIP

Written by Wendy Canady
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How to edit an equity incentive plan

Equity Incentive Plans | EIP

Written by Wendy Canady
Updated over a week ago

How to delete an equity incentive plan

Equity Incentive Plans | EIP

Written by Wendy Canady
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How to create share terms

Cap table | Share Terms | Security Terms | Shares | Securities | Terms

Written by Wendy Canady
Updated over a week ago

How to edit share terms

Cap table | Share Terms | Security Terms | Shares | Securities

Written by Wendy Canady
Updated over a week ago

How to delete share terms

Cap table | Share Terms | Security Terms | Shares | Securities | Terms

Written by Wendy Canady
Updated over a week ago

How to create warrant terms

Cap table | Warrant Terms | Security Terms | Warrants | Securities | Terms

Written by Wendy Canady
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How to edit warrant terms

Cap table | Warrants Terms | Security Terms | Warrants | Securities

Written by Wendy Canady
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How to delete warrant terms

Cap table | Warrant Terms | Security Terms | Warrants | Securities | Terms

Written by Wendy Canady
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How to create convertible terms

Cap table | Convertible Terms | Security Terms | Convertibles | Securities | Terms

Written by Wendy Canady
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How to edit convertible terms

Cap table | Convertible Terms | Security Terms | Convertibles | Securities | Terms

Written by Wendy Canady
Updated over a week ago

How do I delete convertible terms?

Cap table | Convertible Terms | Security Terms | Convertibles | Securities | Terms

Written by Wendy Canady
Updated over a week ago

How to draft new shares

Cap table | Securities | Shares | Drafts | New Share

Written by Wendy Canady
Updated over a week ago

How to view drafted shares and vesting info

Cap table | Securities | Shares | Drafts

Written by Wendy Canady
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How to edit drafted shares

Edit Shares | Edit Securities | Issue Drafted Shares

Written by Wendy Canady
Updated over a week ago

How to issue drafted shares

Issue Shares | Issue Securities | Issue Drafted Shares

Written by Wendy Canady
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How to delete drafted shares

Issue Shares | Issue Securities | Delete Drafted Shares

Written by Wendy Canady
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How to draft new warrants

Cap table | Securities | Warrants | Drafts

Written by Wendy Canady
Updated over a week ago

How to view drafted warrants

Cap table | Securities | Warrants | Drafts

Written by Wendy Canady
Updated over a week ago

How to edit drafted warrants

Cap table | Securities | Warrants | Drafts

Written by Wendy Canady
Updated over a week ago

How to issue drafted warrants

Cap table | Securities | Convertible Note | Convertibles | Drafts

Written by Wendy Canady
Updated over a week ago

How to delete drafted warrants

Cap table | Securities | Warrants | Drafts

Written by Wendy Canady
Updated over a week ago

How to draft new convertibles

Cap table | Securities | Convertible Note | Convertibles | Drafts

Written by Wendy Canady
Updated over a week ago

How to view drafted convertibles

Cap table | Securities | Convertible Note | Convertibles | Drafts

Written by Wendy Canady
Updated over a week ago

How to edit drafted convertibles

Cap table | Securities | Convertible Note | Convertibles | Drafts

Written by Wendy Canady
Updated over a week ago

How to issue drafted convertibles

Cap table | Securities | Convertible Note | Convertibles | Drafts

Written by Wendy Canady
Updated over a week ago

How to delete drafted convertibles

Cap table | Securities | Convertible Note | Convertibles | Drafts

Written by Wendy Canady
Updated over a week ago

How to draft new options

Cap table | Securities | Options | Drafts

Written by Wendy Canady
Updated over a week ago

How to view drafted options and vesting info

Cap table | Securities | Options | Drafts

Written by Wendy Canady
Updated over a week ago

How to issue drafted options

Cap table | Securities | Options | Drafts | Issue Options

Written by Wendy Canady
Updated over a week ago

How to edit drafted options

Cap table | Securities | Options | Drafts

Written by Wendy Canady
Updated over a week ago

How to delete drafted options

Cap table | Securities | Options | Drafts | Delete Options

Written by Wendy Canady
Updated over a week ago

How to modify shares

Edit | Modify | Issued shares

Written by Wendy Canady
Updated over a week ago

How to transfer shares

Issued Securities | Transfer Shares

Written by Wendy Canady
Updated over a week ago

How to repurchase shares

Issued Securities | Repurchase shares

Written by Wendy Canady
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How to cancel shares

Issued Securities | Cancel shares

Written by Wendy Canady
Updated over a week ago

How to delete issued shares

Issued Securities | Delete shares

Written by Wendy Canady
Updated over a week ago

How to modify warrants

Issued Securities | Modify warrants

Written by Wendy Canady
Updated over a week ago

How to exercise warrants

Issued Securities | Exercise warrants

Written by Wendy Canady
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How to cancel warrants

Issued Securities | Cancel Warrants

Written by Wendy Canady
Updated over a week ago

How to delete issued warrants

Issued Securities | Delete Warrants

Written by Wendy Canady
Updated over a week ago

How to modify convertibles

Issued Securities | Modify Convertible Notes

Written by Wendy Canady
Updated over a week ago

How to convert convertibles

Issued Securities | Convert convertibles

Written by Wendy Canady
Updated over a week ago

How to cancel convertibles

Issued Securities | Cancel Convertibles

Written by Wendy Canady
Updated over a week ago

How to delete issued convertibles

Issued Securities | Delete Convertible Note

Written by Wendy Canady
Updated over a week ago

How to modify options

Issued Securities | Modify Options

Written by Wendy Canady
Updated over a week ago

How to exercise options

Issued Securities | Exercise Options

Written by Wendy Canady
Updated over a week ago

How to terminate options

Issued Securities | Terminate Options

Written by Wendy Canady
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How to cancel options

Issued Securities | Cancel Options

Written by Wendy Canady
Updated over a week ago

How to delete issued options

Issued Securities | Delete Options

Written by Wendy Canady
Updated over a week ago

How to view a vesting schedule

Issued Securities | Vesting Schedule

Written by Wendy Canady
Updated over a week ago

How to add a new scenario

Scenarios | Term Sheets

Written by Wendy Canady
Updated over a week ago

How to edit a scenario

Edit Scenarios | Modify Scenarios

Written by Wendy Canady
Updated over a week ago

How to delete a scenario

Scenarios | Delete Scenario

Written by Wendy Canady
Updated over a week ago

How to download a scenario

Scenarios | Download | Excel

Written by Wendy Canady
Updated over a week ago

How to run a waterfall analysis

Waterfall Analysis

Written by Wendy Canady
Updated over a week ago

How to compare scenarios

Scenarios

Written by Wendy Canady
Updated over a week ago

How to create a 409A valuation

409A Valuation | Compliance | Appraisal

Written by Wendy Canady
Updated over a week ago

How to upload a 409A valuation

409A Valuation | Compliance | Appraisal

Written by Wendy Canady
Updated over a week ago

How to edit a 409A valuation

409A Valuation | Compliance | Appraisal

Written by Wendy Canady
Updated over a week ago

How to delete a 409A valuation

409A Valuation | Compliance | Appraisal

Written by Wendy Canady
Updated over a week ago

Manage Legends

Legends | Manage Legends

Written by Wendy Canady
Updated over a week ago

Manage Stock Splits

Written by Wendy Canady
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How to create a vesting schedule

Cap table | Vesting schedule

Written by Wendy Canady
Updated over a week ago

How to edit a Vesting Schedule

Cap table | Vesting schedule

Written by Wendy Canady
Updated over a week ago

How do I delete a Vesting Schedule?

Cap table | Vesting schedule

Written by Wendy Canady
Updated over a week ago

How to edit basic company settings

Company Profile | Settings | Company Information | Company Address

Written by Wendy Canady
Updated over a week ago

How to sort your Audit Log

Audit Log | Sort | Organize | Filter Cap Table | Edits

Written by Wendy Canady
Updated over a week ago

How to edit Advanced company settings

Advanced Settings | Tax ID

Written by Wendy Canady
Updated over a week ago

How to view an Audit Log

Audit Log | Edits | Uploads | Cap Tables

Written by Wendy Canady
Updated over a week ago