FAQs

We reserve the right to decline referrals or not take action for any reason or no reason at all. If someone is already in our system, we will not accept them as a new referral.

We’ll be in touch with you throughout the process. The form asks for your contact information, and we’ll let you know if we’re successful with your contact.

No, there isn’t any need for the referral to be in the United States. Our clients are all over the world. However, the person who is providing the referral must be a U.S. citizen or legal U.S. tax resident.

We appreciate client referrals, but there isn’t any need for you to be a client.

The referral payment may be subject to tax. You should speak with your own tax or accounting advisor for professional guidance.

No, there isn’t a limit to the number of people you can refer. We appreciate the introductions.

Understanding the cap table is critical to making the right decisions about pricing and structuring financing rounds, tracking who is required to approve company decisions, setting employee share based compensation levels, measuring the true value of each stakeholder’s holdings in the company, and evaluating the financial impact of an exit either in the near term […]

Cyndx Owner is a convenient web-based application that allows companies to create, manage, and analyze their cap tables and to instantly share relevant details with shareholders, employees, investors, and other stakeholders. It provides intuitive, hassle-free tools to manually enter ownership data or import existing spreadsheets directly into Cyndx Owner to automatically generate a functional cap […]

Yes. You can run waterfall scenarios to easily model the impact of a new financing round or exit on the cap table as of a selected date.

Yes, you can also view dilution, payout, and return implications of an event and compare waterfall scenarios to evaluate financing alternatives head to head.