SAFE / Convertible Notes

Your company name — we use it to label the documents.

A SAFE converts to equity at your next priced round with no interest or maturity date; a convertible note is a loan that converts, with interest and a maturity date. SAFEs are the common startup default.

Tells us which side we are drafting for.

A rough amount or range is fine — for example $250k on SAFEs.

A valuation cap sets the maximum price the SAFE converts at; a discount gives the investor a percentage off the next round's price. We can explain and advise.

Helps us prepare the right number of documents and any side letters.

Timeline, specific investor terms, or anything else.