About This Document
This Simple Agreement for Future Equity (SAFE) is an early-stage investment contract where an Investor provides funds to a Company in exchange for the right to receive future equity, typically triggered by a financing round, liquidity event, or maturity date.
It helps startups raise capital quickly without immediately pricing the company or issuing stock.
Who Should Use This Template
Startup founders seeking early-stage funding without setting a company valuation immediately
Angel investors and venture funds investing in pre-seed or seed-stage startups
Businesses wanting to streamline fundraising with minimal initial paperwork
Entrepreneurs preparing for future equity rounds or acquisition events
What the Template Includes
Definitions of critical terms (SAFE, Investor, Company, Valuation Cap, Discount Rate, Maturity Date)
Investment terms:
Investment Amount provided upfront
Application of a Valuation Cap or Discount Rate during conversion to equity
Pro Rata Rights for future financing rounds
Multiple conversion mechanisms based on:
Equity Financing
Liquidity Event
Maturity Date
Dissolution Event
Representations and warranties from both the Company and the Investor
Events of Default and investor remedies
Dispute resolution through negotiation, arbitration, and optional injunctive relief
Governing law specified as Delaware law
Full miscellaneous provisions regarding assignment, notices, execution, and entire agreement
Editable Word format for easy customization
Instructions for Completing the Template
Insert the specific Investment Amount provided by the Investor.
Complete the Valuation Cap (maximum valuation for conversion) and the Discount Rate (percentage reduction relative to future investors).
Set the Maturity Date — typically 18 to 24 months from signing.
Specify notice periods for pro rata rights participation in future financings.
Include the Company’s jurisdiction (defaulted to Delaware unless customized).
Finalize all parties' details at the signature blocks (Investor and Company), ensuring authorized representatives sign and date.
Attach a filled-in Annex (if needed) listing the SAFE specifics for easier investor summaries.
Important Reminder
This document is provided as a template to assist with standard startup funding arrangements via a SAFE.
It does not constitute legal advice. Always consult a qualified attorney to review and adapt this SAFE Agreement for your company's specific fundraising strategy, to comply with securities laws, and to align with your long-term capitalization goals.
About This Document
This Simple Agreement for Future Equity (SAFE) is an early-stage investment contract where an Investor provides funds to a Company in exchange for the right to receive future equity, typically triggered by a financing round, liquidity event, or maturity date.
It helps startups raise capital quickly without immediately pricing the company or issuing stock.
Who Should Use This Template
Startup founders seeking early-stage funding without setting a company valuation immediately
Angel investors and venture funds investing in pre-seed or seed-stage startups
Businesses wanting to streamline fundraising with minimal initial paperwork
Entrepreneurs preparing for future equity rounds or acquisition events
What the Template Includes
Definitions of critical terms (SAFE, Investor, Company, Valuation Cap, Discount Rate, Maturity Date)
Investment terms:
Investment Amount provided upfront
Application of a Valuation Cap or Discount Rate during conversion to equity
Pro Rata Rights for future financing rounds
Multiple conversion mechanisms based on:
Equity Financing
Liquidity Event
Maturity Date
Dissolution Event
Representations and warranties from both the Company and the Investor
Events of Default and investor remedies
Dispute resolution through negotiation, arbitration, and optional injunctive relief
Governing law specified as Delaware law
Full miscellaneous provisions regarding assignment, notices, execution, and entire agreement
Editable Word format for easy customization
Instructions for Completing the Template
Insert the specific Investment Amount provided by the Investor.
Complete the Valuation Cap (maximum valuation for conversion) and the Discount Rate (percentage reduction relative to future investors).
Set the Maturity Date — typically 18 to 24 months from signing.
Specify notice periods for pro rata rights participation in future financings.
Include the Company’s jurisdiction (defaulted to Delaware unless customized).
Finalize all parties' details at the signature blocks (Investor and Company), ensuring authorized representatives sign and date.
Attach a filled-in Annex (if needed) listing the SAFE specifics for easier investor summaries.
Important Reminder
This document is provided as a template to assist with standard startup funding arrangements via a SAFE.
It does not constitute legal advice. Always consult a qualified attorney to review and adapt this SAFE Agreement for your company's specific fundraising strategy, to comply with securities laws, and to align with your long-term capitalization goals.
