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Legal Documents

SAFE (Simple Agreement For Future Equity)

A SAFE is an investment agreement between an early stage company and an investor. The SAFE allows the company to receive capital while not distributing shares to investors until a future date.

When should I use it?

  • It is typically used by early stage companies who have not yet distributed shares to outside investors.

Why is it important?

  • As the name implies, a SAFE is a simple investment agreement. It helps early-stage companies raise capital quickly without negotiating a clear valuation. That company valuation is not determined until a later round of funding.

Tips

  • Keep it Simple: The SAFE is intended to be a simple way to raise capital. Avoid adding terms that could cause confusion during a future round.

  • Understand Key Terms: The terms of the SAFE should be discussed with your co-founders, existing investors, and advisors so that it properly reflects the terms of investment and the company’s best interests.

Legal Agreements for Growing Businesses

Legal agreements that are customized for your business. Includes e-Signatures and storage in your Ownr account.

Ownr™ is not a law firm and does not provide legal advice or legal services. We provide self-help services at your specific direction.

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