Startup Financing

SAFEs and Series Seed,
right the first time.

The YC post-money SAFE family, both Series Seed rounds — equity and notes — and the 83(b) election. Every figure ties back to your cap table; every clause is the standard form, unaltered. The classic diligence killer — a valuation cap that reads one way in the SAFE and another in the side letter — can't happen here.

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Draft your first SAFE at no cost. No credit card required.

Counsel review is recommended before execution.

3
SAFE variants live today
100%
of clauses quoted from the form
0
cap tables drafted on an estimate

The conversion math holds at the priced round

A pre-money SAFE is sent when the parties agreed on post-money, and the dilution lands on the wrong side. The cap is typed into the conversion paragraph but the ownership figure quoted to the investor was run off a different number. An edited form drops the most-favored-nation clause the side letter still references. A Form D slips past the 15-day window because no one was tracking the first sale. Each of these surfaces when the Series A counsel rebuilds the cap table.

OpenShut computes the ownership a SAFE converts into directly from the cap or the discount you enter, reconciles it against the purchase amount before the document assembles, and reproduces every clause word for word from the standard form. When an investor or a Series A lawyer opens the conversion paragraph, the percentage reconciles to the terms that produced it and the form text it sits in.

SAFEs and Series Seed today

The YC post-money SAFE generates today in its valuation-cap, discount, and MFN variants, drawn with its pro-rata side letter when elected. Series Seed Equity and Series Seed Notes also generate today as complete round packages. The 83(b) election path is live for founder equity. Other convertible notes, priced rounds, founder restricted stock, equity incentive plans, and secondary sales are in active development. Expand any deal type for the scope and the status.

YC SAFE

Post-moneyLive

Live today. The Y Combinator post-money SAFE in its valuation-cap, discount, and most-favored-nation variants, the standard the seed market converges on. The cap form fixes conversion against the post-money cap, the discount form prices off the qualifying financing at the stated rate, and the MFN form grants the investor the better terms of any SAFE issued before the next equity round. Each variant reproduces the standard YC text with your cap, discount, purchase amount, and party details placed into it. The pro-rata side letter is generated when the investor receives that right.

Series Seed Equity Round

Priced seed roundLive

Live today. The Cooley Series Seed equity round package includes the term sheet, amended and restated certificate of incorporation, board consent, stockholder consent, stock investment agreement, and investor questionnaire, with the Series Seed economics carried through the set.

Series Seed Notes Round

Convertible-note roundLive

Live today. The Cooley Series Seed Notes package includes the convertible promissory note, convertible note term sheet, board consent, and investor questionnaire, with principal, interest, maturity, conversion, and investor details reconciled across the set.

83(b) Election / Governance

Founder equityLive

Live today. The Section 83(b) election path is available for founder equity, with company details, taxpayer details, grant terms, and filing dates carried through the governance workflow.

Other Convertible Notes

Round instrumentComing soon

Coming soon. Generic convertible-note packages outside the Series Seed Notes workflow are still planned.

Other Priced Rounds

Equity financingComing soon

Coming soon. Additional priced-round packages outside the Series Seed Equity workflow are still planned.

Founder Restricted Stock Purchase

Founder equityComing soon

Coming soon. The intended document is the founder restricted stock purchase agreement, setting the purchase of founder shares subject to a vesting schedule and the company's repurchase right on departure, paired with the assignment of intellectual property. The Section 83(b) election path is live today.

Equity Incentive Plan / Option Pool

Employee equityComing soon

Coming soon. The planned coverage is the equity incentive plan that authorizes the option pool, with the form of stock option grant, the notice of grant, and the option agreement, the reserved share count set against the fully diluted capitalization, and the board and stockholder approvals that adopt the plan.

Secondary Stock Purchase

LiquidityComing soon

Coming soon. The planned coverage is the secondary sale of existing shares from a founder or early holder to an incoming investor, with the stock transfer agreement, the company's right of first refusal waiver, and the consideration and share count set against the agreed price.

The seed financing set

A SAFE round assembles the instrument, the side letters it elects, and the cap table terms that result, as one set. Series Seed Equity and Series Seed Notes assemble their full round packages. The platform draws what your variant and your terms require, and each clause is reproduced verbatim from the standard form it cites.

8 Terms the Engine Carries

Valuation capThe ceiling that fixes the conversion price, carried straight into the post-money math
Discount rateThe reduction applied to the priced-round price per share on the discount form
Purchase amountThe dollars the investor sends, the numerator of the ownership the SAFE converts into
Post-money ownershipThe investor's fixed percentage, computed from the purchase amount over the cap
Most-favored-nation rightThe better terms of any later SAFE, elected through the accompanying side letter
Pro-rata rightThe right to hold ownership percentage in the equity financing that follows
Conversion eventThe qualifying equity financing, liquidity event, or dissolution that triggers conversion
Pre-money option poolThe unissued option shares the post-money definitions account for at conversion

Live Startup Coverage

Post-Money SAFE (Cap)Valuation-cap conversion
Post-Money SAFE (Discount)Priced-round discount
Post-Money SAFE (MFN)Most-favored-nation
Pro-Rata Side LetterOwnership maintenance
Series Seed Equity RoundSix-document priced seed set
Series Seed Notes RoundFour-document convertible-note set
83(b) Election / GovernanceFounder equity election path

Documents in Active Development

Generic Convertible Promissory NoteNote Purchase AgreementAdditional Stock Purchase AgreementAdditional Certificate AmendmentInvestors' Rights AgreementVoting AgreementRight of First Refusal and Co-Sale AgreementFounder Restricted Stock Purchase AgreementStock Transfer AgreementRight of First Refusal Waiver

Your company details, including the entity name, state of incorporation, and signatory, are drawn from your organization profile and entered automatically. You can revise them at any time in Settings.

The ownership carries to the document

Enter the cap or the discount and the purchase amount, and the platform computes the conversion and shows both sides the resulting ownership before the SAFE is drafted.

Conversion and dilution

Ownership computed from the purchase amount over the post-money cap. Price per share derived on the discount form against the priced round. The pre-money option pool accounted for in the post-money definitions. Dilution shown to founder and investor alike.

Form and election

The variant fixed at cap, discount, or MFN. The pro-rata right elected through its side letter. The most-favored-nation election carried into the companion letter. Each clause reproduced verbatim from the standard form.

Offering and filing

The Regulation D exemption claimed for the offering. Filing deadlines tracked from the first sale where the workflow records them. The cap table summarized after the SAFE converts.

The exemption checked before delivery

Once the SAFE is drafted, the offering is run against the federal securities rules and the state notice requirements that govern an exempt private placement, and the result is recorded behind each clause.

Federal

  • Securities Act Section 4(a)(2) private offering exemption
  • Regulation D Rule 506(b) and 506(c) conditions
  • Regulation D filing deadline measured from the first sale
  • Accredited investor verification under Rule 501
  • Rule 506(c) general solicitation verification standard
  • Bad-actor disqualification screen under Rule 506(d)
  • Post-money SAFE definitions as published by Y Combinator
  • 83(b) election window flagged for founder restricted stock

State

  • Blue-sky notice filings in the investor's state of residence
  • State filing fees computed by jurisdiction
  • Uniform Limited Offering Exemption where adopted
  • Delaware corporate authorization to issue the SAFE
  • State of incorporation drawn from the company profile
  • Manual signature blocks where electronic execution is restricted
  • Community property and spousal consent rules (9 states)
  • Notice deadlines tracked from the first sale by state
01

Enter the round terms

Name the parties, set the cap or the discount, and state the purchase amount.

02

Confirm the ownership

Select the variant, review the computed conversion, and sign off on every figure.

03

Download the documents

The instrument, side letters, Series Seed package, or 83(b) election path, ready for counsel review and signature.

What you supply, what you receive

The inputs you enter and the documents the round returns.

You provide

Jurisdiction

  • Country (United States)
  • State of incorporation (auto-populated)
  • Currency (auto-set)

Round information

  • Company name (required)
  • Investor name (required)
  • Purchase amount
  • SAFE variant: post-money valuation cap, discount, or MFN
  • Series Seed round type: equity or notes
  • 83(b) election details when founder equity is involved
  • Valuation cap (cap variant)
  • Discount rate (discount variant)
  • Pro-rata right (elect or omit)

The cap table position

  • Existing shares outstanding on a fully diluted basis
  • The pre-money option pool the post-money math accounts for
  • Any prior SAFEs the round sits behind

You get back

The SAFE family, live today

  • Post-Money SAFE (Valuation Cap)
  • Post-Money SAFE (Discount)
  • Post-Money SAFE (MFN)
  • Pro-Rata Side Letter when elected
  • Series Seed Equity round package
  • Series Seed Notes round package
  • 83(b) election and governance path

In active development

  • Convertible Promissory Note
  • Note Purchase Agreement
  • Additional Stock Purchase Agreement
  • Investors' Rights, Voting, and ROFR/Co-Sale Agreements
  • Founder Restricted Stock Purchase Agreement
  • Secondary Stock Transfer Agreement

Each live document is checked against the program rules built into the engine before delivery, covering the Regulation D conditions, accredited investor verification, and the blue-sky filings for the investor's state, all retained in the audit trail.

Draft a post-money SAFE on your own round.

Generate a sample SAFE with its pro-rata side letter and read the conversion math and every cited clause for yourself.

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