Finance

SAFE Note

A SAFE (Simple Agreement for Future Equity) is a contractual agreement between a startup and an investor that grants the investor the right to receive equity in a future priced round — without setting a valuation today.

In depth

Created by Y Combinator in 2013, SAFEs replaced convertible notes for most early-stage raises.

Key SAFE terms: - Valuation Cap: maximum valuation at which the SAFE converts (protects early investors) - Discount: percentage discount on next round price (typically 10–20%) - MFN (Most Favored Nation): if you raise on better terms later, early SAFE holders get those terms - Pro-rata rights: right to invest in future rounds to maintain ownership %

SAFE types: - Valuation cap only (most common for pre-seed) - Discount only - Cap + discount (investor-friendly) - MFN (no cap, no discount — rare)

SAFE vs priced round: SAFEs are faster and cheaper to close (no board seats, no complex terms). Priced rounds (Series A+) set a formal valuation and issue preferred stock.

Real example

A pre-seed founder raises $500K on a SAFE with a $5M valuation cap and 20% discount.

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