I will prepare your complete safe or convertible note financing round documents
Your Strategic Legal Partner for Startup Growth and Fundraising
About this Gig
Raising your first round of capital with SAFEs or Convertible Notes is a fast and efficient way to fund your startup. However, using generic online templates without legal oversight can be dangerous. Errors in these crucial documents can create significant legal and financial problems during your next priced round (Series A)
As a licensed US attorney specializing in startup finance, I will prepare a complete and professional set of financing documents for your SAFE or Convertible Note round, ensuring they are investor-ready and protect your company's long-term interests.
This service is for startups raising a pre-seed or seed round
What you will get
- Customized Financing Agreements (All Packages): Draft a SAFE (Simple Agreement for Future Equity) or Convertible Note that accurately reflects your negotiated terms, including the valuation cap, discount, and any other specific provisions. I work with the latest post-money SAFE forms from Y Combinator
- Proper Corporate Authorization (Standard & Premium): A financing round requires formal approval. I will prepare the Unanimous Written Consent of the Board of Directors
Order now to get your financing round started correctly.
Field of law:
Business (corporate)
Target country:
United States
Legal consulting Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Pro freelancers in this category have gone through a vetting process. You can find more details here.
FAQ
What is the difference between a SAFE and a Convertible Note?
A SAFE is an agreement for future equity and is not debt. A Convertible Note is a short-term loan that converts into equity. Notes have a maturity date and interest rate, while SAFEs do not, making them simpler.
Should I use a pre-money or post-money SAFE?
The current industry standard is the "post-money" SAFE. It provides more clarity to both founders and investors about ownership percentages. I will prepare the correct version for you.
What is a valuation cap?
The valuation cap sets the maximum valuation at which an investor's money will convert into equity in a future priced round. It protects early investors from being overly diluted if the company's valuation rises dramatically.
What is a discount?
The discount gives the investor the right to convert their investment into equity at a discounted price per share compared to what the new investors in the priced round pay, typically 15-20%.
Do I need a lawyer if I use a standard SAFE from Y Combinator?
It is highly recommended. While the forms are standardized, ensuring they are filled out, authorized, and recorded correctly is a legal process. Mistakes can be very costly to fix later.
What information do you need from me?
I will need your incorporation documents, the name of the investor(s), and the key agreed-upon terms (investment amount, valuation cap, and discount).

