Create agreements, collect signatures, and receive funding—all through one connected platform.
What’s Great About Raising SAFEs on Carta
- One-stop platform: From generating SAFE documents to collecting signatures and handling funding, Carta simplifies the whole process in a unified tool.
- Flexible templates: Use pre-made Carta or YC templates, or customize your own with tailored terms like discount rates, caps, and pro-rata rights.
- Clarity and control: Track your SAFEs in real time, and they only count toward your cap table once the funds are received, protecting your ownership until things are official.
- Need to benchmark? Carta’s SAFE Insights tool gives you live market data to help you negotiate terms confidently.
Managing Your SAFEs: From Signing to Cap Table Impact
- Create, send, track: Issue SAFEs, email them for signatures, and monitor their status, all within Carta.
- Investor-led rounds? Investors can initiate SAFE rounds too. They draft and send documents, and you approve and sign, smooth for both sides.
Modeling Ahead: What Your SAFE Means for Ownership
- Run your numbers before closing: Use Carta’s SAFE and convertible note calculator to model ownership dilution, pre- vs post-money scenarios, and how SAFEs convert when the priced round comes.
- Visualize the outcome: The modeling tool lets you adjust valuation, option pool, and SAFE terms to see stakeholder impact and cap table changes, so you can negotiate from a position of knowledge.
Extra Perks for Scaling Smart
- Convert SAFEs seamlessly: When your agreed triggers occur, you can convert SAFEs (and convertible notes) into equity automatically, from within Carta. Your cap table gets updated without breaking a sweat.
- Wide adoption: Carta processes billions in SAFE fundraises, it’s one of the trusted tools for early-stage founders.
Bottom Line for Founders
Raising capital with SAFEs on Carta is clean, efficient, and reliable:
- Speedy setup and execution, with official templates and signatures all in one place
- Real-time tracking and modeling, helping you steer the equity outcome
- Automatic cap table updates once funds land or SAFEs convert
Explore the full topic on https://carta.com/equity-management/cap-table/safes/
