Legal workflow
Raise a SAFE
Choose the SAFE form, supply its deal terms, and prepare the corporate approvals that accompany the financing.
Which part of the financing are you handling?
Choose and complete the SAFE form
Start with the post-money valuation-cap form and its fill-in decisions.
Review the financing package
Use the SAFE reviewer-checklist family for the form and approvals.
Available materials
Resource types are shown only when OpenAgreements currently has a relevant canonical page. This workflow page does not imply that every artifact type is complete.
Template
YC Post-Money SAFE (Valuation Cap)
The standard form with the editable deal terms identified.
Template
Board Consent for a SAFE Financing
A board written-consent starting point for approving the financing.
Template
Stockholder Consent for a SAFE Financing
A stockholder written-consent starting point when stockholder action is needed.
Reviewer checklist
SAFE Reviewer Checklists
Review the form, fill-ins, decisions, and related approvals.