SAFE (Valuation Cap / Discount variants) & KISS - Document Builder 👷‍♂️

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🌍 Jurisdiction & Basics

Country, language, instrument type, and effective date.

Country *

Language of the completed document *

Company Name (Issuer) *

Investor Name *

Effective Date *

Date

Time

Instrument *

Variant *

👥 Parties & Company Details

Issuer legal details, investor details, and contacts.

Issuer Legal Name *

Issuer Address *

Issuer Notice Email *

Investor Address *

Investor Notice Email *

Company Jurisdiction of Formation (State/Country) *

Company Registration/Entity Number (if any)

💰 Investment Amount & Closing

Purchase amount, payment method, and closing details.

Purchase Amount (currency & amount) *

Payment Method *

If Other payment method: specify

Closing Date *

Date

Time

Closing Conditions / Deliverables (if any)

📈 Valuation Cap, Discount & MFN

Set cap/discount and MFN options for future financings.

Valuation Cap (currency & amount)

Discount Rate (%)

MFN Provision Included? *

MFN Notes (what terms should match; any carve-outs)

🔁 Conversion / Equity Trigger Terms

Define what financing events convert the instrument into equity and how the price is set.

Qualified Financing Threshold (currency & amount) *

Conversion Security Type *

Conversion Price Mechanics (cap vs discount; rounding; definitions) *

🧾 Company & Investor Rights (Optional)

Pro rata rights, information rights, and side letter notes.

Pro Rata (Participation) Rights? *

Pro Rata Details (scope, minimums, duration)

Information Rights? *

Information Rights Details (reports, frequency, confidentiality)

✅ Representations & Compliance

Accreditation/eligibility, authority, and compliance statements.

Investor is accredited/qualified (as applicable)? *

Compliance Notes (KYC/AML, sanctions, source of funds, etc.) *

📬 Notices & Miscellaneous

Notices, assignment, amendments, and other boilerplate.

Governing Law / Venue *

Assignment Allowed? *

Amendment / Waiver Rules (e.g., majority-in-interest) *

🧩 Definitions & Attachments

Any custom definitions, side letters, or supporting docs.

Custom Definitions / Notes (if any)

Attachments (term sheet, side letter, etc.)

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

✍️ Signatures & Final Checks

Acknowledgements, typed signatures and dates.

Final Acknowledgements (must check all) *

Information provided is true and correct
We agree this instrument is intended to be legally binding
Electronic signatures valid where permitted

Issuer Signature (type name) *

Issuer Sign Date *

Date

Time

Investor Signature (type name) *

Investor Sign Date *

Date

Time

Generator Prompt

Document Type

Source URL

Website