Record a SAFE
3 min read
SAFEs are a common early-stage instrument. Recording them in Capfold means they're modelled now and convert cleanly onto your cap table later.
1
Open fundraising
Go to the Fundraising area and select New SAFE.
2
Enter the terms
Add the investor, the amount, and the SAFE terms such as the valuation cap and any discount.
3
See the impact
Capfold shows how the SAFE would convert at your next priced round, so you understand future dilution before it happens.
4
Track it
The SAFE appears in your fundraising list. When you run a priced round, it converts onto the cap table automatically.
This guide is an illustrative placeholder and will be verified against the live product before launch. Exact screen and button names may differ.