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Simple Agreement for Future Equity (SAFE)
A SAFE Agreement Template helps startups raise early funding from investors in exchange for future equity, without setting a company value right away. Use this free, ready-to-edit template to outline the investment amount and conversion terms. Simply fill in the blanks, download, and get it signed in minutes.
What Is a SAFE Agreement and Why Do You Need One?
A SAFE Agreement, short for Simple Agreement for Future Equity, is a document startups use to raise money from investors without immediately giving them shares or setting a fixed company value. Instead, the investor's money converts into equity later, usually when the company raises a larger funding round, such as a Series A. This approach lets early-stage startups raise cash quickly without the time and cost of a full valuation, while giving investors the right to future ownership based on terms agreed upon upfront, like a valuation cap or discount rate.
Why Use a Ready-Made Template Instead of Writing One Yourself
Writing a SAFE agreement from scratch can be risky, since it needs specific terms like the valuation cap, discount rate, and conversion triggers to work the way both the startup and investor expect. A ready-made SAFE Agreement Template already includes the key sections, such as investment amount, valuation cap, discount rate, conversion terms, and investor rights, so you only need to add your specific deal details. This saves time, reduces legal errors, and gives startups a fast, standardized way to raise early funding.
Who Should Use This SAFE Agreement Template
This template is useful for early-stage startups raising their first round of funding, founders working with angel investors or seed-stage investors, and startup accelerators helping companies structure quick, simple fundraising deals. It is also helpful for investors who want a straightforward way to invest in a startup early, before a formal valuation or priced funding round takes place.
How to Fill Out and Use This SAFE Agreement Correctly
Start by adding the full name of the startup and the investor, along with the total investment amount. Next, include the valuation cap, which sets the maximum company value used to calculate the investor's future shares, and the discount rate if one applies, giving the investor a lower price per share compared to future investors. Add the conversion terms, explaining what triggers the SAFE to turn into equity, such as a future priced funding round or an acquisition. Include any investor rights, such as information access or pro-rata rights in future rounds. Finally, both parties should review, sign, and date the agreement before the investment is made.
How to Use Agreed Templates
Start With the Template
Open the Product Agreement Template in your Agreed workspace and begin with a ready-to-use agreement structure.
Customize Agreement Details
Add or edit product details, responsibilities, pricing, deliverables, timelines, and other terms to match your agreement needs.
Review, Sign & Manage
Send the agreement for review and approval, collect signatures, and manage the completed agreement securely in Agreed.
Frequently Asked Questions.
Everything you need to know about Agreed. Can't find what you're looking for?
No, a SAFE is not a loan and doesn't accrue interest or have a maturity date like a convertible note does, even though both eventually convert into equity under certain conditions.
A valuation cap sets the maximum company value used when calculating how many shares the investor receives, protecting early investors from being diluted too much if the company's value rises quickly.
It usually converts when the startup raises a future priced funding round, such as a Series A, though some SAFEs also include triggers like an acquisition or IPO.
Yes, startups commonly use SAFE agreements with several investors during the same funding round, often using the same terms to keep the process simple and consistent.
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