A company formation folder and pen on a boardroom table
Plans, Strategies & Roadmaps

AI SAFE & Convertible Note Kit

Get investment instrument documents - just enter raise amount, cap/discount, investors.

Co-foundersSmall business ownersInvestorsOperators
Free to previewNo signupYou get: A ready-to-use investment instrument documents
01

How it works.

SAFE & Convertible Note Kit: provide raise amount, cap/discount, investors and get a complete investment instrument documents in minutes - including valuation cap/discount terms, conversion mechanics, pro-rata rights. Free AI workflow, no signup required to preview.

Write it while everyone still agrees. Deadlock, buyout and departure clauses are the sections you'll be grateful for years later.

Two business partners working through documents together
Partners agree easily until money or exits are involved.
What you provide

Draft my ready-to-use investment instrument documents

A short answer per field is plenty - the tool fills in the rest.

Free. No signup to preview. Not legal advice - always have counsel review.

Hands completing an ownership schedule in a bound agreement
Percentages, contributions and roles belong in a schedule, not a conversation.
02
SAFE (YC post-money) / convertible-note kit with cap/discount and conversion terms.
Format & standard
Close-up of an agreement's ownership schedule
Ownership splits, decision rights and exit mechanics carry the document.
03

What good looks like.

Two co-founders reviewing printed documents in a small office

Every partnership dispute is a clause someone chose not to write.

Company drafting note
01

What it must include

Criteria
  • 01Instrument selection (SAFE -- post-money vs pre-money -- or convertible note)
  • 02valuation cap and/or discount rate
  • 03conversion mechanics and triggers (equity-financing, liquidity, dissolution)
  • 04MFN provision
  • 05for notes: interest rate, maturity date, and conversion-on-maturity
  • 06pro-rata side-letter
  • 07investor/amount and resulting as-converted ownership estimate
  • 08cap-table impact
  • 09YC-standard SAFE reference.
02

Signals of expertise

Quality
  • Post-money SAFE ownership-certainty vs pre-money
  • cap vs discount interaction and which applies
  • note maturity/interest vs SAFE having neither
  • MFN clause.
03

Common mistakes

Pitfalls
  • ×Mixing SAFE and note terms
  • ×ignoring post-vs-pre-money dilution implications
  • ×no cap/discount or conversion trigger detail.
A small team working in a bright studio office at golden hour
A partnership with the awkward questions already answered.