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SAFE Configuration and Convertible Notes Settings

SAFE Simple Agreement for Future Equity (SAFE)

YCombinator Startup School 2018
Investment in the SAFE (Simple Agreement for Future Equity)

CNConvertible Bond

Debt instrument convertible into equity

Conversion Simulator

Based on the baseline of one million actions post conversion.

Secure Application Framework Environment

Actions emitted1,250,000
Price/action$0.40
Federico Calò Founder55.56%

Convertible note

Capital and interest costs$545.0k
Interest Accruals$45.0k
Actions emitted1,362,500
Price/action$0.40
Federico Calò Founder57.67%

SAFE (Simple Agreement for Future Equity) vs Convertible Notes: Comparison Table

I'm waitingSecure Application Framework for the Enterprise (YC)Convertible note
Struttura legale Non è debito - diritto futuro su equity Strumento di debito che si converte in equity
Interessi Nessun interesse (0%) 6% p.a. semplice
Scadenza (Maturity) Nessuna scadenza - converte al prossimo round qualificato 18 mesi
Complessità legale Bassa - 5 pagine, standard YC, no negoziazione Media - 15-25 pagine, clausole negoziabili
Clausola MFN Inclusa (standard YC) Non inclusa
Diritto pro-rata Assente Solitamente assente (negoziabile)
Trattamento IRS (US) Non è debito: nessuna deducibilità interesse Interesse deducibile come costo d'impresa (IRC §163)
Impatto contabile Off-balance sheet (GAAP ASC 480) - non è passività Passività in bilancio fino alla conversione
Investitori esteri (EU) Alcune giurisdizioni EU non riconoscono il SAFE - rischio regolatorio Strumento familiare in EU, Germania e Francia
Preferenza liquidazione Rimborso cap in caso di M&A / liquidazione prima del round Rimborso principal + interest in caso di default maturity

Situation Recommendation

Safe recommended

In questo scenario il SAFE genera una diluzione inferiore (55.56% vs 57.67% CN). Per startup US pre-Seed/Seed con investor experience YC o a16z, il SAFE è lo standard de facto: documentazione minima, nessun avvocato per chiudere, nessun interesse che matura. Raccomandata se gli investitori sono US-based e familiari al formato.

This tool does not constitute legal or financial advice. Consult with an actual lawyer for live, actionable terms sheets.

Come utilizzare SAFE vs Convertible Note - Comparatore YC

Configure Safe

Insert round size, valuation cap, discount and MFN/pro-rata terms in the SAFE column (standard Y Combinator).

Configure Convertible Note

Insert principal, valuation cap, discount, interest rate and maturity in the Convertible Note column.

Read side-by-side dilution

Compare issued actions, share price and founder's dilution percentage between SAFE and CN in the graphical simulator.

Consult table and recommendation

Scroll through the differences in legal tables and read the situational recommendation US vs EU generated based on your inputs.

Suggerimenti

  • Use "Reset Default Values" to quickly return to the standard YC scenario and compare your hypotheses.
  • Increase interest rate for CN to see immediate impact on accrued interest and final dilution.
  • When working with European investors, prioritize the Convertible Note column in the legal differences table.

Domande frequenti

What is the main difference between SAFE and Convertible Notes?

The SAFE is a future equity contract with no interest or expiration date. The Convertible Note is instead a debt instrument that accumulates interest and has a maturity date by which the startup must close a qualified funding round or repay capital.

How is founder dilution calculated in the simulator?

The tool uses a baseline of 1 million existing actions prior to conversion. It calculates the conversion value (with matured interest for CN), divides it by the lowest price per share derived from valuation cap and discount, and obtains the new shares issued to the investor compared to the total post-conversion.

What does the MFN clause mean in this tool?

Most Favored Nation (MFN) gives the investor the right to adjust their terms to those more favorable offered to subsequent investors before qualification round. Activating it in the form will show its effect in the differences table.

Why does the Convertible Note have a "maturity" field and the SAFE doesn't?

Maturity is the deadline by which CN must convert to equity or be repaid: it's an intrinsic characteristic of debt. The SAFE does not foresee a deadline since it is not debt.

Do results from the comparator consider jurisdiction?

No: Calculations for dilution are generic and based solely on input parameters. The situational recommendation US vs EU is heuristic and does not substitute legal advice on a real term sheet.