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SAFEs

Pre vs post-money, caps, discounts, and MFN: what matters at each stage.

Last updated: 2025-10-08

Key takeaways

  • Choose pre- vs post-money structure intentionally; affects dilution
  • Caps and discounts are the primary economic levers
  • Keep docs simple at pre-seed for speed

What is a SAFE?

A SAFE (Simple Agreement for Future Equity) is a way for investors to give you money now in exchange for equity later. Think of it as an IOU that converts to actual ownership when you raise your next round.

Unlike a loan, a SAFE doesn't have interest rates or a maturity date. It's simpler than a convertible note because there's no debt involved. The investor gives you money, and you promise to give them equity when you raise your next priced round (like Series A).

Example

An investor gives you €100K on a SAFE with a €5M valuation cap. When you raise Series A at a €10M valuation, they convert at the €5M cap (better price for them). If you raise at €3M, they convert at €3M (the actual price).

  • SAFE is not debt and has no interest or maturity date. It's simpler than a convertible note.
  • Pre-money vs post-money impacts how dilution is calculated. Pre-money caps are more founder-friendly.
  • Two main levers: valuation cap (maximum valuation for conversion) and discount (percentage off the next round's price).

Key terms explained

Valuation cap

The maximum valuation at which the SAFE converts to equity. This protects early investors by giving them a better price if your company grows quickly.

Example: If you raise €100K with a €5M cap, and later raise Series A at €10M valuation, the SAFE investor converts as if the company was worth €5M (they get twice as much equity).

Typical pre-seed ranges: €2M-€8M depending on traction and market.

Discount

A percentage reduction on the price per share in your next round. This rewards early investors for taking risk.

Example: With a 20% discount, if Series A shares cost €1.00, SAFE investors pay €0.80 per share (20% off).

Common range: 10-20%. Higher discounts compensate for higher risk.

MFN (Most Favored Nation)

A clause that says if you give better terms to later investors, those improvements automatically apply to earlier SAFE holders.

Example: You raise €50K with a €8M cap. Later, you raise €200K with a €6M cap. MFN means the first investor's cap drops to €6M too.

Common at seed stage. Protects early investors from getting worse terms.

What to expect by stage

Angel / Pre-Seed

Keep it simple. Speed matters more than complex terms.

  • Use standard Y Combinator SAFE templates (they're investor-friendly and widely accepted)
  • Set cap based on what you can justify (traction, market, team)
  • Typical caps: €2M-€5M for pre-seed, €5M-€8M with early traction
  • Discount optional but common: 15-20% for pre-seed
  • Avoid custom terms unless absolutely necessary (slows down closing)

Seed

Terms get more specific as investors have more leverage.

  • Tighter caps based on actual traction (MRR, growth rate, customer count)
  • May include MFN clauses to protect early investors
  • Side letters for specific rights (pro-rata, information rights)
  • Multiple SAFEs in same round: ensure consistent terms or use MFN
  • Consider post-money SAFEs if you want clearer dilution math upfront

Related

Convertible noteEquity roundKey terms
← Back: OverviewNext: Convertible note →
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