Issue SAFE and CLA Agreements

You can issue SAFEs and CLAs directly from a shareholder’s profile. Each transaction type dynamically adjusts the required fields to ensure accurate data entry.

SAFE (Simple Agreement for Future Equity)

CLA (Convertible Loan Agreement)

How to Add a Transaction

1. Open the relevant shareholder profile
2. Scroll to the Transactions section
3. Click Add Transaction

How to Add a SAFE Transaction

1. Click Add Transaction → Issue → SAFE
2. Enter the key agreement terms:
   • Date – Signing date of the agreement
   • Principal – Investment amount
   • Discount – Conversion discount rate (if applicable)
   • Valuation Cap – Conversion cap (if applicable)
3. Click Save

Once saved, the SAFE will:

• Appear under the shareholder’s Transactions
• Be reflected in the cap table

To Edit a SAFE Transaction

1. Locate the SAFE transaction in the shareholder’s card
2. Click Edit
3. Update the relevant details
4. Click Save

How to Add a CLA Transaction

1. Click Add Transaction → Issue → CLA
2. Enter the key agreement terms:
   • Date – Signing date of the agreement
   • Principal – Investment amount
   • Maturity Date – Loan repayment date
   • Discount – Conversion discount rate (if applicable)
   • Valuation Cap – Conversion cap (if applicable)
   • Interest – Interest rate (if applicable)
3. Click Save

Once saved, the CLA will:

• Appear under the shareholder’s Transactions
• Be reflected in the cap table

To Edit a CLA Transaction

1. Locate the CLA transaction in the shareholder’s card
2. Click Edit
3. Update the relevant agreement details
4. Click Save

Note: SAFE and CLA transactions are automatically reflected in your cap table, ensuring all convertible instruments are accurately tracked and up to date.