SAFE Agreement Template Kit – Word DOCX

BENEFITS OF THIS DOWNLOADABLE WORD DOCUMENT

1. Includes all four post-money SAFE variants -- valuation cap with discount, cap only, discount only, and MFN -- so you can compare structures rather than accept the first one offered.
2. Works through conversion examples with numbers, which is the only way the difference between a cap and a discount becomes obvious.
3. Adds a pro rata rights side letter, the follow-on right founders most often forget to negotiate at the seed stage.

CONTRACT WORD DESCRIPTION

SAFE Agreement Template Kit (docx): Download post-money SAFE contracts with valuation cap, discount, and pro rata rights side letter. Includes conversion examples. SAFE Agreement Template Kit is a 9-page Word document available for immediate download upon purchase.

All 4 post-money SAFE agreement variants with conversion examples, comparison table, and pro rata rights side letter.

The kit covers the four post-money SAFE structures side by side: valuation cap with discount, valuation cap only, discount only, and most-favoured nation. A comparison table sets them against each other so the trade-offs are visible in one view rather than inferred across four documents, and worked conversion examples run actual numbers through each structure – which is the point at which most founders discover that a cap and a discount are not interchangeable, and that the difference shows up in the next round rather than this one. The agreement structure itself is organised into Events, Definitions, Company Representations and Investor Representations, following the standard post-money form.

A pro rata rights side letter is included. That right is separate from the SAFE itself and is the follow-on protection most commonly left un-negotiated at seed, usually because nobody raised it while the terms were still open.

Everything quoted here is measured from the file itself rather than described from memory: the document contains 68 structured table rows and 266 paragraphs. Nothing is locked, hidden or password protected, so every clause, table and example can be edited to fit your round.

How to put it to work. Read the comparison table first and decide which structure you are actually trying to agree, then run your own numbers through the matching conversion example before you discuss terms with anyone. Bring the side letter to the conversation early rather than after the SAFE is agreed, because it is far harder to add once the main document is settled.

What this is and is not. It is a structural kit and an explainer built around the standard post-money SAFE. It is not legal advice, it is not a substitute for counsel reviewing what you sign, and it is not a replacement for the official published SAFE forms where those apply to your situation. Financing documents bind you; have a lawyer read them.

Typical users are founders raising a seed round, angels investing in one, and the advisers sitting between them. It is delivered as a single Microsoft Word file, and opens in Word, Google Docs and Pages without conversion.

Source: Best Practices in Contract, Venture Capital Word: SAFE Agreement Template Kit Word (DOCX) Document, ModelStack