You Bought a SAFE. Who's Protecting Your QSBS?
A SAFE side letter can provide QSBS information rights and annual factual certifications. It cannot settle the SAFE’s tax classification or guarantee a Section 1202 exclusion.
10 posts with this tag
Fundraising
Fundraising guidance for startup founders: term sheets, SAFEs, equity, and investor negotiations.
SAFE vs Convertible Note: What They Are and Which to Use
Convertible notes vs. SAFEs: how each works, key differences in terms and mechanics, and which instrument makes more sense for your early-stage startup funding.
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Priced Equity Rounds: A Founder's Complete Guide to Series Seed, Series A, and Beyond
Complete guide to priced equity rounds for founders: Series Seed through Series A, key terms, valuation mechanics, and what to expect from institutional investors.
Accredited Investor Requirements: Income, Net Worth, and Verification
Accredited investor requirements for startups: income test $200k/$300k, net worth $1M (excluding your home), and SEC-approved credentials. Includes verification steps under Reg D (506(b)/(c)).
506(c) vs. 506(b): Which Reg D Exemption Should Your Startup Use?
A practical comparison of the two most important Reg D exemptions — Rule 506(b) and 506(c). When to use each, how investor verification works, and how to avoid costly mistakes.
Regulation D Explained: How Startups Raise Capital Without an IPO
A comprehensive guide to Regulation D — the securities law framework that makes startup fundraising possible. Covers Rules 504, 506(b), and 506(c), accredited investor requirements, Form D, and common pitfalls.
Anti-Dilution Provisions: What Every Startup Founder Needs to Understand Before Their Series A
Anti-dilution provisions are among the most consequential — and least understood — terms in venture financing. Here's how they work, what they mean for your cap table, and what to negotiate.
Cap Table Management: The Founder's Guide to Getting It Right from Day One
Build and reconcile your cap table, distinguish outstanding from fully diluted ownership, and model SAFE conversions, option pools, and financing dilution.
Convertible Notes: The Complete Guide for Startup Founders and Investors
How startup convertible notes work: conversion triggers, caps, discounts, interest, maturity, creditor rights, and tax considerations.
SAFE Agreements: What Every Startup Founder Needs to Know
SAFEs are the dominant instrument in pre-seed and seed financing, but "simple" doesn't mean uncomplicated. Learn how SAFEs actually work, what can go wrong, and what you need to know before you sign one.