Financing Agreements

SAFE Investing: Must-Knows for Investors

JD Peters, Attorney, Investor, Entrepreneur

Designed For:

Early-stage investors, including angel investors, venture capitalists, and individuals looking to invest in startups. It would also be valuable for entrepreneurs and startup founders seeking to understand the investor's perspective and prepare for negotiations, ensuring their offerings are attractive and fair to potential backers.

Purpose:

The purpose of this checklist is to guide investors through the critical aspects of a SAFE (Simple Agreement for Future Equity), ensuring they make informed decisions. It serves as a tool to evaluate potential risks and rewards, aligning investment choices with financial goals and risk tolerance.

Limitations, Assumptions, Details:

This screen was validated against 13 SAFEs and produced an average accuracy of 99%. Disclaimer: This screen should be used with a lawyer, not in replacement of a lawyer. Neither Screens nor any screen author is or will provide you with legal advice. AI accuracy rates vary based on several factors so always double-check all AI predictions. The views and opinions expressed in this screen are those of the author and do not necessarily reflect the official policy or position of any affiliated organizations or individuals.

JD Peters

JD represents entrepreneurs and high-growth companies at all stages of their growth cycle from formation to exit. JD counsels clients on a wide range of corporate and commercial matters including corporate structuring and governance, capital raising, employee equity, IP ownership and licensing, commercial agreements, and mergers and acquisitions. JD takes pride in making complex legal issues accessible to clients and helping entrepreneurs build world changing companies.

Website: https://www.macypeterslaw.com/