Investor Safe Agreement Template

  • Pre-written agreement for a SAFE (Standard Agreement for Future Equity)


This product:

This legal template is used when an entrepreneur needs to take in a smaller initial financing prior to a venture round in the form of a promissory note that then eventually converts into the next financing round, typically at a premium. This type of financing is often referred to as “bridge” financing or a “bridge loan” and is very useful in situations where the company needs a fast and low-cost investment without all of the legal documents or hassle of establishing a value for the company.

If the company fails to raise the given amount of venture capital, the SAFE agreement provides no downside protection for the investor. An alternative to this agreement is the Convertible Note, which allows the investment to be repaid in the form of debt.

Always consult an attorney for final review when using this document.

License Details


This product is licensed for use by the purchaser only. You may not distribute or sell this product without the written consent of Boldmore Growth Partners.

Compare Products:

Individual Products

All-Inclusive Model

Pro Forma Model

À La Carte Pro Forma Templates*

Financial Reports Model

Capital Raise Model

Pitch Summary Template

Customer Lifetime Value Template

Investor Document Templates

Detailed Cap Table Template

Investor Convertible Note Template

Investor SAFE Agreement Template

NDA Template

Business Planning Tools

Business Plan Analysis eBook

Business Plan Outline Template

Pitch Deck Outline Template


* Included in the All-Inclusive Model














This Product

Investor Safe Agreement Template