Setting up new investment opportunity:
- Under “Basic Terms”, check the box “This round is being raised on a SAFE”.
- Fill in the “Discount” box and choose whether the round is Pro Rata or not.
Editing a current investment opportunity:
- Go to the investment opportunity you want to change to a SAFE round.
- Click on the “Settings” tab.
- Under “Edit Deal”, click on “Deal Terms”.
- Check the box “This round is being raised on a SAFE”.
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Fill in the “Discount” and "Pro Rata" sections as appropriate.