01  /  Startups · Pre-seed & Seed

One round.
Without breaking
the cap table.

How a founder raises her first round with multiple angels and reaches the close with a cap table ready for due diligence.

See the journey
Illustrative example · fictional company and figures
02  /  The problem

Ten small tickets shouldn't cost you a broken cap table.

Every angel who comes in directly is a new line. Times ten, the round turns into noise: scattered signatures, document versions, and a table that's hard to explain to the next investor.

WITHOUT VEFY

Many direct investors, many lines, future friction.

WITHOUT VEFY

SAFEs in different versions, signed over email.

WITHOUT VEFY

Documents sent one by one, with no access control.

WITH VEFY

Every SAFE comes in clean. The cap table stays investment-ready.

03  /  The journey

From cap table to close, in four steps.

STEP 01

The starting point: a clean cap table.

The company starts with two founders and an option pool. Three lines, in order from day one. The cap table is born right, not fixed later.

Cap table · Nordia Inc.
HolderTypeShares%
Founder ACommon4,500,00045.0
Founder BCommon3,500,00035.0
Option poolESOP2,000,00020.0
STEP 02

The round opens: SAFEs on the YC standard.

She creates the round and generates each SAFE on the YC Post-Money 2018 standard. Investors sign and wire from the same platform. Vefy shows the status of every ticket: signed, pending, funded.

SAFE round · Pre-seed
A1Angel · FintechUSD 75,000Signed
A2Angel · SaaSUSD 50,000Signed
A3Family officeUSD 120,000Signed
A4Angel · Ex-founderUSD 40,000Pending
A5Syndicate leadUSD 115,000Pending
STEP 03

The cap table absorbs the round.

Each SAFE enters as a traceable position, with its valuation cap and its discount. Vefy computes the conversion on the YC dilution standard. You see today and fully diluted, without spreadsheets.

Cap table · SAFEs post-round
HolderInstrumentInvestment% F.D.
Founder ACommon40.1
Founder BCommon31.2
SAFEs · 5 angelsYC Post-Money400,00010.9
Option poolESOP17.8
STEP 04

Dataroom: one place, controlled access.

The round documents live in a dataroom with a folder structure. The founder shares by invitation and sees who entered and what they viewed. Nothing gets emailed twice.

Dataroom · Nordia
Corporate6 docs
SAFE round9 docs
Financials4 docs
Product3 docs
Access · recent
Lead investortoday 14:20
Family officeyesterday
Angel · SaaS2 days
04  /  The result

Round closed. Next round already modeled.

With the cap table in order, the founder simulates the Series A before sitting down to negotiate: how much she dilutes, how the SAFEs convert, where the pool lands.

Scenario · Series A (projection)
Founders58.0
SAFEs converted9.3
Series A · new18.0
Option pool14.7
05  /  Products used
SAFE

SAFE rounds

Create, sign and fund SAFEs on the YC Post-Money standard. Status per investor.

Cap table

Cap table management

Every position traceable. SAFE conversion and fully-diluted dilution, without spreadsheets.

Dataroom

Dataroom

Folder structure, access by invitation and traceability of who entered.

  Start free with your first SAFE

Raise capital without breaking your cap table.

If all this feels calm, it's because someone absorbed the complexity for you.

See the platform